Swedish Montessori Developmental Progress IUP Guide PRESENTATION SLIDE DECK
A Swedish-Style Developmental Checklist for Montisorri Practical Life, Grace, Courtesy & Respect — Ages 2 to 14
Individuell Utvecklingsplan (IUP)
How This IUP Works
This follows the Swedish individuell utvecklingsplan model: there are no grades, no pass/fail, no comparison between children. Instead, each competency is observed over time and marked by where the child currently stands in their own development. The plan is a mirror, not a test — it exists so a parent can see growth and notice gaps, not to rank a child against a standard.
The Five-Point Developmental Scale
Use this scale for every item below. Mark it in pencil — competencies move backward under stress or fatigue, and that's normal, not a regression to worry about.
| Mark | Stage | What it looks like |
|---|---|---|
| E | Emerging | Child shows awareness of the skill but needs full physical/verbal support to do it |
| P | Practicing | Child attempts the skill with reminders or partial prompting |
| S | Secure | Child performs the skill independently and consistently in familiar settings |
| I | Independent | Child performs the skill unprompted, including in new or unfamiliar settings |
| M | Mentor | Child can teach, model, or coach this skill in another child |
A note on "Mentor": In this IUP, Mentor is the highest developmental marker — not just doing a thing well, but having enough command of it to give it away to someone else. This mirrors the Swedish emphasis on ansvar (responsibility/ownership) as the top rung of any competency, above mere mastery.
How to use this document
- Review each domain twice a year (a natural rhythm: autumn/vår, or start/end of your homeschool year).
- Date each mark so you can see the trajectory, not a single snapshot. Suggested notation:
S (age 7.2). - Do not rush a child from E to I. Movement across these stages is the actual curriculum; the checklist is just how you see it.
- This document deliberately does not attach ages rigidly to marks — the age bands are for where you'd typically expect to introduce or observe a competency, not a deadline.
PART ONE: SOCIAL-EMOTIONAL INTELLIGENCE (SEI)
Domain 1 — Self-Awareness & Emotional Regulation
| Age Band | Competency | Mark |
|---|---|---|
| 2–3 | Names basic feelings (happy, sad, mad, scared) with support | ___ |
| 2–3 | Uses a physical strategy to calm down (hugging a plushie, deep breath) when prompted | ___ |
| 3–6 | Names feelings independently, including blended ones ("frustrated," "disappointed") | ___ |
| 3–6 | Uses a self-chosen calming strategy without being told | ___ |
| 3–6 | Recognizes early body cues of big feelings (tight fists, fast breathing) | ___ |
| 6–9 | Articulates why a feeling arose ("I'm mad because the tower fell after I worked hard") | ___ |
| 6–9 | Waits out a strong feeling before acting or speaking | ___ |
| 9–12 | Distinguishes the feeling from the story about the feeling ("I feel left out" vs. "nobody likes me") | ___ |
| 9–12 | Self-regulates in a public or group setting without adult intervention | ___ |
| 12–14 | Recognizes emotional patterns over time and names a personal trigger | ___ |
| 12–14 | Helps a peer or younger sibling identify and name what they're feeling | ___ |
Domain 2 — Greeting, Eye Contact & Conversation
| Age Band | Competency | Mark |
|---|---|---|
| 2–3 | Waves hello/goodbye when modeled | ___ |
| 2–3 | Makes brief eye contact when spoken to directly | ___ |
| 3–6 | Greets a familiar adult by name with eye contact, unprompted | ___ |
| 3–6 | Shakes hands or offers an equivalent greeting gesture | ___ |
| 3–6 | Answers a direct question from an adult in a full sentence | ___ |
| 6–9 | Greets an unfamiliar adult appropriately with light prompting | ___ |
| 6–9 | Asks a follow-up question in conversation, not just answering | ___ |
| 6–9 | Introduces two people to each other correctly | ___ |
| 9–12 | Initiates small talk with an unfamiliar adult (new teacher, parent's colleague) | ___ |
| 9–12 | Sustains a two-way conversation on a topic not chosen by them | ___ |
| 12–14 | Makes formal introductions in a group setting with poise | ___ |
| 12–14 | Coaches a younger child through a greeting they're nervous about | ___ |
Domain 3 — Respect, Courtesy & Table Life
| Age Band | Competency | Mark |
|---|---|---|
| 2–3 | Says "please" and "thank you" (approximated forms acceptable) | ___ |
| 2–3 | Sits at the table until excused, with support | ___ |
| 3–6 | Uses "excuse me" when interrupting or passing | ___ |
| 3–6 | Waits for all to be served before eating | ___ |
| 3–6 | Sets a basic place setting (plate, napkin, fork, knife, spoon, cup) | ___ |
| 6–9 | Uses table manners appropriately in someone else's home or a restaurant | ___ |
| 6–9 | Passes dishes to the right; asks rather than reaches | ___ |
| 6–9 | Writes a thank-you note after a gift or favor | ___ |
| 9–12 | Sets and manages a full formal place setting independently | ___ |
| 9–12 | Sends a specific, genuine compliment (not generic praise) to a peer | ___ |
| 12–14 | Plans and hosts a full meal or gathering, managing guest comfort start to finish | ___ |
| 12–14 | Models table courtesy for a younger child without being asked | ___ |
Domain 4 — Empathy & Care for Others
| Age Band | Competency | Mark |
|---|---|---|
| 2–3 | Responds to another child's distress by seeking an adult | ___ |
| 2–3 | Offers a toy or comfort object to someone upset, with prompting | ___ |
| 3–6 | Notices when someone is hurt or sad without being told | ___ |
| 3–6 | Offers comfort in words ("Are you okay?") as well as action | ___ |
| 6–9 | Recognizes when someone is being excluded and includes them | ___ |
| 6–9 | Gives up something of their own (turn, seat, item) for someone with greater need | ___ |
| 9–12 | Offers comfort without trying to fix or minimize the other person's feelings | ___ |
| 9–12 | Stands up for a peer being mocked or excluded, calmly and specifically | ___ |
| 12–14 | Recognizes emotional needs in a group setting and adjusts behavior to meet them | ___ |
| 12–14 | Actively mentors a younger child through a social difficulty | ___ |
Domain 5 — Conflict, Repair & Disagreement
| Age Band | Competency | Mark |
|---|---|---|
| 2–3 | Hands an object back gently after grabbing, with support | ___ |
| 3–6 | Apologizes with a specific repair action ("I'll get you a towel"), not just the word "sorry" | ___ |
| 3–6 | Accepts an apology and moves on | ___ |
| 6–9 | Wins or loses a game graciously | ___ |
| 6–9 | Disagrees with a peer using reasons, not dismissal ("I see it differently because...") | ___ |
| 9–12 | Receives criticism without defensiveness ("Thank you for telling me") | ___ |
| 9–12 | Resolves a disagreement with a peer without adult mediation | ___ |
| 12–14 | Disagrees respectfully with an adult while holding a position | ___ |
| 12–14 | Mediates a conflict between two younger children | ___ |
Domain 6 — Community Contribution & Mentorship
| Age Band | Competency | Mark |
|---|---|---|
| 3–6 | Helps a peer with a task when asked | ___ |
| 6–9 | Offers to help before being asked | ___ |
| 6–9 | Invites a left-out peer into an activity | ___ |
| 9–12 | Takes initiative to organize or lead a small group activity | ___ |
| 9–12 | Recognizes a community need and proposes a response (family, co-op, neighborhood) | ___ |
| 12–14 | Teaches a Stage 1–3 grace-and-courtesy skill directly to a younger child | ___ |
| 12–14 | Takes ongoing responsibility for a younger child's wellbeing in a group setting | ___ |
| 12–14 | Delivers a short public acknowledgment (toast, thank-you speech) with composure | ___ |
PART TWO: EXECUTIVE FUNCTION INTELLIGENCE (EFI)
Domain 7 — Self-Care & Practical Life
| Age Band | Competency | Mark |
|---|---|---|
| 2–3 | Washes and dries own hands with support | ___ |
| 2–3 | Attempts to feed self with utensils | ___ |
| 2–3 | Puts one item of clothing on/off with support | ___ |
| 3–6 | Dresses self fully, including fasteners | ___ |
| 3–6 | Brushes teeth and hair independently | ___ |
| 3–6 | Pours liquid from a small pitcher without spilling | ___ |
| 6–9 | Prepares a simple snack or cold meal independently | ___ |
| 6–9 | Manages personal hygiene routine without reminders | ___ |
| 6–9 | Packs own bag/materials for an outing or activity | ___ |
| 9–12 | Prepares a simple hot meal with supervision | ___ |
| 9–12 | Manages own laundry cycle start to finish | ___ |
| 12–14 | Plans and prepares a full meal independently | ___ |
| 12–14 | Manages a personal budget for an allowance or small earnings | ___ |
Domain 8 — Task Initiation, Chores & Follow-Through
| Age Band | Competency | Mark |
|---|---|---|
| 2–3 | Puts one toy away before taking out another, with support | ___ |
| 3–6 | Completes a one-step chore (e.g., putting napkins on table) without reminders | ___ |
| 3–6 | Notices an out-of-place item and returns it, unprompted | ___ |
| 6–9 | Completes a multi-step chore (e.g., clearing and wiping the table) start to finish | ___ |
| 6–9 | Scans a room and identifies what needs doing, without a checklist | ___ |
| 9–12 | Owns one weekly household responsibility fully, without reminders | ___ |
| 9–12 | Completes a task even when it's inconvenient or unwitnessed | ___ |
| 12–14 | Manages a multi-day or multi-step household project independently | ___ |
| 12–14 | Checks in on and supports a younger sibling's chore routine, unprompted | ___ |
Domain 9 — Planning & Organization
| Age Band | Competency | Mark |
|---|---|---|
| 3–6 | Follows a simple two-step picture-based routine (e.g., morning chart) | ___ |
| 6–9 | Follows a written or picture checklist across a full routine (morning, bedtime) | ___ |
| 6–9 | Estimates how long a familiar task will take | ___ |
| 9–12 | Plans the steps of a project before starting (materials, order of operations) | ___ |
| 9–12 | Uses a calendar or planner to track commitments with support | ___ |
| 12–14 | Independently plans and executes a multi-step event (gathering, project, trip prep) | ___ |
| 12–14 | Manages own calendar/planner across school, chores, and social commitments | ___ |
Domain 10 — Impulse Control & Self-Monitoring
| Age Band | Competency | Mark |
|---|---|---|
| 2–3 | Pauses briefly when told "wait," with support | ___ |
| 3–6 | Waits for a turn in a small group without repeated reminders | ___ |
| 3–6 | Uses a "quiet voice" indoors when reminded once | ___ |
| 6–9 | Delays gratification for a stated reward (e.g., saving for something) | ___ |
| 6–9 | Catches and corrects own behavior without being told | ___ |
| 9–12 | Manages frustration during a difficult task without quitting or outburst | ___ |
| 9–12 | Reflects on a mistake and identifies what to do differently next time | ___ |
| 12–14 | Self-monitors screen time, sleep, or other habits against personal goals | ___ |
| 12–14 | Recognizes and interrupts own unhelpful pattern before it escalates | ___ |
Domain 11 — Flexible Thinking & Problem-Solving
| Age Band | Competency | Mark |
|---|---|---|
| 2–3 | Accepts a substitution (different cup, different toy) with support | ___ |
| 3–6 | Tries a second approach when the first doesn't work, with prompting | ___ |
| 6–9 | Generates more than one solution to a simple problem independently | ___ |
| 6–9 | Adjusts plans when circumstances change (weather, a missing item) without distress | ___ |
| 9–12 | Troubleshoots a stuck task before asking for help | ___ |
| 9–12 | Considers another person's perspective when solving a shared problem | ___ |
| 12–14 | Leads a group through a problem-solving process (options, trade-offs, decision) | ___ |
| 12–14 | Coaches a younger child through a "stuck" moment rather than solving it for them | ___ |
Domain 12 — Time Management & Responsibility to Others
| Age Band | Competency | Mark |
|---|---|---|
| 3–6 | Transitions between activities within a few minutes of a verbal cue | ___ |
| 6–9 | Arrives ready (dressed, materials in hand) for a scheduled activity without reminders | ___ |
| 6–9 | Understands that being late affects other people | ___ |
| 9–12 | Manages homework/chore time against a self-set schedule | ___ |
| 9–12 | Follows through on a commitment made to someone outside the family | ___ |
| 12–14 | Balances multiple commitments (school, chores, social, activities) without dropping any | ___ |
| 12–14 | Is reliable enough that a younger child or peer can depend on them for something ongoing | ___ |
Reading the Whole Picture
At each biannual review, rather than tallying marks, ask three holistic questions — this is the heart of the Swedish IUP approach, which resists reducing a child to a score:
- Where is the growth edge? Which domain shows the most items clustered at Practicing (P) — that's where a child is actively working, and where the next few weeks of puppet/role-play rehearsal should concentrate.
- Where is there quiet mastery? Which domain has several Independent (I) or Mentor (M) marks that haven't been named to the child yet? Growth accelerates when a child is told plainly what they've already achieved.
- Is Social-Emotional keeping pace with Executive Function, or is one racing ahead? A child who is highly organized (strong EFI) but still Emerging in empathy (weak SEI), or vice versa, needs the imbalance addressed directly — competence in one domain doesn't substitute for the other.
This is a living document, not an archive — update it in pencil, in front of the child when appropriate, so they see their own growth as something visible and real rather than invisible and assumed.
The three holistic questions are the core of the Swedish Individuell Utvecklingsplan (IUP) approach, designed to resist reducing a child's progress to a numerical score or grade. During the biannual review—typically held in autumn and spring—parents or educators should ask:
- Where is the growth edge? This question identifies which domain has the most items marked as Practicing (P). This "cluster" shows where the child is currently putting in active effort and indicates where future support, such as role-play or puppet rehearsals, should be concentrated.
- Where is there quiet mastery? This involves looking for domains that contain several Independent (I) or Mentor (M) marks that have not yet been explicitly acknowledged to the child. Identifying these areas is crucial because naming a child's achievements plainly can help accelerate their growth.
- Is Social-Emotional keeping pace with Executive Function, or is one racing ahead? This question looks for imbalances between the two main parts of the checklist. For example, if a child is highly organized (strong EFI) but still struggles with empathy (weak SEI), that gap needs to be addressed directly, as mastery in one area cannot substitute for development in the other.
These questions are intended to help view the document as a "living" reflection of growth, rather than just an archive of past performance.
Executive Function Intelligence (EFI) is the second major part of the developmental checklist and focuses on a child's ability to manage themselves, their tasks, and their responsibilities. It consists of six domains that track progress from age 2 through 14.
The EFI domains include:
- Self-Care & Practical Life (Domain 7): This domain tracks the development of physical independence, beginning with basic hygiene like washing hands and dressing with support. As a child matures, it evolves into preparing full meals independently and managing a personal budget.
- Task Initiation, Chores & Follow-Through (Domain 8): This focuses on the transition from needing reminders for one-step chores to independently scanning a room for needed work and owning multi-day household projects.
- Planning & Organization (Domain 9): Early competencies involve following simple picture routines, while advanced skills include using a calendar to track school and social commitments and planning multi-step events independently.
- Impulse Control & Self-Monitoring (Domain 10): This measures a child's ability to pause and reflect. It progresses from waiting for a turn in a group to self-monitoring screen time and recognizing unhelpful personal patterns before they escalate.
- Flexible Thinking & Problem-Solving (Domain 11): Growth in this area starts with accepting substitutions (like a different toy) and matures into troubleshooting tasks independently and leading groups through complex decision-making processes.
- Time Management & Responsibility to Others (Domain 12): This domain tracks the child's reliability. It includes arriving ready for activities without reminders and balancing multiple commitments so that others can depend on them.
In the Swedish Individuell Utvecklingsplan (IUP) model, EFI is viewed as a "living" reflection of growth rather than a static grade. During reviews, it is essential to check if EFI is keeping pace with Social-Emotional Intelligence (SEI), as mastery in organization or practical tasks cannot substitute for the development of empathy and social skills.
Social-Emotional Intelligence (SEI) constitutes Part One of the developmental checklist and focuses on a child's internal emotional management and their interpersonal relationships. Like the EFI domains, these six domains track a child's progress from ages 2 through 14.
The SEI domains include:
- Self-Awareness & Emotional Regulation (Domain 1): This tracks the child’s ability to manage their internal world. It begins with naming basic feelings and using physical strategies to calm down, eventually progressing to recognizing emotional triggers and helping peers identify their own feelings.
- Greeting, Eye Contact & Conversation (Domain 2): This focuses on social poise. Early skills include basic eye contact and waving, which mature into initiating small talk with unfamiliar adults and making formal group introductions with confidence.
- Respect, Courtesy & Table Life (Domain 3): This domain covers the "grace and courtesy" aspects of daily life. It moves from basic table manners to planning and hosting full meals, as well as providing specific, genuine compliments to others.
- Empathy & Care for Others (Domain 4): This tracks the development of the "moral compass". It starts with noticing when someone is hurt and evolves into standing up for peers who are excluded and adjusting personal behavior to meet the emotional needs of a group.
- Conflict, Repair & Disagreement (Domain 5): This focuses on healthy conflict resolution. Progress moves from simple apologies with "repair actions" to respectfully disagreeing with adults while holding a position and mediating conflicts between younger children.
- Community Contribution & Mentorship (Domain 6): This domain reflects the child's growing responsibility to the larger group. It begins with helping peers when asked and culminates in taking ongoing responsibility for the well-being of others and delivering public speeches.
In the Individuell Utvecklingsplan (IUP) model, SEI is considered essential to balance with EFI. During reviews, it is critical to ensure that a child's organizational skills (EFI) do not outpace their empathy and social repair skills (SEI), as mastery in one area is not a substitute for the other.
Would you like me to create a tailored report summarizing these SEI competencies or perhaps a set of flashcards to help you review these domains?

