Summary of Performance Template: Exit SOP for Graduating Students

This Summary of Performance template gives case managers an organized, plain-language exit SOP for students who are graduating or aging out, with student input pages, academic and functional performance summaries, an accommodation history, recommendations, agency contacts, and signature lines.

Why I made this: I have seen SOPs that were a copy-and-paste of the IEP, and SOPs that were one line long. Neither one helps a college disability office or a vocational rehabilitation counselor. This template keeps the focus on what the next setting needs to know, and it gives the student a real voice in it.

What's included:
• Cover
• Case manager how-to page: what an SOP is for, who fills it out, and when
• Part 1: Student information and postsecondary goals
• Part 2: Student input (2 pages, in the student's own words)
• Part 3: Academic performance summary
• Part 4: Functional performance summary
• Part 5: Accommodation history that mattered
• Part 6: Recommendations for education, employment, independent living, community, and self-advocacy
• Part 7: Agency and next-step contacts, plus signature and date lines

How I use it: Give the student the input pages early in the final year so they have time to think. Fill in the academic and functional pages from current data, keep the language plain, and list only the accommodations that really made a difference. Many states have their own SOP form or required items, so check yours first and use this to gather and organize the information.

What you download: one printable PDF, 10 pages, US Letter.

Rules and processes vary by state, school, and employer. This is general information, not legal advice. Always follow your district policies.

Good to know: start the student input pages early in the final year, then fill in the performance pages from current data close to graduation. Many colleges and agencies ask for a Summary of Performance, so keep a copy for the student and one for the file.

Written by Jeremy D. Gooch, a teacher with 20+ years in education. All names in examples are made up.