๐Ÿ“„ Free Resource

Intervention Documentation That Actually Holds Up

A one-page checklist for school leaders: the 12 items every Tier 2/3 intervention should have on file. Print it, stick it in a binder, use it Monday morning.

Download the Checklist โ†’
One-page PDF ยท No email required ยท Free to share

Every school has a documentation problem

In 30 years of schools โ€” as a teacher, counselor, and administrator โ€” I've watched the same scene repeat itself a hundred times. A parent emails asking what's being done for their child. Someone on the team has to go hunting โ€” through the counselor's spreadsheet, a binder in the back office, and a chain of emails โ€” to reconstruct a story that should have lived in one place from the start.

The breakdown is never intent. Everyone wants to do the work well. The breakdown is that most schools inherited their documentation system by accident, and no one has sat down to ask: what are the actual items every intervention record needs to hold up?

This checklist is my answer. Twelve items, grouped four ways. Do it once, and the same record serves your daily workflow and holds up when someone asks โ€” whether it's a parent, the state, or next year's counselor.

Four sections. Twelve items. One page.

1

Student context โ€” the why

The concern, the data that flagged it, and the parent notification that happened before the intervention began.

2

The intervention plan โ€” the what

Name, tier, target skill, frequency, who's delivering it, and when it gets reviewed.

3

Progress & data โ€” the evidence

Data points logged on a regular cadence, fidelity checks, and response classification at each review.

4

Parent communication โ€” the accountability

Every contact logged, and plan changes shared with the parent before they take effect โ€” not after.

Download the Checklist (PDF) โ†’
Coming soon

Want the Tier 1 companion piece when it's ready?

I'm working on "Tier 1: 10 Signs I Wish I'd Caught Sooner" next. Leave your email and I'll send it the day it's live โ€” no other emails, no list, just this one.

One email. No list, no newsletter, no sales sequences. If you change your mind, just reply "no thanks" and I'll delete your address.

ScholarPath Intervention Management does every item on this checklist automatically.

Documentation, parent portal, progress monitoring, and review-ready reports โ€” all in one place, without the three-binder problem.

See the Product โ†’