Let’s Discuss Your Assessment Strategy (Part 2: What Are the Elements of an Assessment Strategy?)
by Steven B. Just

First: Do you need an assessment strategy? From a corporate perspective, informal testing (i.e. quizzes, diagnostic tests, some formative evaluations) can be done outside the context of a broader assessment strategy. Of course, from a psychometric perspective the results may be all but meaningless if the tests are not created in a valid manner (garbage in, garbage out), but if the tests are without consequence it is not required that you have an assessment strategy in place. However, if you are doing testing with consequences (i.e. high stakes testing) – and that is increasingly the case in most corporations – it is important to have a documented process in place.

So, what goes into an assessment strategy? Here are the elements you must consider:

  • Governance and administration
  • Legal issues
  • Define terms
  • Job competency analysis
  • Make expectations explicit and public
  • Determine methods of testing
  • Establish assessment frequency
  • Assessment security
  • Create fair, valid and reliable assessments
  • Determine cut (passing) scores
  • Remediation and consequences
  • Recertification
  • Program evaluation/Item analysis

All of the above must be included in a written document that is shared among training, corporate and HR management.

Let’s look at each of the elements in turn.

Governance and Administration
Governance covers the rules and regulations under which your assessment policy will be implemented. The three key elements of Governance are people, structure and process:

  • Who creates the policy?
  • What are their roles?
  • What is the governing structure of the group of individuals with responsibility for the policy?
  • How often does this body meet?
  • Who sits on it?
  • Who chairs it?
  • How are decisions made?
  • How is the policy updated?

Assuming you are in the Training Department you will want to include representatives of those affected by your policy even if only in an ex officio capacity (e.g. VP Sales and Marketing, VP HR), and of course it is important to have input from your corporate legal department.

(Next Time: Legal Issues)

Print Article