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Wednesday, December 6
Student Summary
Student is a 17-year-old senior at High School. He is the oldest of seven siblings and
lives at home with those siblings, his parents, and step-parents. Student is currently ranked 14th
in his graduating class and has a 3.4427 GPA. Student is able to understand all subjects in school
with a high level of comprehensive. Student’s strongest subject in school is math. His strengths
include anything related to numbers and computer skills. Student has received all A’s and B’s in
his math courses and scored at the advanced level on his 11th grade End of Course exam in
In school, Student is involved with the National Honors Society and serves as an athletic
manager for the boys’ basketball team. Even though he does not enjoy watching or playing
sports during his free time, Student has a passion for supporting his school’s sports teams. After
school, Student takes care of his family’s dog. He also helps watch his siblings after school. On
the weekends, Student often has family and friends over, and enjoys spending time with them.
Student currently struggles with handling certain stressful situations. These situations can
include being overwhelmed with schoolwork or a change in routine. Student also becomes
anxious if he feels that he is not right. He also has a hard time understanding less literal
meanings of language. Student has never held a job before, so part of his employment goal is to
Student is currently working on applying for different colleges in Texas. He was accepted
to The University of College in August of 2017. Once enrolled, Student plans to study in the
field of accounting. Student and his mom both expressed his interest in numbers and becoming
an accountant. Student plans to live in an on-campus dorm with a roommate once he is enrolled
in a college.
Transition Assessments
Budget
Description:
This assessment is a weekly personal budget. The Student will be provided with a given amount
of money and will be assessed on how the money is dispersed throughout the week.
Rationale:
Student is going to be living on his own once he graduates college. He will assume the
responsibility of obtaining meals on his own, keeping track of personal expenses, and allowing
Results:
After the first try, Student was given $100 for his first week of college. He was able to plan out
his week accordingly by listing out his budget for groceries, transportation, and other necessities.
Description:
This inventory covers multiple aspects of daily life. Some of these include money management,
Rationale:
Student is learning how to become more independent on his own. Student is very smart, but
needs some guidance in certain areas of independent living. This assessment will determine
which areas he needs to focus on.
Results:
After the assessment, it was determined that Student is exceptional in the areas of food
management, personal appearance and hygiene, health, housekeeping, and interpersonal skills. It
is important to note that these areas were not assessed authentically, but rather Student is aware
and has knowledge of these certain areas. The assessment also determined the need for more
seeking skills, emergency and safety, knowledge of community resources, and legal skills.
Description:
The purpose of this scale is to provide teachers with an instrument that helps identify the
strengths and limitations of their Students. This assessment is useful in each area of transition.
The scale is also a research tool that analyzes self-determination and its relationship with factors
Rationale:
This is an appropriate measurement for Student because he has a cognitive disability. He is going
to be living on his own after high school so having self-determination and realizing his strengths
Results:
After the assessment, it was determined that Student scores just below the average in autonomy,
Description:
This is an interest profiler that can help a Student determine what field of work he or she may
want to pursue after high school. This informal self-evaluation is based on personal interests.
Rationale:
Student is really good with numbers and feels that he would be successful in a field in relation to
banking or accounting. This assessment is beneficial because there was previously no proof
Results:
The results show that accounting is a smart choice for Student. His strengths were in
enterprising, conventional routines, and investigative abilities. These are all strong components
Education Assessment
Description:
This activity assesses an individual’s interpersonal skills in everyday life. The various areas
covered in this assessment include self-management, communication, small group skills, and the
ability to learn.
Rationale:
This assessment was chosen for education because even though it is related to life skills, each of
the areas are highly relevant to Student’s success once he is in college. The struggles that Student
is going to face are related to interpersonal skills and being able to cope during a high-stress
situation.
Results:
How-to-Learn Skills - It was determined that Student is aware of his capabilities in reading and
math. Student is able to read with a high level of understanding and is excellent in mathematics.
Student is also aware of how to use a library and computer for conducting research. He is aware
that he struggles with learning efficient study skills. In the past, Student has only used his
memory to study and knows that this will not be sufficient once he begins taking college courses.
Self-Management Skills- After the assessment, Student became aware that he is able to relay
gratification and how to get his needs met. This assessment determined that Student struggles
Communication Skills – Student is now aware that he is able to listen to others actively,
understand empathy, and provide others with useful information. The assessment also
determined that Student understands he may need more practice with speaking in front of a
group.
Skills Related to Small Groups- After the assessment, Student now understands that he is capable
Post-Secondary Education:
Student will need to contact Disability Services at the university he chooses to attend and inform
them of the accommodations he will needs. He will need extra-time during tests because they are
a contributing factor to his anxiety. He will also need to speak to his professor about preferential
seating and inform him or her that he needs to sit close to a door in case he needs a cooling off
period. If Student is feeling overwhelmed or anxious, he will contact his university’s counseling
services.
Employment:
Student will need to inform his supervisor that he may need extra time when learning a new task.
Student needs to emphasize that he can complete the task independently and once he learns the
task, he will be able to repeat with a normal pace. Even though he requires a small amount of
extra time, Student is capable of completing a conventional task if given the proper instructions.
Student does not understand sarcasm in language. Because of this, he will need to inform his co-
Independent Living:
It is easy for Student to become overwhelmed in a situation where there is a high amount of
stress or change in routine. Student will need to inform his future roommate(s) about this and to
give him space when this type of behavior happens. Student will also need to tell his roommate
that he does not understand most sarcasm and has a hard time interacting with other people when
he is first introduced. Student will need to plan and budget for each week in order to be
When Student participates in indoor or outdoor activities that require physical activity, he will
need to inform those around him about his low level of strength and how he becomes easily tired.
In social situations, Student will need to let those around him know that if he does not laugh or
Education
Outcome:
After graduation, Student will attend a university of his choice in the Fall of 2018 and work
towards earning a bachelor’s degree. From there, he will study in the field of accounting in order
Rationale:
Student will graduate high school under the Foundation Plan with the appropriate endorsement
(STEM). Student has also taken the ACT and received a score of 24. He is currently taking Pre-
Calculus, Study Skills, and a Money Matters class to prepare for the courses he will take in
college. With the help of his mother and school counselor, he is currently applying for colleges
and has already been accepted to The University of College. In regards to his major of study,
Student has expressed interest in Accounting. Over the past 4 years of high school, Student has
Given assistance with the application and essay writing process, Student will apply for each
college that he is interested in by the end of December 2017. And will apply for scholarships
Timeline:
Task Due Date
application December 31st
application December 31st
scholarship January 17th
scholarship March 1st
FAFSA March 15th
Chamber of Commerce scholarship April 6th
scholarship April 6th
scholarship April 6th
scholarship April 6th
Law Offices of Bennie scholarship April 6th
Education Foundation scholarship April 27th
Board of Trustees scholarship April 27th
PTO scholarship May 4th
Employment
Outcome:
After graduating high school, Student will continue to research different types of accounting jobs
in order to decide which career path he wants to take, by becoming aware of the different skills
each job requires. The type of degree plan Student takes on will be dependent upon which type
of accountant Student wants to be. Student’s long-term employment goal is to obtain a job in the
Rationale:
Student has expressed interest in accounting and is currently undecided about which type of
accounting he wants to pursue. According to the Texas Career Check Interest Profiler,
accounting is an excellent match for Student. He has shown success, based off various job skills
Given the appropriate research materials, Student will be able to describe the type of accounting
he plans on pursuing by verbally explaining the job in detail by the end of May 2018.
Timeline:
Task Due Date
develop list of potential accounting jobs March 1st
research each job’s skills and requirement April 1st
decide which job would be most appropriate May 31st
Independent Living:
Outcome:
After graduating high school and enrolling in the university of his choice, Student will live with
a roommate in an on-campus dorm. Student will assume the responsibility of obtaining food,
Rationale:
Student and his parents have decided that living in a dorm will be the most appropriate option for
him, in order to become more independent during his post-secondary education. Student
currently lives with both parents and does not have experience with transporting himself on his
own. Student also needs assistance with balancing a budget since he has not had experience with
budgeting or saving money on his own. According to the Department of Social & Health
Services Life Skills Inventory, Student is exceptional in the following areas: food management,
personal appearance, health, and interpersonal skills. The areas he needs to focus on include
resources.
Given the appropriate form and a certain spending amount, Student will be able to plan out his
weekly budget by filling out the budget form without assistance by the end of April 2018.
Timeline:
Task Due Date
Complete weekly budget without assistance May 1st
Develop a list of roommate preferences May 31st
Plan and make 2 dorm room meals without May 31st
assistance
Be able to use a personal planner for assignments May 31st
Apply for on campus living after a university is chosen
Obtain a dorm room necessity checklist once May 31st
enrolled
Explain transportation available in city of college May 31st
Recreation/Leisure
Outcome:
After graduation, Student will read a new book for pleasure once a month. This will also be
Rationale:
One of Student’s favorite hobbies is to read books when he is not focusing on school work.
Student especially likes reading different series of books and books that are also movies. With
the stress of college, it will be important for Student to continue participating in something that
Supporting IEP Objective: Given a laptop or a school computer, Student will research different
books that he is interested in and type a list in a Word document by the end of May 2018.
Timeline:
Task Due Date
st
Research books May 31
Make list and type into a Word document May 31st
Research ways to access the books May 31st
Accounting Job Analysis
he plans to study in this field. The rationale for choosing this job is because after talking with
Student and his mom, accounting is the area Student wants to work in. In November 2017,
Student took the Texas Career Check Interest Survey which determined that this field is suitable
for him. Out of all the subjects in school, Student is most successful in math and science. Since
Student is interested in this field and does well with numbers, accounting seems to be an
An accountant is someone who keeps or inspects financial accounts, but there are many
different types of positions available. There are some accountants that are involved in preparing
an organization’s financial statements. Often times, a task like this would require the person to
supervise other employees and keep track of a general ledger. A general ledger may include
things like cash, investments, land, or inventory. Other accountants work with a business or
corporation’s management. These accountants analyze costs, products, etc. Most accountants are
independent Certified Public Accountants (CPA), who have their own firm and focus on small
businesses and individuals. Student is interested in becoming a CPA first and foremost, he will
After completing the job analysis, there are areas that would be conducive towards
Student’s success in this career and there are areas that would not. An accountant needs to be
neat and clean around the work space, which would be no problem for Student. Student’s
behaviors would be accepted in accountancy if they are infrequent. This would be helpful to
Student since there might be a few times his anxiety would lead to abrupt behaviors. Clear
speech, frequent social interactions, and minimal task changes throughout the day are
requirements of this type of job which Student would not have trouble with. Since Student is not
able to drive yet, there would need to be other ways for him to get to work until he can obtain his
driver’s license. Some of these options include Uber, a public bus, or carpooling with co-
workers. When it comes to mobility and being able to stay on schedule throughout the day,
Student has no problems with this. Student would be required to work a full day, but he would
get breaks throughout. Student would also be required to sit at a desk for the entire day, but it
would not be an issue if he needed to get up and walk around for a minute. Student gets to
determine what needs to get done with each client’s needs. This would be helpful for Student
because he likes moving at his own pace. However, the workplace speed throughout the day is a
steady pace, so Student may need to speak up when he needs a break. Simple reading, advanced
math, writing simple lists, and being able to read financial statements are going to be skills that
would be required of Student. Based on Student’s assessments and high school achievement,
Overall, accounting would be a good option for Student to look into once he enters
college and begins studies. The type of environment is conducive to Student’s preferences when
it comes to employment. There are many possibilities for Student in accounting, which makes
Over the semester of Fall 2017, Student has been progressing in multiple areas. These
areas include education, employment, independent living, and recreation. Student has been
working towards goals that will help him be successful in each of the areas.
At the beginning of the semester, Student was accepted to The University of College.
working on three other college applications. Student originally planned to study in the field of
accounting once he starts college. However, he has realized that his choice of major may change
at some point during college. Student started the semester off with not knowing much about
financial aid, scholarships, loans or grants. After attending the FAFSA night at school and
talking to his counselor, Student has become more aware of his financial needs. He even learned
the difference between a loan and a grant, which is an item he was missing on his independent
living assessments.
Currently, Student is completing the core classes he needs to graduate from high school.
At the beginning of the semester, Student expressed that he has always had difficulty with art.
Because of this, his fine arts credit was pushed back each year. This semester he began taking art
tasks given in art class. Student is currently doing well academically in each of his classes,
including art.
In November, Student completed a career interest survey that supported his interest in
accounting or a similar job. According to the grades and his personal interests, accounting is a
job that would be appropriate for Student. One thing Student has learned over this semester is
expressing those needs to other people, like future employers. In November, Student made a
resume that he can send to future colleges and employers, and has learned how to update his
resume. Student has also decided that he will live in a dorm once he begins college. He is still
working towards being able to make a budget on his own in order to pay for his personal
necessities.
Most importantly, Student has become more aware of his own strengths and weaknesses.
Student knows that he is strong in mathematics and knows he is capable of being academically
successful in college. He is also aware that academics is not the only area of focus in college and
that there are a lot of responsibilities. Student is working towards being able to openly
communicate his needs to other people, such as his peers. He is also working towards being able
to get himself out of a high-stress situation. Student knows that he often needs time to cool down
Throughout the rest of the year, Student is going to keep track of the plan provided for
him. In the plan, Student has four outcomes to work towards in the following sections: education,
employment, independent living, and recreation. The plan provides Student a timeline that will
guide him with specific steps in order to reach his goals before graduation in May 2018.
References
Hartley (2001). Life skills for effective living activity [Assessment instrument]. Family partners
training curriculum.
Monthly payment calendar [Budget form]. FDIC money smart financial education curriculum.
(2000). Life skills inventory independent living skills assessment tool [Assessment instrument].