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Running head: INCREASING SELF ADVOCACY 1
Increasing Self Advocacy Through Instruction of the IEP/Transition Plan
Mary Lou Alther
University of New England
Action Research Project
EDU 695
Michael Beaudoin
April 18, 2010
INCREASING SELF ADVOCACY 2
TABLE OF CONTENTS
ABSTRACT 4
INTRODUCTION 5
Rationale for the Study 7
Statement of the Problem 7
Research Questions 8
Hypothesis 8
REVIEW OF THE LITERATURE 9
METHODOLOGY
Research Design 15
Data Collection Plan 16
Sample Selection 17
Instruments 18
RESULTS
Data Presentation 18
INCREASING SELF ADVOCACY 3
Discussion of Findings 23
Table of Contents, Continued
Limitations of the Study 25
Significance/Implications/Applications 26
Further Research 27
ACTION PLAN 28
CONCLUSION 30
REFERENCES 33
APPENDICES
Appendix A: Parent Cover Letter 35
Appendix B: Parent Permission Form 37
Appendix C: Student Permission Form 38
Appendix D: Informal Interview Form 39
Appendix E: IEP/Transition Rating Survey 40
Appendix F: IEP/Transition Rating Survey Data 42
INCREASING SELF ADVOCACY 4
ABSTRACT
This action research project explores strategies to assist students in better understanding
their learning styles, strengths and weaknesses. In addition, the project provides guidance in
methods of developing the IEP/transition document with the assistance of the student, and
provides opportunities for the student to address other members of the IEP team. Finally, the
strategies provide guidance and instruction for students to better advocate their needs in the
classroom.
The research project involved 8 students receiving special education services in a middle
school setting. A series of training sessions were provided in the individual learning styles of
each individual student. Further training was provided on the IEP document and process, as well
as the development of the transition document. Interviews and observations were conducted to
document the students’ responses in their IEP meetings and in their respective classes to
document incidents of self-advocation.
The results indicate that students are interested to learn about themselves as individual
learners and appreciate the transition discussions on future coursework and the initial planning of
their academic and career plans. All students indicated that the training sessions on learning
styles should begin early in the school year and develop further as the IEP/transition dates
neared. The action research plan provides an opportunity to further develop a consistent method
of providing training to students to help them understand themselves as learners and begin to
INCREASING SELF ADVOCACY 5
consider their future plans for high school and beyond. In addition, the plan provides training on
their IEPs and communicating their needs in the classroom.
INCREASING SELF ADVOCACY 6
INTRODUCTION
Students identified with learning differences receiving specialized services through an
Individual Education Plan (IEP) have their plans reviewed and revised each year. The
Individuals with Disabilities Act (IDEA) requires that a transition plan be developed and
included in the IEP starting at age 14 (Harwell, 2001). IDEA also requires that students age 14
and older be invited to participate in their planning meetings. Recent research indicates that
while schools are aware of the laws requiring the development of transition plans and student
involvement, little preparation or training on the IEP process, learning styles, and self-advocation
takes place (Test et al., 2005).
I have been teaching Special Education for several years. I worked as a consultant for a
program for Emotionally Disturbed children in Vermont, and then moved to New Hampshire. I
have provided Special Education services to children at the elementary level for nine years. My
most recent position of five years is at the Middle School level, providing Case Management
services, and instruction to students with learning disabilities, emotional disabilities and other
health impairments. Part of my responsibility as Case Manager is to develop the Individual
Education Plan/transition plan (IEP) for students.
While many of the elements of the IEP/transition plan have remained the same, our
district now uses a web-based program to develop the IEP documents. This system conforms to
the Special Education laws and criteria of the Department of Education in New Hampshire as
well as federal guidelines. Part of the IEP includes the addition, by law, of the transition plan for
students age 14 and older. While special education teachers work with students to develop their
INCREASING SELF ADVOCACY 7
IEP/transition plans there have been few standardized methods of instruction for this process. In
addition, as part of the process of transitioning from middle to high school, there is the need for
students to become better advocates for themselves. A key component of advocating one’s
needs in the classroom is understanding themselves as learners, their strengths and interests.
When preparing grade 8 students for their IEP/transition meetings it has become apparent
that most students do not understand the IEP or the process of developing a plan. There was
little connection between a student’s background knowledge of their disability, the IEP/transition
plan, and the development of course selection from the high school. In addition, there was little
discussion with students about the accommodations that could be made available in their classes
to assist them in their learning. While progress has continued within our building structure for
the delivery of discussions surrounding the development of the IEP/transition plans and
including students in the process and meetings, the development and delivery of these services
has been individualized and has not been researched thoroughly.
The purpose of this Action Research Project is to research known structures for
delivering information to students about their disabilities, their learning styles, and their
IEP/transition plan documents to assist in the development and understanding of course
selections when moving to the high school. The intention of this project is to determine
effective, systematic methods for delivering background knowledge to students about their
learning needs, learning styles and increase their participation in IEP discussions, and self-
advocacy in their classes.
INCREASING SELF ADVOCACY 8
Rationale for the Study
Students moving from the middle school to high school have a great deal of responsibility
in understanding the classes being offered and developing a schedule that meets their needs
academically. Students identified with learning differences have the added responsibility of
learning more about their Individualized Education Plan. Having an understanding of the
learning styles, accommodations and modifications within their IEP is important for students to
be able to advocate their needs to their teachers. In addition, during grade 8, students begin
discussing the development of their transition plan with their Case Manager. This initial
discussion focuses on student interests and provides opportunities to discuss students’ desires for
career training, education and future plans. The transition plan provides opportunities for
students to gain a better understanding of their interests and learning style which, in turn, can
assist them in choosing their classes for study.
Statement of the Problem
Students have varying levels of knowledge about their individual learning styles and
needs, as well as their preferences for future study and employment. A systematic method is
needed to provide students with information pertaining to their personal learning profile, and
their IEP, including accommodations and modifications to become active participants in their
classes and academic careers.
INCREASING SELF ADVOCACY 9
During transition discussions, many students indicate that they are unaware of the IEP
document and have not participated in discussions pertaining to their learning profile and needs.
In addition, many students are unclear about matching their interests to classes and studies in
preparation of a career.
One of the critical factors that affect IEP and transition training include the varying
degree of knowledge each student has concerning their learning needs and IEP. Another critical
factor influencing IEP and transition planning is that there is no specific inventory available for
Case Managers to use in the transition discussion.
Primary Research Questions
Two research questions directed the study. Will instruction on learning differences, the
IEP and recommended accommodations and recommendations increase student self-advocacy in
classes? What standard transition planning tool would be most beneficial to students when
beginning transitional academic/career discussions?
Hypothesis
The hypothesis formulated was that instructing students on their interests, learning style,
learning differences and needs and the accommodations and modifications within their IEP
would increase self-advocacy in their classes.
INCREASING SELF ADVOCACY 10
REVIEW OF THE LITERATURE
Providing opportunities for students to better understand the opportunities available in
classrooms and for their academic careers is essential to prepare them for their lives beyond the
academic setting. The Individuals with Disabilities Act (IDEA) requires that a transition plan be
developed and included in the Individualized Education Plan (IEP) starting at age 14 (Harwell,
2001). The intent of the transition plan is to help the student prepare for academic challenges
after high school, employment opportunities and independent living. The IDEA amendments of
1997 require that students with disabilities age 14 and over be invited to participate in meetings
discussing their individual plans and that decisions are based on students’ interests. Similar laws
encourage student self-determination and self-advocacy of students and adults with disabilities.
Amendments to the Rehabilitation Act of 1998, (Public Law 105-220), provide further guidelines
for informed choice for individuals with disabilities (Test et al., 2005). The value of self-
determination and self-advocacy skills has been acknowledged through several studies. While
the importance of acquiring self-determination and self advocacy skills has been noted,
instruction of these skills is not consistently included in school environments or curricula.
Information regarding the addition of amendments to special education laws is essential for the
development of appropriate IEP/transition documents. In addition, special education teachers
typically communicate the requirements and components of the IEP/document and process to
INCREASING SELF ADVOCACY 11
families and, therefore, must be aware of changes and additions to the requirements of IEP
documents and special education laws.
Eccles and Wigfield, (1997) noted that few developmental periods have as many changes,
in as many areas, as in early adolescence. During adolescent development the importance of
social/peer acceptance, socialization with peers and physical appearance increases. As students
place an emphasis on social acceptance and peer interactions, academic self-concepts, grades,
and motivation can decline (Cauley & Jovanovich, 2006). Effective transition programs improve
student achievement, attendance, and academic retention. Transition programs involve
continuous planning from teams of teachers and should target those students who are likely to
have the most difficulty, i.e., students with behavior issues, girls, and low achieving students
(Cauley and Jovanovich, 2006). The systematic delivery of transition programs and curriculum
will assist students during adolescent development and beyond. The impact of a comprehensive
transition program will benefit all students and should not be limited to any particular subgroup
(Cauley and Jovanovich, 2006).
Involving the families of students with disabilities is important. The No Child Left
behind Act (NCLB) of 2001 has expressed the role families play. The Individuals With
Disabilities Education Improvement Act (IDEA) of 2004 has mandated parental involvement in
educational planning. Findings from the National Longitudinal Transition Study-2 indicate that
81% of parents learned about services for their children from their child’s school (Ankeny,
Wilkins, & Spain, 2009). The responsibility for finding and working with services for their
children typically falls on parents. Because parents are so knowledgeable about their children,
professionals should include, acknowledge and respect parents as members of the IEP team.
INCREASING SELF ADVOCACY 12
Research indicates that family’s experiences greater satisfaction when they are involved in the
IEP/transition process. It is important to acknowledge and respect the family’s perspective as a
member of the IEP team. Students and their families are key participants in the development of
the IEP and transition plan (Ankeny, Wilkins, & Spain, 2009).
The participants and members of the IEP team should be active participants and not
simply observers. While IEP teams consist of the special education teacher/case manager, a
member of administration or LEA, a general education teacher, specialists as needed, parents and
the student, families often rely on the expertise of the education personnel for the discussion and
educational decisions made for their children. One study, which observed over 100 middle and
high school IEP meetings, discusses the significant differences in the level of participation from
those who attended meetings. The observations indicated that Special Education teachers talked
51% of recorded intervals, family members talked 15% of recorded intervals, and General
Education teachers spoke 9% of recorded intervals, while students talked 3% of recorded
intervals (Martin et al., 2006). While the special educators is key in the delivery of information
and the formulation of the IEP/transition document, other members of the team should actively
participate and contribute to the IEPs development. The student’s participation should be
developed to become more involved as an active participant – not just an observer. There were
surveys completed by participants of the meetings; including family members, students, general
education teachers, special education teachers, administrators, and counselors. While 40% of
special educators felt students participated a considerable amount in their meetings – the
recorded intervals and direct observations indicated a different result (Martin et al., 2006). The
study suggests that student attendance does not equate to participation. This information is
powerful as it emphasizes the role of the special educator as more of a guide or facilitator and
INCREASING SELF ADVOCACY 13
includes family and student as key participants. While facilitation of the IEP/transition meeting
needs to be directed, further emphasis and training on the roles of families and students and their
participation needs to be explored.
Several studies indicate that students who attend their IEP/transition meetings without
training about their disability, the IEP document, and their role in the meeting do not understand
the process or language, often feel unheard and consider the activity meaningless. Martin,
Huber, Marshall, Maxson, and Jerman (1997) identified specific areas where students could
become actively involved. These include beginning the meeting, stating the purpose of the
meeting, reviewing past goals and performance on those goals, talking about their interests and
preferences and closing the meeting. As students become more cognizant of the IEP/transition
process and development their involvement can increase to include further developing goals and
course selection for future classes (Martin et al., 2006).
It is important for students to have training and understand the importance of transition
planning. Without this background knowledge, students with learning disabilities make
inappropriate career choices as they do not make a connection between their own interests and
the career decision profile (Williams-Diehm & Lynch, 2007). The discussions and training on
transitions and self-advocacy should occur gradually beginning at a young age. This training and
student involvement should be gradually increased with greater expectations and participation as
the student matures (Williams-Diehm & Lynch, 2007). Four to five years before leaving school
supports that are needed to be successful in school can be identified. Interests in careers and
skills can be explored at this time as well. During this time, students can also further develop
their communication skills to effectively communicate preferences, interests, and needs. In
INCREASING SELF ADVOCACY 14
addition to identifying supports, and assisting students in exploring interests and careers goals,
students should receive information and gain understanding of the nature of their disability and
the supports and accommodations needed to assist them. Students should be encouraged to
practice self-advocacy skills, and decision making skills beginning four to five years prior to
leaving school (Cohen & Spenciner, 2009). Two to three years before leaving school students
should begin matching career interests with appropriate courses and related work experiences.
Post secondary programs and training opportunities should be explored at this time as well. In
addition to focusing more directly on career goals and academic courses, students should become
acquainted with community support services and have an opportunity to meet these service
providers at their IEP/transition meetings. As students near the end of their secondary school
academic career, they should receive additional information regarding postsecondary educational
programs, vocational training programs and financial support assistance to prepare them for
independent living (Cohen & Spenciner, 2009).
It is important for students to understand the background and components of the IEP
document, including the discussion of the evaluation process and special education
identification. Students often do not understand their identifications and learning issues, which
can cause increased anxiety, depression and emotional upset. Providing students with this
background information is essential. Involving students in the stages of IEP development will
increase their overall understanding the process and assist them in better understanding their
academic, developmental and social needs. The first stage for IEP development is to develop
background knowledge. Providing resources, such as on-line guides or books can increase
students’ knowledge of the IEP process. Having students meet with the evaluators can help them
better understand their learning needs, strengths and weak areas. The second stage in developing
INCREASING SELF ADVOCACY 15
an IEP is planning. Providing interest and career inventories can assist students in generating a
plan for course selection and career/academic planning. Additional methods for planning could
include utilizing commercial programs (Konrad, 2008). The next stage in developing an IEP is
drafting the IEP. Students can be involved in writing about their strengths and needs. The level
of involvement for students can vary depending on a student’s age and knowledge of the process
(Konrad, 2008). Students can be provided with opportunities to rehearse and providing
information at their meeting. Once the IEP has been developed and approved, students can
create a fact sheet about their IEP. Students can also be involved in developing progress reports
to share with their parents (Konrad, 2008). Involving students in the understanding the IEP
process and developing the IEP/transition plans will assist them learning skills to advocate their
needs and increase their independence.
There are several programs available for including: “Personal Futures Planning”, Self-
Directed IEP from Choicemaker Instructional Series”, “Whole Life Planning”, “Take Charge for
the Future”, and NEXT S.T.E.P.”. One self advocacy strategy designed to prepare young adults
to become more actively involved in their educational and transition planning, consists of five
steps and uses the acronym, “I PLAN” (Test & Neale, 2004).
I – Inventory and choices for learning.
P – Provide your inventory information
L – Listen and Respond
A – Ask Questions
INCREASING SELF ADVOCACY 16
N – Name your goal
The “I Plan” strategy provides a guide for students and teachers to follow during training
for IEP development and understanding, as well as increasing self advocacy. The acronym
provides an effective means of describing the basic elements of a self-strategy plan.
Helping students understand themselves as learners, and understanding the relationship
between their learning styles, learning needs, and interests will assist them in their academic
careers and beyond. Providing students with strategies to better understand their learning needs
will improve self-esteem, academic performance, and motivation (Cauley & Jovanovich, 2006).
The importance of training in self-advocacy is important for adolescents to have a better means
of expressing their needs and communicating with others. While there are many programs and
strategies available, it is interesting to note that while there is considerable support for
developing self-advocacy skills in the IEP process, instruction is not the norm (Test et al., 2005).
METHODOLOGY
Research Design
When initiating the Action Research process, the parent cover letter (Appendix A), parent
permission form (Appendix B), and student permission form (Appendix C) were presented to the
building administrator for review and approval. As the Action Research project involves
students identified with learning differences and is related to the development of their transition
INCREASING SELF ADVOCACY 17
plans and IEP documents, it was important that parents and students fully understood that
confidentiality pertaining to student learning differences, IEP contents and personal information
would remain constant. Case Managers for Special Education students are responsible for
providing the services and procedures students need to succeed in their classes while maintaining
the integrity of confidentiality.
Data Collection Plan
As students’ IEP/transition meeting dates approached, students participated in a brief
individual meeting with the Case Manager to discuss the upcoming meeting. The Informal
Interview document (Appendix D) was completed at this time. The intent of this document is to
gather information from each student regarding their knowledge of the IEP and transition process
prior to any training sessions. This information would include information regarding students’
knowledge of their learning styles, preferences and strengths and weaknesses. While the initial
questions would remain the same for each participant, follow-up questions and information
would be determined by student response. These additional responses and information would be
added anecdotally by the researcher.
Following this initial meeting, all students would participate in an on-line Multiple
Intelligence assessment (Birmingham Grid for Learning - Multiple Intelligences, n.d.). This
assessment and graphic printout provides students with background information concerning their
individual learning styles and learning preferences. Students discuss learning styles and
preferences in relation to their classes and begin discussing preferred classes for high school.
INCREASING SELF ADVOCACY 18
The Transition to Work Inventory (JIST Publishing, 2008) is then completed, to provide students
with initial background knowledge on possible career choices based on their leisure interests.
This information is then discussed with each student’s Case Manager to formulate the transition
plan portion of the IEP. The results of the Transition to Work Inventory are placed in the
students’ special education folders which are transferred to the high school special education
offices. The TTWI can be revisited and further developed as students continue their
academic/career planning.
The IEP design and components are discussed with each student individually, including
the Accommodations available for students. Students attend their meetings to further discuss
their plans with members of the IEP team, including parents and representatives from the high
school. The final phase of each IEP/transition meeting is the development of course selection
sheets for high school. These course selections are a combination of recommendations from
current teachers, and preferred selections by students.
Following the IEP meeting, students have a follow-up meeting with the Case Manager to
discuss their thoughts on the IEP meeting process and to complete the IEP/Transition Training
Rating Survey (Appendix E). Additional information collected will include anecdotal recordings
from Team Meetings and Field Notes on observations of students advocating their needs and
requests for accommodations in classes.
Sample Selection
INCREASING SELF ADVOCACY 19
The training opportunities took place with Grade 8 students on the researcher’s Special
Education Caseload. Each student in the sample group is identified with a specific learning
difference, including but not limited to: Specific Learning Disabilities, Other Health Impaired –
including ADHD, and Emotional Disturbances. The planning discussions, surveys and IEP/
transition development procedures were completed individually.
Instruments
Data was obtained through a variety of instruments. An Informal Interview (Appendix D) was
developed, and information gathered to determine each student’s knowledge of the IEP/transition
process prior to any training discussions. The IEP/Transition Rating Survey (Appendix E) was
developed for each student to complete following the training sessions and IEP/transition
meetings. The information on this survey would provide information related to the students’
perspective on the effectiveness of training and their impressions and knowledge of the
IEP/transition process gained from the training sessions. Additional information would be
provided regarding further development of the training sessions.
Field Notes will be collected on observations from students’ classes including:
interactions with staff, self-advocating strategies in classes. Anecdotal records on student self-
advocating will be maintained from Team Meetings minutes, staff and parent emails. Teacher
reports of student interactions, self-advocating will be included as will correspondence from
parents regarding managing work, and self-advocation in classes
RESULTS
INCREASING SELF ADVOCACY 20
Data Presentation
Informal Interview
Students met with the Case Manager on an individualized basis to discuss the Informal
Interview questions. Seven of 8 students or 87.5% indicated that they had not heard of an
Individualized Education Plan before that meeting. All students (100%) indicated that they had
never attended an IEP meeting. During discussions on learning styles 6 of 8 students or 75% had
heard of learning styles prior to meeting with the Case Manager. Zero of 8 students (0%) were
able to list their individual strengths and weaknesses in learning styles. When discussing
accommodations available in their respective classes 5 of 8 students or 62.5% indicated that they
did not approach staff about their accommodations or supports in their classes. Two students or
25% of students indicated that they did not understand what accommodations on an IEP were.
One student of 8 or 12.5% indicated they were unsure if they had approached staff with
accommodations from their IEP.
IEP/Transition Rating Survey
Following participation in the Multiple Intelligence Online Inventory, and completion of
the Transitions to Work Survey(JIST Publishing, 2008), students met with their Case Manager to
further discuss the results of the surveys, the surveys purpose and begin discussions on their IEP
and transition plans. Following the IEP meeting, students were asked to complete the
IEP/Transition Rating Survey (Appendix E).
Completing the Multiple Intelligence on-line survey has helped me understand my learning preferences.
INCREASING SELF ADVOCACY 21
Strongly Agree
Agree Undecided Disagree Strongly Disagree
Student Responses
3 5 0 0 0
Percentage Of Student Responses
37.5% 62.5% 0 0 0
(Appendix F)
Three of 8 students or 37.5% indicated strong agreement when asked if completing the
Multiple Intelligence survey helped them to understand their learning preferences. Five of 8
students or 62.5% indicated agreement when asked if completing the Multiple Intelligence
survey helped them to understand their learning preferences.
I have a better understanding of my Individual Education Plan after meeting with my Case Manager.
Strongly Agree
Agree Undecided Disagree Strongly Disagree
Student Responses
0 6 2 0 0
Percentage Of Student Responses
0 75% 25% 0 0
(Appendix F)
Six of 8 students or 75% indicated agreement when asked if they had a better
understanding of the IEP after meeting with their Case Manager. Two of 8 students or 25%
indicated they were unsure when asked if they had a better understanding of the IEP after
meeting with their Case Manager.
INCREASING SELF ADVOCACY 22
Reviewing my accommodations and supports on my IEP helps me understand the kinds of assistance I can request in my classes.
Strongly Agree
Agree Undecided DisagreeStrongly Disagree
Student Responses
0 8 0 0 0
Percentage Of Student Responses
0 100% 0 0 0
(Appendix F)
Eight of 8 students or 100% indicated agreement when asked if reviewing the
accommodations and supports on the IEP helps them understand the types of assistance available
in classes.
I will ask for the appropriate supports in my classes.
Strongly Agree
Agree Undecided DisagreeStrongly Disagree
Student Responses
3 5 0 0 0
Percentage Of Student Responses
37.5% 62.5% 0 0 0
(Appendix F)
Three of 8 students or 37.5% indicated strong agreement when asked if they will seek
assistance in their classes. Five of 8 students or 62.5% indicated agreement when asked if they
will seek assistance in their classes.
INCREASING SELF ADVOCACY 23
Completing the Transitions to Work Inventory helped me understand my interests and learning style.
Strongly Agree
Agree Undecided DisagreeStrongly Disagree
Student Responses
0 7 1 0 0
Percentage Of Student Responses
0 87.5% 12.5% 0 0
(Appendix F)
Seven of 8 students or 87.5% indicated agreement that completing the Transitions to
Work Inventory helped them understand their learning preferences and learning style. One of 8
students or 12.5% indicated they were unsure if completing the Transitions to Work Inventory
helped them understand their learning preferences and learning style.
After completing the Transitions to Work Inventory, I have a better understanding of how my interests can direct my class choices for high school and career/college path.
Strongly Agree
Agree Undecided DisagreeStrongly Disagree
Student Responses
3 3 2 0 0
Percentage Of Student Responses
37.5% 37.5% 35% 0 0
(Appendix F)
Three of 8 students or 37.5% indicated strong agreement that after completing the
Transitions to Work Inventory they have a better understanding of how their interests can direct
their class choices for high school and college/career path. Three of 8 students or 37.5%
INCREASING SELF ADVOCACY 24
indicated agreement that after completing the Transitions to Work Inventory they have a better
understanding of how their interests can direct their class choices for high school and
college/career path. Two of 8 students or 25% indicated that they were unsure if after completing
the Transitions to Work Inventory they have a better understanding of how their interests can
direct their class choices for high school and college/career path.
Students were also asked to list any ways or changes to improve the discussions on IEP
and transition planning. Two of 8 students indicated that the discussions should begin earlier in
the year. Two of 8 students indicated that more work should be done with Multiple
Intelligences. It should be noted that the same two individuals listed these responses. Four of 8
indicated “none” or did not answer this question.
Field Notes and Anecdotal Records
Two students approached the science teacher to request additional accommodations for a
chemistry test that was scheduled to take place 3/15/10. The science teacher notified the Case
Manager of the requests, which included word banks, study guides and taking the test in an
alternate location. These accommodations were made for students. Team meeting records have
indicated increased discussion among students and in class discussions pertaining to learning
strengths and preferences. The Social Studies teacher indicated that her recent in class
discussion on an upcoming unit of study involving a variety of project possibilities, prompted a
class discussion on learning preferences and multiple intelligence. Three of the students from
this study were actively involved in the discussion with their peers; identifying various learning
styles and preferences for different projects.
INCREASING SELF ADVOCACY 25
Discussion of Findings
First, providing students with background information regarding their learning styles,
strengths and weaknesses provides students with empowering knowledge. They have a better
understanding of themselves as learners and understand the nature of multiple intelligences. All
students’ surveyed indicated agreement that providing the survey on multiple intelligences and
follow-up discussions helped them better understand their learning preferences. This knowledge
is also important as it relates to the accommodations provided within the student’s IEP.
Meeting with each student individually provides opportunity to begin the initial
discussions on what the IEP is, and have a better understanding of the accommodations and
services available to them in classes. Seven of 8 students or 87.5% had no knowledge of an IEP,
its process, or the services available through it. None of the students had attended an IEP
meeting prior to the discussions and the IEP transitions meetings scheduled in March 2010. The
majority of students surveyed, (75%) indicated that they had a better understanding of the IEP
after meeting with the Case Manager. One quarter of students, (25%) indicated they were
undecided if they had a better understanding of the IEP. All students surveyed, (100%) indicated
that they had a better understanding of the supports available to them in their classes after
reviewing and discussing the accommodations available to them. In addition, all students
indicated that they would ask for appropriate supports in their classes. This has been supported
by student requests for accommodations on a recent test in science class. This initial step is very
important in students gaining confidence in advocating their needs. It is anticipated that through
INCREASING SELF ADVOCACY 26
encouragement and coaching, these students will continue to ask for appropriate
accommodations to assist them in their classes.
In addition to the discussions on the IEP and its process, most students (7 of 8 or 87.5%)
agreed that completing the Transitions to Work Inventory helped them better understand their
preferences and learning style. The Transitions to Work Inventory is also assistive in helping
students begin to understand the connection between their overall interests and class choices and
possible academic/career path in high school. Here quarters of students, (75%) indicated that
they held a clearer understanding of this connection.
Students indicated their desire for further opportunities to better understand themselves as
learners, and how that impacts their function in classes. Two students indicated that the training
and discussions should begin earlier in the year. This would provide increased opportunities to
improve student’s skills in advocating their needs, and increase their confidence when
approaching staff.
Students also expressed interest in learning more about multiple intelligences and their
learning styles. Having this background knowledge is empowering for students, and also for
teachers. In addition, this interest confirms the observation during interviews and training
sessions that students were genuinely interested in their learning styles and how that impacts
their learning. Students appeared more animated and appeared pleased with the individual
attention received during the training sessions.
Limitations of the Study
INCREASING SELF ADVOCACY 27
All grade 8 transition IEP meetings occur in the spring, to work with the high school in
developing schedules of study for students. Because of this scheduling and the ultimate timing
of this study, the opportunity to observe students advocating their needs and requesting
accommodations to assist them in classes has been limited. If the training sessions, and data
collection for this study could have covered the remainder of the school year, there would have
been more opportunities for observation and further data collection and review.
Another limitation of this study was the size of the sample used in the study. Typically,
caseloads for special education students range from 15 – 25 students per academic year. Over
the course of the school year there may be adjustments to that number if students are discharged
as no longer requiring services or added if identified as needing special education services. This
year, the caseload dropped from 11 students in September to 8 students during the time of this
study and intervention. While all students on the caseload participated in the study, and provided
important information and data, having more students in the sample would have provided
additional information and data.
Significance, Implications and Applications of the Study
Transitioning from middle school to high school is an exciting time for students. It is a
time for students to begin discussing their class choices and become more involved in the
process of choosing appropriate courses. It is also a time of significant social/emotional
development. Students are interested in their learning styles and preferences, and how their
individual preferences impact their learning in their classes. In addition, there is an expectation
INCREASING SELF ADVOCACY 28
that students will become increasingly capable of communicating their needs to teachers, parents,
and peers.
Students identified with learning differences, social/emotional issues and other health
impairments are required by law to participate in their IEP/transition planning and meeting. This
study provides background information on transition planning and teaching students to better
advocate their needs, and an initial plan and method of providing meaningful discussions on
learning styles, interests, future goals, transition planning and communicating the necessary
accommodations to succeed in classes. Through the systematic delivery of discussions centering
on the IEP/transition process and each individuals learning styles and needs, students will gain a
better understanding of themselves and be more prepared for discussing future academic and
career goals in the future.
While this study focused only on those students with an IEP, all students would benefit
from learning about their learning styles and preferences. The increased awareness of their
interests and learning styles will better prepare them for future course choices and placement, as
well as assisting all students in preparations for the future and independent living in their career
of choice.
Further Research
There are many effective tools to initiate discussion on career and academic planning
with students. One example is Bridges; a computer software company offers a variety of tools
for students to explore careers, education, interests, and abilities (Bridges Transitions - High
INCREASING SELF ADVOCACY 29
School - Education and Career Planning, n.d.). Working together with the high school to further
develop a system for students to continue developing their knowledge of themselves, their
learning styles and communication would be beneficial. Additional research and analysis should
be conducted when the Learning Profile Inventories, and IEP/transition planning meeting occur
earlier in the year. There will be additional time to collect data on increased communication and
self-advocation. It would also be interesting to gather further information regarding students’
responses and communication/self-advocation once they have reached the high school setting.
ACTION PLAN
Actions in Progress
Students involved in the study have completed their IEP/transition meetings. Anecdotal records
and discussions in Team meetings have indicated that students continue to be interested in
connecting projects from their classes with their interest and skill levels. Teachers from Core
classes indicate that students’ interest in project activities that include a choice that has been
indicated as an interest area on their learning inventories has increased. Discussions are
continuing during Team meetings to determine a system to use during Focused Study times to
have all students participate in the Multiple Intelligence inventories and learning profiles. In
INCREASING SELF ADVOCACY 30
addition, the Transitions to Work survey, and the Multiple Intelligence inventory have been
adopted by the other Grade 8 Case Manager for use with students on her caseload.
Future Action
A system of developing a learning profile using the Transitions to Work Survey and
Multiple Intelligence Inventory will be completed at the beginning of the school year. Students
identified with special needs will begin discussions with their Case Manager in the beginning of
the school year. A description of the IEP document will be provided to students, including their
goals, objectives and accommodations for their individual classes. The training sessions on
IEP/transition development and understanding their learning styles and needs will be an ongoing
process. Students will be given the opportunity to ask for further training if they have questions.
The number of sessions for each student will be individualized. Providing this information to
students early in the school year will increase opportunities for students to develop skills to
advocate their needs in classes.
In addition to the training sessions on IEP/transition and learning styles, students
identified with special needs will participate in sessions to outline their learning profiles. The
screening tools were originally developed during the 2008-2009 school year by members of the
Core team of teachers for the Cluster. (Alther, 2009) Further development of the packets, with
additional information pertaining to standardized tests was completed in 2009. The information
gathered on standardized tests, multiple intelligence inventories and interest surveys can be
INCREASING SELF ADVOCACY 31
compiled and put on student learning profile sheets. The additional surveys and compilation of
information can occur with the Core teachers during Focused Study sessions.
All students in the Cluster participate in Focused Study sessions. In the beginning of the
school year these classes focus on getting to know each other and team building. The Learning
Profile Inventories and surveys will provide additional opportunity for team building, as well as
a chance for teachers to assess and better understand their students. Additional information can
be gathered through the Data Review Committee to include scores from the NECAP and NWEA
standardized tests. The information collected can be consolidated for each student to include test
scores, MI survey and interest information (Alther, 2009). All student information can be kept
together and used by teachers for grouping students, determining project options and project
choices for students.
As each identified student’s IEP/transition meeting date nears in the spring, additional
discussions will occur to determine initial placement and recommendations for placement in
classes in high school. Discussions will include students’ current interests, and projected course
selections dependent on future academic and career goals. Discussions will include their
learning style and class preferences, as well as methods to increase their discussion and
participation at their IEP meetings. As faculty and staff members from the high school will be
present, this is an opportunity for students to meet future staff, discuss needs and ask questions
about the classes they have been recommended for and the programs of study available at the
high school.
Student involvement and participation in their IEP/transition meetings is crucial in the
development of an appropriate academic plan development. The process of teaching students
INCREASING SELF ADVOCACY 32
about their IEP/transition plan documents should be an ongoing endeavor throughout the course
of their Grade 8 school year. Including opportunities for students to participate in Learning
Profile Surveys and Interest Inventories can assist students in better understanding their learning
styles and needs. Talking to students about their future career and academic goals can be further
developed through the use of transition planning tools such as the Transitions to Work Survey.
This tool, along with an understanding of the IEP document, accommodations and the relation to
their learning style will provide students with the necessary tools to advocate for their needs in
classes.
CONCLUSION
The research conducted on transition planning and the development of the IEP document
confirmed the need for a structured methodical format of delivery for students to understand their
learning styles, disabilities, the accommodation as available to them in classes and the
connection between the IEP/transition document and course selection in high school. Students
were engaged during the discussions about their learning styles and differences. The addition of
the Transitions to Work inventory provided an avenue to initiate discussions pertaining to their
interests and the relationship that plays to possible career paths and course selections for high
school. The Learning Profiles increased this knowledge base, which made it easier to discuss
their overall learning styles and needs. In turn, these discussions more readily prepared students
INCREASING SELF ADVOCACY 33
for their IEP/transition meetings and provided the background information necessary for them to
better advocate their needs for accommodations in classes.
In addition to developing a more standard approach to teach students about the IEPs and
transition plans, this study provided insights in developing students’ awareness of their learning
styles and interests, and the overall relationship between their interests and course choices for
high school and beyond. This insight moved me toward considering the addition of the learning
profiles for students. Developing these profiles not only provided the students with a better
understanding of them, but also, provided me with alternatives for differentiating instruction for
these students. Further, working with each student and having these discussions provided an
opportunity to establish a closer relationship. Students genuinely appeared to appreciate the time
and efforts involved with developing the learning profiles, inventory and discussing their
academic needs and desires for the future.
While this study focused on students identified with specific learning differences or
emotional or other health issues the strategies for providing background information on learning
styles, interests and preferences would benefit all students. Having this background foundation
would assist students as they transition from middle school to high school. This knowledge
would help them determine appropriate course selections in high school and better understand
course recommendations from teachers. Having knowledge and information on learning styles
and preferences will assist all students in better communicating their needs and interests in their
classes and enhance the overall experiences in their academic careers in preparation for
independent living and career goals.
INCREASING SELF ADVOCACY 34
Providing students with opportunities to better understand themselves as learners, and
how to better communicate their needs and interests will assist them in their academic career and
prepare them for more independent lives beyond the classroom. Providing each student with an
inventory linked to interests beyond the classroom will provide information for them to consider
when planning for their classes in high school and beyond. In addition, providing opportunities
for teachers to gather information on student preferences, interests, and needs allows for targeted,
differentiated instruction in lesson planning.
I look forward to continuing to develop a systematic method of reviewing information on
learning styles with students, discussing their plans for the future and assisting them in better
understanding themselves as learners; their needs and how to communicate those needs
effectively. My colleagues are open to initiating this system in our advisory classes next year.
This will provide more opportunities to develop the learning profiles, and assist all students with
the transition to high school and begin considering their plans.
REFERENCES
Alther, M. (2008). Learning Profile Inventories. Unpublished manuscript.
Ankeny, E. M., Wilkins, J., & Spain, J. (2009). Mothers’ Experiences of Transition Planning for
Their Children With Disabilities. TEACHING Exceptional Children, 41(6), 28-36.
INCREASING SELF ADVOCACY 35
Birmingham Grid for Learning - Multiple Intelligences. (n.d.).
http://www.bgfl.org/bgfl/custom/resources_ftp/client_ftp/ks1/ict/multiple_int/index.htm
Bridges Transitions - High School - Education and Career Planning. (n.d.).
http://www.bridges.com/us/prodnserv/educareerplan_hs.html
Cauley, K. M., & Jovanovich, D. (2006). Developing an Effective Transition Program for
Students Entering Middle School or High School. The Clearing House: A Journal of
Educational Strategies, Issues and Ideas 1(80), 15-25.
Cohen, L. G., & Spenciner, L. J. (2009). Teaching Students with Mild and Moderate Disabilities,
Research-based Practices (2nd ed.). Upper Saddle River: Pearson.
Harwell, J. M. (2001). Complete Learning Disabilities Handbook (2nd ed.). San Francisco:
Jossey-Bass.
JIST Publishing, (2008). Transitions to Work Inventory [Self-assessment career exploration
tool]. Unpublished instrument. Retrieved from http://www.jist.com/shop/web/online-
assessments/tests-available/twi-online
Konrad, M. (2008). 20 Ways to Involve Students in the IEP Process. Intervention in School and
Clinic, 43(4), 236-239. Retrieved from
http://0-dx.doi.org.lilac.une.edu/10.1177/1053451208314910
Martin, J. E., Van Dycke, J. L., Greene, B. A., Gardner, J. E., Christensen, W. R., & Woods, L.
L. et al. (2006). Direct Observation of Teacher-Directed IEP Meetings: Establishing the
INCREASING SELF ADVOCACY 36
Need for Student IEP Meeting Instruction. Council for Exceptional Children, 72(2), 187-
200.
Test, D. W., & Neale, M. (2004). Using the Self-Advocacy Strategy to Increase Middle Graders’
IEP Participation. Journal of Behavioral Education, 13(2), 135-145.
Test, D. W., Mason, C., Hughes, C., Konrad, M., Neale, M., & Wood, W. M. (2004). Student
Involvement in Individualized Education Plan Meetings. Exceptional Children, 70(4),
391-412.
Williams-Diehm, K. L., & Lynch, P. S. (2007). Student Knowledge and Perceptions of
Individual Transition Planning and It’s Process. The Journal for Vocational Needs
Education, 29(3), 13-21.
INCREASING SELF ADVOCACY 37
APPENDICES
Appendix A: Parent Permission Letter
Mary Lou Alther
Keene Middle School
17 Washington Street
February 14, 2010
Dear ,
Students are getting excited about hearing about classes available at the high school. There are so many wonderful opportunities. I will be meeting with each student on my caseload individually to review recommendations for classes and work on tentative course selections for next year. These course selections will be further discussed at students’ transition meetings with the high school – which are planned for the month of March 2010.
In addition to working here at Keene Middle School, I am completing my Master’s Degree. Part of that process is the completion of an Action Research project. The purpose of Action Research is to identify an area of instruction or practice and improve on its implementation and results. I chose the area of Transition Planning to research. Transition planning is important for students as they move into high school. Considerations for class placements and learning styles are important for students to take advantage of all of the supports and opportunities available to them. History has shown that many 8th grade students have minimal background knowledge pertaining to their IEPs, and, as such, do not advocate for accommodations and supports.
While my participation and planning with each student will not change, I would like to collect data on students’ knowledge of the IEP and transition, and impressions after we review the process, planning and the meeting. The data collected will be used as part of my Action Research project, and will provide valuable information for me to improve the transition process for students and their ability to advocate their needs. All information pertaining to students’ IEP, identity and programming will remain confidential. My professor at the University of New England, the Special Education Department at KMS and the administration at KMS have approved of this research project. I am asking for your permission to use the information as part of my graduate studies. I have attached the rating survey that students will be given after the
INCREASING SELF ADVOCACY 38
transition development. In addition, I will be asking students’ for their permission to include their responses anonymously in the study.
Please review the attached survey and return the permission to me. I have enclosed a stamped/addressed envelope for your convenience. I appreciate your consideration. Please contact me with any questions you may have at (603) 357-9020, Ext. 231.
Sincerely,
Mary Lou Alther
Gr. 8 - Spec. Ed. Cluster E
INCREASING SELF ADVOCACY 39
Appendix B: Parent Permission Form
Permission for Student Participation
Yes! I give my permission for ________________________________________ to participate
in the survey questions as part of the Transition Planning process. I understand that all of the
information from the surveys will remain anonymous. Further, I understand that all information
related to my son/daughter’s IEP, identifying information and learning differences will remain
completely confidential.
_________________________________
Parent signature
_________________________________
Date
INCREASING SELF ADVOCACY 40
Appendix C: Student Permission Form
Student Permission Form 2/2010
Student Consent Form
Mrs. Alther has explained the survey questions to me. I understand that this survey is to provide
information on my understanding of the IEP and the transition process. I also understand that
none of the information in my IEP or information about my classes, and learning style will be
shared with anyone, except me and my family. Mrs. Alther will review my responses with me
and I can have a copy of the surveys when I have finished them if I choose to.
_____________________________________
Student
_____________________________________
Date
_____________________________________
Mary Lou Alther
Special Education Grade 8
Cluster E
INCREASING SELF ADVOCACY 41
Appendix D: Informal Interview Form
Informal interview questions
Student: __________________________________Date:________________________
(Initials only)
Have you ever heard of an Individualized Education Plan? Expand as needed.
Have you ever participated in an IEP meeting?
Discussions on your specific learning style?
Strengths – How do you think you learn the best? What are your preferences for activities and projects?
Weaknesses – What are your least favorite academic activities?
Have you ever approached teachers/staff with accommodations to assist your learning?
INCREASING SELF ADVOCACY 42
Appendix E: IEP/Transition Training Rating Survey
IEP/Transition Training Rating Survey Date:
Please respond to the following items by drawing a circle around the response that most closely reflects your
opinion:
SA – strongly agree A-agree U – undecided D – disagree SD strongly disagree
1. Completing the Multiple Intelligence on-line survey has helped me understand my learning preferences.
SA A U D SD
2. I have a better understanding of my Individual Education Plan after meeting with my Case manager.
SA A U D SD
INCREASING SELF ADVOCACY 43
3. Reviewing my accommodations and supports on my IEP helps me understand the kinds of assistance I can
request in my classes.
SA A U D SD
4. I will ask for the appropriate supports in my classes.
SA A U D SD
5. Completing the Transitions to Work Inventory helped me understand my interests and learning style.
SA A U D SD
6. After completing the Transitions to Work Inventory, I have a better understanding of how my interests can
direct my class choices for high school and career/college path.
SA A U D SD
7. List any changes or ways to improve our discussions on IEPs and transition planning.
INCREASING SELF ADVOCACY 44
Appendix F: IEP/Transition Training Rating Survey Data
SA – strongly agree A-agree U – undecided D – disagree SD strongly disagree
Total Student Sampling – 8 students
1. Completing the Multiple Intelligence on-line survey has helped me understand my learning preferences.
Strongly Agree
Agree Undecided Disagree Strongly Disagree
Student Responses
3 5 0 0 0
Percentage Of Student Responses
37.5% 62.5% 0 0 0
2. I have a better understanding of my Individual Education Plan after meeting with my Case Manager.
Strongly Agree
Agree Undecided Disagree Strongly Disagree
Student Responses
0 6 2 0 0
Percentage Of Student Responses
0 75% 25% 0 0
3. Reviewing my accommodations and supports on my IEP helps me understand the kinds of assistance I can request in my classes.
Strongly Agree
Agree Undecided DisagreeStrongly Disagree
Student Responses
0 8 0 0 0
INCREASING SELF ADVOCACY 45
Percentage Of Student Responses
0 100% 0 0 0
4. I will ask for the appropriate supports in my classes.
Strongly Agree
Agree Undecided DisagreeStrongly Disagree
Student
Responses3 5 0 0 0
Percentage Of Student Responses
37.5% 62.5% 0 0 0
5. Completing the Transitions to Work Inventory helped me understand my interests and learning style.
Strongly Agree
Agree Undecided DisagreeStrongly Disagree
Student Responses
0 7 1 0 0
Percentage Of Student Responses
0 87.5% 12.5% 0 0
6. After completing the Transitions to Work Inventory, I have a better understanding of how my interests can direct my class choices for high school and career/college path.
Strongly Agree
Agree Undecided DisagreeStrongly Disagree
INCREASING SELF ADVOCACY 46
Student Responses
3 3 2 0 0
Percentage Of Student Responses
37.5% 37.5% 35% 0 0
7. List any changes or ways to improve our discussions on IEPs and transition planning.
Responses included:
This should start earlier in the year. (2 responses)
More work with Multiple Intelligences (2 responses)
None or Nothing (4 responses)
INCREASING SELF ADVOCACY 47
INCREASING SELF ADVOCACY 48