Assessment & Evaluation Best Practices Guide
A Practical Guide for Medical Schools and Health Professions Programs
From competency-based education to longitudinal programmatic assessment, getting the right data at the right time is critical for medical and health professions programs to support learner success and continuous program improvement. That’s why we created the Assessment & Evaluation Best Practices Guide—a comprehensive resource to help your team streamline assessment workflows, improve data quality, and foster meaningful feedback cultures.
Why It Matters
Assessment leaders and program administrators are tasked with:
- Supporting competency-based education (CBE) while managing legacy grading systems
- Enabling real-time learner support and remediation
- Reducing faculty and preceptor evaluation fatigue
- Maintaining fairness and equity in assessments across multiple sites and evaluators
- Generating meaningful program-level insights without overwhelming staff
A well-designed assessment and evaluation strategy isn’t just about compliance—it’s about improving outcomes for learners, faculty, and programs alike. This guide shows you how to optimize your processes for maximum educational value.
Inside the Guide: What You’ll Learn
Based on decades of experience working with health professions programs, this guide offers actionable strategies to help you rethink and refine your assessment and evaluation practices.
Whether you’re improving preclinical and clinical evaluations, implementing competency-based assessment models, or just trying to reduce administrative burden, this guide can help.
Key Takeaways Include:
Building Fair and Consistent Assessment Systems
Learn how to standardize Likert scales, leverage rubrics, and reduce variability across evaluators and sites.
Optimizing Form Design for Data Quality
Move beyond tagging for compliance. Use mapping to uncover gaps, reduce redundancies, and align assessments with learning outcomes.
Improving Evaluation Compliance and Efficiency
Discover tips for form length optimization, reciprocal feedback, mobile-friendly dictation, and automated reminders.
Leveraging Data for Continuous Improvement
Understand how to use reports, charts, and low performance flags to identify trends, support learners, and guide CQI.
Implementing Competency-Based Education (CBE)
Find out how to align assessment data with competency frameworks for longitudinal tracking and real-time learner support.
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