Transition Plan

 

Name: _____________________________________

 

Date:  ______________________________________

 

Current Resume 

Reference Letter

Application for Employment and/or Application for Post Secondary Education

 

 

Education

 

1.      Are you on track to graduate? __________________________________

2.      Are you considering higher education? ___________________________

·        Apprenticeship Program?___________________________________

·        Two to four years trade school/college/University?_______________

3.      What is your area of interest?___________________________________

·        Have you had the opportunity to job shadow in your field of interest? _____________________________________________

·        Have you completed career cruising?  ______________________

4. What schools are under consideration? ___________________________________________________________

·        Do you plan to visit and check them out?         _____________________

·        Do you know their admission criteria? _____________________

5.      How do you plan to pay for school? ______________________________

·        Have you looked into scholarships?____________________________

·        Grants? (Employers, high schools, local churches, organizations)____

·        Work-study?        ___________________________________________

·        Loans?     ________________________________________________

Employment

 

1.      Are you currently employed?_____      If no, skip to question #8

• What do you do?       __________________________________________
• Do you have benefits?          _____________________________________

2.   Do you like what you are doing? ___________________________________

3.      What do you like about your job? ___________________________________

4.      What don't you like? ____________________________________________

5.      How many hours per week are you able to work? ______________________

6.      What type of notification does your employer require for sick/personal time? _____________________________________________________________

7.      Have you matched your income, expenses and budget?  ________________

If not currently employed:

8.      What is your plan to find employment? ______________________________

9.      Do you have a social insurance #?__________________________________

10. Do you have previous work experience? _____________________________

11. What do you need in order to pursue future career goals? ________________________________________________________________

Budget

 

1.             Have you had any experience with using a budget? ___________________

2.             What is your current income?_____________________________________

3.             Do you have a job? ____________________________________________

4.             What items have you considered regarding a budget? (estimated monthly cost)

Housing___________ Food___________ Transportation______________

Utilities___________  Clothing_________  Medications________________

Laundry__________   Vitamins_________ Entertainment______________

Insurance__________ Daily Living_______School Expenses __________

Income Tax________Savings___________Other____________________

5.             Do you have a savings account? _________________________________

6.             Do you have a checking account? ________________________________

7.             Do you have any existing debt? __________________________________

·  Credit cards? _______________________________________________

·  Loans? (Personal and otherwise) ________________________________

·  Other? ____________________________________________________

8.             Summary:

-Estimated Income all sources:___________________________________

-Estimated Expenses (above): ___________________________________

Savings? ____________________________________________________

Not enough? What is your plan?__________________________________

Housing:

 

1. Where do you currently reside? _________________________________

2. Given your financial resources, how much rent can you afford to pay? ____________________________________________________________ 

If you are Looking for a place to live:

3. Is there transportation (public transit)? Is it close to school or work? ________________________________________________________________

4. Will you need a roommate to make it affordable? _______________________

5. Will you have to sign a lease? ______________________________________

6. Security deposit amount? _________________________________________

7. Utilities included? ________________________________________________

8. What condition is the apartment in? __________________________________

9.             Is it safe?  ___________________________________________________

Health/Dental

 

1.      Are you currently on medical and dental plans?          _____________________

2.      Do you know how to sign up for your own plans? ______________________

3.      Do you know the name / number of your doctor and how to schedule a doctor's appointment? _____________________________________________

4.      Does your employer / school offer extended health / dental benefits that you could take advantage of? ____________________________________________

 

Transportation:

 

1. How do you get around now? ______________________________________

2. Do you have a driver’s license?

3. If not, is public transportation available?  Cost? ________________________

4. Are you interested in buying a car?  _________________________________

·        Do you know where to go to get credit to buy a car?__________________  

·        Do you know how to get insurance?           __________________________

·        Assistance with car repairs?           ________________________________

 

Support Systems:

 

When you need to talk something through, or need someone to lend an ear, whom do you turn to?

·        Friends, Siblings, Parents/Birth & Foster, Teachers , Counselors,

     Relatives, Mentors, Pets , Church Community, Other

Leisure Time/Recreation:

 

1.      What do you like to do for fun and relaxation?             _____________________

2.      How do you spend your leisure time?               __________________________

3.      Interests? ____________________________________________________

4.      Hobbies? ____________________________________________________

5.      Sports/Exercise?            ___________________________________________

6.      Quiet activities? ________________________________________________

 Part II Goals

§         For Part II, discuss your goals in the areas discussed in the above questions:

	Now	In six (6) months	In one (1) year	In five (5) years
Housing
Education/Training
Employment
Support Systems
Other
	Now	In six (6) months	In one (1) year	In five (5) years
Budget
Health/Dental
Transportation
Leisure