Planning steps
STEP 1: Describe the instructional technology and the learning context
- Describe the instructional technology to be used and the learning context in which the technology is integrated using Worksheet G.
- Use the information recorded on Worksheet G to inform your assessment questions and purpose (Steps 2 & 3).
- View a completed example of Worksheet G.
STEP 2: Identify stakeholders and their needs
- Using Worksheet H, identify all stakeholders, their needs, and what questions they have related to the program.
- Identify any questions that more than one stakeholder is likely to have. Mark these with an "X" because they are probably more important.
- Rank all the questions by their importance. Assign the same rank to similar questions.
- Choose the top 1-3 questions to be the focus of your assessment. These are the central questions of your assessment.
- View a completed example of Worksheet H.
STEP 3: Determine the assessment purpose using central questions
- Write each of your central questions in the first column of Worksheet I. Adjust phrasing as necessary.
- In column two of Worksheet I, circle the assessment purpose of each central question you listed. Each of your questions should fit in one of the three categories below:
- Gain Insight - to clarify how to best use the instructional technology to bring about expected changes.
- Change Practice - to improve the quality, effectiveness, or efficiency of instructional technology use.
- Measure Effects - examines the relationship between instructional technology, teaching and learning
- View a completed example of Worksheet I.
STEP 4: Identify how you will use the assessment results
- Identify how you will use the results (answers) for each of your central questions. Uses should directly relate to the assessment’s purpose.
- Record how you will use the results for each central question in the third column of Worksheet I.
STEP 5: Choose the appropriate assessment method(s) and plan implementation
The assessment plan is a detailed description of how the research will be implemented.
Use the method selection tool, to help you determine the best way to gather your data.
View an example assessment plan for an instructional technology program.

