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Teaching excellence & educational innovation, what is the difference between formative and summative assessment, formative assessment.

The goal of formative assessment is to monitor student learning to provide ongoing feedback that can be used by instructors to improve their teaching and by students to improve their learning. More specifically, formative assessments:

  • help students identify their strengths and weaknesses and target areas that need work
  • help faculty recognize where students are struggling and address problems immediately

Formative assessments are generally low stakes , which means that they have low or no point value. Examples of formative assessments include asking students to:

  • draw a concept map in class to represent their understanding of a topic
  • submit one or two sentences identifying the main point of a lecture
  • turn in a research proposal for early feedback

Summative assessment

The goal of summative assessment is to evaluate student learning at the end of an instructional unit by comparing it against some standard or benchmark.

Summative assessments are often high stakes , which means that they have a high point value. Examples of summative assessments include:

  • a midterm exam
  • a final project
  • a senior recital

Information from summative assessments can be used formatively when students or faculty use it to guide their efforts and activities in subsequent courses.

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Formative and Summative Assessment

Assessment helps instructors and students monitor progress towards achieving learning objectives. Formative assessment is used throughout an instructional period to treat misconceptions, struggles, and learning gaps. Summative assessments evaluate learning, knowledge, proficiency, or success at the conclusion of an instructional period.

Below you will find formative and summative descriptions along with a diagram, examples, recommendations, and strategies/tools for the next steps.

Descriptions

Formative assessment  (Image 1, left) refers to tools that identify misconceptions, struggles, and learning gaps along the way and assess how to close those gaps. It includes practical tools for helping to shape learning. It can even bolster students’ ability to take ownership of their education when they understand that the goal is to improve learning and not apply final marks (Trumbull and Lash, 2013). It can include students assessing themselves, peers, or even the instructor, through writing, quizzes, conversation, and more. Formative assessment occurs throughout a class or course and seeks to improve student achievement of learning objectives through approaches that can support specific student needs (Theal and Franklin, 2010, p. 151). In the classroom, formative assessment centers on practice and is often low-stakes. Students may or may not receive a grade.

In contrast,  summative assessments (Image 1, right) evaluate student learning, knowledge, proficiency, or success after an instructional period, as a unit, course, or program. Summative assessments are almost always formally graded and often heavily weighted (though they do not need to be). Summative assessment can be used to significant effect in conjunction and in alignment with formative assessment, and instructors can consider a variety of ways to combine these approaches. 

Two diagrams showing the when, why, and how of formative and summative assessment. Formative: Help students to learn and practice, when - throughout the course, why - identify gaps and improve learning, how - via approaches that support specific student needs. Whereas, summative asses student performance, when at the end of an instructional period, why - collect evidence of student knowledge, skills or proficiency, how - via exit learning or a cumulative assessment.

Examples of Formative and Summative Assessments

Formative: l earn and practice.

  • In-class discussions
  • Clicker questions (e.g., Top Hat)
  • 1-minute reflection writing assignments
  • Peer review
  • Homework assignments

Summative: Assess performance

  • Instructor-created exams
  • Standardized tests
  • Final projects
  • Final essays
  • Final presentations
  • Final reports
  • Final grades

Formative Assessment Recommendations

Ideally, formative assessment strategies improve teaching and learning simultaneously. Instructors can help students grow as learners by actively encouraging them to self-assess their skills and knowledge retention, and by giving clear instructions and feedback. Seven principles (adapted from Nicol and Macfarlane-Dick, 2007 with additions) can guide instructor strategies:

1. Keep clear criteria for what defines good performance

Instructors can explain criteria for A-F graded papers and encourage student discussion and reflection about these criteria (accomplish this through office hours, rubrics, post-grade peer review, or  exam/assignment wrappers . Instructors may also hold class-wide conversations on performance criteria at strategic moments throughout the term.

2. Encourage students' self-reflection.

Instructors can ask students to utilize course criteria to evaluate their own or peers’ work and share what kinds of feedback they find most valuable. Also, instructors can ask students to describe their best work qualities, either through writing or group discussion.

3. Give students detailed, actionable feedback

Instructors can consistently provide specific feedback tied to predefined criteria, with opportunities to revise or apply feedback before final submission. Feedback may be corrective and forward-looking, rather than just evaluative. Examples include comments on multiple paper drafts, criterion discussions during 1-on-1 conferences, and regular online quizzes.

4. Encourage teacher and peer dialogue around learning

5. promote positive motivational beliefs and self-esteem.

Students will be more motivated and engaged when assured that an instructor cares for their development. Instructors can design assignments to allow for rewrites/resubmissions in assignments to promote learning development. These rewrites might utilize low-stakes assessments, or even automated online testing that is anonymous, and (if appropriate) allows for unlimited resubmissions.

6. Provide opportunities to close the gap between current and desired performance

Related to the above; instructors can improve student motivation and engagement by making visible any opportunities to close gaps between current and desired performance. Examples include opportunities for resubmission, specific action points for writing or task-based assignments, and sharing study or process strategies that an instructor would use to succeed.

7. Collect information to help shape teaching

Instructors can feel free to collect useful information from students to provide targeted feedback and instruction. Students can identify where they are having difficulties, either on an assignment or test or in written submissions. This approach also promotes metacognition, as students reflect upon their learning. 

Instructors may find various other formative assessment techniques through  CELT’s Classroom Assessment Techniques .

Summative Assessment Recommendations

Because summative assessments are usually higher-stakes than formative assessments, it is especially important to ensure that the assessment aligns with the instruction’s goals and expected outcomes. 

1. Use a Rubric or Table of Specifications

Instructors can use a rubric to provide expected performance criteria for a range of grades. Rubrics will describe what an ideal assignment looks like, and “summarize” expected performance at the beginning of the term, providing students with a trajectory and sense of completion. 

2. Design Clear, Effective Questions

If designing essay questions, instructors can ensure that questions meet criteria while allowing students the freedom to express their knowledge creatively and in ways that honor how they digested, constructed, or mastered meaning.

3. Assess Comprehensiveness. 

Effective summative assessments allow students to consider the totality of a course’s content, make deep connections, demonstrate synthesized skills, and explore more profound concepts that drive or find a course’s ideas and content. 

4. Make Parameters Clear

When approaching a final assessment, instructors can ensure that parameters are well defined (length of assessment, depth of response, time and date, grading standards). Also, knowledge assessed relates clearly to the content covered in course; and provides students with disabilities required space and support.

5. Consider Anonymous Grading. 

Instructors may wish to know whose work they grade, to provide feedback that speaks to a student’s term-long trajectory. If instructors want to give a genuinely unbiased summative assessment, they can also consider a variety of anonymous grading techniques (see hide student names in SpeedGrader Canvas guide ).

Explore Assessment Strategies and Tools

Instructional strategies.

CELT’s online resources are organized to help an instructor sequentially work through the teaching process.

Learning Technology

A listing with applications that have been proven to meet the ISU’s security, accessibility, and purchasing standards.

Academic Integrity

Explore the following approaches and methods which emphasize prevention and education.

  • Nicol, D.J. and Macfarlane-Dick, D. (2006) Formative assessment and self‐regulated learning: a model and seven principles of good feedback practice. Studies in Higher Education 31 (2): 2-19.
  • Theall, M. and Franklin J.L. (2010). Assessing Teaching Practices and Effectiveness for Formative Purposes. In: A Guide to Faculty Development . KJ Gillespie and DL Robertson (Eds). Jossey Bass: San Francisco, CA.
  • Trumbull, E., & Lash, A. (2013). Understanding formative assessment: Insights from learning theory and measurement theory . San Francisco: WestEd.

Formative and Summative Assessment, by the Center for Excellence in Learning and Teaching (CELT) at Iowa State University is licensed under Creative Commons BY-NC-SA 4.0 . This work, Formative and Summative Assessment, is a derivative of Formative and Summative Assessment developed by the Yale University Poorvu Center for Teaching and Learning(retrieved on June 23, 2020) from https://poorvucenter.yale.edu/Formative-Summative-Assessments.

summative and formative assessment in education

Explainer: what’s the difference between formative and summative assessment in schools?

summative and formative assessment in education

Senior Lecturer in Educational Assessment, Macquarie University

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The recent Gonski report argues Australia needs assessment and reporting models that capture both achievement progress and long-term learning progress. This, according to the review panel, involves low-stakes, low-key, and regular formative assessments to support learning progressions. The report used international evidence on individualised teaching to demonstrate ongoing formative assessment and feedback is fundamental to supporting students to do better in school.

The NSW Education Minister, Rob Stokes, has called for NAPLAN to be replaced in “haste” with less high stakes tests. Mark Scott, the secretary of the NSW Department of Education, echoed Stokes’ remarks. He stated :

I think [NAPLAN] will become obsolete because the kinds of information that the new assessment schemes will give us will be richer and deeper and more meaningful for teachers, for parents and for education systems.

So, what’s the difference between formative and summative assessment? And when should each be used? Formative and summative assessment have different purposes and both have an important role to play in a balanced assessment program.

summative and formative assessment in education

Formative assessment

Formative assessment includes a range of strategies such as classroom discussions and quizzes designed to generate feedback on student performance. This is done so teachers can make changes in teaching and learning based on what students need.

It involves finding out what students know and do not know, and continually monitoring student progress during learning. Both teachers and students are involved in decisions about the next steps in learning.

Read more: Marking answers with a tick or cross won't enhance learning

Teachers use the feedback from formative tasks to identify what students are struggling with and adjust instruction appropriately. This could involve re-teaching key concepts, changing how they teach or modifying teaching resources to provide students with additional support. Students also use feedback from formative tasks to reflect on and improve their own work.

Regular classroom tasks, whether formal (for example, traditional pen and paper tests) or informal (such as classroom discussions), can be adapted into effective formative tasks by:

making students aware of the learning goals/success criteria using rubrics and carefully tracking student progress against them

including clear instructions to guide students through a series of activities to demonstrate the success criteria. A teacher might, for example, design a series of activities to guide students through an inquiry or research process in science

providing regular opportunities for feedback from the teacher, other students or parents (this feedback may be face-to face, written, or online)

making sure students have opportunities to reflect on and make use of feedback to improve their work. This may involve asking students to write a short reflection about the feedback on their draft essay and using this to improve their final version.

There are many advantages of formative assessment:

feedback from formative assessment helps students become aware of any gaps between their goal and their current knowledge, understanding, or skill

tasks guide students through the actions necessary to hit learning goals

tasks encourage students to focus their attention on the task (such as undertaking an inquiry or research process) rather than on simply getting the right answer

students and teachers receive ongoing feedback about student progress towards learning goals, which enables teachers to adjust their instructional approach in response to what students need

students build their self-regulation skills by setting learning goals and monitoring their progress towards them

results of formative assessments can also be used for grading and reporting.

summative and formative assessment in education

Summative assessment

This includes end of unit examinations and the NSW Higher School Certificate (HSC) examination.

Summative assessment provides students, teachers and parents with an understanding of the pupil’s overall learning. Most commonly thought of as formal, time-specific exams, these assessments may include major essays, projects, presentations, art works, creative portfolios, reports or research experiments. These assessments are designed to measure the student’s achievement relative to the subject’s overall learning goals as set out in the relevant curriculum standards.

The design and goals of summative assessments are generally standardised so they can be applied to large numbers of students, multiple cohorts and time periods. Data collected on individual student, cohort, school or system performance provides schools and principals with a tool to evaluate student knowledge relative to the learning objectives. They can also compare them with previous cohorts and other schools.

Read more: Evidence-based education needs standardised assessment

The measurement and evaluation of student achievement this way gives us necessary information about how we can continuously improve learning and teaching.

There are a number of limitations of summative assessment. While formative assessments usually provide feedback for the student to review and develop their learning, summative assessments are rarely returned to students. When assessments provide only a numerical grade and little or no feedback, as the NSW HSC does, it’s hard for students and teachers to pinpoint learning needs and determine the way forward.

Additionally, being a form of “high stakes” assessment, results may be perceived as a way of ranking students. For high achieving students there is recognition and reward, while for the lower performing students there is potential embarrassment and shame. Neither of these things should be associated with an equal opportunity education system.

The author would like to acknowledge the work of David McDonald, a PhD student at Macquarie University in assessment, in writing this article.

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Formative And Summative Assessment: The Differences Explained

Tim Handley

The assessment landscape in schools is often confusing and ever-changing. With the debate between the merits of formative vs summative assessments raging on, it can be difficult to know when to use either of these assessment types in your classroom. That’s why, in this article, we will discuss when you should use either type of assessment and explain why.

  • Formative vs summative assessments – what is the difference?

What is formative assessment?

What is summative assessment, formative and summative assessments should be adaptable, formative vs summative assessment comparison chart.

  • Formative assessment – Constantly assessing ‘in the moment’.

How to bring formative assessments into your classroom

Formative assessment ideas for your class, ensure each formative assessment routine has a purpose.

  • Don’t leave any potholes – why formative assessment is important

4 things you must remember regarding summative assessment

  • Formative vs summative assessments – the pros and cons

Formative vs summative assessments – what is the difference?

simple explanation of formative and summative assessments

When teachers discuss assessment, they often refer to two types – ‘formative’ and ‘summative’, however the distinctions and lines between the two types of assessment can often be blurred and misunderstood.

This article will compare and contrast formative and summative assessments to give you a true view of the difference between both types.

Formative assessment is the use of day-to-day assessments to gauge and explore students’ understanding of a topic.

It is best thought of as an assessment for learning. 

Formative assessments are what we carry out to help inform the learning ‘in the moment’. Formative assessment is continuous, informal and should have a central and pivotal role in every math classroom.

If used correctly, it will have a high impact on current learning and help you guide your instruction and teaching by giving ongoing feedback on learners’ progress.

Having an assessment with low stakes allows students to develop their skills, confidence and user experience before attempting a summative assessment with high stakes. It also makes room for self-assessment.

Summative assessments take place after students’ have completed a block of work, whether that be at the end of a unit or at the end of a quarter. They are a more formal way to sum up student progress and are often compared against a standard benchmark.

They are best thought of as assessments of learning.

There are different types of summative evaluations that we carry out ‘after the event’, often periodic (rather than continuous), and they are often measured against a set standard.

Summative assessment can be thought of as helping to validate and ‘check’ formative assessment – it is a periodic measure of how children are, overall, progressing in their mathematics learning.

If formative assessment has been continually carried out, then the results of summative assessment shouldn’t yield any surprises.

Some common examples of summative assessment include:

  • Final projects

Importantly, it is not the ‘form’ that assessment takes that determines whether it is formative or summative, instead it is how it is being used.

For example, ‘test style questions’ can be used both as formative assessment (perhaps as exit tickets – questions given to students at the end of the lesson to check student understanding) or summative (perhaps as an end of an instructional unit test or check).

It is important that in all subjects, but especially in math, that we use a combination of both assessment strategies, but that formative assessment, due to its constant nature, makes up the bulk of our assessment activities.

This Venn diagram shows the difference and similarities between the two assessment types very clearly.

venn diagram showing the difference and similarities of formative and summative assessments

Formative assessment – Constantly assessing ‘in the moment’.

Formative assessment is an intrinsic part of both teaching and student progression. This form of assessment does not rely upon tests and results, but rather the ability to adapt to classroom blockers as they arise. 

It should indicate what a good piece of work is and why this is the case, but it also gives you as a teacher a chance to see when things are not going so well and act upon it and see improvements. 

Good formative feedback will enable both the teacher and student to plan together what the next stage of their progression will be and future learning goals.

During a lesson, all adults in the classroom should be on a ‘constant assessment mission’ through interactions with students. 

Teachers should be moving around the room, interacting with each child, and assessing their progress towards the learning objective in real-time.

In the moment, assessment can take many forms:

• You could use a question from your shared learning to assess where you need to give independent work, or which students need further support

• It could be as simple as asking key questions to students during their independent work 

• You could use ‘exit tickets’ to assess children’s understanding at the end of a lesson

However, it is important that this ‘in the moment’ assessment that is carried out has a purpose, and that this information is used to adapt the learning experiences and opportunities that you are providing to each child.

The information obtained from formative assessments can help you understand the student’s learning processes and adapt to this in future lesson plans.

If your assessment shows that students are secure, then how are you going to deepen their learning?

If your assessment shows that students have some misconceptions, then how are you going to support these?

These are just two of the questions you should be asking yourself throughout a formative assessment.

If you are looking for a way to bring formative assessments into your classroom, take a look at our blog containing your Math Intervention Must-Have: Formative Diagnostic Assessment Tests.

There are a lot of different assessment routines you can use to keep up with the progression of your math class.

Common types of formative assessment include:

  • Group activities
  • Class projects
  • Presentations

Make sure that your assessment ‘routines’ have purpose and use. 

For example, if you are going to do the ‘math lesson classic’ and ask children to show you an answer on a mini-whiteboard, make sure you are actually looking at the answers given by all students. 

You should then be using these to inform the next step in your lesson and the learning for each student.

I have observed many lessons where teachers have carried out the mini-whiteboard ‘routine’, not actually looked at the responses given, and carried on with what they had planned regardless. 

Remember- it is not the activity or ‘thing’ that you do that represents effective assessment, but what you do with the information you gather from it. 

It is through effective in-lesson assessment that you can ensure that each student is supported and challenged, and that every student is learning rather than constantly rehearsing what they already know.

Don’t leave any potholes – why formative assessment is important

I often use a ‘pothole’ analogy with the schools I work with. Imagine a local council were filling in potholes but that their road maintenance vehicles were themselves creating new holes in the road.

They wouldn’t be doing a very good job at improving the overall quality of the road surface would they?

Yet, schools often inadvertently do the same with math. They are often very good at carrying out a plethora of intervention activities to fill gaps (or potholes) that have been ‘left’ from previous years, but, at the same time, often allow new gaps (or potholes) to be created.

It is therefore important that we use our constant, ‘in the moment’ assessment to help ensure that no new gaps are being allowed to form in a student’s mathematical understanding and learning.

Make sure that you use your ‘in the moment’ and ‘end of lesson’ assessment to help fill any new gaps that are starting to emerge.

Then, at the end of the math lesson, you formatively check that all students are secure with the objective for that lesson, and if not, you carry out some form of intervention to help address these gaps.

If you are not going to address the gaps now, then who is and when?

Summative assessment helps to demonstrate the extent of students’ success in meeting specific goals. It is a method that can be used to quantify achievement, and due to its data driven nature, it is a great way to provide a numerical basis for a student’s next step.

However, while the principles of summative assessment are simple, there are 4 key points you need to consider before implementing it in your classroom.

1- Assessment systems vs framework – What are you assessing against?

Despite the power of ‘in the moment’ formative assessment, schools do need a way to track the attainment and progress of students throughout the school. 

It is this need that means that schools also need to consider the assessment framework they are using- i.e. what you are assessing against. This decision is often one that is taken at district level.    

However, it is important that you are clear about the difference between your assessment system and the framework you are using. 

Often with my work in schools, I am told that they are using ‘student asset’, ‘classroom monitor’, ‘target tracker’ (and many others) as their assessment. In fact, these are all assessment systems – bits of software that allow you to record and track student’s progress against a framework that has been chosen by your school. 

They are not what you are using to ‘assess’- merely what you are using to record your assessment.   

These assessment systems all allow you to select (and often create your own) framework upon which to assess your students – and it is these frameworks that are vitally important.

2- Balancing the frameworks is crucial

When choosing, or creating, the assessment framework that you are using, it’s important to consider the balance of objectives and target areas of mathematics within the framework.

Some end-of-grade tests may give a higher weight towards number based objectives, with number, calculations and proportionality making up between 75-85% of a child’s final result. 

Yet, most grades have an even split between all standard domains.

This essentially means that a child could be legitimately marked as ‘secure’ or ‘working at aged related expectations’ against the whole curriculum, on the basis of their strength in geometry, but they wouldn’t be classed as ‘secure’ or ‘working at aged related expectations’ in a standardized test.

It is therefore important that whatever framework you use is balanced, and includes an equal weighting of standards-based questions.

There are many ways in which you can do this, including:- 

• Use built-in ‘weighting’ functions of some assessment systems that allow you to weight each objective. 

• Assess against key objectives only, which overall, have the balance of number vs non-number objectives.

• Group objectives together, creating the overall numbers vs non-number balance. 

• Use a commercially available assessment framework which has the weighting work done for you.

3- Teacher assessment plays a huge role in summative assessment

Once your school has decided on a framework to use for assessment, next comes the question of how it is actually used. 

These frameworks can be used both in a purely ‘summative’ way, or in a formative way that leads to, over time, an accurate summative assessment. 

The traditional use of these frameworks is for schools to ask for each child to be assessed against the framework at set points – for example, midway through the school year or end-of-grade tests. 

This often leads to ‘assessment panic’ with teachers feeling overwhelmed having to create the assessment against many objectives for all students in their task in a short period of time.

If this is the only way in which these frameworks are used, then these are being used purely summatively – it is the teacher’s judgment at the end of a quarter/year. 

Due to the stress of having to meet a deadline and make a judgment against each objective for all students in your class, this can often mean that these summative only teacher assessments are not as accurate as many would like.

Luckily, you can adapt these assessments very easily

However, these frameworks can also be used in a more formative way – with teachers being encouraged to record the learning progress towards objectives on the framework or rubric as they are being taught .

An example of this is recording and amending judgements each week as a result of the ‘ongoing’ assessment. This leads to an ever-changing snapshot of each child’s performance, which can be really powerful.

This can be used to inform interventions and subsequent teaching, and help to identify common misconceptions, giving the assessment framework used by your school both a summative and formative use. 

These assessments can then just be finalized in time for whatever deadline of ‘snapshot’ date your school set.

It is fantastic that many schools and districts are favoring teacher assessment to provide this ‘data.’ 

Teacher assessment is incredibly powerful, and gives teachers the professional autonomy that they deserve. 

4- Testing can’t be forgotten about either

Many schools will also choose to use some form of testing alongside their assessment frameworks.

This can be seen as helping to validate teacher assessment judgments, and can also help to ensure there are no ‘nasty’ surprises when it comes to state standardized tests.

However, testing is only as good as the quality of the tests that you use. It is important that the tests your schools rely on have the same degree of ‘standardization’.

They should be standardized so you know how children across the country perform, and be based on a clear test development framework, and have been trialed and refined in schools. 

Some popular tests that have been developed in this way include STAR Math and Terra Nova.

Regardless of what tests are used, it is also important that schools and teachers understand that they provide a snapshot of the performance on the day the test was taken.

Children, just like adults, all have ‘good’ and ‘bad’ days, and it is important that these tests are seen as a supplement to good quality teacher assessment, not a replacement for it.

Formative vs summative assessments – the pros and cons

Both formative and summative assessment have a very important role to play in the classroom and in schools. However, it is very important to ensure that you find the right balance between the two approaches for your own class’s learning needs.

Constant formative assessment can prove difficult if not implemented properly, but consistent assessment of students strengths and weaknesses can prove invaluable in helping them to progress.

Summative assessment can often not show the whole picture of a students’ progression, but it is a fantastic way of getting a data driven overview of how a student has progressed and grown over a period of time.  

The goal of this blog was to summarize the difference between formative and summative assessment, and the conclusion is that both approaches have their flaws, but they can also both provide a valuable insight into how a class is getting on throughout the school year.

All that is left is to use assessments of both kinds to inform your teaching!

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The content in this article was originally written by math consultant and author Tim Handley and has since been revised and adapted for US schools by elementary math teacher Katie Keeton.

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Formative Assessment of Teaching

What is formative assessment of teaching.

How do you know if your teaching is effective? How can you identify areas where your teaching can improve? What does it look like to assess teaching?

Formative Assessment

Formative assessment of teaching consists of different approaches to continuously evaluate your teaching. The insight gained from this assessment can support revising your teaching strategies, leading to better outcomes in student learning and experiences. Formative assessment can be contrasted with summative assessment, which is usually part of an evaluative decision-making process. The table below outlines some of the key differences between formative and summative assessment: 

By participating in formative assessment, instructors connect with recent developments in the space of teaching and learning, as well as incorporate new ideas into their practice. Developments may include changes in the students we serve, changes in our understanding of effective teaching, and changes in expectations of the discipline and of higher education as a whole.

Formative assessment of teaching ultimately should guide instructors towards using more effective teaching practices. What does effectiveness mean in terms of teaching?

Effectiveness in Teaching

Effective teaching can be defined as teaching that leads to the intended outcomes in student learning and experiences. In this sense, there is no single perfect teaching approach. Effective teaching looks will depend on the stated goals for student learning and experiences. A course that aims to build student confidence in statistical analysis and a course that aims to develop student writing could use very different teaching strategies, and still both be effective at accomplishing their respective goals. 

Assessing student learning and experiences is critical to determining if teaching is truly effective in its context. This assessment can be quite complex, but it is doable. In addition to measuring the impacts of your teaching, you may also consider evaluating your teaching as it aligns with best practices for evidence-based teaching especially in the disciplinary and course context or aligns with your intended teaching approach. The table below outlines these three approaches to assessing the effectiveness of your teaching:

What are some strategies that I might try? 

There are multiple ways that instructors might begin to assess their teaching. The list below includes approaches that may be done solo, with colleagues, or with the input of students. Instructors may pursue one or more of these strategies at different points in time. With each possible strategy, we have included several examples of the strategy in practice from a variety of institutions and contexts.

Teaching Portfolios

Teaching portfolios are well-suited for formative assessment of teaching, as the portfolio format lends itself to documenting how your teaching has evolved over time. Instructors can use their teaching portfolios as a reflective practice to review past teaching experiences, what worked and what did not.

Teaching portfolios consist of various pieces of evidence about your teaching such as course syllabi, outlines, lesson plans, course evaluations, and more. Instructors curate these pieces of evidence into a collection, giving them the chance to highlight their own growth and focus as educators. While student input may be incorporated as part of the portfolio, instructors can contextualize and respond to student feedback, giving them the chance to tell their own teaching story from a more holistic perspective.

Teaching portfolios encourage self-reflection, especially with guided questions or rubrics to review your work. In addition, an instructor might consider sharing their entire teaching portfolio or selected materials for a single course with colleagues and engaging in a peer review discussion. 

Examples and Resources:

Teaching Portfolio - Career Center

Developing a Statement of Teaching Philosophy and Teaching Portfolio - GSI Teaching & Resource Center

Self Assessment - UCLA Center for Education, Innovation, and Learning in the Sciences

Advancing Inclusion and Anti-Racism in the College Classroom Rubric and Guide

Course Design Equity and Inclusion Rubric

Teaching Demos or Peer Observation

Teaching demonstrations or peer classroom observation provide opportunities to get feedback on your teaching practice, including communication skills or classroom management.

Teaching demonstrations may be arranged as a simulated classroom environment in front of a live audience who take notes and then deliver summarized feedback. Alternatively, demonstrations may involve recording an instructor teaching to an empty room, and this recording can be subjected to later self-review or peer review. Evaluation of teaching demos will often focus on the mechanics of teaching especially for a lecture-based class, e.g. pacing of speech, organization of topics, clarity of explanations.

In contrast, instructors may invite a colleague to observe an actual class session to evaluate teaching in an authentic situation. This arrangement gives the observer a better sense of how the instructor interacts with students both individually or in groups, including their approach to answering questions or facilitating participation. The colleague may take general notes on what they observe or evaluate the instructor using a teaching rubric or other structured tool.

Peer Review of Course Instruction

Preparing for a Teaching Demonstration - UC Irvine Center for Educational Effectiveness

Based on Peer Feedback - UCLA Center for Education, Innovation, and Learning in the Sciences

Teaching Practices Equity and Inclusion Rubric

Classroom Observation Protocol for Undergraduate STEM (COPUS)

Student Learning Assessments

Student learning can vary widely across courses or even between academic terms. However, having a clear benchmark for the intended learning objectives and determining whether an instructor’s course as implemented helps students to reach that benchmark can be an invaluable piece of information to guide your teaching. The method for measuring student learning will depend on the stated learning objective, but a well-vetted instrument can provide the most reliable data.

Recommended steps and considerations for using student learning assessments to evaluate your teaching efficacy include:

Identify a small subset of course learning objectives to focus on, as it is more useful to accurately evaluate one objective vs. evaluating many objectives inaccurately.

Find a well-aligned and well-developed measure for each selected course learning objective, such as vetted exam questions, rubrics, or concept inventories.

If relevant, develop a prompt or assignment that will allow students to demonstrate the learning objective to then be evaluated against the measure.

Plan the timing of data collection to enable useful comparison and interpretation.

Do you want to compare how students perform at the start of your course compared to the same students at the end of your course?

Do you want to compare how the same students perform before and after a specific teaching activity?

Do you want to compare how students in one term perform compared to students in the next term, after changing your teaching approach?

Implement the assignment/prompt and evaluate a subset or all of the student work according to the measure.

Reflect on the results and compare student performance measures.

Are students learning as a result of your teaching activity and course design?

Are students learning to the degree that you intended?

Are students learning more when you change how you teach?

This process can be repeated as many times as needed or the process can be restarted to instead focus on a different course learning objective.

List of Concept Inventories (STEM)

Best Practices for Administering Concept Inventories (Physics)

AAC&U VALUE Rubrics

Rubric Bank | Assessment and Curriculum Support Center - University of Hawaiʻi at Mānoa

Rubrics - World Languages Resource Collection - Kennesaw State University

Student Surveys or Focus Groups

Surveys or focus groups are effective tools to better understand the student experience in your courses, as well as to solicit feedback on how courses can be improved. Hearing student voices is critical as students themselves can attest to how course activities made them feel, e.g. whether they perceive the learning environment to be inclusive, or what topics they find interesting.

Some considerations for using student surveys in your teaching include:

Surveys collect individual and anonymous input from as many students as possible.

Surveys can gather both quantitative and qualitative data.

Surveys that are anonymous avoid privileging certain voices over others.

Surveys can enable students to share about sensitive experiences that they may be reluctant to discuss publicly.

Surveys that are anonymous may lend to negative response bias.

Survey options at UC Berkeley include customized course evaluation questions or anonymous surveys on bCourses, Google Forms, or Qualtrics. 

Some considerations for using student focus groups in your teaching include:

Focus groups leverage the power of group brainstorming to identify problems and imagine possible solutions.

Focus groups can gather both rich and nuanced qualitative data.

Focus groups with a skilled facilitator tend to have more moderated responses given the visibility of the discussion.

Focus groups take planning, preparation, and dedicated class time.

Focus group options at UC Berkeley include scheduling a Mid-semester Inquiry (MSI) to be facilitated by a CTL staff member.

Instructions for completing question customization for your evaluations as an instructor

Course Evaluations Question Bank

Student-Centered Evaluation Questions for Remote Learning

Based on Student Feedback - UCLA Center for Education, Innovation, and Learning in the Sciences

How Can Instructors Encourage Students to Complete Course Evaluations and Provide Informative Responses?

Student Views/Attitudes/Affective Instruments - ASBMB

Student Skills Inventories - ASBMB

How might I get started?

Self-assess your own course materials using one of the available rubrics listed above.

Schedule a teaching observation with CTL to get a colleague’s feedback on your teaching practices and notes on student engagement.

Schedule an MSI with CTL to gather directed student feedback with the support of a colleague.

Have more questions? Schedule a general consultation with CTL or send us your questions by email ( [email protected] )!

References:

Evaluating Teaching - UCSB Instructional Development

Documenting Teaching - UCSC Center for Innovations in Teaching and Learning

Other Forms of Evaluation - UCLA Center for Education, Innovation, and Learning in the Sciences

Evaluation Of Teaching Committee on Teaching, Academic Senate

Report of the Academic Council Teaching Evaluation Task Force

Teaching Quality Framework Initiative Resources - University of Colorado Boulder

Benchmarks for Teaching Effectiveness - University of Kansas  Center for Teaching Excellence

Teaching Practices Instruments - ASBMB

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Although many instructors think of assessing student learning as synonymous with the process of arriving at a grade for student work, assessment can be used for other purposes and in other ways as well:

  • to evaluate students’ work or their understanding of course concepts
  • to communicate to the student how well their work or understanding compares to stated criteria or to other students’ work
  • to motivate students to work to understand course material
  • to organize a course by providing a transition between major sections

The process of arriving at a grade for a student (either for a test or assignment, or for an entire course) is known as summative assessment. Summative assessments (e.g., exams or term papers) are formal, usually graded, and focused on letting students show a range of skills and knowledge. They require a considerable investment of time, both from students and from instructors, and are consequently often completed outside of class.

To design a good summative assessment, it is important to begin with the course goals. What skills and knowledge should students have gained in the course? Once this question has been answered, an instructor can create assignments that will allow students to demonstrate that they have reached the course goals. Good summative assessments are authentic, in the sense that they require students to think like practitioners of the discipline (Wiggins, 1998). To learn more about how to make an assignment authentic, see the CITL resource on  Authentic Assessment .

In contrast, formative assessment is assessment of student learning that is designed to  improve  (rather than to evaluate) students’ skills or their understanding of specific course concepts. Formative assessments are typically done in class, can be anonymous, and are usually much more focused on particular skills or information. Formative assessments provide information to students as well as instructors about how well students understand specific course concepts, and are typically low-stakes, in the sense that they are often ungraded. The table below contrasts the two kinds of assessment.

A classic type of formative assessment is  Classroom Assessment Techniques , or CATs. CATs are learner-centered, teacher-directed, mutually beneficial formative assessments that can be tailored to specific disciplines and teaching contexts.  

Another widely-used type of formative assessment is the Conceptest (Mazur, 2001). A Conceptest is a multiple-choice question that tests students’ conceptual understanding of material presented in class. For more information, see these videos: 

  • Erik Mazur’s talk “ Confessions of a Converted Lecturer ” about how he developed peer instruction
  • “ Developing problem-solving skills and logical thinking ”

A well-designed course will have a balance of formative and summative assessments. An instructor might use CATs or other formative assessments while students are learning new material, to check on their understanding of the new concepts. The results of the formative assessments tell both the students and the instructor whether or not students are ready to move on to new material. After the instructor has determined that students have the knowledge and skills they will need, she can assign a summative assessment to allow them to show their new knowledge and skills.

Wiggins, G. (1998).  Educative Assessment: Designing Assessments to Inform and Improve Student Practice . San Francisco: Jossey-Bass.

Angelo, T.A. and Cross, K.P. (1993)  Classroom Assessment Techniques: A Handbook for College Teachers . San Francisco: Jossey-Bass.

This is the original classic (and encyclopedic) volume defining CATs. It describes 50 different CATS and includes examples of how each can be used in the classroom.

Crouch, C. H. and Mazur, E. (2001). Peer instruction: Ten years of experience and results. Am. J. Phys., 69, 970-977.

http://web.mit.edu/jbelcher/www/TEALref/Crouch_Mazur.pdf

This article by Catherine Crouch and Erik Mazur summarizes data from 10 years of teaching using Mazur’s Peer Instruction methods (which includes Conceptests), demonstrating that students taught using Peer Instruction more effectively master course concepts.

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Assessment | Career and Technical Education (CTE) | Curriculum Development | Classroom Planning

Formative vs. Summative Assessments: What's the Difference?

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March 19th, 2024 | 8 min. read

Formative vs. Summative Assessments: What's the Difference?

Brad Hummel

Coming from a family of educators, Brad knows both the joys and challenges of teaching well. Through his own teaching background, he’s experienced both firsthand. As a writer for iCEV, Brad’s goal is to help teachers empower their students by listening to educators’ concerns and creating content that answers their most pressing questions about career and technical education.

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Whether you’re an administrator, supervisor, or teacher, you’ve heard of formative assessments and summative assessments . They're both essential parts of any curriculum map . But what do these terms actually mean?

In a nutshell, formative assessments are quizzes and tests that evaluate how someone is learning material throughout a course .

Summative assessments are quizzes and tests that evaluate how much someone has learned throughout a course .

In the classroom, that means formative assessments take place during a course, while summative assessments are the final evaluations at the course’s end. 

That's the simple answer, but there's actually a lot more that makes formative and summative assessments different. To fully understand formative vs. summative assessments, you'll need to understand the details of these two important forms of assessment.

In this article, we'll take a closer look at formative and summative quizzing and assessing. When you've finished reading, you'll understand how to better test student knowledge in your classroom.

What Are Formative Assessments?

Formative assessments are evaluations of someone’s learning progress in a classroom.

Common formative assessments include:

  • Presentations
  • Group activities

Formative assessments work great when they’re used on a regular basis. That regularity could be based on a calendar (every Monday, every Thursday, etc.) or your lesson plans (every unit).

They’re also more flexible than summative assessments. You don’t always have to use pencil and paper to get a feel for your students’ progress. Instead, you can use in-class games, group presentations, and hands-on activities to evaluate student progress.

Ultimately, the formative assessments you use are up to you. After all, no one knows your classes better than you. So if you’d prefer to get an overview of how well your students are learning, you can use a group-style assessment like a game. If you want to know where each student struggles, you can use an individual assessment like a quiz.

This flexibility is perfect for keeping students engaged in your class. It lets you stick to a syllabus while mixing up the exact task each student has to perform. That way, you don’t fall into a predictable routine of teach-test-teach-test. Instead, you have a varied routine of teach-game-quiz-teach-presentation-project or another interesting format.

By the time your course ends, you’ll have a full understanding of how students are learning as you teach a subject. Then, you can keep all of your grades to look for patterns among different class sections.

Is there an area where students seem to do worse than others? Could you adjust a lesson and shoot for better results?

Naturally, you’ll never get a class that’s straight A’s from top to bottom. But you can still design your classroom assessments to work for as many students as possible!

Top 3 Formative Assessment Examples

Formative assessments are excellent opportunities to let your students flex their creative muscles.

Even if a student isn’t much of a writer or artist, they can still have a little fun with these assessments.

1. Make an Advertisement

Have your students create an advertisement for a concept they just learned. Use visuals and text to really sell an idea.

This makes students apply what they’ve learned into a creative exercise, which helps with long-term retention.

2. Idea Comparisons

Instruct students to lay out the main ideas of a new concept they learned. Then, have them compare that concept to another to see where they agree and disagree.

In addition to helping students remember these concepts, this exercise makes them apply previous knowledge to a new format so they can remember it better in the future.

3. Misconceptions

After you introduce a concept to students, introduce a popular misconception about it. Have students discuss why the misconception is false and where it may have started.

This exercise makes students think critically about what they’ve just learned while showing them how to debunk misinformation.  

How Do You Track Formative Assessments?

You can track formative assessments in one of three ways: by grade, by feel, and with student data .

Let's take a closer look at using each of these methods to monitor student progress.

Track by Grade

First, you can track them by grade . This gives you a specific, concentrated view of how a student (or group of students) learns. However, graded assessments are sources of stress for many students. So if you want to make a unit fun or loose, graded assessments may not work well for you. 

Track by Feel

Second, you can track them by feel . This is more based on your teacher instinct, allowing you to pick which students need additional support based on your observation. On the downside, you can’t “show” this information to your administrators. If you have certain standards to meet throughout a marking period, you won’t be able to prove you’ve fulfilled those standards without grades.

Track with Student Data

Finally, you can track formative assessments with  student data . This is non-graded information that may reflect how your students are learning, such as questions they've frequently answered incorrectly or subject areas where they've had trouble. After all, not everything has to be a grade!

When you have a comprehensive data management system in place, tracking with student data can be the most effective way to measure student progress.

With all of that said and done, let’s next consider summative assessments.

What Are Summative Assessments?

Summative assessments are evaluations of what someone has learned throughout a course. 

Common summative assessments include:

  • Final exams
  • End-of-class projects

Summative assessments almost always take place at the end of a course unless a teacher decides to break a course into more manageable chunks. They’re often cumulative, and they’re used to evaluate a student’s long-term information retention.

In summative assessments like final exams , you can include questions from the first week or two of a course to ensure students retained introductory information. In other assessments like papers, your students can pull from a full marking period of learning to apply to a topic.

Either way, your students have to do some serious reflecting and critical thinking to bring together the information from an entire course.

This is a great way to ensure students retain essential information from one course to another. So if you teach introductory courses, summative assessments are perfect to set students up for success in their next classes.

That’s important because a student’s success in your classroom is just one step for them. When you prepare them for the next step, you make it easier for them to succeed in the future as well.

In that way, summative assessments serve two purposes:

First , they evaluate what someone learned while they’ve been in your class.

Second , they evaluate how prepared someone is to go to the next academic level.

Combined with the rest of a student’s performance in class, summative quizzing and assessments are excellent ways to gauge progress while ensuring long-term information retention.

Top 3 Summative Assessment Examples

Summative assessments are traditionally more structured and standardized than formative assessments.

Still, you have a few options to shake things up that go beyond a pen-and-paper test.

1. In-depth reports

Instruct students to choose a topic that resonated with them in class and report in-depth on it. This is a great opportunity for students to take an idea and run with it under your supervision.

These reports often showcase a student’s interest, and you’ll be able to evaluate a student’s engagement level in the class by how they approach the report.

The goal is a passionate, intelligent, and comprehensive examination of a concept that matters to a student. 

2. Cumulative, individual projects

Have your students pick a project to complete. This project should somehow reflect what they’ve learned throughout the course.

Projects are great for any practical application class from health science to physics. Creating a cross-section of the human heart, designing a diet, or creating a protective egg-drop vessel are all fun ways students can show off their knowledge of a topic.

3. Personal evaluation papers

Require students to apply principles from your class to their personal lives. These papers are excellent fits for psychology, nutrition, finance, business, and other theory-based classes.

In a nutshell, personal evaluations let students look at themselves through a different lens while exploring the nuances of the principles they learned in class.  Plus, it lets students do something everyone loves — talk about themselves!

Now that you have a few ideas on summative assessments, how can you track their success?

How Do You Track Summative Assessments?

While everyone has their own ideas on this topic, grades are the best way to evaluate someone’s success with a summative assessment.

How you grade is ultimately up to you. Presentations are great ways to grade someone based on a number of factors, including soft skills like public speaking. Written exams or project-based assessments are ideal to see a student’s full-scope understand of your class after a marking period.

Whatever you choose, stick to a consistent grading scale so you can identify your own strengths and weaknesses in the classroom as students complete your course. 

What’s More Important: Formative or Summative Assessments?

Many new teachers have this question — are formative or summative assessments more important?

In a perfect world, they’re equally important. Formative assessments let students show that they’re learning, and summative assessments let them show what they’ve learned.

But American public education values summative assessments over formative assessments. Standardized tests — like the SATs — are great examples of high-value summative assessments.

It’s rare to find the same emphasis on formative quizzing and assessments. That’s because formative assessments act like milestones while summative assessments show the bottom line.

We encourage teachers to look at these assessments as two sides of the same coin. Formative and summative assessments work together flawlessly when implemented properly.

With all of that in mind, you only have one question left to answer. How are you going to add these assessments to your curriculum ?

Use Formative and Summative Assessments and Meet Your Challenges

As a teacher, you’ll likely need to employ both summative and formative assessments in your curriculum. An effective balance of these assessments will help you understand your students’ needs while meeting your standards.

However, CTE teachers face challenges in the classroom each day that sometimes get in the way of connecting with students and preparing them for these assessments.

If you want to feel less overwhelmed and spend more time helping your students succeed, download your free guide . You’ll learn about five of the most significant challenges teachers face and how you can overcome them.

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Use Both Formative and Summative Assessments

Summative assessments.

Summative assessments evaluate student’s mastery of material at the end of a module or course. These include end-of-course or end-of-unit exams, final papers, or projects.

Formative assessments

Formative assessments provide students with feedback on their performance with time to improve. They may be ungraded or for a small number of points to incentivize students to participate. These include any assignments or activities that students engage in that provide them with feedback on their attainment of a transparent standard. They also inform the instructor of the level of student comprehension on particular learning aims.

Classroom Assessment Techniques (CATs)

Classroom Assessment Techniques (CATs) are a collection of formative assessments to consider using in your teaching. CATs are designed to provide both the instructor and the students with feedback on their performance. This provides students with valuable information on which knowledge and skills they need to work on going forward.

A pie with three pieces connected by arrows indicating the three steps of students taking an assessment, instructor grading an assessment, and the instructor giving feedback to students

There are 3 steps to using CATs as formative assessments:

  • Administer the CAT to all students.
  • Assess and analyze student answers.
  • Provide students with feedback on their performance.

Resource document: A list of formative assessments with descriptions you might consider using in your course.

Formative assessments should support summative assessments. Create formative assessments in your course to help prepare students (provide them practice with feedback) for your summative assessments.

Below is an example of formative assessments structured for supporting a position paper that serves as a summative assessment in a course. Students receive feedback on the first 2 formative assessments to ensure they develop the skills needed for writing the final paper.

Formative assessments can be planned around summative assessments and mapped to an overall course assessment plan.

Formative assessment #1 is an activity on evaluating quality of different information sources, formative assessment #2 is a short writing assignment on taking and supporting a position and the summative assessment is a final position paper on a controversial topic.

Learn more about formative assessments and how to use them in this 6-minute video.

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Summative Assessment

Summative assessments are used to evaluate student learning, skill acquisition, and academic achievement at the conclusion of a defined instructional period—typically at the end of a project, unit, course, semester, program, or school year. Generally speaking, summative assessments are defined by three major criteria:

  • The tests, assignments, or projects are used to determine whether students have learned what they were expected to learn. In other words, what makes an assessment “summative” is not the design of the test, assignment, or self-evaluation, per se, but the way it is used—i.e., to determine whether and to what degree students have learned the material they have been taught.
  • Summative assessments are given at the conclusion of a specific instructional period, and therefore they are generally evaluative, rather than diagnostic—i.e., they are more appropriately used to determine learning progress and achievement, evaluate the effectiveness of educational programs, measure progress toward improvement goals, or make course-placement decisions, among other possible applications.
  • Summative-assessment results are often recorded as scores or grades that are then factored into a student’s permanent academic record, whether they end up as letter grades on a report card or test scores used in the college-admissions process. While summative assessments are typically a major component of the grading process in most districts, schools, and courses, not all assessments considered to be summative are graded.
Summative assessments are commonly contrasted with formative assessments , which collect detailed information that educators can use to improve instruction and student learning while it’s happening. In other words, formative assessments are often said to be for learning, while summative assessments are of learning. Or as assessment expert Paul Black put it, “When the cook tastes the soup, that’s formative assessment. When the customer tastes the soup, that’s summative assessment.” It should be noted, however, that the distinction between formative and summative is often fuzzy in practice, and educators may have divergent interpretations and opinions on the subject.

Some of the most well-known and widely discussed examples of summative assessments are the standardized tests administered by states and testing organizations, usually in math, reading, writing, and science. Other examples of summative assessments include:

  • End-of-unit or chapter tests.
  • End-of-term or semester tests.
  • Standardized tests that are used to for the purposes of school accountability, college admissions (e.g., the SAT or ACT), or end-of-course evaluation (e.g., Advanced Placement or International Baccalaureate exams).
  • Culminating demonstrations of learning or other forms of “performance assessment,” such as portfolios of student work that are collected over time and evaluated by teachers or capstone projects that students work on over extended periods of time and that they present and defend at the conclusion of a school year or their high school education.

While most summative assessments are given at the conclusion of an instructional period, some summative assessments can still be used diagnostically. For example, the growing availability of student data, made possible by online grading systems and databases, can give teachers access to assessment results from previous years or other courses. By reviewing this data, teachers may be able to identify students more likely to struggle academically in certain subject areas or with certain concepts. In addition, students may be allowed to take some summative tests multiple times, and teachers might use the results to help prepare students for future administrations of the test.

It should also be noted that districts and schools may use “interim” or “benchmark” tests to monitor the academic progress of students and determine whether they are on track to mastering the material that will be evaluated on end-of-course tests or standardized tests. Some educators consider interim tests to be formative, since they are often used diagnostically to inform instructional modifications, but others may consider them to be summative. There is ongoing debate in the education community about this distinction, and interim assessments may defined differently from place to place. See  formative assessment  for a more detailed discussion.

While educators have arguably been using “summative assessments” in various forms since the invention of schools and teaching, summative assessments have in recent decades become components of larger school-improvement efforts. As they always have, summative assessments can help teachers determine whether students are making adequate academic progress or meeting expected learning standards, and results may be used to inform modifications to instructional techniques, lesson designs, or teaching materials the next time a course, unit, or lesson is taught. Yet perhaps the biggest changes in the use of summative assessments have resulted from state and federal policies aimed at improving public education—specifically, standardized high-stakes tests used to make important decisions about schools, teachers, and students.

While there is little disagreement among educators about the need for or utility of summative assessments, debates and disagreements tend to center on issues of fairness and effectiveness, especially when summative-assessment results are used for high-stakes purposes. In these cases, educators, experts, reformers, policy makers, and others may debate whether assessments are being designed and used appropriately, or whether high-stakes tests are either beneficial or harmful to the educational process. For more detailed discussions of these issues, see high-stakes test , measurement error , test accommodations , test bias , score inflation , standardized test , and value-added measures .

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What Is a Formative Assessment? Types, Examples & Strategies

Matthew Tang

Matthew Tang

eLearning & Instructional Design Expert

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Matthew Tang is a highly skilled eLearning consultant with over two decades of experience in delivering exceptional learning products. He has taught students in public schools and online, led online ... Read more

Matthew Tang is a highly skilled eLearning consultant with over two decades of experience in delivering exceptional learning products. He has taught students in public schools and online, led online education for a Fortune 50 company, partnered with university researchers to pioneer new learning technologies, and delivered expert learning solutions to clients of all sizes. With a genuine passion for helping individuals succeed and reach their academic or business goals, Matthew continually improves and innovates educational technology solutions, making him a trusted authority in eLearning. Read less

Michael Laithangbam

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Michael is a seasoned writer with 12+ years of experience in online learning and training. His work empowers organizations to harness the potential of knowledge in the digital era.

formative assessment

Ever noticed how the most memorable lessons stick with us not because of a final grade, but because of the journey there? 

That’s the magic of formative assessments—they’re not just checkpoints; they’re the secret ingredients that make learning stick. 

This blog post dives into the heart of formative assessments, revealing how they can transform classrooms by turning every lesson into an opportunity for growth and every mistake into a learning moment. 

In this definitive guide, we’ll explore the what, why, and how of formative assessments—from their defining characteristics and purpose to a variety of types and strategies for effective use in the classroom. 

Let’s begin.

What Is a Formative Assessment?

Formative assessment is a strategic approach used by educators to monitor students’ learning progress and adjust teaching methods accordingly. It’s characterized by its real-time application, providing immediate feedback that educators can use to adapt their instruction to meet learners’ current needs. 

Unlike summative assessments that evaluate overall learning at the end of an instructional period, formative assessments are conducted throughout the learning process. 

They can take various forms, including quizzes, interactive discussions, and peer reviews, all aimed at gauging understanding and facilitating continuous improvement.

Watch: How to Create an Online Quiz in Under 5 Mins

What Is the Purpose of Formative Assessment?

The purpose of formative assessment is to enhance the learning process by identifying students’ strengths and areas for growth. This ongoing assessment method allows educators to:

  • Modify teaching strategies in real-time to address the immediate needs of their students.
  • Support personalized learning, ensuring that instruction is tailored to individual student progress.
  • Foster an environment of continuous feedback and growth, encouraging students to engage more deeply with their learning and identify their areas for improvement.

By integrating formative assessment into their teaching, educators can create a dynamic and responsive learning environment that supports student success and promotes a deeper understanding of the material.

Types & Examples of Formative Assessment

Formative assessments come in various formats, each designed to gather feedback on student learning in a way that informs instruction and supports student growth. Here are some common formative assessment tools:

  • Quizzes & Mini-Tests: These brief assessments are powerful tools for gauging student knowledge in a focused manner. 

When used regularly, they can highlight trends in student understanding over time, allowing educators to pinpoint specific topics that may require additional instruction or review.

Watch: How to Use Online Quiz Maker for Teachers

  • Observations & Check-Ins: This approach involves informal yet purposeful monitoring of students during class activities. 

It offers nuanced insights into how students interact with the material and each other, providing a real-time snapshot of engagement and comprehension levels.

  • Interactive Discussions: Encouraging open dialogue about the material not only reinforces students’ understanding but also cultivates critical thinking skills. 

Discussions can unveil diverse interpretations and misconceptions, guiding educators in tailoring subsequent lessons to address these gaps.

  • Peer Reviews: Students engage in a reciprocal learning process by evaluating each other’s work. This method not only diversifies feedback but also encourages students to critically engage with the curriculum, deepening their understanding through the lens of their peers’ perspectives.
  • Exit Tickets: Simple prompts or questions at the end of a lesson offer immediate feedback on the day’s learning outcomes. Analyzing responses helps educators assess the effectiveness of their teaching and plan necessary adjustments for future classes.
  • Learning Journals: Journals that prompt reflection on what was learned and questions that arose during the lesson help students articulate their thoughts and feelings about their learning journey. 

Reviewing these journals gives educators a window into students’ self-perceived progress and areas of difficulty.

Incorporating a mix of these formative assessment types enriches the learning environment and empowers students to take an active role in their education. 

Educators can harness these tools to create a dynamic classroom atmosphere that values growth, encourages engagement, and fosters a deeper connection to the material. 

What Is the Process of a Formative Assessment?

The formative assessment process is a cyclical, interactive approach designed to gauge student understanding, provide feedback, and continuously adapt instruction throughout the learning journey. It’s a dynamic framework that supports teaching and enhances learning. 

Here’s a breakdown of the key steps involved:

Step 1: Identify Learning Objectives 

The first step involves clearly defining what students should learn. These objectives guide the creation of assessment tasks and ensure that the assessment is aligned with instructional goals.

Step 2: Select Appropriate Assessment Methods 

Choose from various assessment methods (e.g., quizzes, discussions, projects) that best suit the learning objectives and the learner’s needs. This diversity allows for a more comprehensive understanding of student learning.

Step 3: Implement the Assessment 

Carry out the chosen formative assessment during the instructional process. This could be through live quizzes, interactive discussions, peer reviews, or individual reflections. The key is to integrate these assessments seamlessly into the learning activities.

Step 4: Analyze Learner Responses 

summative and formative assessment in education

Review the information gathered from the assessment to identify patterns, strengths, and areas for improvement. This analysis provides insights into each student’s understanding and progress.

Step 5: Provide Feedback 

summative and formative assessment in education

Offer timely and constructive feedback to students based on their performance. Effective feedback is specific, actionable, and focused on growth, helping students understand what they did well and where they can improve.

Step 6: Adjust Instruction 

Based on the feedback and analysis, adapt your teaching strategies to address the identified learning gaps or challenges. This might involve revisiting specific topics, introducing new resources, or modifying learning activities to suit students’ needs better.

Step 7: Reflect on the Process 

Finally, reflect on the effectiveness of the formative assessment process itself. Consider what worked well and what could be improved in future iterations. This reflection helps refine the assessment process, making it more effective over time.

Throughout this process, the emphasis is on fostering an environment of continuous learning and improvement. By actively engaging in each step, educators can create a responsive classroom atmosphere that supports every student’s growth and achievement.

Strategies for Effective Formative Assessments

To maximize the benefits of formative assessments, educators need to apply strategies that make the feedback loop as effective and seamless as possible. Here’s how to ensure formative assessments contribute positively to both teaching and learning:

  • Embed Assessments in Everyday Learning 

Make formative assessments a natural extension of classroom activities. After a science experiment, for instance, ask students to predict the outcome based on the theory they’ve learned. This not only assesses their understanding but also encourages critical thinking.

  • Embrace Technology for Interactive Learning 

Modern tools have revolutionized the way we assess and engage with students. ProProfs Quiz Maker, for example, offers an intuitive platform for creating quizzes that are both fun and educational. 

You can create educational quizzes that provide instant feedback, helping students identify areas of strength and those needing improvement, all within an interactive format that captures their interest.

  • Foster a Culture of Peer Feedback

Implement structured peer review sessions where students can offer constructive feedback on each other’s presentations or essays. This strategy not only diversifies the sources of feedback but also helps students develop a critical eye for their work and that of their peers.

  • Encourage Reflective Practices 

Guide students in reflecting on their learning experiences and outcomes. A reflective journal entry after completing a group project can provide insights into what they learned, the challenges they faced, and how they overcame them, fostering a deeper understanding of the learning process.

  • Connect Learning to Real-world Applications 

Design assessments that require students to apply classroom knowledge to solve real-world problems. For instance, in a geography class, students could analyze the impact of climate change on their local community, encouraging them to connect theory with practical, observable phenomena.

  • Leverage Exit Tickets for Immediate Insights 

At the end of a lesson, a simple question related to the day’s topic can serve as an exit ticket. This strategy offers quick insights into students’ understanding and retention, informing future instructional decisions.

Implementing these strategies can make formative assessments a powerful tool for enhancing student learning, providing educators with the flexibility to meet each student’s needs while fostering a supportive and inclusive classroom environment.

What Are the Benefits of a Formative Assessment?

Formative assessments offer a wealth of benefits that significantly contribute to both teaching efficacy and student learning outcomes. 

By integrating formative assessments into the educational process, educators and students can experience a more engaged, reflective, and practical learning journey. Here are some of the key benefits:

  • Enhanced Learning and Understanding 

Formative assessments help students consolidate their learning by actively engaging with the material. This continuous engagement promotes deeper understanding and retention of the content.

Watch: How Luc Viatour Transformed Education for 1500+ Daily Learners

  • Immediate Feedback for Quick Adjustments

The real-time feedback provided through formative assessments allows students to identify their strengths and areas for improvement promptly. This immediacy enables quick corrective actions, fostering a more dynamic and responsive learning environment.

  • Personalized Learning Experiences 

Formative assessments identify individual learning needs, enabling educators to tailor their teaching strategies and resources. This personalization ensures that all students receive the support and challenge they need to progress.

  • Increased Student Motivation and Engagement 

Active involvement in the learning process increases students’ motivation and engagement. Formative assessments encourage students to take ownership of their learning, leading to higher levels of participation and interest.

  • Development of Critical Thinking and Skills 

Through activities like peer reviews and self-assessments, students develop essential skills, including critical thinking, self-reflection, and the ability to receive and apply feedback constructively.

  • Support for a Growth Mindset 

Formative assessments emphasize growth and improvement over grades, helping to cultivate a growth mindset among students. This perspective encourages learners to view challenges as opportunities to learn and grow rather than as failures.

  • Improved Teacher-Student Relationships 

The continuous interaction and feedback loop foster closer relationships between teachers and students. This rapport builds a supportive classroom atmosphere where students feel valued and understood.

  • Data-Driven Instructional Decisions 

Insights from formative assessments give educators a clear view of student understanding, enabling precise, data-driven adjustments to teaching. This targeted approach ensures lessons meet students’ exact needs, optimizing learning outcomes.

  • Reduction of Test Anxiety 

Integrating formative assessments throughout the learning journey shifts the focus from high-stakes evaluation to ongoing improvement, significantly easing test-related stress. This frequent, low-pressure feedback mechanism familiarizes students with the assessment process, building their confidence and diminishing anxiety over time.

  • Preparation for Summative Assessments 

Regular formative assessments prepare students for summative assessments by ensuring they understand the material and can apply their knowledge effectively. This preparation can lead to better performance on final exams and standardized tests.

Watch: How DMS Boosted Student Scores

How to Create a Formative Assessment Quiz

If you’re using an intuitive quiz tool, such as ProProfs Quiz Maker, the process for creating a quiz is quite straightforward. Here’s how to create a formative assessment quiz in five quick and easy steps:

Step 1: Click “Create a Quiz” on your dashboard. 

summative and formative assessment in education

Step 2: Pick a ready-to-use quiz, create a quiz with AI , or build it from scratch.

summative and formative assessment in education

Step 3: Add/edit the quiz title, description & cover image.

summative and formative assessment in education

Step 4: Add/edit questions. 

summative and formative assessment in education

Employ a variety of question formats to explore diverse knowledge and skill areas, guaranteeing a thorough examination of the topic at hand. 

ProProfs provides an array of question styles, including multiple-choice, fill-in-the-blanks, drag & drop, hotspot, and audio/video responses, facilitating a detailed assessment of learners’ comprehension.

Watch: 15+ Question Types for Online Learning & Assessment

You can add new questions by:

  • importing them from 1,000,000+ ready-to-use questions  
  • using ProProfs AI to generate questions instantly 
  • creating them by yourself

You can add images, videos, audio clips, and docs to your quiz. 

summative and formative assessment in education

You can also automate the grading of your quizzes to save time and effort, which you can invest in providing individualized support to your learners.   

Watch: How to Automate Quiz Scoring & Grading

You also have the option to offer explanations for answers immediately after a question is answered in the quiz. This instant feedback not only supports the learning process but also enables students to recognize areas requiring improvement.

Step 5: Configure settings.

You can implement several security and anti-cheating measures , including:

  • Setting your quiz to be private and secured with a password
  • Randomizing the sequence of questions and/or answer choices
  • Developing a question pool and drawing a random selection of questions for each participant
  • Overseeing the quiz through screen sharing, webcam, and microphone monitoring
  • Preventing tab switching, printing, copying, downloading, and repeated attempts

Watch: How to Customize & Configure Your Quiz Settings

You can also change the quiz’s appearance by adjusting the background, colors, fonts, and button text. Plus, you can set the quiz to appear in the participant’s native language.

summative and formative assessment in education

That’s it. Your formative assessment quiz is ready.

Analyzing the Results

After administering a formative assessment, ProProfs Quiz Maker delivers in-depth analytics that paints a complete picture of every student’s learning progress and overall class performance. This data is essential for modifying instructional strategies to better align with students’ learning needs. 

Apply this insightful feedback to adjust your teaching plans, focusing on clarifying common misconceptions and bolstering areas where students show weaknesses.

Enhance Classroom Dynamics With Formative Assessments

In conclusion, formative assessments are the core of an adaptive and responsive teaching strategy. They offer a clear window into student progress and areas for growth. This approach aligns instruction closely with student needs, significantly enhancing learning outcomes. 

By incorporating tools like ProProfs Quiz Maker, educators can design engaging and insightful assessments that contribute to a tailored learning experience. 

Start elevating your teaching approach by trying out ProProfs Quiz Maker through a free trial or requesting a demonstration today.

Frequently Asked Questions  

What are formative and summative assessments?

Formative assessments are tools teachers use during the learning process to see how students are doing and to adjust their teaching methods. Summative assessments happen at the end of a learning period, like a final exam, to measure what students have learned overall.

Are quizzes summative or formative?

Quizzes can act as both formative and summative assessments. As formative assessments, quizzes are used throughout the learning process to guide both teaching and learning. As summative assessments, quizzes evaluate students’ final understanding at the end of a unit or semester.

Is a worksheet a formative assessment?

Worksheets can serve as formative assessments when used to monitor students’ understanding and inform future teaching strategies. They become practical tools for ongoing learning and adaptation in the classroom, emphasizing feedback over final grades.

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Michael Laithangbam

About the author

Michael laithangbam.

Michael Laithangbam is the senior writer & editor at ProProfs with 12 years of experience in enterprise software and eLearning. Michael's expertise encompasses online training, web-based learning, quizzes & assessments, LMS, and more. Michael’s work has been published in G2, Software Advice, Capterra, and eLearning Industry.

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  1. 21 Summative Assessment Examples (2024)

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  2. Formative and Summative Assessment

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  3. 75 Formative Assessment Examples (2024)

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  4. Blog #6

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  5. Use formative assessment to keep a check on student learning

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  6. Formative vs Summative Assessment in the Classroom: A Guide

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VIDEO

  1. Formative vs. Summative vs. Diagnostic Assessment

  2. Summative Assessment: Overview & Examples

  3. Formative Vs Summative Assessment

  4. Formative Assessments: Why, When & Top 5 Examples

  5. Formative and Summative Assessments

  6. Formative Assessment Examples

COMMENTS

  1. Formative vs Summative Assessment

    The goal of summative assessment is to evaluate student learning at the end of an instructional unit by comparing it against some standard or benchmark. Summative assessments are often high stakes, which means that they have a high point value. Examples of summative assessments include: a midterm exam. a final project. a paper. a senior recital.

  2. Formative and Summative Assessment

    Descriptions. Formative assessment (Image 1, left) refers to tools that identify misconceptions, struggles, and learning gaps along the way and assess how to close those gaps. It includes practical tools for helping to shape learning. It can even bolster students' ability to take ownership of their education when they understand that the goal is to improve learning and not apply final marks ...

  3. Formative and Summative Assessments

    In short, formative assessment occurs throughout a class or course, and seeks to improve student achievement of learning objectives through approaches that can support specific student needs (Theal and Franklin, 2010, p. 151). In contrast, summative assessments evaluate student learning, knowledge, proficiency, or success at the conclusion of ...

  4. Formative and Summative Assessment

    Summative Assessment. Summative assessment takes place after the learning has been completed and provides information and feedback that sums up the teaching and learning process. Typically, no more formal learning is taking place at this stage, other than incidental learning which might take place through the completion of projects and assignments.

  5. PDF Formative and Summative Assessment Handout

    Formative assessment refers to tools used throughout a class or course that identify misconceptions, struggles, and learning gaps, while assessing ways to close such gaps. Formative assessment can help students take ownership of their learning when they understand its goals to be about improving learning, not raising final marks (Trumbull and ...

  6. Explainer: what's the difference between formative and summative

    Formative and summative assessment have different purposes and both have an important role to play in a balanced assessment program. Formative assessments provide students with feedback and show ...

  7. Formative And Summative Assessment: The Differences Explained

    Formative assessment is the use of day-to-day assessments to gauge and explore students' understanding of a topic. It is best thought of as an assessment for learning. Formative assessments are what we carry out to help inform the learning 'in the moment'. Formative assessment is continuous, informal and should have a central and pivotal ...

  8. Summative Assessment

    Academy for Teaching and Learning. Moody Library, Suite 201. One Bear Place. Box 97189. Waco, TX 76798-7189. [email protected]. (254) 710-4064. In contrast to formative assessment, summative assessment evaluates a student's knowledge of material at a given point in time in relation to previously determined learning goals.

  9. Formative Assessment of Teaching

    The insight gained from this assessment can support revising your teaching strategies, leading to better outcomes in student learning and experiences. Formative assessment can be contrasted with summative assessment, which is usually part of an evaluative decision-making process.

  10. Summative and Formative Assessment

    In contrast, formative assessment is assessment of student learning that is designed to improve (rather than to evaluate) students' skills or their understanding of specific course concepts. Formative assessments are typically done in class, can be anonymous, and are usually much more focused on particular skills or information.

  11. Formative Assessment

    Academy for Teaching and Learning. Moody Library, Suite 201. One Bear Place. Box 97189. Waco, TX 76798-7189. [email protected]. (254) 710-4064. Assessment comes in two forms: formative and summative. Formative assessment occurs during the learning process, focuses on improvement (rather than evaluation) and is often informal and low-stakes.

  12. Formative vs. Summative Assessments: What's the Difference?

    Summative assessments are quizzes and tests that evaluate how much someone has learned throughout a course. In the classroom, that means formative assessments take place during a course, while summative assessments are the final evaluations at the course's end. That's the simple answer, but there's actually a lot more that makes formative and ...

  13. Formative and Summative Assessment

    Summative Assessments: Summative assessments (typically midterm or final exams) evaluate student learning at the end of an instructional unit by comparing it against some standard or benchmark. These assessments are formal and have a direct impact on student grades. The feedback to the student may be extremely limited.

  14. Use Both Formative and Summative Assessments

    There are 3 steps to using CATs as formative assessments: Administer the CAT to all students. Assess and analyze student answers. Provide students with feedback on their performance. Resource document: A list of formative assessments with descriptions you might consider using in your course. Formative assessments should support summative ...

  15. Teachers' Essential Guide to Formative Assessment

    A formative assessment is a teaching practice—a question, an activity, or an assignment—meant to gain information about student learning. ... (as opposed to summative assessments, which assess broader sets of knowledge or skills). Common examples of formative assessments include exit tickets, fist-to-five check-ins, teacher-led question-and ...

  16. An introduction to formative and summative assessment

    Formative assessment. Formative assessment takes place on a day-to-day basis during teaching and learning, allowing teachers and pupils to assess attainment and progress more frequently. It begins with diagnostic assessment, indicating what is already known and what gaps may exist in skills or knowledge. If a teacher and pupil understand what ...

  17. Formative and Summative Assessment in the Classroom

    We also list several resources that may be useful for teachers who wish to know more about using formative and summative assessments in their classrooms. Notes Dante D. Dixson is at the Department of Cognition and Development, University of California, Berkeley; Frank C. Worrell is at the Department of Cognition and Development, University of ...

  18. Full article: Implementing summative assessment with a formative

    Introduction. The type of assessment practices used in the classroom have a major impact on students' learning and academic achievement (e.g. Black and Wiliam Citation 1998).For example, summative assessments are used for grading purposes to enable comparisons between learners, and to ensure standards are met (Shute and Kim Citation 2014).On the other hand, formative assessments, also known ...

  19. PDF Formative and Summative Assessments in the Classroom

    When a comprehensive assessment program at the classroom level balances formative and summative student learning/achievement information, a clear picture emerges of where a student is relative to learning targets and standards. Students should be able to articulate this shared information about their own learning.

  20. Summative Assessment Definition

    Summative assessments are used to evaluate student learning, skill acquisition, and academic achievement at the conclusion of a defined instructional period—typically at the end of a project, unit, course, semester, program, or school year. Generally speaking, summative assessments are defined by three major criteria: The tests, assignments, or projects are used to determine whether students

  21. Summative and formative assessment: Perceptions and realities

    Abstract. Assessment is critically important to education both for accreditation and to support learning. Yet the literature dealing with formative and summative assessment definitions and terminology is not aligned. This article reports an empirical small-scale study of lecturers in Education at an English university.

  22. Summative and Formative Assessments: An Educational Polarity

    Summative and Formative Assessments: An Educational Polarity. Christina B. Connors View further author information. ... While both summative and formative assessments are necessary, finding the right balance can be challenging. ... summative assessment; Acknowledgment. The author thanks Angel Butts of The Word Angel LLC, Westbrook, Maine, for ...

  23. Formative vs. summative assessment: impacts on academic motivation

    Formative-summative assessment occurs in two primary forms: using a mock exam before the final or using the final exam before the retake. ... Formative summative assessment. Teaching of Psychology. 2005; 32 (3):164-166. doi: 10.1207/s15328023top3203_7. [Google Scholar] Woods, N. (2015). Formative assessment and self-regulated learning.

  24. The Five Major Features of Summative Assessments

    A comprehensive, effective assessment plan for students is one that engages them throughout the learning process by way of formative assessment and then gauges the success of those activities with a summative assessment. Both aspects are needed to better measure student learning and adjust teaching when necessary.

  25. What is Formative Assessment? Types, Examples & Strategies

    Formative assessment is a strategic approach used by educators to monitor students' learning progress and adjust teaching methods accordingly. It's characterized by its real-time application, providing immediate feedback that educators can use to adapt their instruction to meet learners' current needs. ... Unlike summative assessments ...

  26. A comparative mixed‐methods study of in‐service teachers' ethical

    Assessment, an essential facet of education, includes the assessment of learning and assessment for learning (Green & Johnson, 2010) corresponding to two well-known assessment formats: formative and summative assessments. Formative assessment, or assessment for learning, is used during the learning process while summative assessment occurs ...