Hi! I’m the Learning Corner genie. I’ll show you how to make a simple, clear report about how money was spent to help a child with autism become more independent and what goals to set for next year. I’ll explain it like you’re 5 — short, kind, and easy to follow.
Simple steps for your report
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Title and dates
- Give your report a name.
Example: “How Funding Was Used: 2024–2025” - Say the time period the money covered.
- Give your report a name.
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Quick summary (1–3 sentences)
- Say how much money, what it was for, and one short result.
Example: “We spent $2,000 on therapy and life-skill classes. This helped Sam use a picture schedule and brush teeth with less help.”
- Say how much money, what it was for, and one short result.
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How much money and what it paid for
- List each expense simply: date, what it paid for, how much, who was paid.
Example bullets: - March 2025 — Speech therapy (10 sessions) — $600 — Provider: BrightSpeech
- April–June 2025 — Life-skills class (8 sessions) — $400 — Provider: KidSkills
- July 2025 — Tablet apps for communication — $200
- Receipts attached
- List each expense simply: date, what it paid for, how much, who was paid.
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What we wanted (last year’s goals)
- List the goals you set last year in simple words.
Example: - Goal 1: Use picture schedule for morning routine.
- Goal 2: Ask for help with words (use a communication app).
- List the goals you set last year in simple words.
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What we did (activities)
- Say what happened. Keep each item one line.
Example: - Used a picture schedule every morning for 3 months.
- 10 speech sessions focusing on requesting.
- Practiced tooth brushing with a timer at home.
- Say what happened. Keep each item one line.
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What changed (outcomes)
- Say what got better and give numbers or examples. Use short facts.
Example: - Uses picture schedule independently 4/5 mornings (used to be 1/5).
- Asked for help with words 12 times in sessions; uses app at home twice a day.
- Parent report: less tantrums at morning routine.
- Say what got better and give numbers or examples. Use short facts.
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Evidence (attach or list)
- Say what proof you have. Keep it simple.
Example: - Session notes, attendance logs, photos of the schedule, receipt copies, short progress chart.
- Say what proof you have. Keep it simple.
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What worked / what didn’t
- Two short bullets for each.
Example: - Worked: Daily practice and visual schedule helped mornings.
- Didn’t work: Some apps were too hard; one therapist changed mid-year which slowed progress.
- Two short bullets for each.
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Lessons learned
- One or two short ideas to use next time.
Example: - Pick apps that match current skill level.
- Keep the same therapist if possible for consistency.
- One or two short ideas to use next time.
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Goals for next year (make them SMART)
- SMART = Specific, Measurable, Achievable, Relevant, Time-bound. Make 2–4 goals.
Example: - Goal A (Daily living): By June 2026, Sam will put on shoes independently 5 out of 7 mornings for 4 weeks.
- Goal B (Communication): By June 2026, Sam will use the communication app to request at least 3 different needs during play each week for 8 weeks.
- SMART = Specific, Measurable, Achievable, Relevant, Time-bound. Make 2–4 goals.
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Plan & budget for next year
- Short plan and how much money you need for each part.
Example: - Weekly life-skills class (30 min) — $600 for 20 sessions.
- New communication app + training — $300.
- Home practice materials (visuals, timers) — $100.
- Short plan and how much money you need for each part.
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How we will measure success
- Say how you will check progress and how often.
Example: - Monthly logs, therapist notes, 3 photo samples per month, and a short parent checklist every 2 weeks.
- Say how you will check progress and how often.
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Sign off
- Who wrote the report, date, and who to contact.
Short template you can copy
- Title:
- Dates covered:
- Total funding:
- Summary:
- Expenses (date — item — amount — provider):
- Last year’s goals:
- Activities done:
- Outcomes (with numbers):
- Evidence attached:
- What worked / didn’t:
- Lessons learned:
- Goals for next year (SMART):
- Plan & budget:
- How we will measure:
- Author / contact / date:
Mini example (very short)
- Title: Funding report 2024–25
- Dates: Jan–Dec 2025
- Total funding: $1,500
- Summary: We used money for speech and life-skills classes. Sam now uses a picture schedule more days and asks for help with the app.
- Expenses: Speech therapy (10 sessions) $600; Life-skills (8 sessions) $500; App $200; Materials $200.
- Last year goals: Use picture schedule; ask for help.
- Activities: Daily schedule at home; 10 speech sessions; practice brushing.
- Outcomes: Uses schedule independently 4 days/week (up from 1); used app to request 3 times/week.
- Evidence: Session notes, receipts, photos.
- Next year goals: Put on shoes independently 5/7 mornings by June 2026; use app for 3 needs/week for 8 weeks.
- Budget next year: $900 for classes, $200 for tech, $100 materials.
- Signed: Parent Name, Date
Tips to keep it easy
- Use plain words. No long sentences.
- Add receipts and short session notes as attachments.
- Use numbers (how many times per week, percent, or “4 of 5 mornings”) — funders like numbers.
- Keep it 1–2 pages if you can. Attach extra evidence instead of making the report long.
If you want, I can:
- Make a filled report from your notes (paste what you have).
- Turn goals into SMART goals.
- Make a short progress chart or checklist.
Try logging the activities in Subject Explorer to make documentation easy. You can also build follow-up lessons and tools with /lesson-planner, create practice sheets with /worksheets, and explore other helpful tools at /tools.