Transition Planning Timeline Checklist

NOTE: The following checklist is provided to serve as an optional planning tool and only as a guideline.

Four to Five Years before Leaving the School District

_____Introduce and discuss transition services with parents and student.

_____Notify parents that transition services will be incorporated into the IEP, beginning at age 15.

_____Initiate vocational assessment

_____Develop and implement strategies to increase responsibilities and independence at home

_____Identify personal learning styles and the necessary accommodations if the child is to be a successful learner and worker.

_____Identify career interests and skills, complete interest and career inventories, and identify additional education or training requirements.

_____Explore options for post secondary education and admission criteria.

_____Consider the need for residential opportunities, including completing applications, as appropriate.

_____Identify interests and options for future living arrangements, including supports.

_____Learn to help the child communicate his or her interests, preferences, and needs effectively.

_____Teach the student how to explain his or her disability and the necessary accommodations.

_____Learn and practice informed decision-making skills.

_____Investigate assistive technology tools that can increase community involvement and employment opportunities.

_____Broaden the child’s experiences with community activities and help him or her form friendships.

_____Pursue and use transportation options.

_____Investigate money management and identify necessary skills.

_____Acquire identification card and the ability to communicate personal information.

_____Identify and begin learning skills necessary for independent living.

_____Learn and practice personal health care.


Two to Three Years before Leaving the School District

_____Identify community support services and programs (vocational rehabilitation, county services, centers for independent living, etc.).

_____Invite adult service providers, peers, and others to the IEP transition meeting.

_____Begin exploring recreation/community leisure activities

_____Match career interests and skills with vocational course work and community work experiences.

_____Involve state vocational rehabilitation agencies, as appropriate within two years of school exit.

_____Gather more information on post secondary programs and the support services offered, and make arrangements for accommodations to take college entrance exams.

_____Assure that copies of work-related documents are available:

_____Social security card

_____Birth certificate

_____Working papers (if appropriate)

_____Identify health care providers and become informed about sexuality and family planning issues.

_____Consider summer employment or volunteer experience.

_____Determine the need for financial support (Supplemental Security Income, state financial supplemental programs, Medicare).

_____Learn and practice appropriate interpersonal, communication, and social skills for different settings (employment, school, recreation, with peers, etc.).

_____Explore legal status with regard to decision making prior to age of majority – wills, guardianship, special needs trust.

_____Practice independent living skills–budgeting, shopping, cooking, and housekeeping.

_____Identify needed personal assistance or enabling supports, and if appropriate, learn to direct and manage these services.


One Year before Leaving the School District (for the Child)

_____Apply for financial support programs. (Supplemental Security Income, vocational rehabilitation, and personal assistant services).

_____Identify the post secondary school plan and arrange for accommodations.

_____Practice effective communication by developing interview skills, asking for help, and identifying necessary accommodations at post secondary and work environments.

_____Obtain driver’s training and license.

_____Develop transportation/mobility strategies such as:

  • Independent travel skills training
  • Public or paratransit transportation
  • Needs for travel attendant

_____Specify desired job and obtain paid employment with supports as needed.

_____Investigate SSDI/SSI/Medicaid programs.

_____Consider and seek guardianship or emancipation.

_____Develop and update employment plans.

_____Investigate and apply for post school opportunities (further educational vocational training, college, military, etc.)

_____Develop a resume

_____Take responsibility for arriving on time to work, appointments, and social activities.

_____Assume responsibility for health care needs (making appointments, filling and taking prescriptions, etc.)

_____Register to vote.

_____Male students register for the draft (no exceptions).

_____Review health insurance coverage: inform insurance company of child’s disability and investigate rider of continued eligibility.


Prior to Graduation or Aging Out of School

• Complete transition to employment, further education or training, and community living, affirming that arrangements are in place for the following:

_____Post secondary/continuing education

_____Employment

_____Legal/advocacy

_____Personal independence/residential

_____Recreation/leisure

_____Medical/health

_____Counseling

_____Financial/income

_____Transportation/independent travel skills


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