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DEVELOPING & FORMALIZING 
SPECIAL EDUCATION DATA 
PROCESSES
PREPARATION & DESIGN PHASE: 
WHAT ARE YOU SPENDING YOUR TIME DOING ? 
CONDUCT NEEDS ASSESSMENT 
How do students get 
referred ? 
How are special ed 
students & programs 
evaluated ? 
What’s working ? 
What’s not ? 
Survey school-based/ 
network 
staff 
What system now 
in place ?
PREPARATION & DESIGN PHASE: 
WHAT ARE YOU SPENDING YOUR TIME DOING ? 
O C T O B E R T I ME L I N E : 
E V A L U A T E A C H I E V E M E N T F I R S T ’ S C U R R E N T 
S P E C I A L E D U C AT I O N D AT A P R O C E S S E S 
WHAT REFERRAL, EVALUATION, IEP DEVELOPMENT, & REVIEW PROCESS IS IN PLACE ? 
• How are students identified/referred? How is problem behavior identified? 
• Who/Which team initiates the identification/referral process? 
• Once referral is initiated, who participates in determining eligibility for special education services? 
How is eligibility determined? 
• How is IEP developed? 
• Before referral, what support system/interventions are in place for students? 
• What pre-referral interventions are in place? Pre-Referral Interventions Manual 4th Ed. 2014 
• What type of special education students are currently enrolled in Achievement First’s Network 
schools? What is the breakdown by category (i.e. Autistic, Other Health Impairment, Emotionally 
Disturbed, etc.)? 
• Is NYCDOE SESIS data system used? If not, what system is used to log, track, and develop IEP 
process?
PREPARATION & DESIGN PHASE: 
WHAT ARE YOU SPENDING YOUR TIME DOING ? 
N O V E MB E R T I ME L I N E : 
M O D I F Y / D E V E L O P A C H I E V E M E N T F I R S T ’ S 
S P E C I A L E D U C AT I O N D AT A P R O C E S S E S – 
P R O D U C E G U I D E L I N E S & O T H E R D E L I V E R A B L E S 
Modify/Develop guidance documents, process flowcharts, checklists for the following processes: 
• PRE-REFERRAL 
• REFERRAL 
• EVALUATION 
• DEVELOPING & CONDUCTING THE IEP 
• DETERMINING SERVICES/RECOMMENDATION 
• REVIEWING SERVICES/PROGRAMS 
• Create Pre-Referral Educators Interventions Guide 
• Create Educators Intervention Guide for Students Already in 
Special Education/Integrated-Co Teaching (ICT)/Inclusion
DEVELOP & TEST PHASE: 
WHAT ARE YOU SPENDING YOUR TIME DOING ? 
D E C EMB E R T I M E L I N E : 
C O N D U C T T R A I N I N G , R O L L - O U T T R I A L S Y S T EM 
DELIVERABLES PRODUCED 
• Demonstrate Use of Deliverables with Network Staff 
• Preview Use of Deliverables with Select School-Based Staff 
• Train/Implement Use of Deliverables with One School/ 
One Class as a Trial Run 
• Evaluate Trial Run Process 
• Review Feedback from Trial Run
RESOURCE ALLOCATION 
What resources will you use? 
Human Capital & Schools: 
• AF School-Based Staff 
• AF Network-Based Staff 
• NYCDOE Charter School 
& Accountability Support 
Staff 
• NY City Charter School 
Center Staff 
• NY Center for Autism 
Charter School 
• KIPP NYC Network 
Reference Guides, Books, & Websites: 
• NY City Charter School Center 
• NY City Special Education Collaborative 
• New York State Education Department – 
Office of Special Education 
• Connecticut State Department of Education – Bureau of Special Education 
Resources (BSE) 
• Rhode Island Department of Education – Special Education 
• NYC Standards Operating Procedure Manual (SOPM), 2009 
• NYCDOE’s 2014-15 Special Education & 504 Plan Compliance Checklist 
• NYCDOE’s ELL Guide to Success 
• Pre-Referral Intervention Manual (PRIM), 4th Ed., 2014 
• Data Without Tears: How to Write Measurable Educational Goals and Collect 
Meaningful Data, 2010 
• Aligning IEPs to the Common Core State Standards, 2011
STAKEHOLDERS INPUT 
WHAT STAKEHOLDERS WILL YOU SEEK 
INPUT/GUIDANCE FROM ? 
• AF Principals 
• AF Teachers (ICT and General Education) 
• AF Deans of Culture 
• AF Academic & Curriculum Deans/Directors 
• AF Social Workers/Counselors 
• AF Network Staff 
• AF Parents 
• NYCDOE
WHAT GUIDANCE WILL YOU DEVELOP ? 
GUIDANCE DOCUMENTS - DELIVERABLES 
• Work Flow Process Charts/Documents - outlines steps for 
students needing special services 
• Pre-Referral Guide for Network & School-Based Staff 
• Referral Guide for Network & School-Based Staff 
• Guidance Documents for Each Step of Process 
(i.e. referral, evaluation, IEP meeting, determination, review etc.) 
• FAQ for Parents/Guardians 
• Referral Process Guide for Parents/Guardians 
• Quality Control Checklist for School-Based & Network Staff
WHAT GUIDANCE WILL YOU DEVELOP? 
Example of Work Flow Process Chart
WHAT GUIDANCE WILL YOU DEVELOP ? 
SAMPLE AF GUIDANCE DOCUMENT 
AF SPECIAL EDUCATION STAFF GUIDE: Table of 
Contents/Sections 
Introduction – Laws & Regulations Preparing/Planning/Conducting The 
IEP Meeting - Part 3 
Pre-Referral Process 
Referral Process - Part 1 
Determining 
Services/Recommendation – Part 4 
Evaluation/Assessment Process – 
Part 2 
Reviewing Services/Programs – 
Part 5
PILOT ROLL OUT 
HOW WILL YOU KNOW THE PILOT IS READY TO 
ROLL OUT ACROSS THE NETWORK? 
• Initiate with Informational Timeline for Roll Out (Trial & Full Launch) 
• Conduct Trial Run/Roll Out With One School/Class 
• Evaluate Feedback from Trial Run 
(i.e. Training, Helpfulness of Guidance Documents, Implementation, etc.) 
• Make Adjustments/Modifications Based on Trial Run 
• Process & Distribute Guidance Documents to Network & School-Based 
Staff, Parents, other Stakeholders, etc. 
• Conduct Staff Training through Webinars, etc. 
• Inform Stakeholders About Program Launch

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Alana.robinson2.af.sped.dataprocesses.info

  • 1.
  • 2. DEVELOPING & FORMALIZING SPECIAL EDUCATION DATA PROCESSES
  • 3. PREPARATION & DESIGN PHASE: WHAT ARE YOU SPENDING YOUR TIME DOING ? CONDUCT NEEDS ASSESSMENT How do students get referred ? How are special ed students & programs evaluated ? What’s working ? What’s not ? Survey school-based/ network staff What system now in place ?
  • 4. PREPARATION & DESIGN PHASE: WHAT ARE YOU SPENDING YOUR TIME DOING ? O C T O B E R T I ME L I N E : E V A L U A T E A C H I E V E M E N T F I R S T ’ S C U R R E N T S P E C I A L E D U C AT I O N D AT A P R O C E S S E S WHAT REFERRAL, EVALUATION, IEP DEVELOPMENT, & REVIEW PROCESS IS IN PLACE ? • How are students identified/referred? How is problem behavior identified? • Who/Which team initiates the identification/referral process? • Once referral is initiated, who participates in determining eligibility for special education services? How is eligibility determined? • How is IEP developed? • Before referral, what support system/interventions are in place for students? • What pre-referral interventions are in place? Pre-Referral Interventions Manual 4th Ed. 2014 • What type of special education students are currently enrolled in Achievement First’s Network schools? What is the breakdown by category (i.e. Autistic, Other Health Impairment, Emotionally Disturbed, etc.)? • Is NYCDOE SESIS data system used? If not, what system is used to log, track, and develop IEP process?
  • 5. PREPARATION & DESIGN PHASE: WHAT ARE YOU SPENDING YOUR TIME DOING ? N O V E MB E R T I ME L I N E : M O D I F Y / D E V E L O P A C H I E V E M E N T F I R S T ’ S S P E C I A L E D U C AT I O N D AT A P R O C E S S E S – P R O D U C E G U I D E L I N E S & O T H E R D E L I V E R A B L E S Modify/Develop guidance documents, process flowcharts, checklists for the following processes: • PRE-REFERRAL • REFERRAL • EVALUATION • DEVELOPING & CONDUCTING THE IEP • DETERMINING SERVICES/RECOMMENDATION • REVIEWING SERVICES/PROGRAMS • Create Pre-Referral Educators Interventions Guide • Create Educators Intervention Guide for Students Already in Special Education/Integrated-Co Teaching (ICT)/Inclusion
  • 6. DEVELOP & TEST PHASE: WHAT ARE YOU SPENDING YOUR TIME DOING ? D E C EMB E R T I M E L I N E : C O N D U C T T R A I N I N G , R O L L - O U T T R I A L S Y S T EM DELIVERABLES PRODUCED • Demonstrate Use of Deliverables with Network Staff • Preview Use of Deliverables with Select School-Based Staff • Train/Implement Use of Deliverables with One School/ One Class as a Trial Run • Evaluate Trial Run Process • Review Feedback from Trial Run
  • 7. RESOURCE ALLOCATION What resources will you use? Human Capital & Schools: • AF School-Based Staff • AF Network-Based Staff • NYCDOE Charter School & Accountability Support Staff • NY City Charter School Center Staff • NY Center for Autism Charter School • KIPP NYC Network Reference Guides, Books, & Websites: • NY City Charter School Center • NY City Special Education Collaborative • New York State Education Department – Office of Special Education • Connecticut State Department of Education – Bureau of Special Education Resources (BSE) • Rhode Island Department of Education – Special Education • NYC Standards Operating Procedure Manual (SOPM), 2009 • NYCDOE’s 2014-15 Special Education & 504 Plan Compliance Checklist • NYCDOE’s ELL Guide to Success • Pre-Referral Intervention Manual (PRIM), 4th Ed., 2014 • Data Without Tears: How to Write Measurable Educational Goals and Collect Meaningful Data, 2010 • Aligning IEPs to the Common Core State Standards, 2011
  • 8. STAKEHOLDERS INPUT WHAT STAKEHOLDERS WILL YOU SEEK INPUT/GUIDANCE FROM ? • AF Principals • AF Teachers (ICT and General Education) • AF Deans of Culture • AF Academic & Curriculum Deans/Directors • AF Social Workers/Counselors • AF Network Staff • AF Parents • NYCDOE
  • 9. WHAT GUIDANCE WILL YOU DEVELOP ? GUIDANCE DOCUMENTS - DELIVERABLES • Work Flow Process Charts/Documents - outlines steps for students needing special services • Pre-Referral Guide for Network & School-Based Staff • Referral Guide for Network & School-Based Staff • Guidance Documents for Each Step of Process (i.e. referral, evaluation, IEP meeting, determination, review etc.) • FAQ for Parents/Guardians • Referral Process Guide for Parents/Guardians • Quality Control Checklist for School-Based & Network Staff
  • 10. WHAT GUIDANCE WILL YOU DEVELOP? Example of Work Flow Process Chart
  • 11. WHAT GUIDANCE WILL YOU DEVELOP ? SAMPLE AF GUIDANCE DOCUMENT AF SPECIAL EDUCATION STAFF GUIDE: Table of Contents/Sections Introduction – Laws & Regulations Preparing/Planning/Conducting The IEP Meeting - Part 3 Pre-Referral Process Referral Process - Part 1 Determining Services/Recommendation – Part 4 Evaluation/Assessment Process – Part 2 Reviewing Services/Programs – Part 5
  • 12. PILOT ROLL OUT HOW WILL YOU KNOW THE PILOT IS READY TO ROLL OUT ACROSS THE NETWORK? • Initiate with Informational Timeline for Roll Out (Trial & Full Launch) • Conduct Trial Run/Roll Out With One School/Class • Evaluate Feedback from Trial Run (i.e. Training, Helpfulness of Guidance Documents, Implementation, etc.) • Make Adjustments/Modifications Based on Trial Run • Process & Distribute Guidance Documents to Network & School-Based Staff, Parents, other Stakeholders, etc. • Conduct Staff Training through Webinars, etc. • Inform Stakeholders About Program Launch