Skip to main content
All CollectionsAdmins and Org Managers (Gold Plan)Create & Manage Teams
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.

Neta Raz Studnitski avatar
Written by Neta Raz Studnitski
Updated this week

Administrators

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 activities, 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. You can also transfer ownership of folders and activities owned by these teachers to any of the other collaborators.

  2. Duplicate Common Assessments from 2023-2024 that you would like to assign fresh versions of during 2024-2025 - you can now duplicate them along with the Common Assessment settings previously applied to them. Simply check mark the Common Assessment(s) on your Formative page (you can multi-select!) - if you have the Common Assessments bundled in a folder, check-mark the folder - select "duplicate" from the menu at the bottom of your screen, and check mark "Retain Assessment Settings". Adjust the prefix and suffix of the new versions to your liking, and click "Copy" to complete the duplication. The new versions of the Common Assessments (or the folder with the Common Assessments within it) will be added to your account immediately!
    ​

  3. 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.

  4. 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.

Teachers

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 2023-2024 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 activities into folders: Use folders to bundle units, chapters, or modules for easy access next year!

  4. Make a copy and rename folders/activities for 2024-2025: Once your folders and activities 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 activities with you by following the steps in this article: How to change your email address in Formative

Related Articles
Invite or Add Teachers, Org Managers, & Admins to your Team
View Data & Act On Behalf of All Teachers in Your Gold Plan
End of Year Checklist for Teachers
Common Assessments for Schools and Districts - Tags & Global Settings
Back to School Checklist for Teachers
Did this answer your question?