EXCEED IEP Goals Product Screen

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1 The Goals product screen is used when you need to document the goals the student will be working towards during the course of their IEP. The Events screen displays with the Current and Upcoming Events and Ended and Locked Events panels displayed. Go to your Student List (or Watch List) Click on a student name to go to the student profile Click on Events in the navigation panel Click on the (Meeting Manager) icon next to the event your are working with Click on Goals event section Page 1 of 5

2 The Goals screen displays. There are 2 tabs in the goals section; Select Goals and Plan Goals. Start by making selections from the Search Goals panel. Click the Select Domain dropdown and select a domain Click the Goal Bank dropdown and select the appropriate goal bank Select one or more items from the Areas of Concern Key Point: Hold down CTRL to select multiple Areas of Concern. The goals available in the goal bank are determined by your district. Once you complete the Search Goals panel, the Search Results panel displays the goals associated with the areas of concern you selected. Click the checkbox beside each goal you want to add Click Add Selected Goals Notice that once you select goals, they display in the Selected Goals panel on the right side of the window. Page 2 of 5

3 The screen automatically displays with the Plan Goals tab selected. The Plan Goals you selected on the Select Goals tab is displayed in the Plan Goals panel. Select a goal in the Plan Goals panel Key Point: You must select the goals one at a time and set them up individually. Key Point: The beside the goals in the Plan Goals panel indicates that progress monitoring has not been set up for this goal. The goal panel on the right is a description of the goal determined by your district. The text can be edited by clicking on Custom on the right side of the panel. Underneath the Goal area you will find 5 tabs: Levels and area of need, measurement and monitoring, progress reporting, goal details and objectives. (Optional) Edit the Goal text (Optional) Enter information about the Area of Need Enter Present Level Details Click the Measurements and Monitoring tab Page 3 of 5

4 On this tab provide baseline and target information, and activate progress monitoring. Your district may elect not to use progress monitoring. If this is the case, you can just leave this section inactive. Click the Smiley Face icon to set yourself as primary staff Click the Measure dropdown and select from the list Enter a baseline and target measurement for the goal Click the Active button to activate plan monitoring Click on the Frequency dropdown and select the frequency of monitoring Click on the day(s) to monitor Click the Progress Reporting tab This tab allows you to set up when progress reporting will take place. Under progress reporting, indicate how the parents will be informed either by progress summary or some other way. If you select that parents will be informed by progress summary, you will need to indicate the frequency with which they will be notified. Key Point: Dates are automatically set based in plan dates. Select a Progress will be reported radio button If Summary Report is selected, click the Frequency dropdown and select from the list Enter Notes if needed Select all relevant Evaluation Criteria Click on the Goal Details tab Page 4 of 5

5 The Goal details tab is where you will indicate who is responsible for carrying out the goal and any additional information. Click the appropriate checkboxes beside Who is Responsible Click the appropriate checkboxes beside Additional Goal Information Click the Objectives tab Under the objectives tab, you can set up the objectives associated with the goal. Fill in the place holders and baseline and target with appropriate information related to your student. Complete all fields on the Objective tab Click Save Goal You can also add your own custom objective by adding an objective title and clicking on Add Custom Objective. Fill in the objective and provide baseline and target information. Once you have filled in all the tabs with the appropriate information. Select Save Goal from the bottom right hand corner of your screen. Key Point: The beside the goals in the Plan Goals panel indicates that progress monitoring is Active. If you selected multiple goals on the plan goals tab, go back and select the next goal and repeat the steps above for all remaining goals saving as you go. Page 5 of 5

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