Special Education Annual Review & Satisfaction Checklist

Strengthen Special Education Programs with Transparent Annual Reviews

Special education programs thrive when families and schools work together with clarity, trust, and open communication. This Special Education Annual Review & Satisfaction Checklist is designed specifically for special education coordinators, teachers, and administrators who want to proactively assess program quality, gather honest parent feedback, and prevent disputes before they escalate.

Why This Template Works for Special Education Teams

Annual reviews shouldn't just be compliance exercises—they're opportunities to strengthen relationships, identify gaps in service delivery, and celebrate student progress. This form helps you:

• Measure parent satisfaction across communication, goal setting, service delivery, and partnership quality
• Assess service delivery fidelity to ensure accommodations and services are implemented as intended
• Track IEP goal progress transparently with input from both staff and families
• Identify communication breakdowns early, before they become formal complaints or disputes
• Document proactive outreach efforts that demonstrate good faith and partnership

By collecting structured feedback annually, you can spot patterns across classrooms, refine professional development priorities, and make data-informed improvements that benefit all students with IEPs.

How K-12 Schools and Special Education Programs Use This Form

School districts, charter schools, private special education programs, and resource specialists use this template to:

• Conduct annual satisfaction surveys for families of students receiving special education services
• Review service delivery quality and adherence to IEP accommodations and modifications
• Collect stakeholder input before formal IEP meetings to make those meetings more productive
• Identify students whose goals need adjustment or whose services may not be meeting current needs
• Document good faith efforts to communicate and collaborate, which can be critical in dispute resolution

The form can be customized with your district branding, embedded on parent portals, or sent directly via email. Conditional logic ensures parents only answer questions relevant to their child's specific services.

Automate Follow-Up with Stepper

Once you've collected annual review data, Stepper can help you turn responses into action. Automatically route concerning responses to special education coordinators, create follow-up tasks for teachers when service delivery gaps are identified, or trigger parent-teacher conference scheduling when satisfaction scores fall below a threshold. Stepper keeps your team responsive and ensures no feedback sits unaddressed.

Built for Compliance-Conscious Educators

Paperform is trusted by schools and districts worldwide for its flexibility, security, and ease of use. With SOC 2 Type II compliance, role-based permissions, and the ability to integrate with your student information system via Stepper, Zapier, or webhooks, you can confidently digitize sensitive special education workflows while maintaining the audit trail you need.