Assessment Planning Form
Contact Person:______________________
Date:__________________
Department:________________________
Phone:_________________
Target Date for Data Collection: ________
Email:___________________
Directions: Please answer the questions below. Use a separate sheet of paper if necessary. If you are
unsure about how to answer a particular question, leave it blank and we will discuss it with you during our
initial meeting. If possible, return to the Office of Student Life Assessment before the meeting.

What are your main goals for conducting this assessment? What do you really want to know?

What theory/model or literature base are you using to guide your program or assessment?

Who is the audience or population you want to learn about?

Approximately how many people do you want to assess?

Have any other assessment projects been done on this topic, including any by your organization?
Please include a copy if not completed by the Office of Student Life Assessment.

What data collection method(s) do you want to use (e.g., web-based survey, paper-and-pencil survey,
focus group)?

What is your desired timeline for the project (i.e., developing the assessment tool, gathering data,
analyzing and reporting the results, and implementing changes in your organization)?
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Assessment Planning Form (continued)

Who are all the stakeholders in the project (people who may be interested in the outcome) and how are
you incorporating them into the project, if at all?

Who will you share the information with? How will you let the participants know you have heard them
and made changes based on their feedback?

How is your organization planning to use the data for improvement? What decisions will you be making
based on this assessment?

Do you plan on presenting or publishing the results of this study?

What concerns or issues do you have regarding this assessment?

What sample questions did you have in mind for this project? (You can list them here or attach them as
a separate file or an additional page)
Office of Student Life Assessment
Adapted from Texas A & M Assessment Questions Form, 2006
(see http://studentlifestudies.tamu.edu/2.asp#faq)
Dr. Nathan K. Lindsay, Ph.D.
University of North Carolina Wilmington
601 S. College Road
Wilmington, NC 28403-5985
(910) 962-7512
lindsayn@uncw.edu
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