Assessment interview tool template 2026

1. Click ‘Get Form’ to open the assessment interview tool template in the editor.
2. Begin by entering the student's name and the date completed at the top of the form. This sets a clear context for your observations.
3. In the 'What Works Well for the Student?' section, list observed strengths and preferences. Use bullet points for clarity, focusing on positive attributes.
4. Next, move to 'Student’s Preferences or Interests.' Here, jot down any known or suspected interests that could enhance learning engagement.
5. In 'Successful Learning Conditions,' specify lessons or activities that foster effective learning. Be detailed about what works best for the student.
6. For 'What Behaviors are a Concern for You?', describe specific behaviors and categorize them as redirectable, repeated, or unmanageable. Provide examples where possible.
7. Lastly, reflect on triggers for problem behavior and responses typically used in class. This helps in understanding and addressing challenges effectively.

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