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Summary of Performance* Report Date: Student Name: Student ID# Birthdate: Resident District: Student's Primary Disability: Grade: Secondary Disability: Anticipated Exit Date: Summary of academic achievement
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How to fill out transition summary of performan

Point by point instructions for filling out the transition summary of performance:
01
Start by reviewing the performance of the individual or team. Take into consideration their accomplishments, strengths, weaknesses, areas for improvement, and any significant changes that have occurred.
02
Identify the specific reasons for the transition. This could be a change in job responsibilities, a promotion or demotion, a transfer to a different department or location, or any other significant change in the person's role or circumstances.
03
Clearly and concisely summarize the current performance of the individual or team. Provide a brief overview of their key achievements, skills, and competencies, as well as any challenges or areas for further development.
04
Highlight the impact of the transition on the individual or team's performance. Describe how the change may have affected their performance, goals, or overall contribution to the organization.
05
Identify any support or resources that may be needed to ensure a successful transition. This could include additional training, mentorship, access to new tools or systems, or any other means of support that will help the individual or team adapt to the new situation.
06
Finally, make recommendations or suggestions for the individual or team's future development or success. This could involve setting new goals, providing feedback on areas for improvement, or suggesting strategies to overcome any challenges associated with the transition.
Who needs a transition summary of performance?
01
Managers or supervisors: Transition summaries of performance are often created by managers or supervisors who are responsible for monitoring and evaluating the performance of individuals or teams within their organization. These summaries help managers make informed decisions regarding promotions, transfers, or changes in job responsibilities.
02
Human resources professionals: HR professionals may need transition summaries of performance to support various HR processes, such as employee reviews, succession planning, or talent management. They use these summaries to understand the performance and potential of individuals or teams within the organization.
03
The individual or team going through the transition: The individuals or teams themselves may also benefit from having a transition summary of performance. It provides them with an overview of their current performance and areas for improvement, helping them navigate the transition more effectively and set goals for their future development.
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