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Before the Meeting Sample data

Meeting Prep

Meeting prep templates and question sets tailored to each student on your caseload.

Open In Your Workspace: Prep for MeetingsOpen CalendarOpens the real tool once you sign in.

Meeting Prep Plan

Ppts This Cycle

Agenda, evidence, and family follow-ups queued by student for the next 30 / 90 / 180 / 365 days.

  1. Next 30 Days

    This Month

    • Close 2 high-priority data gaps flagged by the report
    • Send the family priorities intake to 3 caseload families
    • Draft PPT agendas straight from Pathway Reports
  2. Next 90 Days

    This Quarter

    • Run report-driven PPTs for every 11th + 12th grader
    • Schedule updated transition assessments for 5 students
    • Refer 3 seniors to adult services with signed consent
  3. Next 6 Months

    Half Year

    • Stand up work-based learning placements for 8 students
    • Complete travel-training baselines for the caseload
    • Publish an educator playbook of pathway rationales
  4. Next 12 Months

    This Year

    • Every senior exits with a signed pathway + adult-services plan
    • Zero PPT held without a current transition assessment
    • Caseload IEP-compliance audit ready with one click

Next meeting

Sep 15

Prep packs open

3

Shared with family

1

Next Recommended Step

Draft the agenda for your next PPT and share it with family 72 hours in advance.

Preview

  • Jordan Rivera · PPT — annual review

    Sep 15 · agenda ready

  • Maya Chen · IEP amendment

    Next week · needs prep

  • Aiden Brooks · transition check-in

    Next month · scheduled

Connected To The Pathway Report

Meeting Prep is how the team acts on the Pathway Report between meetings — items map to specific report sections and readiness gaps.

CalendarPathway ReportsCase Notes

Feeds Into

Updates here surface in these other TransitionForward surfaces so the whole team stays aligned.

Pathway ReportCalendarPathway ReportsCase Notes

This is a demo preview using sample data. In your workspace this page shows live info from your team.