Practitioner Transition Assessment & Outcomes

One person-led conversation, two purposes

Use this structured resource to explore current circumstances and support needs and to build a practical plan towards the person's chosen adult life. It supports discussions and casework; it is not a local-authority assessment, an EHC needs assessment, a Care Act assessment, a mental capacity assessment, or a safeguarding record.

Privacy first: this is a public, browser-only form. It does not save information, send answers to Nexsteps or provide a secure professional case-record system. Use fictional names or initials for demonstrations. For real cases, follow your organisation's approved systems, data-protection policies and consent or other lawful-basis requirements. Do not enter sensitive details here.

Record reference (optional, non-identifying)For example: Demo A or an internal reference without names. Meeting / review date Practitioner role (optional) Who has been involved? (roles only)

1 · Practitioner conversation

Voice and involvement

What does the young person want us to understand?Use the person's own words or preferred communication method.How does the person communicate and take part in decisions?Identify accessible information, support for expressing views and who they choose to involve.

2 · Practitioner conversation

What matters

Strengths, interests and what's workingInclude people's own achievements and positive relationships.A good life and what the person wants to changeWhat would a good day or week look like?

3 · Practitioner conversation

Current support

Support needs and how they affect day-to-day lifeDescribe the practical support required, circumstances and fluctuating needs without diagnostic assumptions.Current arrangements: what's working and not workingInclude informal and formal support, with the person's perspective.Health, wellbeing, safety and reasonable adjustmentsRecord proportionate actions. Do not enter safeguarding disclosures, medical records or identifiable third-party details into this public form.

4 · Practitioner conversation

Choice and resources

How decisions will be supportedPreferences for information, time, accessible formats and trusted people. This is not a formal capacity assessment.Personal budgets, Direct Payments or other funding to exploreDo not assume eligibility, an agreed rate or a commissioned service.Relationships, community and natural supportWho matters to the person and where they want to belong.

5 · Practitioner conversation

Professional record

Assessment or review contextWhat meeting or professional process is this for? This report is supporting evidence only.Unanswered questions, gaps and follow-upWhat requires specialist advice, eligibility decision or further assessment?

From assessment to action

Agree an outcome and connect it to everyday skills

Each outcome should reflect what the young person wants, the support needed to move forward and how everyone will know if life has improved. Choose an activity area to open a matching Nexsteps chapter.

Keep plans proportionate. For public use, do not enter identifiable or sensitive case information. Skills links are suggestions rather than prescribed requirements.

Review the outcome, not only the task

Use these prompts to reflect on real changes, including progress made with support.

What does the young person say about progress? What proportionate evidence is agreed? What worked, what did not, and what should change? When and how should the next review take place?

Transition assessment conversation & outcomes report

The report brings together your notes, selected skills activities, next steps and evidence. Generate it and then print or save to PDF using your device. This does not automatically transfer records into a council or provider system.

Choose “Generate report” to create a printable discussion summary.

Print only when appropriate. Store and share any real case information according to your organisation's approved procedures. Closing or refreshing this page loses unsaved answers.

Supporting different journeys

This resource can complement SEND Preparing for Adulthood planning, care-leaver pathway planning, adult support planning and individual budget discussions. It does not determine eligibility, statutory duties, support hours or funding agreements.

Young person's Good Life Toolkit Interactive Life Map Transition service overview