Planning Together: A Conversation Guide for Next Step

Download or Print PDF:
Planning Together: A Conversation Guide for Next Step

Use this checklist to prepare for and guide effective, child-centered transition conversations. The goal is to provide families and receiving teachers with a strengths-based understanding of the child's developmental journey.

Before the Conversation

  • Review current DRDP data and observations
  • Summarize child's strengths, growth, and support needs
  • Gather input from current teacher and specialists
  • Collect recent family input (Family Observation Form) or conference notes
  • Prepare a 3-point story (Strengths, Growth, Next Chapter)
  • Identify successful strategies and accommodations in place
  • Share child summary or DRDP report with receiving team (if appropriate)
  • Confirm date, time, and participants for the conversation

During the Conversation

  • Begin with introductions and conversation purpose
  • Share the child's story using DRDP data, work samples and personal examples
  • Highlight what's working well and why
  • Invite family input and questions
  • Encourage receiving teacher/team to share needs and ideas
  • Discuss supports, routines, and environmental strategies for continuity
  • Identify any gaps or follow-up actions needed
  • Confirm shared understanding and next steps

After the Conversation

  • Send conversation summary or notes to all team members (including family)
  • Ensure key supports and strategies are shared with the receiving team
  • Follow up with family and teachers on agreed-upon next steps
  • Reflect on what went well and what could improve for future transitions

Notes

Attach additional pages or documentation as needed.

Summarize child's strengths, growth, and support needs:

 

Gather input from current teacher and specialists:

 

Collect recent family input (Family Observation Form) or conference notes:

 

Prepare a 3-point story (Strengths, Growth, Next Chapter):

 

Identify successful strategies and accommodations in place: