Comprehensive evaluations require more than test administration. School psychologists must consider multiple data sources, document decision-making, and ensure assessments are aligned with referral questions and eligibility criteria.
To support this process, we created a free Assessment Procedures Planning Sheet for School Psychologists. This one-page PDF serves as an organized “top page” for psychoeducational evaluations, allowing you to plan, track, and document assessment procedures in one place.
The planning sheet is divided into clearly labeled sections, including record review, interviews, behavioral observations, cognitive assessment, academic achievement, and social-emotional and behavioral assessment. Each procedure includes space to indicate whether it is needed, document the tools used, and record the date administered.
This resource is especially helpful for evaluation planning, intern supervision, and maintaining defensible assessment practices. It prints cleanly, fits easily at the front of an evaluation packet, and supports consistent, data-informed decision-making.
👉 Download the free Assessment Procedures Planning Sheet for School Psychologists and streamline your evaluation workflow.