The Ultimate Summer Guide to IEPs, 504 Plans, and Evaluations
- Susan Ardila
- May 23
- 7 min read
Updated: 2 days ago

Summer break is such an awesome time for growth and prep, especially for kids with learning differences. This period offers a unique chance to focus on individual needs, away from the school work and schedules' stress. For parents, it's a wonderful opportunity to support your child by getting them assessed and ready for the upcoming school year's Individualized Education Program (IEP) or 504 meeting. For even more ways you can advocate for your child, check out my mini course Advocating with Confidence.
Here are some ways you can make the most of this summer break.
Why Summer Is the Ideal Time to Assess and Plan

Throughout the school year, it’s nearly impossible to slow down long enough to properly evaluate how your child is really doing. Between assignments, after-school activities, and life in general, crucial decisions about IEPs, 504 Plans, and accommodations often get rushed.
Summer gives you space to:
Catch up on assessments that were postponed
Clarify your child’s needs without classroom distractions
Strategically prepare for fall meetings with data in hand
Reset your child’s academic confidence before school resumes
For many families we support at MindBridge, summer has been the turning point. So, we've put together your summer guide to IEPs, 504's and evaluations.
💡 Navigating IEPs and 504 Plans can feel like learning a whole new language. That’s why I created Advocating with Confidence—a step-by-step guide for parents who want to confidently request the right supports, communicate with schools effectively, and stop second-guessing themselves.
What Are Assessments and Why Do They Matter?
Assessments in the context of special education are like friendly check-ins by experts to see if a child could benefit from extra support at school. These evaluations cover different areas such as how kids think, how they do in school, how they act with others, and even how they move around.
Types of Assessments That Can Be Completed Over the Summer

Psychoeducational Evaluations
These assessments aim to identify any learning disabilities, processing issues, or other cognitive challenges affecting a child's academic performance. They often include cognitive, academic, and behavioral evaluations.
Speech and Language Evaluations
For children with speech, language, or communication difficulties, these assessments can identify specific impairments and provide guidance for appropriate interventions.
Occupational Therapy Evaluations
Conducted by occupational therapists, these assessments help identify sensory processing issues, fine motor skills, or visual-motor integration difficulties that could impact a child's learning.
School Observations
While not always possible over the summer, if your child attends summer school or camps, it’s worth asking whether a specialist can observe and collect insight.These assessments offer insights into a child's behavior and interactions with their environment, enhancing understanding of their unique needs and challenges within the educational context.
Developmental Screenings
Great for younger children, these can identify early delays in speech, motor skills, cognition, and more. Early intervention makes a huge difference.
Behavioral and Emotional Assessments
These help uncover anxiety, depression, ADHD, or trauma responses that may be impacting learning
Why Undergo Assessments?
Children might need assessments to:
Identify areas of strength and weakness: Assessing your child's learning needs during the summer enables you to identify areas where they excel and where they may need additional support. This insight helps in creating targeted educational plans.
Help Create Personalizing learning plans: By understanding your child's learning needs, personalized learning plans can be developed to cater to their strengths and weaknesses. This tailored approach can significantly enhance their learning experience and academic growth.
Prevent summer learning loss: Research has shown that children can experience considerable learning loss during the summer months. Through assessments and targeted interventions, parents can mitigate this loss and keep their child engaged in learning activities.
Prepare for the next school year: Assessing your child's learning needs during the summer can be instrumental in preparing them for the upcoming school year. It allows you to identify areas where they may need additional support and provide them with the necessary resources and tools to thrive in the new academic year.
To Facilitate IEP/504 meetings: Summer assessments can determine your child's eligibility for extra school support under IDEA (Individuals with Disabilities Education Act) or adjustments under a 504 plan. They offer valuable insights into your child's academic and functional abilities, aiding in the development of an effective Individualized Education Program (IEP) or 504 plan. These insights help customize the plan to meet your child's unique needs, ensuring their success in the upcoming school year.
How to Prepare for an Evaluation—Step by Step

Gather Information: Let's start by gathering any relevant records like report cards, teacher notes, and previous testing results.
Identify Needs: Think about areas where your child might need some extra support. Consider feedback from teachers, past IEP meetings, and your own observations at home.
Research Resources: Organizations like the Learning Disabilities Association of America offer helpful tools for parents! From insightful articles to webinars and support groups, these resources can really help you understand your child's needs and rights.
Schedule Evaluations Early: If your child needs updated assessments, try to schedule them early in the summer. This way, you'll have the results in time to plan for the new school year.
Talk to Your Child: It's important to talk to your child about the upcoming assessment in a simple and reassuring way. Let them know it's to help them learn better and ease any worries. This can help them feel more comfortable and ready for the assessment.
Address Emotional Concerns: Prepare your child for any emotions that might come up during the assessment. Reassure them about their abilities and remind them that the assessment is a chance to understand their strengths and areas for improvement better.
Avoiding Coaching or Prepping: Remember, it's best not to coach or prep your child for the assessment. It's important for the assessment to reflect their true abilities without any outside interference.
Review Results: Once you have the evaluation results, take some time to go over them carefully. Our team is here to help interpret the results and suggest the next steps. Feel free to reach out if you need assistance.
Interpreting Results
Results are usually shown in percentile ranks or standard scores. For instance, if your child scores in the 25th percentile in reading comprehension, it means they scored better than 25% of students of the same age. Understanding these results helps pinpoint areas of strength and need, guiding intervention strategies.
After Receiving the Report: Next Steps
Review Thoroughly: Take a deep dive into the report with the assessor to grasp every detail.
Ask Questions: Feel free to ask for clarification on any technical terms or results.
Plan Meetings: Schedule meetings with your child’s educators to chat about the findings and how they'll shape your child’s education plan.
Seek Support: Explore services like those provided by Strategies for Learning, where Susan Ardila and her team offer personalized tutoring and educational therapy tailored to assessment outcomes.
Preparing for Your Child's IEP/504 Meeting - Easy Step-by-Step Tips

Whether you're starting off summer by completing assessments or if your child has already been assessed, the next step in our productive summer is gearing up for the upcoming years IEP/504 meetings. Here are some steps to make sure you're all set for those upcoming meetings:
Review Current Plan: Begin by going over your child's current IEP or 504 plan, if they have one. Note what’s working, what’s not, and what needs to be updated.
Gather Documentation: Collect documents related to your child's disability, like evaluations, progress reports, and any pertinent medical records.
Write a Strengths & Needs Summary: This is gold at IEP meetings. Jot down your child's strengths, weaknesses, and needs. Be specific and include any accommodations or modifications that have been beneficial previously.
Goal Setting: Determine what you want to achieve through the IEP/504 plan. These goals should be Specific, Measurable, Achievable, Relevant, and Time-bound (SMART). Consult with professionals to ensure that these objectives are appropriate for your child's unique situation.
Consider Support: Think about having a friend or advocate join the meeting for support. They can assist in taking notes and asking questions.
Prepare Questions and Concerns: Create a list of questions or concerns to discuss during the meeting, covering everything from your child's progress to specific accommodations they may require.
Collaborate with the School Team: Stay open to working together with the school team. Remember, the aim is to create a plan that will help your child thrive academically and socially.
Follow-Up: After the meeting, review the proposed plan and ensure you comprehend everything. If you have any concerns, feel free to contact the school team for clarification.
Early Intervention Creates Long-Term Success

Research shows that the earlier we intervene, the better the outcomes. Whether your child is in elementary school or preparing for high school, this summer could be the moment that changes everything.
At MindBridge Math Mastery, we work with families who are ready to use this time strategically—not just to catch up, but to leap forward.
We offer:
Personalized academic support
Dyscalculia intervention
Executive functioning coaching
Math assessments and progress tracking
IEP/504 meeting preparation & guidance
Let’s Make This Summer Count
Your child is unique. And with the right combination of support, structure, and individualized strategies, they can start the school year confident and ready.
📅 Book your free consultation now to discuss your child’s needs and how we can help: 👉 https://calendly.com/mindbridgemath/free-consultation
Because summer isn’t just about taking a break. It’s about building a foundation for a brighter academic future.
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