Gifted & Talented - Follow-up Meeting (Scenario B)

Gifted & Talented - Follow-up Meeting (Scenario B)

This article walks through a follow-up meeting - an Annual GT placement review or an Other meeting - that ends in Scenario B: Success Plan Initiated. A Success Plan is a supportive growth plan for a student whose engagement or performance needs attention, with the goal of keeping them successful in the program.

Meeting Documentation

Open the student's Gifted And Talented (GT) Program screen. In the Annual Meetings section, click New Meeting. The meeting opens as the Annual Gifted & Talented (GT) Review Meeting - Administrator Form.
Annual Meetings section with the New Meeting button

  1. Enter the meeting Date, Time, and Location.
  2. Confirm the Participants. The GT Coordinator is added automatically; use Add Participant for others.

I. Welcome & The Big Picture

  1. Set the Meeting Purpose to Annual GT placement review (follow-up to a prior plan).
  2. Record the Overall Goldilocks Effect Check (Too Easy / Just Right / Too Hard) as an initial impression.
  3. Add any opening Notes.
Meeting section I with purpose and Goldilocks effect selections

II. Student Self-Reflection

Record the student's wins and highlights, challenges and frustrations, and their interests or ideas for next year.
A sample student reflection section

III. Data & Performance Review

  1. Check the quantitative data reviewed (Standardized Test Scores, District Benchmarks, Classroom Grades, or Other) and summarize it.
  2. Record Teacher Observations and set the Alignment Check (Yes / Partially / No) for how current performance matches GT service expectations.
A sample Data & Performance Review Section

IV. Determining the Path Forward - Scenario B

  1. Under Select Path, choose Scenario B: Success Plan Initiated. The Scenario B section and the Success Plan form appear.
  2. Select the Reason for Success Plan (Academic performance dip, Engagement concerns, Workload balance, or Other).
  3. Describe the Key Supports / Adjustments.
  4. Set the Review Date for when the committee will revisit the plan.

Complete the Success Plan
The Gifted & Talented Success Plan form opens below the path selection. Complete it with the committee:
  1. Set the Success Plan Date and the Review Period (4 Weeks or 9 Weeks).
  2. Check the Areas of Concern (Engagement, Performance, Productivity).
  3. Fill in the SMART Goals, including the minimum grade the student will maintain and the date for the first project milestone.
  4. Record the student's Voice & Choice commitment to build buy-in.
Gifted & Talented Success Plan form with review period and SMART goals

V. Socio-Emotional Check-In

Check any areas discussed (Perfectionism, Anxiety/Stress, Peer Relationships, Motivation, Balance of Commitments), set Concerns Identified (None / Monitor / Follow-up Needed), and note any recommended supports.
A sample fully-populated socio-emotional check-in section.
VI. Action Items & Closing
  1. Use Add Item to record any subject-specific action items.
  2. Set the Follow-up Date if another review is needed.
  3. Write a Closing Affirmation noting the student's strengths, growth, or contributions.
A populated action items and closing section.

Print the meeting documents

Return to the GT home screen. In the Annual Meetings table, the Printable Documents column shows both Meeting Document and - because this is a Scenario B meeting - a Success Plan link.
Annual Meetings table showing the Success Plan print link for a Scenario B meeting
Note: Scenario B meetings with a Review Date in the coming weeks appear on the Upcoming Meetings report so the follow-up is not missed. The Success Plan printout is available only for Scenario B meetings.

All data displayed in the screenshots are fictitious.

    • Related Articles

    • Gifted & Talented - Follow-up Meeting (Scenario C)

      This article walks through a follow-up meeting - an Annual GT placement review or an Other meeting - that ends in Scenario C: Furlough or Exit from GT Services. Use this path when a student takes a temporary leave from the program or exits it ...

    • Gifted & Talented - Initial Meeting (Scenario A)

      The GT Review Meeting (Administrator Form) documents a student's review. This article walks through an Initial Meeting or Annual Review that ends in Scenario A: Continue in GT Program - the student starts or remains in the program with new goals and ...

    • Gifted & Talented - Upcoming Meeting Report

      Report Logic The Upcoming Meetings report lists currently enrolled GT students whose next review is due soon or already overdue. A student appears when the follow-up or review date from their most recent meeting - or, if no date was entered, the ...

    • Gifted & Talented - Active Goals Report

      Report Logic The Active Goals report lists every currently enrolled GT student who has active goals - that is, a meeting recorded as Scenario A: Continue in GT Program that has not since been replaced by a furlough or exit. It shows the goal and ...

    • Gifted & Talented - Upcoming Furlough & Success Plan Deadlines Report

      Report Logic The Upcoming Furlough & Success Plan Deadlines report lists currently enrolled GT students whose most recent meeting placed them on a Success Plan or a Furlough/Exit path and whose review is coming due within the next 30 days or became ...