Forms and Assessments

This compilation of career planning guides will provide a resource to developing a comprehensive approach to learning about the job skills, preferences, accomplishments, support needs, and more for any job seeker. Best of all, any planning guide can be completed right from your smart phone, tablet, laptop or computer. Or, if you prefer, you can print the forms out and complete them on paper.

What's Included:

Career Planning Checklist A complete checklist of recommended actions for a comprehensive Discovery Process. Career Planning Team Roster A form to keep track of who is involved with the process. Job Exploration A place to note key information learned during a job experience. Discovery Job Seeker Interview Questions, answers and notes when interviewing a job seeker regarding their career preferences. Discovery Personal Network Interview Questions, answers and notes when interviewing others in the job seekers life. Home Visit A form to review key features of the home in regard to career planning. Discovery Observation What to look for and note during an observation of the job seeker. Career Planning Records Review A planning guide to keep track of highlights of relevant records regarding the job seeker. Neighborhood Tour Notations of important considerations regarding where the job seeker is living and their relationship to employment. Meeting Agenda Use this form to list and share the items for discussion for your next meeting

E-form template that can be completed right at the job site with a smart phone, laptop, or tablet. Type your findings as you tab through the form. Once purchased, the tool can be used within your program as often as the license you purchase provides. Most job analysis tools focus on factors that are either too vague or not relevant. This planning guide is designed to target the key information needed to develop job task matching and job supports for any individual. The cover page includes job details including:

• Schedule
• Wages/Benefits
• Transportation
• Accommodations Needed
• General Workplace Expectations (Appearance, Customer Visibility/Interaction, Environmental Conditions, Workplace Culture, Level of Supervision, etc.)
• Task List and Schedule

The follow-up pages are assigned to each task within the job, including time they occur, sub-tasks, location, and other factors such as performance expectations, physical requirements, co-worker support availability, equipment, social expectations, and more. A form can be completed for each task to the level of detail you want or need.

Good job development for those with disabilities requires good marketing planning for supported employment employer engagement. But agencies that serve individual with disabilities often send competing messages to their stakeholders about their services and the capabilities of the individuals they serve. Programs that provide vocational services need a clear and concise marketing approach that communicates their benefits to their primary audience, employers. This form takes you through the initial steps of developing a brand, theme, logo, program name, and other representations of good employer engagement.      How does it work? Open the e-guide on your tablet, smart phone, or computer, (or print out a paper version), and complete each item. Once you have completed the steps, you can plan your next steps and the strategies for achieving them. A follow-up planning guide on developing a Marketing Communication Plan for Employers will take you to the next level of your job development.  

A situational assessment is the preferred method to record information of any work experience to help with career planning and job matching! Useful for job seekers with disabilities, transition from school-to-work, or those looking to explore new job opportunities. This downloadable E-form is a 2-page job assessment is packed with a number of critical data fields to record key information during an assessment of a work experience. Includes Task Interest, Work Rate, Accuracy, Attention to Task, Job Duty Sequencing, Need for Accommodations, Training, Reinforcement. Also covers a variety of Soft Skills, Settings, Physical Characteristics, and more. Great for discovering career paths and directions to take, as well as determining what support needs should be available in certain settings and with certain tasks. (Order must be paid to access; User agrees document will not be filed-shared.)  

This one page checklist covers six key areas to manage during the transition from school-to-work. Includes making sure career planning, family partnerships, employment experiences, and more are covered. Excellent way for transition specialists, supervisors, parents, vocational counselors, and others to keep track of major areas to accomplish before school graduation when focusing on employment opportunities. (Order must be paid to access; User agrees document will not be file-shared.)

For people with disabilities, learning the skills that are most important to the kind of life each wants to live is critical. These are called "functional skills." How should this be determined? We know that in the past, providing a fixed curriculum of "community" or "social" or "vocational" skills, while more helpful than completely non-relevant material, often misses the mark for each unique individual and what they need to learn for their personal goals and settings. This two-page planning guide can help direct a learner and trainer to the correct priorities. Based on self-determination, it asks the simple questions, is this domain related to the learner's life goals, and is it important to be a learned skill, rather than something that can be accommodated. Once each domain is ranked, you can see what domains are priorities, and determine what next steps should occur. How does it work? Open the e-guide on your tablet, smart phone, or computer, (or print out a paper version), and rate each item. The planning guide will total your ratings, and you can then select the priorities. Once you have completed and scored your assessment, you can plan your next steps and the strategies for achieving them.