Assessment Templates

Simplify the assessment process with downloadable templates

Whether you’re a teacher assessing student performance or a manager conducting interviews, an assessment is a great way to gather information and evaluate progress.

Simply put, assessments are evaluations. They play a valuable role in improving outcomes, but creating one from scratch is overwhelming. By understanding the different ways to evaluate and choosing a template, you can easily create a customized assessment form.

Assessment types vary in the information they gather and the format used to gather information. Some use an open-ended question format while others have checklists seeking specific information.


With a performance assessment, the administrator of the form is observing the task as it is undertaken. On the other hand, some assessments are self-administered. Whatever form it takes, the purpose is to gather the relevant information and improve overall outcomes.

With the following assessment templates in Microsoft Word and Excel format, you can quickly create the perfect form, tailored to finding the information you seek.

Needs assessment templates

A needs assessment is used to determine “what is” versus “what should be.” The “need” is the gap or discrepancy between the two. Data is gathered and criteria are set to implement actions that will improve services, organizational operation, or a combination.

Needs assessments are often used by service providers and are also used by communities, the educational system, and corporations to address system issues.




Risk assessment templates

According to ready.gov, a risk assessment identifies potential hazards and analyzes what could happen if a hazard occurs. They aren’t just for the government and natural disasters though.

For example, there are many benefits of a risk assessment in the workplace, such as optimal productivity, happier employees, more qualified employees, financial savings, and positive image.

The Health and Safety Executive shares detailed information on how to perform a risk evaluation here.


Skill assessment templates

According to the BMJ (British Medical Journal), skills-based assessments are designed to measure knowledge, skills, and judgment for competency in a specific area. In this example, the BMJ is referring to evaluating the skills of physicians.

However, skills-based evaluations have a wide range of applications. They are frequently used in education to assess basic skills like math and reading. In the workplace, they might rate technology, sales, or customer-service skills.





Educational assessment templates

Assessment is a main component of the educational system, used to improve the teaching-learning process. A well-known example is the standardized test, which not only evaluates individual student learning but also progress within the school district, the state, or even the country.

There are different types of student assessment beyond the standardized test, which is a summative assessment measuring progress after a large period of learning.

These other types of evaluation in education include:

  • Formative assessment: an in-process evaluation of student learning with the purpose of course correction
  • Authentic assessment: a performance-based evaluation such as a speech, writing project, or science experiment



Workplace assessments templates

A good assessment strategy in the workplace helps employers make the right hiring decisions and evaluate employee skills to identify strengths and weaknesses.

The U.S. Department of Labor has a guide, Testing and Assessment: An Employer’s Guide to Good Practices, which outlines a plan that managers and human resource professionals can use to make valuation decisions in the workplace.

In addition, career and personality tests can help job seekers find the right fit in a job.









Health assessments templates

Since we’ve all been through one at our doctor’s office, the health assessment is quite familiar to most people. This type can be very general or highly specific, such as with a neurological health assessment or a mental health assessment.

It can also be physical. For example, it can evaluate if a candidate is able to meet the minimum requirements to work under demanding conditions, such as in the military or in law enforcement. Another example of someone who might use a physical assessment form is a personal trainer who needs to monitor a client’s current condition and progress.