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Secondary Transition Assessment: Assessing Readiness for Life After High School

Age-appropriate Secondary Transition Assessment is the starting point for preparing students for life after high school. Its purpose is to help students understand their strengths, interests, needs, and goals, while providing essential data for the Secondary Transition planning process. 

In Colorado, Secondary Transition assessment begins by age 15 (no later than the end of 9th grade) and is updated yearly. It should gather information from multiple sources to create a clear picture of the student’s abilities and needs, guiding IEP goals, services, and supports. 

While the law does not define age-appropriate Secondary Transition Assessment, the Division of Career Development and Transition (DCDT) of the Council for Exceptional Children defines Secondary Transition assessment as an “…ongoing process of collecting data on the individual’s needs, preferences, and interests as they relate to the demands of current and future working, educational, living, and personal and social environments. Assessment data serves as the common thread in the Secondary Transition process and form the basis for defining goals and services to be included in the Individualized Education Program (IEP).” 


Understanding Secondary Transition Assessment: What Families and Educators Should Know 

Helping all students with disabilities set meaningful goals for life after high school starts with gathering the right information and doing it over time. This process, called Secondary Transition Assessment, doesn’t require brand-new tests or tools. Instead, it’s about seeking information for three simple questions: 

  1. What do we already know about the student? 
  2. What more do we need to know? 
  3. What’s the best way to learn that information? 

Educators, families, students and agencies should work together to collect information from different areas such as school performance, interests, strengths, and challenges. Much of this data is already available through IEPs, classroom work, or general education assessments. 

That said, as students get older, especially when planning for postsecondary education, employment and/or independent living, more specific assessments might be needed. These can include interest inventories, job skills checklists, or real-life work experiences. 

By using both existing and new information in thoughtful ways, we can make better decisions about a student’s next steps and help them feel more confident and prepared for adult life. 

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Using Secondary Transition Assessment in IEP for Planning 

Information from Secondary Transition assessments may include results from formal or informal assessments and should be documented in the IEP. This information is used to develop goals and possible objectives, as well as identify other agencies that will provide support and services to the student as an adult. Accommodations needed in postsecondary education and employment can also be determined. Focus on assessing career/vocational interests and skills is essential because of the emphasis on career development in IDEA 2004 and the importance of work in adult life. Work, defined as meaningful activities in which an individual regularly participates, may be full or part-time employment, competitive or supported, paid or volunteer. 

Methods of Gathering Information 

Secondary Transition Assessment typically includes some combination of paper and pencil tests, student and family interviews, community or work-based (situational) assessments, and curriculum-based assessments. According to the Transition Assessment  Toolkit, Fourth Edition (NTACT:C 2023), it is recommended that these assessments: 

  1. “…incorporate assistive technology or accommodations that will allow an individual to demonstrate his or her abilities and potential. 
  2. …occur in environments that resemble actual vocational training, employment, and independent living or community environments. 
  3. …produce outcomes that contribute to ongoing development, planning and implementation of “next steps” in the individual’s transition process. 
  4. …be varied and include a sequence of activities that sample an individual’s behavior and skills over time. 
  5. …be verified by more than one method and by more than one person. 
  6. …synthesized and interpreted to individuals with disabilities, their families, and transition team members. 
  7. …be documented in a format that can be used to facilitate transition planning.” 

Purpose of Secondary Transition Assessment 

The purpose of Secondary Transition Assessment is to collect and use information that guides post-school planning, shapes the IEP, and ensures students receive the services and instruction they need to reach their goals. Data collected provides essential information to: 

  1. Develop summary of academic achievement and Functional Performance 
  2. Determine postsecondary expectations 
  3. Develop IEP goals 
  4. Determine appropriate Secondary Transition services and activities 
  5. Determine appropriate Course of Study 
  6. Guide instruction 

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Type of Assessment 

Description 

Advantages 

Disadvantages 

Formal 

  • Structured assessments or inquiries 
  • Often research-based, norm-referenced, or standardized 
  • Time-specific 
  • Provides norming process, validity, and reliability 
  • Compares student to peers 
  • Serves as a starting point for career development activities 
  • Often enjoyable for students (hands-on tests) 
  • Can be costly 
  • Limited availability 
  • May be time-consuming to administer 
  • May require professional qualifications to use 

Informal 

  • Less structured procedures 
  • Not norm-referenced 
  • Allows performance assessment over time 
  • Includes data from various individuals 
  • Inexpensive or free 
  • Few or no professional qualifications required 
  • Provides good, usable information, especially when used on an ongoing basis by multiple people (increases validity) 
  • Easily obtained through questionnaires, interviews, observations, etc. 
  • May be time-consuming to arrange or set up 
  • Some careers cannot be “tried out” (e.g., therapist) 
  • Expressed interests may be narrow and reflect limited experiences 
  • Lacks formal norming, reliability, or validity 

Formal Examples 

Informal Examples 

Achievement tests 

Interest inventories 

Aptitude tests 

Situational assessment 

Adaptive behavioral scales 

Interviews 

Intellectual functioning assessment 

Direct observation 

Temperament inventories 

Case file reviews 

Self-determination scales 

Curriculum-based assessment 

Pre-vocational / Employability scales 

Social history 

Interest inventories 

Rating scales for specific areas 

Learning style inventories 

 

(Adapted from NTACT, Jacque Hyatt) 

How to Decide Which Instruments and Methods to Use 

Choosing the right Secondary Transition assessments helps ensure that students’ strengths, interests, and goals guide their IEPs and transition planning. The following steps can provide guidance on selecting instruments and methods that yield meaningful, actionable information. 

  1. Become familiar with the various types of transition assessments available including their characteristics, remembering that you need multiple assessments that are ongoingly viewed through a transition lens. 
  2. Choose assessments that assist students with answering the following questions: 
    1. Who am I? 
    2. What are my unique talents and interests? 
    3. What do I want in life, now and in the future? 
    4. What are some of life’s demands that I can me now? 
    5. What are the main barriers to getting what I want from school and my community? 
    6. What are my options in the school and community for preparing me for what I want to do, now and in the future? 
  3. Select assessments that are appropriate for your students considering the nature of the disability, the student’s post-school goals, and opportunities in the community. 

Whichever assessments are chosen, the data should inform your decisions in developing realistic and meaningful transition IEPs, guide instructional programming decisions, assist students in making connections between their post-school goals and their academic plan, and finally, inform the Summary of Performance. 

Questions to Consider 

  • What is available to you? 
  • Can you assess multiple students at once? 
  • What must be individualized? 
  • How can you be sure information follows a student from teacher to teacher/setting to setting? 

Information adapted from the National Secondary Transition Technical Assistance Center (NSTTAC). (2013). Secondary Transition assessment: A guide for planning and practice, and contributions by Jaque Hyatt. 

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Secondary Transition Assessment: Scope and Content to Consider 

Guiding Questions for Individualized Secondary Transition Planning 

Three key questions can guide the use of Secondary Transition Assessment results to individualize planning: identifying a student’s strengths and needs, clarifying postsecondary goals, and outlining steps for success after high school. When exploring postsecondary goals in education/training, career/employment, and independent living, six focus areas can help organize meaningful student information for ongoing transition planning (see graphic below). 

Career/Vocational Skills & Abilities. The circles form a continuous loop to illustrate the interconnected nature of these domains in student development and transition planning.

Guiding Questions  

These focus areas provide a framework for organizing current student performance and information to connect to the guiding questions that shape individualized planning.  

  1. Where is the individual presently?  
  2. Where is the individual going?  
  3. How do we get the individual there?

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Using Data Examples for Secondary Transition Assessment 

The data examples outlined in the table below serve as valuable tools for conducting Secondary Transition Assessments. By collecting and analyzing individualized information across the focus areas, educators and support teams can better understand a student's strengths, needs, preferences, and goals. Each category contributes uniquely to the development of a comprehensive and student-centered transition plan. 

Category 

Data Examples 

1. Career/Vocational Interests & Goals 

  • Interest inventories  
  • Work experience information  
  • Career fair participation results 

2. Career/Vocational Skills & Abilities 

  • Physical and perceptual capacities 
  •  Work performance & motor skills  
  • Industry-specific skills 

3. Career/Vocational Readiness & Habits 

  • Job-seeking strategies  
  • Job-keeping skills  
  • Communication 

4. Education & Learning 

  • Study skills and habits  
  • Learning styles  
  • Credit audit toward graduation 

5. Independence 

  • Self-advocacy strategies  
  • Self-help skills  
  • Consumer skills  
  • Health care and management skills  
  • Transportation plan  
  • Family relationships and involvement  
  • Recreation and leisure 

6. Social and Emotional Tolerance 

  • Coping strategies for stress and frustration  
  • Conflict resolution skills  
  • Peer and workplace relationship skills  
  • Emotional regulation  
  • Adaptability in new or challenging environments 

Data Examples Broken Down

In addition to formal and informal transition assessment, much information regarding a student already exists in school records or through parental information i.e., formal test results, attendance data, transcripts, and extra-curricular activities. Teacher, parent, and student reports offer much information related to prevocational skills, academic abilities, functional skills, daily living skills, interests, and motivation.  

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Matching Secondary Transition Assessments to Students 

The examples below illustrate how different Secondary Transition Assessments can be thoughtfully selected and applied to meet the unique needs of each student. By focusing on real-world experiences and student-centered insights, these tools help educators and support teams guide students toward meaningful, individualized postsecondary goals. 


The Important Role of Families in Transition Planning 

The student is the most important person in the Secondary Transition process, but families also play a key role in making transition planning meaningful and successful. This is especially true for students with moderate to severe disabilities as family members are often the foundation of planning and decision-making and should be fully involved throughout the process. 

Families bring valuable, personal insight that no one else can provide. Parents and caregivers can share important information about their child’s strengths, needs, interests, and what works best for them. They can also talk about their hopes and dreams for their child’s future. It’s helpful to understand if the family’s goals match or are different from the student’s own goals, so that the team can work together to build a strong, student-centered plan. 

Summarizing, Reporting, and Documenting Secondary Transition Data

Making Assessment Work for Students’ Futures 

Secondary Transition assessments give us valuable information about a student’s strengths, interests, and goals. But collecting data is just the beginning. What really matters is how the information is used to support planning and progress. 

Here’s how to turn data into action that helps students succeed: 

Career Assessment Examples for the Secondary Transition Process 

Real-World Task Examples to Simulate Work Experiences 

Educators and parents can create opportunities for students to try out real-world job tasks—especially helpful for younger students or when leaving the school building isn’t possible. 

Here are some in-school or home-based tryout ideas: 

  • Classroom Messenger: Deliver papers or run errands around school 
  • Office or Copier Assistant: Help make copies, file papers, organize supplies 
  • Technology Monitor: Assist with charging, setting up, or troubleshooting devices 
  • Cafeteria Helper or Snack Bar Worker: Set up, serve, clean up 
  • Coach’s Assistant: Organize sports equipment or help set up activities 
  • Household Jobs: Organize, clean, prepare meals, or take care of pets at home 
  • Community Volunteer: Help at a local church, food pantry, senior center, or animal shelter 

Why It Matters: 

These hands-on tasks build real skills, like time management, communication, and responsibility, and provide insight into students’ strengths, preferences, and support needs. Observations from these experiences can become part of a student’s Secondary Transition Portfolio and used to develop IEP goals, supports, and future plans. 

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Final Words 

Secondary Transition assessment is more than a legal requirement. It is a powerful process that opens doors for all students with disabilities to dream, plan, and take real steps toward meaningful adult lives. When educators, families, students, and community partners work together to gather and use assessment data thoughtfully, we create Secondary Transition plans that are personalized, practical, and full of possibility. By staying curious, collaborative, and committed to every student’s journey, we ensure that Secondary Transition planning becomes a pathway. Not just to graduation, but to a future each student defines for themselves. 

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For further types of age-appropriate Secondary Transition assessments see Appendix C linked to the Guidance and Writing Tips for Secondary Transition Assessments (Element 3) in the document 

Writing Quality Secondary IEPs that Include Required Elements of Indicator 13

For specific guidance in the Secondary Transition Assessment process and selection of appropriate assessments see the 

 Secondary Transition Assessment Identification and Resource Tool 

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