THIS INFORMATION IS FOR INTERNAL USE ONLY. PLEASE CONTACT THE APPROPRIATE OFFICE FOR GENERAL SUPPORT.

Checklist Guidelines and Resources

Student Affairs staff must complete the assessment checklist (also known as an assessment plan) prior to collecting data via surveys, evaluations, observations, rubrics, one-one-one interviews, and focus groups.

The checklist is the mechanism used to ensure the following:

  1. A solid assessment plan is in place and resources are used wisely.
  2. The study topic is clear.
  3. The project roles and timeline are well defined and realistic.
  4. The information hasn't been collected previously through other projects.
  5. The data analysis plan is appropriate and reasonable.
  6. The assessment burden on participants is reduced as much as possible.
  7. Collaboration is encouraged and connections are made between people with similar interests.
  8. The chosen methodology is the best way to gather the information needed.
  9. The assessment is well designed.
  10. The assessment is ethical and voluntary.
  11. The assessment adheres to applicable laws, policies and best practices.
  12. Participants receive the information needed to be able to make an informed decision about participating in the study.
  13. Potential harm to participants is minimized and the likelihood of participation is maximized.
  14. Resources are provided to support the participant, when needed.
  15. The data is collected, analyzed and stored securely on university equipment and systems.
  16. The results are shared and the sharing of results is done in accordance with university policies.
  17. An inventory of assessment projects and schedules is maintained for the division.
  18. The appropriate level of support is provided to staff throughout the assessment process.

Don't do it alone! Reach out to us. We will be happy to help you through the assessment checklist process.

Tip: If this is your first time filling out an assessment checklist, the process may be easier and faster if we meet face-to-face before you start or soon thereafter.

ASSESSMENT Planning RESOURCES

The information below was created to help you get started with assessment planning.

Click here to view a list of assessment checklists that have been completed in the past.