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TRANSITION SUMMARY
A publication of the National Information Center for Children and Youth with Disabilities
I Transition Planning:
A Team Effort
C
By Sharon H. deFur, Ed.D.
College of William and Mary
H
faced with many options and deci- themselves are a coordinated set of
sions about the future. The most activities that are based on the
common choices for the future are student’s needs and that take into
pursuing vocational training or account his or her preferences and
further academic education, getting a interests. Transition services can
job, and living independently. include instruction, community
experiences, the development of
For students with disabilities, employment and other post-school
these choices may be more complex
and may require a great deal of
C
planning. Planning the transition Table of Contents
from school to adult life begins, at
the latest, during high school. In fact, Introduction.................................................1
transition planning is required, by
Brief Legal Overview....................................2
law, to start once a student reaches 14
years of age, or younger, if appropri- Transition Teams..........................................3
ate. This transition planning becomes
formalized as part of the student’s Creating the Transition Plan......................8
Individualized Education Program
How to Find Resources in Your
(IEP). Community..............................................14
Y
Transition services are intended to Community Level Transition Teams......17
prepare students to make the transi-
tion from the world of school to the Conclusion: Taking the First Steps..........18
world of adulthood. In planning Organizations............................................20
what type of transition services a
student needs to prepare for adult- Publications...............................................21
hood, the IEP Team considers areas
adult living objectives, and (if ² examples of creative transi- ment has been expanded. In
appropriate) the acquisition of tion plans, and addition to transition services
daily living skills and func- beginning at age 16, a state-
tional vocational assessment. ² ways to improve the transi- ment of transition service
tion system by working at needs is required at age 14. At
The student and his or her the community level. this time, and updated annu-
family are expected to take an ally thereafter, the IEP Team
active role in preparing the looks at the child’s courses of
student to take responsibility A Brief Legal Overview* study (such as advanced
for his or her own life once of Transition Planning placement courses or voca-
school is finished. Where once tional education programs)
If students are to mature
school provided a centralized and determines whether or not
into independent, productive
source of education, guidance, those courses of study are
adults and become increasingly
transportation, and even leading the student to where
responsible for their actions
recreation, after students leave the student needs to be upon
and accomplishments, they
school, they will need to graduation. What other courses
need to acquire the skills that
organize their own lives and might be indicated, given the
are of value in the world of
needs and navigate among an student’s goals for life after
adulthood. The Individuals
array of adult service providers secondary school? Beginning to
with Disabilities Education Act
and federal, state, and local plan at age 14, with an eye to
(IDEA) acknowledges this and
programs. This can be a daunt- necessary coursework, is ex-
contains provisions meant to
ing task—one for which the pected to help students plan
encourage student involvement
student and his or her family and prepare educationally.
and shared decision making.
need to be prepared. Then, at age 16, or younger if
Since 1990, transition appropriate, transition services
This Transition Summary are delivered in a wide range of
services have been a require-
provides ideas and information areas.
ment of law for students who
on how students, families,
are 16 years or older,
school personnel, service
or younger if deemed
providers, and others can work
appropriate by the IEP
together to help students make
Team. The services are
a smooth transition. In particu-
planned at the IEP
In addition to transition
lar, this document focuses on
creative transition planning
meeting to which services beginning at
students must be
and services that use all the
invited. Thus, the age 16, a statement of
resources that exist in commu-
1990 IDEA legislation transition service needs is
nities, not just the agencies
provided students
that have traditionally been
involved. This publication also
with an enormous required at age 14.
new opportunity to be
provides:
involved in planning
² definitions of some terms their own education,
to look into the future, to IDEA 97 has also outlined
used in transition planning, procedures for the transfer of
voice their preferences and
parental rights to the student
² lists of individuals and concerns and desires, to be
heard, to share in making when he or she reaches the age
agencies that can help the
decisions that so directly affect of majority under State law.
IEP Team create a successful
them. Both the parents and the
transition plan,
student must be notified of
² guides to finding the Now, under the latest any transfer of rights that will
groups and agencies that reauthorization of the IDEA in take place at that time. Stu-
provide transition services, 1997 (IDEA 97), this involve- dents are to receive the notifi-
* This legal overview was taken directly from the approved OSEP IDEA 97 Training Package, Module 9, pp. 9-11 through 9-13. This document is available from NICHCY.
In addition, representatives
that have traditionally pro-
vided post-high-school services
should be involved (see box at Social Security Administration operates the federally funded program that
right, Common Community provides benefits for people of any age who are unable to do
substantial work and have a severe mental or physical disability. Several
Agencies and the Transition
programs are offered for people with disabilities, including Social
Services They May Offer). This Security Disability Insurance (SSDI), Supplemental Security Income (SSI),
may include: Plans to Achieve Self-Support (PASS), Medicaid, and Medicare.
(continued on page 6)
* Names of agencies or programs may differ slightly from state to state.
Work incentive programs which • financial incentives for further • medical benefits
may include: education and training • can use income as basis for
• cash benefits while working purchase or rental of housing
(e.g., student-earned income)
• Medicare or Medicaid while
working
• help with any extra work
expenses the individual has as a
result of the disability
• assistance to start a new line of
work
Advocacy Organization(s) Representative may offer self-advocacy training or support groups for young adults
Assistive Technology Representative provides expertise on devices that can open doors to opportunities
At-Risk/Prevention Specialist offers counseling and support on teen pregnancy, alcohol, and drugs
Business-Education Partnership Rep. provides links between schools and local businesses and industry
Community Action Agency Representative may link team to resources for traditionally underrepresented groups
Correctional Education Staff provides incarcerated youth with continued learning opportunities
Drop-Out Prevention Representative provides youth with alternatives to dropping out of school
Employer offers insight into expectations; promotes hiring of people with disabilities
Health Department/School Nurse provides guidance on community health services and health care advice
Higher Education Representative provides information on postsecondary services to students with disabilities
Leisure Program Representative knows available program options within the community
Literacy Council Representative coordinates volunteers to teach basic reading and writing skills
Local Government Representative funds many local services; can provide information on local services
Local Disability Representative (e.g., UCP) provides information and training (often serves all disabilities, not just one)
Parent Training Information Center Rep. provides training on transition planning and advocacy services to families
Religious Community Member can provide social support to young adults and their families
Social Worker provides guidance and arranges for case management, support, respite care
Special Olympics Representative provides sports training, competition, and recreational opportunities for youth
Therapists provide behavioral, physical, occupational, & speech services in the community
United Way Representative funds many community programs that may offer options for young adults
Very Special Arts Representative provides information on art programs and opportunities for youth
What Does This Actions the High School Transition Team May Recommend
Student Need?
ASSESSMENT that identifies ü interview youth regarding vocational interests and preferences (use other
current strengths, needs, methods to assess interests and preferences of nonverbal students)
interests, and preferences for ü conduct situational assessment (observation in a work setting) to assess
post-school employment, endurance, strength, aptitude, social skills, interests, interactions
independent living, and ü conduct formal vocational evaluation by a trained evaluator
postsecondary training and/or ü self-assessment
education ü develop student’s awareness of different jobs
ü discuss health care issues that may impact employment
DEVELOPMENT of job and job ü analyze local labor market (contact employment services for state and
placement options and aware- request information for the region; contact local vocational advisory
ness of skills needed council; contact local chamber of commerce; review local want ads;
contact employment agencies) to identify job openings and local labor
needs
ü get a range of work experiences: explorations, job shadowing, mentoring,
and internships
ü identify community programs offering job placement or training
ü build network of employer and community program contacts
ü provide training to employers on issues related to employees with disabili-
ties
MATCHING of student and job ü analyze the demands and expectations of the job site (e.g., duties, skill
requirements, hours, location, transportation, wages, benefits, social
skills)
ü list the supports the student needs to be successful on the job
ü match the student’s assessment and the list of needed supports to the job
demands, including transportation to the job
ü identify current gaps and needs for success
ü identify needed natural supports, job accommodations, adaptive equip-
ment, and support services
PLACEMENT and FOLLOW- ü work with employer to determine employee’s response to the job de-
ALONG mands and identify strategies to capitalize on strengths and
minimize limitations
ü provide natural supports and accommodations
ü monitor progress and readiness for job advancement
ü monitor changing need for natural supports
ü make adjustments, as needed
What Does This Actions the High School Transition Team May Recommend
Student Need?
ASSESSMENT that identifies ü assess student’s self-advocacy skills, academic preparation, and college
strengths, needs, interests, bound test scores
preferences for postsecondary ü assess student’s technical skills, social skills, independent living skills
education ü interview youth regarding educational setting interests and
preferences—size, setting, programs (use other methods to assess
interests and preferences if student is nonverbal)
ü identify youth’s long-term career goals
ü develop a list of supports student needs to achieve postsecondary educa-
tion goals
ü discuss health care issues that may impact student in postsecondary
setting
ü identify needed natural supports, academic or physical
accommodations, and support services
MATCHING of student and ü analyze the demands and expectations of the postsecondary education
postsecondary education setting setting—accessibility, support services availability, academic rigor, social
culture, independent living setting
ü match the student’s assessment and list of needed supports to the
demands of the postsecondary education setting
Mark, a 20-year-old youth with to work with Mark and his IEP Team. The
mental retardation, will be finishing high service coordinator, along with the IEP
school next year. Mark has long ex- Team, determined the level and types of
pressed a strong desire to live indepen- support Mark needed, and arranged for
dently after leaving high school. His the necessary supports he needed to keep
older brother has his own apartment, a job and live with others. The IEP Team,
and Mark associates living on his own including Mark’s family and the service
with being an adult. Living indepen- coordinator, determined that Mark could
dently is part of Mark’s transition plan, live with individuals with other disabilities
which also includes employment and in a house or apartment on a cost-share
attending a community recreation basis as long as he received daily assis-
program for adults with disabili- tance. A residential support
ties. person would visit Mark every
day to monitor that his needs
Two years ago Mark’s family, were being met, to help with
working on the advice of the finances and nutrition, and to
other IEP Team members, put set up recreational activities.
him on a waiting list to be
matched with other individuals Mark also would need
who are looking for housing. training on how to use city
Over the past three years, the transit system, so he could travel
IEP Team has worked on im- independently from home to
proving Mark’s advocacy and job and the community recre-
independent living skills. Mark’s family ation center. His IEP Team established an
contacted the local Arc and was able to IEP goal for Mark to learn how to use
connect with a mentor to help Mark public transportation. The Department of
strengthen his self-advocacy skills. The Rehabilitative Services counselor reported
occupational therapist at school focused that rehabilitation services could assist
on improving the critical living skills Mark in purchasing the assistive devices he
Mark needed to live on his own. will need on the job. The service coordina-
tor agreed to monitor Mark’s integration
At the beginning of this school year, into the community over the year follow-
Mark’s family contacted the county ing graduation.
agency that serves adults with disabili-
ties. The agency assigned a service coordi-
nator (sometimes called a case manager)
What Does This Actions the High School Transition Team May Recommend
Student Need?
ASSESSMENT that identifies ü interview youth and family regarding adult and independent living
strengths, needs, interests, interests and preferences (use other methods to assess interests and
preferences for adult and preferences if student is nonverbal)
independent living, including ü observe youth in independent living or recreational setting
recreation and leisure ü interview youth and family regarding medical needs
ü interview youth and family regarding financial plans
ü identify transportation skills and needs
ü develop a list of supports student needs to be successful
ü identify needed natural supports, accommodations, and support
services
DEVELOPMENT of adult living ü analyze adult living options in the local area (for example, group
placement options, including homes, supported living homes, roommates)
recreation and leisure (not ü analyze locality for leisure/recreation options in the local area
needed immediately, but for ü coordinate with other families and youth looking for adult living
planning purposes) options
ü provide training and education for families and youth regarding living
and financial options for transition-aged youth
ü analyze community for transportation options
MATCH youth to adult living ü analyze the demands and expectations of the adult living and commu-
placement options, including nity participation options
recreation and leisure ü match the student’s assessment and list of supports to the demands and
expectations of these options
TRAINING and PREPARATION ü provide instruction to prepare youth to enter identified adult living and
for adult living community options
ü identify potential service providers for needed supports and
accommodations
ü develop natural supports
ü provide opportunities to participate in the community in the identified
settings
The Table of Contents may Local, state, and federal govern- Check out the Index of
include references such as ment listings can always be commonly used terms.
“Community Service Numbers” found in the Blue Pages of the Using key words, here are a
or “Disabilities, Services for phone book. few examples of what you
Individuals with.” might find:
Local Listings might have some of
Some of the headings you will the following headings: Disability: Access Unlimited;
find that might relate to the Adult Care Services; Assisted
varying service needs of youth Employment Opportunities &
Living; Charter’s Mobility
with disabilities include: Information
Center; Paradapt Services
Housing
Adult Protection Human Resource Management Associations: Arc; Boy
Disabilities Services Mayor’s Office on Disability Scouts; Families for Chil-
Education Social Services dren with Mental Health
Employment Concerns; Information &
Financial Aid State Listings might have some of
Referral-United Way;
Handicapped/Disabled the following headings:
Learning Disabilities
Housing Children Council; Neighborhood
Human Rights Clinics Housing Services
Human Services Education
Mental Health & Mental Mental Health: Alliance for
Health Services
Retardation the Mentally Ill
Housing
Recreational/Social Labor
Development Libraries
Rehabilitation Museums & Theaters
Social Security Administration Social Services
Social Services
Transportation Local, State and Federal Govern-
Volunteer Opportunities ment Listings will include numbers
for all state and government
agencies. Examples of these would
be:
Employment Commission
Medicaid
Mental Health
Mental Retardation
Rehabilitation Services
Social Services
Transitional Living Center
Transportation Department
Vocational Evaluation Center
When you are starting your cold calling and search for service providers, start with agencies that can refer you to
other organizations, such as Vocational Rehabilitation or an Independent Living Center.
Name of Organization
Name of Person You Spoke with
Position
Address
Please tell me about your agency/organization. Who do you serve? What services do you offer?
How does one get involved with your agency/organization? Are there special eligibility or admission requirements?
How does one apply?
Are there costs involved in participating in your agency’s or organization’s programs? If so, how much are they? Do
you offer special rates?
Do you have any ideas about how your agency or organization might help meet a need such as: [Describe a “specific
problem or need” that you might have, for example: youth has a visual disability and needs assistance changing buses;
youth has physical disability and is interested in playing a sport; teen parent with a learning disability needs child care so
that she can go to work after school; and so forth.]
Could you refer me to some other people, agencies, or organizations that might offer some services to meet this
need?
Do you have any written materials describing your agency (or organization)? If so, could you please send them to me
_______________________ [your name] at ______________________________ [your address]. Thank you for
speaking with me today. This information is very helpful in planning my (own, student’s, son’s, daughter’s) future as
a member of our community. Best wishes for fulfilling your agency’s (or organization’s) mission.
Alliance for Technology Access (ATA), 2175 Job Accommodation Network (JAN), West
East Francisco Boulevard, Suite L, San Rafael, CA Virginia University, 918 Chestnut Ridge Road, Suite
94901. Telephone: (800) 455-7970; (415) 455- 1, P.O. Box 6080, Morgantown, WV 26506-6080.
4575; (415) 455-0491 (TTY). Telephone: (800) 526-7234 (Voice/TTY); (800)
E-mail: atainfo@ataccess.org. 232-9675 (Voice/TTY, information on the ADA).
Web: www.ataccess.org. E-mail: jan@icdi.wvu.edu. Web: www.jan.wvu.edu.
Americans with Disabilities Act Disability and Mobility International USA (MIUSA), P.O. Box
Business Technical Assistance Centers (DBTACs). 10767, Eugene, OR 97440. Telephone: (541) 343-
(The DBTACs provide information, referral, TA, and 1284 (V/TTY). E-mail: info@miusa.org.
training on the ADA.) Telephone: 1-800-949-4232. Web: www.miusa.org.
Web: www.adata.org.
National Center on Secondary Education
Association on Higher Education and Disabil- and Transition (NCSET), 6 Pattee Hall, 150
ity (AHEAD), University of Massachusetts Boston, Pillsbury Drive S.E., Minneapolis, MN 55455.
100 Morrissey Boulevard, Boston, MA 02125-3393. Telephone: (612) 624-2097.
Telephone: (617) 287-3880; (617) 287-3882 E-mail: ncset@icimail.coled.umn.edu.
(TTY). E-mail: AHEAD@umb.edu. Web: Web: www.ncset.org.
www.ahead.org.
National Center on Workforce and Disability/
Beach Center on Families and Disability, Adult, Institute for Community Inclusion, University
University of Kansas, 3111 Haworth Hall, Lawrence, of Massachusetts Boston, 100 Morrissey Blvd.,
KS 66045. Telephone: (785) 864-7600. Boston, MA 02125. Telephone: 1-888-886-9898 (V/
E-mail: beach@dole.lsi.ukans.edu. TTY). E-mail: contact@onestops.info.
Web: www.beachcenter.org. Web: www.onestops.info.
Publications
Twenty-Sixth Institute on Rehabilitation Issues. For more information about these products,
(2000). The family as a critical partner in the contact: Paul H. Brookes Publishers,
achievement of a successful employment outcome. Hot P.O. Box 10624, Baltimore, MD 21285-0624.
Springs, AK: Region 6 Rehabilitation Continuing Telephone: 1.800.638.3775.
Education Center. (Available in print from: Region 6 Web: www.brookespublishing.com.
Rehabilitation Continuing Education Center,
University of Arkansas, P.O. Box 1358, Bldg. #35,
Hot Springs, Arkansas 71902. Telephone: (501)
623-7700. Web: www.rcep6.org. Also available on- And from...NICHCY
line at: www.pacer.org/tatra/critpart.htm.)
Warger, C., & Burnette, J. (Eds.). (2000). A Student’s Guide to the IEP
Planning student-directed transitions to adult life.
Arlington, VA: ERIC Clearinghouse on Disabilities Technical Assistance Guide: Helping Students
and Gifted Education. (Available on-line at: http:// Develop Their IEPs
ericec.org)
A Student’s Guide to Jobs
West, L.L., Corbey, S., Boyer-Stephens, A., Jones,
B., Miller, R.J., & Sarkees-Wircenski, M. (1999). Technical Assistance Guide: Helping Students
Integrating transition planning into the IEP process with Cognitive Disabilities Find and Keep a Job
(2nd ed.). Arlington, VA: Council for Exceptional These publications are available on our Web site
Children. (Available from 1110 N. Glebe Road,
or by contacting us at:
Suite 300, Arlington, VA 22201-5704.
Telephone: 1-888-232-7733. NICHCY
E-mail: service@cec.sped.org P.O. Box 1492
Web: www.cec.sped.org) Washington, DC 20013
1.800.695.0285 (V/TTY)
nichcy@aed.org E-mail
www.nichcy.org Web
NICHCY thanks our Project Officer, Dr. Peggy Cvach, at the Office of Special Education Programs
(OSEP), U.S. Department of Education. We would also like to thank the other individuals who
reviewed this document: Marlene Simon, Ph.D., Associate Division Director, Secondary Transition/
Postsecondary Team, Office of Special Education Programs, U.S. Department of Education;
Suzanne Butcher, parent; Jane Everson, Ph.D., Human Development Center; Barbara Guy, Ph.D.,
National Transition Network; Richard Horne, Ed.D., National Transition Alliance; Julie Kistler,
special educator; Jane Johnson, PACER Center; and, Deborah Leuchovius, PACER Center. We would
also like to express our great appreciation to the author, Sharon deFur, for sharing her expertise
which made this publication possible.
This information is copyright free. Readers are encouraged to copy and share it, but please credit the
National Information Center for Children and Youth with Disabilities (NICHCY). Please share
your ideas and feedback with our staff by writing to the Editor.
This publication is copyright free. Readers are encouraged to copy and share it, but please credit the National
Information Center for Children and Youth with Disabilities (NICHCY).