Go-Live Checklist for Assessment Planning

Go-Live Checklist

ASSESSMENT PLANNING

A helpful to-do list aimed at setting you up for a successful Assessment Planning implementation!


SETUP & OUTCOMES

  • Organizational Hierarchy : Confirm all data collecting units are represented
  • Associating Users : Confirm users have view/edit privileges to appropriate units
  • Nomenclature : Establish and confirm nomenclature of outcome types
  • Add Outcomes : Articulate outcomes for all units. Determine if outcomes will be entered in bulk by UA or if units will be responsible for entry
  • Outcome Mapping : Establish parent/child relationships for outcomes

ASSESSMENT PERIODS & PLAN DATA ENTRY

  • Create Assessment Period(s): Establish current assessment period for data collection
  • Configure Plan Forms : Confirm all Assessment Forms
  • Align Organizations to Plan: Note only one plan per organization
  • Plan Data Entry : Establish pilot program & enter historical data on plan

FEEDBACK

  • Feedback Forms: Configure forms with the Assessment Plan Feedback Context

TRAIN & PREPARE CONTRIBUTORS

  • Establish user roles and confirm privileges
  • Prepare training guides/materials to support users
  • Train users on Outcome Entry as necessary
  • Train users on Plan Data Entry using pilot program as lead example
  • Train users on providing Feedback

REPORTS

  • Monitor data collection with Assessment Planning Reports.

Desk. Download the attached Go-Live Checklist for Assessment Planning!

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