Teacher Practical Guidance:
Formative Assessment
Category: Assessment & Planning
Rank Order
Effect Size
Achievement Gain %
How-To Strategies
BENEFITS
-
Improved learning and achievement: Regular checks-for-understanding help identify misconceptions early, so gaps are addressed before summative assessments, leading to higher performance and mastery.
-
Greater motivation and confidence: Seeing progress toward clear goals and getting descriptive feedback increases students’ sense of efficacy and willingness to persist with challenging work.
-
Stronger metacognition and self-regulation: Students use feedback to monitor their own learning, revise work, and set next steps, becoming more self-regulated, independent learners over time.
-
Increased engagement: Formative techniques (exit slips, quick quizzes, discussions, whiteboards, etc.) make learning more interactive and help connect objectives to real-world contexts, which draws students into the work.
-
Clearer learning goals and success criteria: Planning formative checks forces teachers to clarify what “good” looks like for a lesson or unit and communicate that clearly to students.
-
Better instructional decisions: Data from quick, low-stakes checks guide pacing, grouping, re-teaching, and differentiation, making instruction more responsive and efficient.
-
More targeted feedback: Teachers can give specific, actionable comments about what is understood, what is missing, and what to do next, rather than just scoring work after the fact.
-
Support for personalized learning: Ongoing evidence of learning helps teachers tailor tasks, scaffolds, and enrichment to the needs of different learners, including those who are struggling and those who are advanced.
-
Reduced instructional waste: Without formative evaluation, units can continue while critical concepts are misunderstood, which wastes learning time and undermines outcomes; formative checks prevent this by surfacing issues early.
-
Stronger alignment with summative results: When teachers continuously adjust instruction based on formative data, students are better prepared for end-of-unit or high-stakes assessments.
-
Evidence for continuous improvement: Aggregated formative data can reveal patterns (e.g., commonly missed standards), informing curriculum refinement and professional learning priorities. link
HOW TO
1. Start with a clear target : Define in student-friendly language what you want students to know or be able to do by the end of the lesson or chunk of instruction.
-
Share success criteria or examples (models, rubrics, checklists) so students know what quality work looks like and can compare their own work to it.
2. Embed quick checks into teaching: Use brief techniques during or right after instruction—exit tickets, hinge questions, whiteboards, polls, quick writes, think-pair-share, short quizzes—to see what students currently understand.
-
Vary methods so you elicit evidence from all students, not just volunteers (e.g., cold-call, mini whiteboards, digital polling, structured partner talk).
3. Analyze responses and adjust: Look for patterns: which ideas are secure, partial, or missing, and which students or groups show similar needs.
-
Make an immediate move based on what you see—reteach a concept, provide a different example, regroup students, slow down or extend, or plan a targeted follow-up the next day.
4. Give feedback that moves learning forward: Keep feedback timely, specific, and focused on the task and process, not just correctness or grades.
-
Point out one or two key strengths and one or two clear next steps; avoid covering papers in marks that don’t translate into action for students.
5. Involve students actively: Build in self-assessment and reflection: checklists, goal-setting, error analysis, exam wrappers, “traffic light” or rating scales on how confident they feel about a target.
-
Use peer assessment with simple protocols and models so students can give each other focused, criteria-based feedback on drafts or explanations.
6. Make it low-stakes and continuous: Keep formative work ungraded or low-stakes so students see it as practice and are willing to reveal confusion and take risks.
-
Use multiple small checks across a unit rather than one big “diagnostic,” viewing formative assessment as an ongoing cycle of gather → interpret → respond. link
FORMATIVE STRATEGIES Examples
Think-Pair-Share – Students think individually, discuss with a partner, then share out, giving you rich evidence of understanding and misconceptions.
Mini whiteboards / show-me boards – Students write answers and hold them up so you can scan the room in seconds.
Fist to Five (confidence rating) – Students show 0–5 fingers to indicate understanding; you can follow up by asking what they need to move up a level.
Quick writes / one-minute papers – Students write a brief response or explanation to a prompt, revealing depth of understanding, not just correctness.
Interactive polls or digital quizzes – Low-stakes multiple-choice or short-answer items (clickers, apps, LMS tools) to check for understanding in real time.
Exit tickets – Short prompts or problems at the end of class that help you see who’s ready to move on and who needs support.
Entry tickets – Brief activators at the start of class to gauge prior knowledge and connect to yesterday’s learning.
3–2–1 reflections – Students list 3 things learned, 2 questions, 1 thing they found interesting or can teach someone else.
Brain dumps – Timed recall of everything they can remember about a topic; comparing “dumps” surfaces core ideas and gaps.
KWL charts – Students record what they Know, Want to know, and later what they Learned, giving you a window into misconceptions and growth.
Graphic organizers / concept maps – Students visually organize relationships among ideas, which helps you see structural understanding.
Spot the mistake / error analysis – Students find and correct an intentional error in a worked example or argument, revealing their grasp of underlying principles.
Self-assessment with rubrics or checklists – Students judge their own work against clear criteria and identify next steps.
Peer feedback on drafts – Structured peer review (using sentence stems or rubrics) that produces evidence of understanding for both giver and receiver.
Structured whole-class questioning (e.g., “keep the question going”) – Ask a student a question, then another student evaluates the answer, and a third explains the reasoning, keeping all students mentally engaged. link
CHALLENGES
Time and workload: Frequent checks, analysis, and feedback can feel overwhelming, especially with large classes and multiple preps.
Assessment literacy and strategy selection: Many teachers are unsure which techniques to use, how often, or how to interpret evidence beyond right/wrong scoring.
Turning data into action: Teachers often collect data but struggle to adjust instruction quickly and specifically in response.
Managing peer/self-assessment: Classroom management, uneven quality of peer feedback, and discomfort with students judging each other can limit use.
Low participation or effort on “ungraded” work: When students see formative tasks as optional or unimportant, they may skip them or respond superficially.
Perception of feedback: Poor-quality, generic, or delayed feedback leads students to see little value in formative tasks and can damage motivation.
Anxiety and trust: In high-stakes cultures, students may fear that every check “counts,” discouraging honest demonstrations of partial understanding.
Summative-dominated culture: High-stakes exams and grading policies push teachers to treat most assessment as summative, which “deforms” the formative intent.
Misalignment with curriculum and pacing guides: Tight pacing and coverage expectations can crowd out time for iterative checks and reteaching.
Inconsistent understanding of purpose: When leaders, teachers, families, and students don’t share a clear view of formative assessment as for learning, practices drift into mini-tests or compliance tasks.
Limited collaborative structures: Without PLC time or data teams, teachers have few opportunities to analyze evidence together and plan responsive instruction. link
WHAT NOT TO DO
- Use formative assessments developed by publishers, test makers, coaches and principals – and not the teachers
- Principal uses formative assessments for teacher evaluation
- Formative assessments that measure too many things.
-
Don’t grade everything or attach big points to quizzes that are meant to be practice; this shifts attention from learning to point-chasing and risk-avoidance.
-
Don’t treat formative checks as mini high‑stakes tests (time-consuming, stressful, focused only on right/wrong) rather than quick, low‑stakes glimpses into thinking.
-
Don’t use formative tasks as punishment or compliance tools (e.g., “extra work” when students misbehave), which makes assessment feel punitive rather than supportive.
-
Don’t run exit tickets, quick quizzes, or polls without a plan for how you’ll respond; collecting data with no instructional adjustment undercuts the whole purpose.
-
Don’t give “formative” tasks and then return only scores without feedback; without comments or discussion of next steps, they function as summative checks.
-
Don’t keep using old items or tasks misaligned with your current curriculum or standards, which yields misleading evidence.
-
Don’t equate formative assessment only with short factual quizzes; that narrows instruction and often fails to transfer to richer performance tasks.
-
Don’t over-remediate with repetitive, low-level “fix-it” work that crowds out meaningful reading, problem solving, and discourse.
-
Don’t forget the emotional side—if students feel exposed, judged, or hopeless, they will hide confusion rather than reveal it in formative checks.
-
Don’t assume thumbs-up, fist-to-five, or similar visible checks are accurate if classroom culture discourages students from admitting they are lost.
-
Don’t let “participation” or behavior grades masquerade as formative assessment; mixing behavior and learning in grades can amplify inequities.link
How-To Resources
ARTICLE
Link – ARTICLE (Yale) Formative & summative assessments
Link – ARTICLE (Edsembil) 10 benefits of formative assessments
Link – ARTICLE (EducationAdvanced) Formative assessment: Pros and cons
Link – ARTICLE (EduTopia) Why formative assessments matter
Link – ARTICLE (EduTopia) 7 smart, fast formative assessment strategies
Link – ARTICLE (EduTopia) Effective formative assessments leading to summative success
Link – ARTICLE (AIforEDUCATION) Create formative assessment with AI
Link – ARTICLE (EDMENTUM) Designing successful formative assessments
Link – ARTICLE (NEWSELA) 15 formative assessment examples
Link – ARTICLE (NWEA) 27 Formative Assessment Strategies
Link – ARTICLE (Formative) 24 formative examples
Link – ARTICLE (OK) 60 Formative assessment strategies
Link – ARTICLE (We Grow) 50 Formative Assessment Strategies
Link – ARTICLE (OTUS) What are the challenges in formative assessment
Link – ARTICLE (GROW) Deforming the formative
Link – ARTICLE (LF) Debunking Formative misconceptions
Link – ARTICLE (NWEA) Formative assessment is not for grading
AUTHOR / BOOK
Rick Stiggins
Seven Strategies of Assessment for Learning – Practical guide to classroom formative assessment strategies and student-involved assessment. link
Classroom Assessment for Student Learning: Doing It Right, Using It Well (w/ Chappuis et al.) – Core text on high-quality classroom assessment focused on assessment forlearning.link
The Perfect Assessment System – Argues for redesigning assessment systems to support both accountability and day-to-day instructional decisions. link
An Introduction to Student-Involved Assessment FOR Learning – Overview of involving students in the assessment process and using data formatively.link
Grant Wiggins
Educative Assessment: Designing Assessments to Inform and Improve Student Performance – Classic text framing assessment as primarily for improving learning, with a strong focus on feedback and performance tasks. link
Assessing Student Performance and Assessment for Excellence – Broader performance-assessment and systems-level framing that heavily emphasizes formative use of evidence.link
Douglas Reeves
Ahead of the Curve: The Power of Assessment to Transform Teaching and Learning(editor) – Anthology on effective assessment, with chapters on using assessments formatively, including Dylan Wiliam on PLCs and formative assessment.link
Standards, Assessment, & Accountability: Real Questions from Educators with Real Answers – Q&A-format book addressing practical issues of standards and assessment; includes discussion of using assessment information to improve teaching and learning. link
Bob Sornson
Fanatically Formative: Successful Learning During the Crucial K–3 Years – Focused explicitly on systematic formative assessment and responsive instruction in early grades. link
RESEARCH / REPORT / GUIDE
Link – RESEARCH (PMC) Motivating student learning using formative assessment
Link – RESEARCH (ERIC) Factors effecting teacher use of formative assessment
Link – GUIDE (Fullan) Deep Learning (sample assessments)
Link – GUIDE (Hanover Research Brief) Formative Assessment
Link – GUIDE (Stiggins) The perfect assessment system
Link – GUIDE (Structural Learning) Formative Assessment
Link – GUIDE (UofC) Formative Assessments
VIDEO
Link – VIDEO (Stiggins) Formative Assessment
Link – VIDEO (You Tube) 5 Formative Assessment strategies
Link – POWERPOINT (SURN) Designing formative assessments
DIGITAL
Live response / polling tools (Mentimeter, Slido, Poll Everywhere, Wooclap, Socrative, Kahoot!, Nearpod, Pear Deck) let you pose questions and see whole-class responses in real time for checks-for-understanding. link
Quiz and assignment platforms (Formative, Quizlet, NoRedInk, ASSISTments, Google Forms) support auto-scored items plus open responses, giving you item-by-item data for quick reteaching decisions. link
Interactive lesson / presentation tools (Nearpod, Pear Deck, Edpuzzle / PlayPosit, Flip, Explain Everything) embed questions, polls, and reflection prompts into slides or video so assessment is woven into instruction. link
References
Bennett, R. E. (2011). Formative Assessment: A Critical Review. Assess. Educ. Principles, Pol. Pract. 18 (1), 5–25.
Black, P., & William, D. (2003). ‘In praise of educational research’: Formative assessment. British Educational Research Journal, 29(5), 623-637.
Chappuis, S., & Stiggins, R. J. (2002). Classroom assessment for learning. Educational Leadership, 60(1), 40-43.
DeLuca, C., Klinger, D., Pyper, J., & Woods, J. (2015). Instructional rounds as a professional learning model for systemic implementation of Assessment for Learning. Assessment in Education: Principles, Policy & Practice, 22(1), 122–139. http://dx.doi.org/10.1080/0969594X.2014.967168
DeLuca, C., Klinger, D., Pyper, J., & Woods, J. (2015). Instructional rounds as a professional learning model for systemic implementation of Assessment for Learning. Assessment in Education: Principles, Policy & Practice, 22(1), 122–139.
Dunn, K., & Mulvenson, S. (2009). A Critical Review of Research on Formative Assessment: The Limited Scientific Evidence of the Impact of Formative Assessment in Education. Practical Assessment Research & Evaluation, 14(7).
Elmore, R. et al (2009). Instructional rounds in education: A network approach to improving teaching and learning. Harvard Press. Link
Evans DJ, Zeun P, Stanier RA. (2014). Motivating student learning using a formative assessment journey. J Anat. Mar;224(3):296-303. doi: 10.1111/joa.12117.
Fuch, L. S., & Fuch, D. (1986). Effects of systematic formative evaluation: A meta-analysis. Exceptional Children, 53, 199-208.
Fullan, M., et al (2017). New pedagogies for deep learning. Link
Heritage, M. (2013). Formative assessment practice: A process of inquiry and action. Cambridge, MA: Harvard Education Press.
Kingston & Nash (2011). Formative assessment: A meta-analysis and a call for research. Educational Measurement: Issues and Practice.
Marsh CJ. A critical analysis of the use of formative assessment in schools. Educational research for policy and practice. 2007;6(1):25–29.
McMillan, J. H., Venable, J. C., & Varier, D. (2013). Studies of the effect of formative assessment on student achievement: So much more is needed. Practical Assessment, Research & Evaluation, 18(2), 1–15.
Moss, C. M., & Brookhart, S. M. (2009). Advancing formative assessment in every classroom: A guide for instructional leaders. Alexandria, VA: ASCD.
Perplexity (2024). *Perplexity.ai* (AI chatbot). https: //www.perplexity.ai/
Pinchok N, Brandt WC. Connecting formative assessment research to practice: An introductory guide for educators. Learning point; 2009.
Reeves, D. (2015) Elements of grading: A guide to effective practice. Solution Tree.
Reeves, D. (2007). Ahead of the curve: The power of assessment to transform teaching and learning. Solution Tree
Sornson, B. (2012). Fanatically Formative: Successful learning during the crucial K-3 years. Corwin
Stiggins, R. J. (2005). From formative assessment to assessment FOR learning: A path to success in standards-based schools. Phi Delta Kappan, 87(4).
Stiggins, R. J. (2014b). Improve assessment literacy outside of school too. Phi Delta Kappan, 96(2), 67–72.
Stiggins, R. J. (2014c). Revolutionize assessment: Empower students, inspire learning. Thousand Oaks, CA: Corwin.
Stiggins, R. J., & Chappuis, J. (2017). An introduction to student-involved assessment FOR learning (7th ed.). Columbus, OH: Pearson Education.
Stiggins, R. J., & Conklin, N. (1992). In teachers’ hands: Investigating the practice of classroom assessment. Albany, NY: State University of New York Press.
Tahir, M., Tariq, H., Mubashira, K., & Rabbia, A. (2012). Impact of formative assessment on academic achievement of secondary school students. International Journal of Business and Social Science, 3(17)
Wiggins, G. (2205). Understanding by Design. ASCD
Wiliam, D. (2011). Embedded formative assessment. Bloomington, IN: Solution Tree Press.
Xuan, Cheung, & Sun. (2022). The effectiveness of formative assessment for enhancing reading achievement in K-12 classrooms: A meta-analysis. Frontiers in Psychology.
Formative Assessment
DEFINITION
This involves providing instruction or feedback during the lesson rather than at the end (summative) of a lesson or series of lessons. “When the cook tastes the soup, it is formative evaluation; when the guests taste the soup, it is summative evaluation.” It can also be a way for teachers to determine if the strategies they are using to teach are effective or need, changed, or a need to reteach.
Formative assessments are essential tools in education that help teachers gauge student understanding and inform instruction. Formative assessments are frequent, interactive assessments of student progress and understanding to identify learning needs and adjust teaching appropriately. Formative assessment is not a specific test; it is a process that uses multiple indicators of student learning. It is not something that can be purchased, it is a skill educators must master. Its purpose is to improve professional practice and increase student learning.
Formative evaluation (formative assessment) primarily benefits learning by giving teachers and students ongoing feedback that they can immediately use to adjust teaching and learning, which in turn improves achievement and motivation. link
DATA
-
8 meta-analysis reviews
-
331 research studies
-
234,000 students in studies
-
4 Confidence level. Hattie (2023) p. 333
8 meta-analysis reviews
331 research studies
234,000 students in studies
4 Confidence level. Hattie (2023) p. 333
QUOTES
“When the cook tastes the soup, it is formative; when the guests taste the soup, it is summative.” John Hattie (2023)
“Formative assessment is NOT a set of techniques you adopt or add. Formative assessment is a philosophy of teaching that holds that the purpose of assessing is to inform learning, not merely audit it.” Moss & Brookhart, 2009, p. 14
When a teacher teaches, no matter how well he or she might design a lesson, what a child learns is unpredictable. Children do not always learn what we teach. That is why the most important assessment does not happen at the end of learning – it happens during the learning, when there is still time to do something with the information. Dylan William (2011)
The more you teach without finding out who understands the concepts and who doesn’t, the greater the likelihood that only already-proficient students will succeed. Wiggins (2005)
For teachers, getting annual test scores several months after taking the test… sends a message: ‘Here’s the data that would have helped you improve your teaching based on the needs of these students if you would have had it in time. Doug Reeves (2007)
A formative assessment does not look backwards but focuses on the present of where the student is right now; it looks to the future. Wiggins (2005)
Classroom assessment typically encourages superficial and rote learning, concentrating on recall of isolated details, usually items of knowledge students soon forget…teachers do not generally review the assessment questions that they use and do not discuss them critically with peers, so there is little reflection on what is being assessed. Black & Wiliam (2003)
