Developing a Transition Plan

Table of Contents

Developing a Transition Plan

Resources

Discussion Participation Scoring Guide.

A transition plan is a document that gives those involved with your client what they need to take the appropriate next steps. Transition plans are often used to share information among a group of individuals who will be assisting a client. A good transition plan is clear and concise, and presents a snapshot of where the client has been and is going. An effective transition plan presents to those who will be working with the client a clear direction on what needs to happen to help the client address changes smoothly.

Develop a transition plan, compiling and synthesizing the information that you have gathered regarding your case, to share with the transition team. Ensure that your transition plan includes:

A clear, concise summary of the case, including a snapshot of where the client has been and any relevant background information.
A course of action regarding next steps for the individual in your case. Present the course of action in a clear and concise manner. Make sure that you support your decision with points from the research and points from the dialogue that has taken place so far.
Two to three clearly written recommendations to help the individual or the team take the next steps in the transition process.

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Developing a Transition Plan