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GLOSSARY OF TERMS
A Review
PROGRESS MONITORING- Systematic, regularly scheduled assessment of progress toward a goal over time. Our PM
template shows 40 weeks this accounts for all the actual calendar weeks of the school year, and reminds us that
monitoring is done over the life of the IEP.
BASELINE- The baseline is not really a line- its a point. While the teacher/therapist is developing a goal for the IEP, data should
be obtained to determine the students present level of functioning, so that a reasonable goal can be determined. Preferably, the
data from 3 assessments is collected, and the average becomes the baseline. The baseline is the students starting point.
AIM LINE- This is what were aiming for- the goal to be achieved by the end of the IEP. The aim line is a straight (usually
red) line from the baseline at the beginning to the goal at the end of the chart.
TREND LINE- This is a changing line that shows the students actual progress. After every six data points, the trend line
is checked against the aim line to assess whether the student is making adequate progress toward the goal. For example,
the decision could be 4 points on or above the aim line= adequate progress.
PHASE LINE- The phase line is a vertical line that denotes a change or break in programming, such as summer break, or
when a new intervention is being tried. In this case, it is usually used if the analysis of the trend line show inadequate
progress, and a decision is made to try a different technique. A description of the intervention or break is written to the
right of the phase line in a text box.
WORKBOOK A Microsoft Excel workbook is a file that contains one or more worksheets and charts which is used to
organize various kinds of related information- for our purposes- progress monitoring data and charts.
WORKSHEET A page within a workbook in which you can enter and edit data and create charts. You can move from
one worksheet or chart to another by clicking on the sheet tabs at the bottom of the workbook window.
TOOLBAR The toolbar is located at the top of the screen. It contains menus with drop down commands (such as filenew-open) and icons associated with commands (such as the printer icon).
TEXT BOX- A text box is a container for text that can be positioned and resized on a page.
Progress Monitoring
From this window, Locate Progress monitoring Template 7-05 whereever you have saved it.
Highlight that file. Then create a new file by double clicking or clicking Create New.
From this window Change Save as type: by clicking down arrow and selecting Template
Now close Excel by clicking X in upper right corner. You have saved the Progress Monitoring
workbook as a template. A Template is like a blank form that you can open over and over, like pulling
a form out of your file drawer.
3. Creating a new workbook for a child:
Open Excel.
Select General Templates
From this window select Progress Monitoring Template 7-05 (double click the icon or highlight and
click OK)
If you have used this template recently, you may see its name right above general templates and you
can click on that to open the template.
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4. Entering information onto the spread sheet. The spreadsheet is protected so that you can
enter information in certain blocks only. This will protect the formulas within the
spreadsheet. If you are skilled at the use of Excel and want to unprotect the work sheet, follow
these steps:
At the top of the screen select Tools-Protection-Unprotect Sheet. Enter the password
progress to unprotect the worksheet. You will need to unprotect each sheet in the
workbook.
Since it is saved as a template, if you do mess up the formulas, you can always close the workbook that
is open and open a new one. You would then have to reenter all the data. But we will keep it protected
as we work now.
Click on the green blocks and enter information in Student name, IEP date, Skill Area and Annual goal.
Enter a number in the green blocks below baseline and below target. These numbers will automatically
calculate the change and the change per week and enter the value into the Target column.
There are additional columns where you can enter information.
Number: the number or quantity of the data monitored on this day
Prompts: the number or type of prompts used
Initials: the initials of the person who recorded data
Comments: whatever you may want to note, i.e., had a bad cold, fire drill just completed, great
attention, new TSS, etc.
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6. To print this form: click on the printer icon or click file/print, and print as usual.
If you want to see the page before printing, click on print preview icon or file/print preview.
7. Toolbar: Roll over each icon to see what it does.
Important ones to locate: New, open, save, print, print preview, spell check, cut, copy, paste, undo, redo.
8. Menus:
To see all of the options, click on a heading and let your cursor rest on the menu and it will expand.
9. Navigation bar at bottom of worksheet
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last worksheet
1.
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Adding a Trendline
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Adding a Phaseline
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Adding a
Comment Box
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On the draw toolbar, click on the icon for a textbox (a box with the letter A and some
lines in it)
Move your cursor (which now looks like an elongated cross) to the place you wish to
place a comment box. While holding the left-click button on your mouse down, drag
the box to create a comment box the size you need.
Click inside the text box and begin typing your comment (such as an instructional
adjustment).
When you have typed your comment, click on the outside border of the text box to
select the box. On the draw toolbar, click on the line weight icon. From the choices
given, select the line width of the border you would like to add.
With the border of the box still selected, click on the paint can icon to change the fill
color of the box to the color shown. To change the fill color, click on the down arrow to
the right of the paint can and select the color you like. (suggestion select white to
make the text box the same color as the rest of your graph but hide the gridlines)
To resize the box, click on the border to select the text box (circles will appear on each
side and corner). Click and drag one of the circles to resize the box to fit your text.
To change the font, size, or color of the text in the legend, double click on the legend
box and use the dialog box that appears to make your changes.
To add a label for the trendline, first add a trendline (see above) and then double-click
on the trendline. In the dialog box that appears, click on the options tab. Where it
says Trendline Name select Custom and type in the name of the line (Trendline)
To change the labels for the other lines (example, to change Number to WCPM or
Words Correct per Minute), go back to the data entry page in your spreadsheet (Weekly
1, for example) and change the headings on the columns with that data in them. The
labels in the legend will change automatically to match these new labels.
Left-click on the numbers in the scale to select that axis. Without moving the cursor,
right-click to reveal a dialog box. Click on the Scale tab. Change any of the following
options: minimum, maximum or major unit. (Example: to change to a range of 25 to
150 and count by 5s, Change minimum to 25, Maximum to 150 and Major unit to 5.)
Then click on OK and the changes will appear.
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