4 Steps for Transition Planning: Valuing the Process

I know what you are thinking: “Great, another read on how to effectively use the PINS (Preferences, Interests, Needs, and Strengths) Model, career assessments, interviews, the writing of postsecondary goals, and so on.” While all of this is super important in writing quality transition plans, however, the process is – and should be – so much deeper than covering the surface of each component.

Ten years ago, I was sitting in an undergraduate class that focused on transition planning, and the professor made it clear on day one; if there was anything we were to take away from this class, it’s that the transition planning process should be: 1) started well in advance of the individualized education program (IEP), and 2) its own separate planning meeting.

Fast-forward to my first teaching job (and even a couple of years in). I was doing phone interviews with parents, in-person interviews with students, and drafting transition plans based on each student’s desired postsecondary goals. I received compliments from my colleagues and administrators on transition plans I developed, and I appreciated that. All sounds good, right?! Ehh, not really.

I took the summer of 2018 to really reflect and do a deep dive into how I approach the transition planning process with each student. And that’s when I completely revamped my approach. I thought about the concept from my undergraduate class, along with collaboration and communication among all team members.

We as teachers often hear and read about terms such as a “shared vision” when it comes to transition planning, but to see it manifest itself through a valued process is something that every student and team should experience.

We have a philosophy in our school district where we value the process over the product.

As special educators, we are tasked with the custom delivery of services that meet the individual needs of each child. We design and implement instruction to create a universal design for learning while enhancing students’ individual development and experience. This is all a process…an ever-evolving process of determining the right “fit,” intervention, or support for each child across multiple settings and various skills.

But before I dive into the process, I have to give credit to the Portage County Transition Cohort (Ohio) – which has helped me shape my process immensely over the past year – as well as my district Special Services team, colleagues, and admin who support and encourage teachers to be creative and innovative in their quest to do what is best for kids.

Now, here’s my approach:

Step 1:

With my transition planning process, the focus is when each student arrives at the high school (ninth grade). In advance of the IEP meeting, I call a series of planning meetings. This is the start of a backward planning process.

Step 2:

The first of these planning meetings is a pre-IEP meeting with the student and his/her family, the student’s county case manager (Board of Developmental Disabilities), and a representative from a state agency who will assist with vocational readiness and training. In this meeting, I interview the student and family with feedback from both of the support professionals. The student’s responses build the core foundation, while responses and feedback from family and support professionals shape a shared vision.

Step 3:

After this meeting, I hold two separate meetings: a student-focused professional learning community (PLC) with my classroom staff and another PLC with district support staff and our Transition Coordinator. In these meetings, we use a grid that represents the transition goal framework, which also serves as the framework for our discussion across meetings. This helps me begin to formulate a shared vision for each student with input and feedback from ALL team members.

We start with a blank grid and post-it notes of various colors. The post-it notes are color-coded and represent activities or experiences recommended from a professional(s) on the team. For example, pink may represent a related services team member such as the Speech-Language Pathologist, blue may represent the student, yellow may represent the student’s county caseworker, and so on.

Using post-it notes allows us to change and slide backwards or forwards to different experiences and activities that contribute to the shared vision of the student. After all, we, as teachers, understand the progress, life events, and other possible contributing factors (ex: pandemic) that can delay or, in some cases, advance each student’s timeline.

Step 4:

At the IEP meeting, we, as a team, unveil the full grid to the student and his/her family. I ask the student and the family to complete the grid at the first meeting, so the IEP meeting is a time to review and discuss the feedback that contributes to the vision for that student as added by the rest of the team. This is an opportunity to review and align proposed activities and experiences that ultimately support the student in achieving his/her postsecondary goals; thus, creating a solidified shared vision.

That vision starts and ends with a process, and it is in valuing that process where we as special educators can do the most for our students and their future. Planning and preparation on our own behalf can facilitate structure and support while building on overlooked skills and traits such as self-esteem, self-determination, self-advocacy, and confidence for our students. 

My personal planning process may not be feasible for someone else’s teaching situation, but one thing we can all share is the importance of valuing the process. Regardless of your approach to transition planning, if you value the process, your students will appreciate the growth.

Victor M. Torres III is a Moderate-Intensive Intervention Specialist at Aurora High School in Aurora, Ohio. He holds a Bachelor of Science degree in Special Education from Eastern Michigan University and a Masters of Arts degree in Special Education (Autism Spectrum Disorders & ABA Focus) from Michigan State University. He is currently enrolled in the Educational Leadership-Licensure program at Muskingum University. Victor’s research and topics of interest include behavior, communication, and special education-specific professional learning communities. He is also a husband, father, and baseball coach.

Check Also

How to Create the Best IEP and IEP Results…Even from a Distance

As someone who has spent her career delivering speech therapy to students and schools online, here are some tips based on my experiences to ensure that you and your IEP team are able to keep IEP meetings productive, positive, and consistent during this inconsistent time.


  1. Enjoyed the article Victor Your approach is both innovative and informative. As a supervisor for highschool’s and transition services for a large district I was impressed with the approach to prioritizing transition to inform and drive IEP as it should. Keep up the great work-!

  2. Margey Dwyre-Daily

    I love this approach and how proactive you are with this process, high school goes way too fast for our students! I am a special ed high school teacher working with a self contained class in a public high school setting and I feel the planning starts late and not done as thoroughly as it could be. I can’t imagine asking my parents to gather this many times as it is challenging to gather for IEP’s once a year but like everything now I suppose we could do it virtually…

    Can you share your planning template? Thank you so much for sharing your proactive, visual and easily understandable transition planning approach!

  3. Great info you posted. I am just doing a bit of research for my son who just completed 10th grade and was recently diagnosed as being on the autism spectrum (possibly, needs to be confirmed by a developmental pediatrician). I need ideas on how to prepare him for college. He enjoys coding which he does on his own with the help of his older sister (programmer). He does have accommodations at school.

  4. Geralyn Sullivan

    Hi Victor!
    You are speaking my language and my vision for our district. I am the transition coordinator for our district and we do a great job meeting the needs of our students for post secondary but, there is always room for improvement. I would also love to have a copy of your template and any processes/procedures that work for your district.
    I would also appreciate any ways you encouraged more staff that support each student to be a part of the plan before the ARD. It should not only be the transition specialist responsibility to recommend services, plans, etc. All of us do have input but it would make more sense to me to start with the end in mind, do it early and include all stakeholders. We are in need of a process and to encourage everyone to take the extra time because the outcomes would be awesome!!

    Thank you for your passion!


Leave a review!

Your email address will not be published. Required fields are marked *