Whether you're in your first year or your fifteenth, the work doesn't get easier — it gets more layered. The Field Guide and 1:1 coaching are built to give you a system you can run with confidence on your most chaotic week.
A preview of the Field Guide system — the core framework, key principles, and a look inside the process before you commit to the full guide. A useful starting point if you are new to the system or want to share it with a colleague first.
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A complete operating system for Illinois special education case managers — from the first parent phone call before school starts to post-meeting documentation. Not theory, and not more reading: a system plus the copy-ready tools to run it.
Includes a free 20-minute consultation with Paul — use it to walk through a specific case, get clarity on a section of the guide, or prepare for an upcoming meeting.
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Volume licensing is available for teams of five or more case managers, with a discount and customized onboarding. Contact us for a bulk license quote — or consider the Clear Case Manager Institute for a full district PD program built on the Field Guide.
The single most powerful question to ask every parent before school begins. Scheduling the annual review during the first call. Why proactive contact eliminates the majority of meeting conflict before it starts.
The digital folder structure for every student. What to capture and when. The 24-hour documentation rule and how it protects you in a dispute.
Domain-specific monitoring for executive functioning, reading, writing, and math. Median-of-three baselines, the four-point decision rule, standardized algebra probes. Compliance vs. independence — the distinction that changes everything.
How to read the neuropsychological report. Cross-referencing WISC, achievement, executive function, and rating scales. Finding the story the test data is actually telling.
The four-part PLAAFP structure. Adverse impact alignment. The narrative test. Sample present levels for every domain — fully editable.
The teacher feedback escalation protocol, the accommodation fidelity audit, the parent pre-meeting packet. The exact sequence and Illinois deadlines for every step.
The staff intermingling rule. Opening scripts. Student and parent voice. Handling emotional, disagreeable, and combative parents. The trauma-informed reset for high-conflict meetings.
Post-meeting documentation requirements. The documentation mandate. What to record and when. Why "if it was not documented, it did not happen" is not a figure of speech.
The 12-week FBA/BIP roadmap. The EATS framework. Proactive contact. How to make sure no parent ever hears bad news for the first time at a meeting.
Free: measurable IEP goal examples Free: present levels (PLAAFP) examples Free: Illinois IEP deadline reference
Practical AI tools built on the Grounded Prompt framework — with the anti-fabrication and privacy guardrails locked in. New to AI for IEP work? Start with the free overview →
Copy-ready, de-identified prompt templates for present levels, goals, and documentation — plus the one-page guide to making them permanent, so you stop re-pasting and start reusing. Every template carries the anti-fabrication and privacy lines built in. New to this? The free overview is the entry point.
The premium done-for-you builder: a fill-in template that assembles a saved assistant on your district platform — pre-flight platform check, fill-in Role/Frameworks/Constraints sections, and the privacy and anti-fabrication guardrails locked in so they can't be skipped. Start with the free overview if you're new to AI for IEP work.
Hourly consultation for a specific case you are managing — preparing for a contested annual review, drafting present levels for a complex profile, navigating an MDR, or working through a parent dispute. Bring the situation; we will work it together.
A structured program for case managers who want a sustained guide through a full IEP cycle. We meet regularly, work through your actual caseload, and build the system that fits your district, your students, and your style.
One session per week over six weeks. A focused half-cycle — strong for new practitioners building their first system.
A full IEP cycle — pre-year through post-meeting. The format that produces the most durable change in practice.
Both paths start from the same playbook. The Field Guide is a $34 desk reference you can start using today. The Clear Case Manager Institute is the district-level training program built on it — if your team would benefit, point your administrator to the For Districts page.
Yes. Consultations are $110/hour, and structured mentorship runs $540 for six sessions or $960 for twelve. Every engagement starts with a free 20-minute consultation so you can decide if it's a fit.
Yes. Coaching and consultations are private professional engagements between you and Clear Educational Advocacy — independent of any school district, and nothing is shared with your employer.
Start with the free case manager resource, then the Field Guide — it walks the entire case management cycle step by step. If you want a thinking partner as you build your systems, book the free 20-minute consultation.