Assessment form template

About this assessment form

An assessment form records whether someone meets a standard: a new hire’s skills after training, an apprentice’s competencies, a volunteer’s readiness, or a client’s needs at the start of a service. Each item is marked on a level scale, with notes on the evidence.

This template has an assessment table where you list the skills or criteria, a competency rating, observations, an overall outcome and an action plan with a review date.

What’s on the assessment form

The template has 4 sections and 12 questions. Every one can be renamed, moved or deleted.

• Assessment details: Name of person assessed; Assessor; Date; Role, course or unit; Assessment method (tick all that apply: Observation, Practical test, Written test, Interview, Portfolio)
• Skills and criteria: Criteria table (Skill or criterion, Level (1–4), Evidence and notes)
• Result: Overall outcome (choose one: Competent, Not yet competent, Further assessment needed); Strengths; Action plan; Review date
• Signatures: Assessor signature with date; Person assessed signature with date

Tips

• Write criteria as observable actions: “Sets up the machine safely” rather than “Understands safety”.
• Record evidence (observed, tested, discussed) for each item.
• Agree the action plan with the person assessed and set a review date.

Four ways to save it

A fillable PDF has typing boxes, tick boxes and choices built in. A printable PDF gives clean boxes and writing lines for pen and paper. The Word file can be edited further, and the HTML code adds the same questions to a website. Browse more form templates, or design a completely different layout in the custom form builder.