Before you begin

Prepare for developing, reviewing, or requesting a change to an individualized plan for employment (IPE).

Have these ready

  • Locate your current IPE or note that you do not yet have one.
  • Identify the goal or service you want to discuss. Use placeholders in a shared browser.

Preparation only. Creating, downloading, or printing this worksheet does not file, serve, or send anything, prove agency receipt, or extend a deadline. Keep a separate record of any actual submission.

  • This checklist does not amend an IPE, establish eligibility, approve funding, or show agency agreement.
  • A preference and a supporting record should be identified separately. Confirm the applicable agency process and any deadlines.

How to use it

  1. Describe the employment goal and what is working or missing.

  2. Identify the proposed change and connect each service to the goal.

  3. List relevant records and questions that still need answers.

  4. Review responsibilities, next steps, and a way to confirm any agreement.

Prepare for your individualized plan for employment
Employment goal
Proposed plan or change
How this supports the goal

Fictional example

A learner preparing for office-support work wants to discuss an accessible spreadsheet course. They list the target job tasks, the course outline, and questions about software access and progress review.

Your worksheet

Entries stay on this page and are not saved by this site. Use brief notes and avoid sensitive identifiers. Download or copy your work before closing or reloading the page. Store any downloaded file safely.

Print this worksheet as a blank planning sheet and add notes on your own copy. Editing, review, and text export on this page require JavaScript. Fields remain disabled when JavaScript is unavailable.

Worksheet fields

Name the work you want to prepare for and relevant tasks.

Describe the service, goal, timing, or responsibility you want to discuss.

Connect each requested service to an employment need.

List document titles, dates, and relevant pages; avoid private details here.

Record alternatives, accessibility needs, cost questions, and information you still need.

Who should do what, and how will you check progress? Proposed dates are not agency commitments.

Your next action

Bring the reviewed checklist to a planning meeting and request a written record of agreements and unresolved items.

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