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The Secondary Transition Portfolio: A Tool for Student Success

What is a Secondary Transition Portfolio

A Secondary Transition Portfolio is a collection of important information, activities, and experiences that help students plan and prepare for life after high school. It is a living document that grows over time and travels with the student as they move through grades, schools, and into adult life. 

Benefits of a Transition Portfolio:

  • Keeps all career, education, and life planning documents in one place. 
  • Helps students understand their own interests, strengths, and goals. 
  • Builds self-advocacy, organization, and independence.  
  • Supports smooth transitions when changing schools or working with adult service agencies. 
  • Provides families with a clear picture of their child’s preparation for adulthood. 

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Portfolio Structures: Choose the Approach That Fits Your Needs

When developing a student transition portfolio, there are different ways to organize materials depending on the level of detail and purpose. Below are two structure options, one offering a more detailed breakdown across eight sections, and another providing a streamlined approach with five sections. Both are designed to help capture important information about the student’s strengths, goals, and supports while keeping the portfolio practical and easy to use. 

Option 1: Detailed Organization - 8 Sections

Option 2: Streamlined Organization - 5 Sections

Consilidates the information in Option 1 

Building and Using the Secondary Transition Portfolio

A Secondary Transition Portfolio is a living tool that grows with the student. It is meant to be student-led, built collaboratively, updated regularly, and stored in a portable format so it can be easily shared across school, family, and community settings. Consider the portfolio to be: 

  • Student-Led: Students should manage and update their portfolios regularly with support from educators. 
  • Collaborative: Work with teachers, counselors, family members, and adult agencies. 
  • Ongoing: Update at least once per year or when major activities occur. 
  • Portable: Use digital tools like Google Drive, Naviance, or your district’s chosen platform.

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Linking the Transition Portfolio to ICAP & IEP 

In Colorado, postsecondary and workforce readiness planning for all students is supported through the Individual Career and Academic Plan (ICAP), while transition services for students with disabilities are delivered through the Individualized Education Program (IEP). 

These two planning systems are designed to work together: 

  • The ICAP is required by local boards of education for all students and focuses on building career and academic pathways. 
  • The IEP is a federally and state-mandated plan specifically for students with disabilities, with additional requirements for transition planning. 

Both tools are essential for ensuring that students are prepared for life after high school, but they serve different purposes and populations and are governed by different laws. 

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ICAP and IEP Alignment 

Each student needs to have a portfolio system of some kind. The portfolio is the collection of all career and academic planning information for a student that will be accessible by the student, parent and/or legal guardian, and designated educators. Think of this as the body of evidence. Throughout high school (and possibly middle school), summaries of assessments, inventories, and career development experiences will be recorded in the ICAP portfolio. 

Non-confidential information about student activities and assessment summaries should be shared between the ICAP and the IEP. For example, summaries of career assessments, inventories, academic achievement, and community experiences could be added to the student portfolio throughout the year. Information contributed to the portfolio through general education efforts could supply relevant information to the special education teacher for development of the current IEP. Of course, there will be some information included in the student’s IEP files that will not become a part of the portfolio due to the confidential nature of the information (i.e., psychologist reports, disability specific information, and disciplinary action). 

A visual diagram showing the relationship between a student’s Portfolio, ICAP (Individual Career and Academic Plan), and IEP (Individualized Education Program). The Portfolio is represented as the largest box, encompassing both the ICAP and IEP. The ICAP is a smaller box partially overlapping both the Portfolio and the IEP, illustrating that information from both the IEP and ICAP contributes to the Portfolio. The IEP is a separate but partially overlapping box, indicating that while it contains

As schools design and implement the process for developing and managing ICAPs, special education providers are essential partners to ensure the process and documents are handled efficiently for the benefit of the student with the least amount of duplication. 

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The ICAP and IEP Crosswalk

 

Feature

ICAP

IEP

Purpose

Supports all students, no later than 9th grade, to explore careers, set academic & workforce goals, align coursework, apply to postsecondary, access financial aid, and prepare for employment   For students eligible for special education ensures access to Free Appropriate Public Education (FAPE), including measurable postsecondary goals, secondary transition services, and supports 

Who
develops it

Student + parent/guardian, school counselor, school staff, approved postsecondary providers   IEP team: student, family, general & special educators, district rep, agency reps as needed 

Required for

All public-school students - begins by 9th grade (optionally earlier)   All students with disabilities once eligible  - Secondary Transition planning begins by age 15 or no later than 9th grade (optionally earlier) 

Review Frequency

An ongoing process that includes benchmark updates, goal revisions, reviewing coursework, financial aid status, assessments   At least annually, IEP reviewed and revised to update postsecondary goals, services, and measurable objectives 

Key Components

  • Career exploration records (interest inventories, goals, benchmarks) 
  • Academic records (courses, remediation, concurrent enrollment) 
  • Arts participation 
  • Sequenced course plan 
  • Assessment scores & intervention plans 
  • Contextual/service-learning participation 
  • College applications & résumé 
  • Postsecondary enrollment planning 
  • Financial aid tracking & understanding costs  
  • Measurable postsecondary education/training, employment and independent living goals 
  • Postsecondary employment goals 
  • Age-Appropriate Transition assessments 
  • Annual goals linked to transition needs 
  • Secondary Transition Services and Activities, Courses of Study, supports 
  • Agency linkages & community experiences 

 

Accessibility & Transferability Must be accessible (student, parents, educators, providers) and transferable in print/electronic formats when moving schools   Shared with IEP team and appropriate agencies; follows the student across settings 
Privacy & Compliance Must comply with FERPA and Colorado student-data privacy laws   Protected under FERPA and IDEA confidentiality provisions 
Special Features
  • Includes FAFSA/CASFA support  
  • Incorporates apprenticeship awareness  
Specifies accommodations and modifications for postsecondary readiness 
Connection to Portfolio Serves as the foundation of the student’s Transition Portfolio with documentation of ICAP activities, assessments, applications, and interventions  Certain IEP components (e.g., transition annual goals, agency services) feed into, but may remain separate from, the student’s Secondary Transition Portfolio 

 

Legal References

  • Individuals with Disabilities Education Act (IDEA), 20 U.S.C. § 1414(d)(1)(A)(i)(VIII); 34 C.F.R. § 300.320(b) (2004). 
  • Colorado Exceptional Children’s Educational Act (ECEA), 1 CCR 301-8, Section 4.03(6)(d). 
  • Colorado Revised Statutes, C.R.S. § 22-32-109(1)(oo). 
  • Rules for the Administration of the Individual Career and Academic Plan (ICAP), 1 CCR 301-81, Colorado State Board of Education. 

The Secondary Transition Portfolio bridges both the ICAP and the IEP. It is a student-centered way to capture progress, goals, and activities in one place and share information easily across schools, agencies, and with families. For more information regarding the ICAP see CDE’s ICAP information pages

Quick Tips for Educators and Families 

  • Make the portfolio interactive: Include videos, photos, or voice recordings. 
  • Encourage student ownership: Let students present their portfolios at IEP meetings. 
  • Keep it relevant and practical: Focus on what students need for employment, college, and independent living. 
  • Update regularly: Set a calendar for check-ins each semester. 

Secondary Transition Activity Timelines to Consider 

The following tables are timelines for Secondary Transition activities. They are designed to help students, families, and educators plan when key transition steps should happen, starting in middle school and continuing through age 21. 

  • Non-shaded areas marked with an (X) show the suggested times to complete activities. These are flexible guidelines and should be adjusted based on the student’s individual needs, goals, and readiness. 
  • Not every activity needs to be documented. Activities should be selected as relevant to the student’s secondary transition plan, strengths, preferences, interests and needs. 
  • Some students may complete activities earlier or later than the timeline suggests, and that’s okay. 
  • These tables can help teams make sure that important steps like career exploration, college planning, independent living skills, and agency referrals are not missed as students move from grade to grade. 

The tables can be used to: 

  • Track what’s already done 
  • Plan upcoming transition activities 
  • Support annual IEP and ICAP updates 
  • Guide student-led portfolio development 

These timelines are considerations to help keep the transition process organized, student-centered, and future focused. 

The activities listed are suggestions, and options are not limited to the examples provided. Secondary Transition planning should be tailored to fit each student’s unique interests, abilities, and goals. 


Education Transition Activities

Education Activity

7th-8th
Grade

9th
Grade

10th
Grade
11th
Grade
12th
Grade
18-21
Program

Review credit audit worksheet 

n/a X X X X X

Review Domain: Skills/Knowledge Inventory: Education 

X X X X X X

Identify/review personal learning styles 

X X X n/a n/a n/a

Identify/review post-secondary education goals 

n/a X X X X X

Take PSAT 

n/a X X n/a n/a n/a

Visit local colleges / vocational schools 

n/a X X X X X

Complete assessment for adult / post-secondary programs 

n/a n/a X X X X

Initiate referral to 18–21-year-old program 

n/a n/a n/a n/a X n/a

Take ACT / SAT / ASVAB / other entrance exams as appropriate 

n/a n/a X X X X

Apply to postsecondary education programs 

n/a n/a n/a X X X

Update Student Activities/Honors & Awards worksheet 

X X X X X X

Career/Employment Transition Activities

Career Activity

7th-8th
Grade

9th
Grade

10th
Grade
11th
Grade
12th
Grade
18-21
Program
Begin / update personal career awareness, exploration, work-based learning experiences  X X X X X X
Review Domain: Skills/Knowledge Inventory: Career/Employment  X X X X X X
Obtain Colorado ID card  n/a X X X X X
Complete sample job applications  n/a n/a n/a X X X
Design/Update resume, references and letters of recommendation  n/a n/a n/a X X X
Complete/Update cover letter  n/a n/a n/a X X X
Explore in-district vocational opportunities  n/a n/a n/a X X X
Participate in job training/work-based learning opportunities  n/a n/a n/a X X X
Explore career / volunteer opportunities  X X X X X X
Pursue competitive employment  n/a n/a n/a X X X
Participate in vocational/career opportunities  n/a n/a n/a X X X

Community / Independent Living

Community & Independent Living Activity

7th-8th
Grade

9th
Grade

10th
Grade
11th
Grade
12th
Grade
18-21
Program
Explore transportation options  n/a X X X X X

Obtain Driver’s License (if appropriate)  

n/a n/a X X X X
Apply for appropriate transportation passes / discount cards  n/a X X X X X
Review/Update Domain: Skills/Knowledge Inventory: Mapping/Navigation Skills, Orientation & Mobility Skills (community knowledge, safety training) X X X X X X
Review/Update Domain: Skills/Knowledge Inventory: Adult Living (manages independent living, personal care, health care and management)  n/a X X X X X
Register for selective service and voting  n/a n/a n/a X X X
Explore age of majority: assisted decision-making, guardianship, etc.  n/a n/a n/a X X X
Consider need for supports from Case Management Agency services to include in secondary transition planning  X X X X X X

Interagency Linkages and Referrals

Interagency Linkage / Referral

7th-8th
Grade

9th
Grade

10th
Grade
11th
Grade
12th
Grade
18-21
Program

Division of Vocational Rehabilitation (DVR) 

n/a n/a

DVR – School to Work Alliance Program (SWAP) 

n/a n/a

Colorado Workforce Center 

n/a n/a

Developmental Disabilities Resources (Case Management Agency) 

Independent Living Center 

Colorado Department of Higher Education Services – Office of Disability/Accessibility at the college of choice 

n/a

Colorado Community College System (CCS) and Career and Technical Education (CTE) – Request of accommodations or services at the college of choice 

n/a

Colorado Department of Public Health and Environment 

Behavioral Health 

n/a

Social Security Administration (SSI) 

Social Security Disability Insurance 

n/a n/a n/a n/a


Communication

Communication Activity

7th-8th
Grade

9th
Grade

10th
Grade
11th
Grade
12th
Grade
18-21
Program

Explore/Practice alternative communication devices in various settings 

Assess verbal and non-verbal communication skills 

Assess written communication skills necessary for postsecondary setting 

n/a n/a n/a

Complete Communication Skills Inventory 

Review/Update Domain: Skills/Knowledge Inventory: oral/written communication, active listening, non-verbal communication, communication style 

Assess common knowledge/skill in communication with: 

 

 

 

 

 

 

Mail or Email 

Phone 

Text or Chat 

Assistive Technology device or software 

Digital Tools or Platforms 

Obtains information from various forms of media: 

 

 

 

 

 

 

Social media 

Newspapers or Magazine 

Radio 

Television 

Signs and billboards 


Social Interaction

Social Interaction Activity

7th-8th
Grade

9th
Grade

10th
Grade
11th
Grade
12th
Grade
18-21
Program

Self-Determination/Self-Advocacy 

Conflict Resolution 

Conversational Skills 

Expressing emotions appropriately 

Following directions 

Use of social stories 

Problem solving situations 

Cooperative learning 

Social interaction in various settings: school, community, workplace 


Recreation & Leisure Activity

Recreation & Leisure Activity

7th-8th
Grade

9th
Grade

10th
Grade
11th
Grade
12th
Grade
18-21
Program

Obtain and use ID / pass for recreational activities 

Review Domain: Skills/Knowledge Inventory: Recreation / Leisure 

Participate in leisure activities at school (specify) 

Participate in organized leisure activities with peers with disabilities (specify) 

Participate in organized leisure activities with peers without disabilities (specify) 

Other Forms of Data to Consider and Collect for the Secondary Transition Portfolio

The Credit Audit Worksheet  

Purpose 

The Credit Audit Worksheet is a student-friendly tool that summarizes the credits earned and remaining for high school graduation or program completion. It helps students understand their progress and plan for the future in alignment with their IEP transition goals, and it can also be included as part of the Secondary Transition Portfolio to document academic progress and support postsecondary planning. 

General Guidance 

This tool can be used in paper or digital format and should always be completed by, or with, the student, alongside their official transcript, to increase credit awareness, set higher expectations, and support targeted pathway planning. 

1. Prepare the Worksheet Format

Create this tool in:
  1. A Google Sheet or Excel file (for digital tracking and easy sharing)
  2. A fillable PDF or printed cart (for in-person meetings or paper portfolios
Include the following sections:
  • Student Name 
  • Date of Birth 
  • School Name 
  • Case Manager Name 
  • Anticipated Graduation Year 
  • Type of Completion Document for Colorado: Regular Diploma / Certificate of Completion 

2. List Graduation Requirements

Create a tale with columns such as:

Subject Area

Credits Required

Credits Earned

In Progress Remaining Notes (IEP Modifications

English / Language Arts

         

Mathematics

         

Science

         

Social Studies

         

PE / Health

         
Electives          
Transition Courses*          

*Note: Transition-focused or functional academic classes outlined in the IEP may be included if they fulfill credit requirements per district policy.

3. Review of the Official Transcript

Work with the student to:

  • Compare transcript data to the worksheet (This is a planning tool to promote student involvement and self-advocacy. It is not a replacement for the official transcript, which should always be referenced to verify accuracy) 

  • Mark courses completed, in progress, or needed 
  • Clarify any special course substitutions or waivers per the IEP 

4. Identify Completion Path

Discuss with the student:

  • Whether they are on track for a Regular Diploma or a Certificate of Completion (Certificate can be named differently per district policy) 
  • Any IEP-specific requirements or modifications that impact their graduation path 

5. Use It as a Transition Tool 

The worksheet should be: 

  • Updated annually (or more frequently if needed) 
  • Reviewed during IEP meetings 
  • Shared with the student and family as part of the Secondary Transition Portfolio 
  • Used to help plan Courses of Study, extended learning options, and/or 18–21 programming 

6. Empower Student Ownership

Encourage the student to take an active role in tracking their own credits and asking questions. This builds: 

  • Self-advocacy 
  • Understanding of graduation pathways 
  • Ownership of their academic journey 

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Using Student Activities/Honors/Awards Worksheet  

1. Purpose 

This worksheet may be created to track student involvement in school and community activities, as well as any recognitions or awards received. It highlights their strengths, interests, and achievements outside of academics, which can support: 

  • Postsecondary education applications 
  • Job or internship résumés 
  • IEP transition planning Complete the Worksheet Collaboratively 

2. Complete the Worksheet Collaboratively

At least once per school year, work with the student to fill in: 

  • Activities they’ve participated in (e.g., sports, clubs, volunteer work, internships, cultural events, CTE programs) 
  • Dates of participation (semester/year) 
  • Honors or awards received (e.g., certificates, medals, leadership roles, perfect attendance) 
  • Dates awards were earned 

3. Store It in the Secondary Transition Portfolio 

  • Keep the worksheet in the Student Transition Portfolio, either as a printed document in a binder or in a digital format. 

  • Label it clearly under a section like "Extracurriculars & Achievements." 

4. Review and Update Annually 

  • Set aside time during IEP meetings, advisory periods, or end-of-year reviews to update the worksheet. 

  • Review what was added, what the student enjoyed, and what they’d like to explore in the coming year. 

5. Use for Postsecondary Planning 

Refer to this worksheet when the student is: 

  • Building a resume or career portfolio 
  • Completing college, scholarship, or program applications 
  • Practicing for job interviews or career fairs 
  • Discussing secondary transition goals or personal strengths 

6. Reflect on Growth 

Use the completed worksheet as a tool for:  

  • Helping students recognize their development, leadership, and personal interests 
  • Building confidence 
  • Highlighting their value beyond academics

Here is a sample table that demonstrates how the Student Activities/Honor/Awards worksheet could look for direct use is in the Secondary Transition Portfolio: 

Activity / Involvement

Semester / Year

Role / Participation

Honors / Awards

Soccer Team 

Fall 2024 

Team Member 

Most Improved Player 

Science Club 

Spring 2024 

Club Member 

Attendance Certificate 

Volunteer at Library 

Summer 2024 

Volunteer 

Letter of Appreciation 

School Play 

Fall 2023 

Lead Role 

Best Performance Award 

Internship – Local Business 

Summer 2024 

Intern 

Supervisor Recommendation 

Why the Secondary Transition Portfolio Matters

The Secondary Transition Portfolio is more than just a collection of documents. It is a living tool that helps students take ownership of their future. By organizing meaningful activities, assessments, and reflections in one place, the portfolio empowers students to recognize their strengths, identify their goals, and prepare for life after high school. 

For families, this process offers a clear window into a student’s progress and a way to collaborate meaningfully with educators. For educators it supports intentional, student-centered planning that aligns with both ICAP and IEP requirements. 

Every student’s journey is different, and this portfolio allows for flexibility, creativity, and personalization. As students grow, their portfolio should grow with them - reflecting not only what they’ve done, but who they are becoming. 

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