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Data-Informed Planning

Turning special education data into insight—and insight into action.

We help school and district leaders make sense of complex special education data through customized tools and expert guidance. From caseload tracking to program planning, our data-informed approach empowers teams to make strategic, student-centered decisions that support equity, compliance, and resource alignment.


We don’t just collect data—we help you use it.

Custom Dashboard Design

Weighting Matrix Review & Planning

IEP Service Delivery Analysis

We create user-friendly, visually intuitive dashboards that centralize key data points, allowing leaders to quickly interpret and act on what matters most. 


Our dashboards are tailored to your team’s priorities and may include:


  • Caseload and service provider assignments
  • IEP service minutes tracking and compliance alerts
  • Disability category distribution and trends
  • Program or placement utilization
     

All dashboards are built with sustainability in mind and include training for ongoing use and updates.

IEP Service Delivery Analysis

Weighting Matrix Review & Planning

IEP Service Delivery Analysis

We analyze IEP service minutes across buildings, providers, and programs to support efficient staffing, service integrity, and FAPE compliance. 


Services include:


  • Service minutes by provider and setting
  • Push-in vs. pull-out trends
  • Identification of service gaps or overages 
  • Patterns in related services (e.g., speech, OT, counseling)
     

This allows leaders to assess not just whether services are being scheduled—but whether they are meeting student needs effectively.

Weighting Matrix Review & Planning

Weighting Matrix Review & Planning

Weighting Matrix Review & Planning

We support districts in reviewing and refining their weighting matrices for special education funding, staffing, or tiered support planning. We help ensure your matrix reflects student complexity and guides equitable resource allocation.


  • Alignment of weights with student support needs
  • Visualization of student distribution across tiers
  • Implications for staffing and program planning
  • Optional redesign or validation of local matrices

Data-Informed Caseload Balancing

Data-Informed Caseload Balancing

Weighting Matrix Review & Planning

Using real-time service and enrollment data, we help districts design manageable, equitable caseloads across special education teachers, related service providers, and itinerant staff.


  • Comparison of provider capacity vs. assigned minutes
  • Identification of overload risks or underutilization
  • Recommendations for short- and long-term staffing shifts

Strategic Decision Support

Data-Informed Caseload Balancing

Strategic Decision Support

We don’t just hand you a report—we partner with you to use your data strategically. 


We offer:


  • Facilitation of data reviews with leadership teams
  • Interpretation of trends and anomalies
  • Guidance for using data in program redesign, staffing, and scheduling
  • Custom presentations or reports for board, parent, or staff communication

Why It Matters

Data-Informed Caseload Balancing

Strategic Decision Support

Special education leaders are asked to do more with less—while meeting the diverse and growing needs of students. 


With clearer data, you can confidently:


  • Advocate for resources
  • Build equitable caseloads
  • Identify gaps and strengths
  • Plan proactively
  • Ensure compliance without losing sight of students

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  • Family Advocacy
  • Inclusive Coaching
  • Data-Informed Planning
  • Workforce Readiness