To-Do Checklist | My Simple Advocate

Advocacy To-Do Checklist

Steps to help you prepare, organize, and stay on track with your advocacy goals.

Getting Started

  • Identify your main advocacy goal (e.g., IEP meeting prep)
  • Gather relevant documents and records
  • Make a list of key contacts (teachers, therapists, case managers)
  • Set a timeline for upcoming meetings or deadlines

Before a School/IEP Meeting

  • Review current plans and reports
  • Write down your concerns and goals
  • Prepare questions you want answered
  • Share agenda with your advocate or support team

During the Meeting

  • Take clear notes
  • Ask clarifying questions when needed
  • Confirm agreed-upon actions and timelines
  • Ensure next steps are documented

After the Meeting

  • Review notes and action items
  • Follow up on any missing documents
  • Share summary with your support team
  • Set reminders for deadlines and tasks

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