TRANSITIONAL GUIDE	Date
Client	Meeting Date with Client
Staff	Meeting Date with WSC
Intake with new client?	Yes	No	Date of intake, if Yes	Change in situation (date)
Use to ensure all aspects of a move are accomplished. Fill in dates each task is completed and support person who assists the client in the task.
Task/Activity	Date(s)	Support Person
1. Discuss housing needs for transportation, work site location, person's preference, number of roommates, accessibility, and community resource availability.
2. Visit/compare potential housing using Health, Safety, and Housing Checklist.
3. Make final housing selection using Individual Financial Profile for financial information.
4. Complete IFP including proposed start-up stipend and/or allowance if needed and submit to WSC.
5. If housing and IFP are approved, meet with prospective landlord to fill out housing application, sign contract, pay any deposits, etc.
Landlord Name	Phone #
Meeting Date	Location
6. Target moving date in conjunction with landlord.
7. Complete and distribute Change of Address form.
8. Transfer or open bank accounts.
9. Begin developing Support Strategy Guide.
10. Develop list of dates to make deposits and start-up dates for service. Obtain cash, money orders, or write checks. Mail or submit in person.
Security Deposit	Cable TV
First/Last Month Rent	Trash
Power	Phone
City/Water	Other
11. Develop list of needed household start-up items (or share of the total) with approximate costs and shop for those items.
12. Make any sets of extra keys the person wishes.
13. Obtain state ID card.
14. Transfer prescriptions to local pharmacy if needed.
15. Purchase or order any necessary adaptive devices or special equipment.
16. Visit and/or become member of local religious organization, if desired.
17. Make arrangements with local movers.
Company	Contact Person
Contact Person	Moving Date
Phone #	Cost
18. Obtain boxes and begin packing.
19. Make necessary transportation arrangements related to new home location. Begin to become familiarized with new neighborhood.
20. Learn to use pagers, phones (pay/home), alarm clocks, etc. Develop reference list of phone/pager numbers with photos or pictures.
21. Make/laminate wallet card with own name, address, phone, emergency contacts names/numbers, and taped-on quarters for pay phones.
22. Obtain check cashing card for local grocery store, if desired.
23. Finalize packing.
24. Prepare grocery start-up list.
25. Finalize post-move supports related to needs on Support Strategy Guide.
26. Move, unpack, arrange furniture, and begin to settle in.
27. Purchase start-up groceries and household items.
28. Begin to meet neighbors.
29. Celebrate at new home with support person(s) and friends.
30. Arrange back-up wake-up call for a few days until AM routine and alarm clock usage are established.