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The Ultimate Guide to Formative Assessments

Guides | 19 minutes

What Are Formative Assessments?

Formative assessments are regular check-ins that help educators gauge student understanding throughout the learning process. These valuable teacher assessment tools offer low-stakes opportunities for both students and teachers to assess comprehension in real time. By providing immediate feedback, formative assessments highlight what’s working and what needs adjustment. Unlike summative assessments, which evaluate learning at the end of a unit, formative assessments allow for real-time adjustments, fostering a collaborative learning environment where students feel comfortable seeking help.
Formative Assessment Checklist - Otus

Why Are Formative Assessments Important?

Formative assessments are more than just an academic tool – they’re key to personalizing the learning experience. They allow teachers to see exactly where students are in their learning journey and adjust instruction accordingly. This real-time insight not only prevents students from falling behind but also supports continuous growth. Formative assessments also empower students by encouraging honest self-reflection. Research shows that formative assessments help reduce student stress by providing ongoing, low-stakes feedback, and can improve retention by up to 67% – highlighting their powerful impact on both well-being and learning outcomes.
4 Key Questions Answered by Formative Assessments - Otus

What Does a Formative Assessment Measure?

Formative assessments are focused on understanding how students are learning at any given moment rather than simply what they’ve learned by the end of a unit. These assessments allow teachers to answer key questions about each student’s progress, such as:
  • Where is the learner now? Teachers identify the concepts students are struggling with and what they already understand. For example, an exit ticket at the end of a lesson might reveal gaps in understanding.
  • Where is the learner going? It’s important to ensure students are clear on the learning objectives and the path forward. This might look like setting clear goals at the start of each unit and revisiting them frequently.
  • How will the learner get there? Teachers need to implement appropriate instructional strategies or interventions to support student progress. For instance, targeted small-group instruction can help students who need additional support.
  • How will the learner know they are getting there? Meaningful feedback is essential for guiding students’ understanding and growth. This could look like providing written or verbal feedback on assignments to help students see their progress.
Formative assessments create an ongoing dialogue between teacher and student, helping both parties to track progress and adjust as needed. Unlike summative assessments, which provide a snapshot of final achievement, formative assessments offer insights into the learning process, making them invaluable for timely adjustments in teaching strategies. They empower students to reflect on their own learning, ask questions, and make improvements before the end of the unit. 

What Is the Difference Between a Formative and Summative Assessment?

Formative and summative assessments serve different purposes in the classroom. While formative assessments are ongoing and happen throughout the learning process, summative assessments occur at the end of a unit or term. Summative assessments are used to evaluate what students have learned over a specific period, whereas formative assessments help guide learning in real time. In short, formative assessments are about the journey, while summative assessments focus on the destination.
Formative v Summative Assessments - Otus

What Are the Benefits of Formative Assessment?

Formative assessments benefit both teachers and students by creating a constant feedback loop. For teachers, they offer immediate insight into how well students are grasping the material, allowing for timely adjustments in instruction. For students, they provide a clearer understanding of their progress, helping to build confidence and ownership of their learning. By implementing formative assessments, teachers can identify learning gaps early and provide targeted interventions. This reduces the need for re-teaching, keeps students on track, and ultimately leads to improved academic performance. 

Effective Formative Assessment Strategies

To be truly impactful, formative assessments must be varied and aligned with learning objectives. There are several formative assessment strategies teachers can use in the classroom to monitor student progress. Here are a few tried-and-true strategies that you can easily implement in your classroom:
  • Exit tickets: A quick way to assess student understanding before they leave the classroom.
  • Reflection questions: Encourage students to think about what they’ve learned and what they still need help with.
  • Student-led conferences: Empower students to discuss their learning progress with teachers or parents. 
  • Self-graded quizzes: An excellent way for students to assess their knowledge in a low-pressure environment. 
  • Surveys: Simple hand-raising or thumbs-up/thumbs-down surveys give teachers a quick snapshot of class understanding.
  • Socratic methods: Engage students in deep discussions to assess the depth of their understanding.
Formative assessments are most effective when they are varied and used continuously. Teachers should avoid only using one or two forms and carefully consider which method will best reveal student comprehension to maximize student learning.
Project-Based Learning Toolkit from Otus

How Do Formative Assessments Fit In With the Five Types of Assessment?

Formative assessments are essential for guiding instruction in real time, but they are just one part of a broader framework of classroom assessment strategies. To fully support student learning, teachers need to use a variety of assessments, including:
  • Diagnostic assessments: Pre-assessments used to gauge a student’s prior knowledge and readiness at the beginning of a unit. For example, a pre-test or KWL chart helps teachers understand what students already know.
  • Formative assessments: Ongoing, low-stakes checks to monitor student understanding mid-unit. This might look like an exit ticket or a quick in-class quiz.
  • Summative assessment: End-of-unit evaluations to measure student achievement. For instance, final exams, projects, or performance tasks can assess cumulative understanding.
  • Interim assessments: District-level tools to measure specific grade-level proficiency, often annually. An example would be standardized tests taken at the district level to track grade-wide progress.
  • Benchmark assessments: Larger-scale assessments, such as state exams, that evaluate overarching student growth. This could include statewide standardized exams like the SAT or PARCC.
Formative assessments provide real-time feedback, allowing adjustments during instruction and complementing other assessment types to ensure students stay on track. It should be noted, however, that relying too heavily on formative assessments without using summative evaluations can prevent a complete understanding of mastery learning and long-term curriculum effectiveness. By balancing formative and summative assessments, educators can get a fuller picture of student progress and achievement.

Implementation in the Classroom: How to Plan, Design, and Use Formative Assessments

Effective implementation of formative assessments requires thoughtful planning, alignment with learning objectives, and a clear strategy for data analysis. Here’s a breakdown of the process:
  • Planning and Designing Formative Assessments Start by identifying the skills or knowledge you want to assess. Choose assessment formats—quizzes, discussions, or hands-on activities—that match your instructional goals. Make sure they’re easy to administer and repeat throughout the unit to track progress.
  • Aligning Formative Assessments With Learning Objectives Your formative assessments should be directly tied to the key learning targets. This ensures students understand how each activity contributes to their overall goals and can focus their efforts accordingly.
  • Collecting and Analyzing Formative Assessment Data After gathering data from assessments, promptly analyze it to identify trends, areas for improvement, or students who may need additional support. Use this information to adjust your teaching strategies in real time, ensuring every student has the chance to succeed.
  • Providing Constructive Feedback Feedback is critical in formative assessments. It should be timely, specific, and actionable, giving students clear insights into their strengths and areas for growth. Ongoing dialogue between teacher and student helps solidify learning.

How Otus Supports Formative Assessment

Otus is a comprehensive K-12 student data platform that equips educators with powerful teacher assessment tools to enhance the effectiveness of formative assessments. Whether creating custom quizzes, exit tickets, or polls, Otus helps teachers align assessments with learning standards, providing clear insights into student progress. With Otus, formative assessments become an integral part of daily instruction, helping teachers personalize learning based on real-time data and feedback. Flexible Assessment Options Teachers can create and assign a variety of custom assessments, including quizzes, exit tickets, and polls. These can be aligned with learning standards, making it easier to track student progress toward specific goals.
Simple Assessment in Otus
Personalized Feedback As students complete formative assessments, teachers can provide immediate feedback, which is crucial for helping students understand their performance and areas for improvement.
Video Feedback in Otus on a laptop

Data-Driven Decision Making

Teachers can review assessment results at both the individual and class levels to identify trends, gaps in understanding, and areas where students may need additional support.

Watch the video below to learn more about how Otus helps you to see a complete picture of student performance.