Sample Employment Planning Meeting form

MG & A



Participant: Maggie          Date of Meeting: 4/22/03

Plan Consultant: Ruth

Persons Attending:

      Name                                Relationship to Participant

1. Maggie                                   Student
2. Melinda                                  Mother
3. Kent                                      Guardian
4. Ruth                                       Resource Teacher
5. Lorraine                                  Job Coach
6. Anna DD                                Case Manager
7. Kim                                        Linkages Liaison
8. Susanne                                  Employment Agency
9. Anna                                      Anytown Grocery

A. Description of “Ideal” Employment Situation(s)
(This section describes the characteristics of an ideal job situation based on all the information gathered during the profile activity.)

IDEAL WORKING CONDITIONS: (Underlined and italics are priorities.)

  1. Routine
  2. Structured environment
  3. Environments with decreased verbal requirements
  4. Time to become familiar with tasks
  5. Learns best with hands-on experience with verbal support
  6. Place where she can meet and make friends
  7. She should not be left alone—should have co-workers available (no emergency situations)
  8. Not too small of a place (few employees)
  9. Best to tell Maggie about tasks, teach tasks in steps and support her with verbal cues
  10. Should have a job in Anytown for the time being because of transportation
  11. Start part-time and then increase hours
  12. Maggie will need reminders about breaks and when to take them
  13. Jobs shouldn’t be too physical—she is limited by her height and weight
  14. No production standards or jobs that are too fast-paced
  15. Employers who know and can support Maggie’s needs (including helping her with evacuations if necessary)

PREFERENCES: (Passions or special interests for the area of work.)

  1. Movies (scary and Sci-Fi)
  2. Anatomy—CD with bones and muscles (new interest)
  3. Coloring/drawing
  4. Working with hands (art work, wood work, crafts)
  5. Getting her hair done
  6. Using computers (learning software and other programs)
  7. Music (pop—Back Street Boys and N’Sync)
  8. Shopping for movies, items related to movies, socks
  9. Going for drives
  10. Visiting family
  11. Dancing
  12. Laughing
  13. E-mailing friends
  14. Babies
  15. Helping others
  16. Going to and singing in choir
  17. Keeping things neat and organized


  1. Uses a computer, navigates around programs well
  2. Great sense of humor
  3. Folds clothes; organizes room, closet, and others’ drawers
  4. Careful, thorough, detail-oriented
  5. Independent when she knows the routine
  6. Flexible to changes within a routine (best to give advance warning)
  7. Remembers and completes up to 3 familiar tasks when asked to do them
  8. Dependable
  9. Very healthy, not sick often, rarely misses school or work
  10. Friendly, respectful
  11. Trustworthy
  12. Caretaker (cares about others’ needs, helps with sisters at home)
  13. Responsible, follows through with tasks
  14. Great memory
  15. Develops own organization system for certain tasks
  16. Reads/matches/ otherwise knows where things go/belong
  17. Prepared
  18. “Helper” (acts as the organizer for others)
  19. Initiates familiar tasks when she sees what needs to be done
  20. Wants to do things correctly
  21. Knows where to find things in familiar environments
  22. Uses references and environmental cues

B. Job Development/Prospecting List

(The following are lists to be used for job development purposes. They are used to match the participant’s Profile information to types of employment or activity tasks and to potential employment or activity sites. This information must be compiled with input by the participant, parents/guardians, friends and service agency staff.)


(This list targets job duties or tasks that are consistent with the Ideal Employment. Avoid listing specific job titles.)

  1. Facing shelves
  2. Filing video returns
  3. Deliveries (mail rooms, nursing homes)
  4. Wrapping sandwiches
  5. Simple food prep
  6. Cleaning rooms (changing sheets, dusting,
  7. Sorting, stocking, organizing clothing
  8. Setting tables
  9. Feeding, supervising, and entertaining kids
  10. Stocking and pricing
  11. Operating DVD players and VCRs, changing CDs
  12. Using pricing gun
  13. Organizing things
  14. Entering #’s on a computer
  15. Checking in items (books, videos)
  16. Shredding
  17. Bagging


(This prioritized list targets specific employers in the participant’s local community that are consistent with the information developed in the Profile, in the Ideal Employment and in the Types of Job Tasks sections.)

Name of Employer Task # Contact/Referral
Anytown Grocery 1,2,4,5,7,10,11,12,13,14,17 School/Anna
Days Inn 6,13,14
Valley Living Center 3,5,6,7,8,11,13,14,16, Susanne
Public Library 1,2,6,11,13,14,15,16 Lorraine
Anytown Video 1,2,6,11,13,14,15 Ruth and Lorraine (George)
Subway 4,5,6,8,10,13
Anytown Restaurant 4,5,6,8,13, Kim
Anytown Daycare 4,5,6,8,9,11,13, Ruth and Lorraine
Mail and More 1,6,10,12,13,14,16
Ace Hardware 1,6,10,12,13,14,


If this evolves into a business plan, note that this information, contributions and specific tasks, clarifies what the participant will bring to their business. Additional information will need to be gathered to develop a business plan. The plan also assists in identifying areas in which support will need to be provided. Please recognize that a participant may want to pursue both an immediate job and begin development of a business.





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