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End of Year Checklist for Administrators (Teams, Schools, and Districts)
End of Year Checklist for Administrators (Teams, Schools, and Districts)

Admins and Teachers can use these checklists to close out this school year and set up next school year.

Written by Lauren Sprowl
Updated over a week ago


Make sure that your staff and team are ready to use Formative from the moment they return from break:

  1. If any teachers are leaving, make sure they share copies of relevant formatives, or publish them to the team's private library. There is no need to delete the teachers from your team! The owner of a class or the Admins at Gold schools/districts have the ability to transfer a class ownership from one teacher to another: Transfer class ownership

  2. Book a Fall Kick-Off call with your Success Manager to discuss any changes or updates to your account, rosters, systems, or professional development needs.

  3. Send this guide to your teachers so they can close out the year successfully!

Contact your Success Manager ASAP if...

  • You need to renew, change, or expand your subscription.

  • Your school or district is switching to a different SIS or LMS. We may have new or different integration abilities once you switch over.

  • You are planning on adopting any new curricula. We may have resources ready to go, or be able to offer advice on how to implement the lessons and assessments using Formative

  • You have specific needs, changes, or updates for Summer School, or Summer PD.


Set yourself up for success next school year! Follow these steps to go into summer stress free:

  1. Collect exemplary work: Download audio files, export test results, print student responses, or take a screenshot of exemplary student work to show next year's students!

  2. Archive 2022-2023 Classes: Archiving your classes will remove them from your dashboard and tracker, and clean up the students' dashboards. Click the class bubble in the Classes tab, then select "Archive." Do not delete classes! Archived data can be retrieved but deleted data cannot.

  3. Organize your formatives into folders: Use folders to bundle units, chapters, or modules for easy access next year!

  4. Make a copy and rename folders/formatives for 2023-2024: Once your folders and formatives are organized, make a copy so returning students can retake assignments, and so you can make updates without affecting previous student work.

  5. Planning to change schools? Take your formatives with you by following the steps in this article: How to change your email address in Formative

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