Educational Specialist
Observational Data Form

School Psychologist

© Handbook on Educational Specialist Evaluation: Page 1 of 4
Assessing and Improving Performance

by James H. Stronge and Pamela D. Tucker, 2003, Eye On Education, Larchmont, NY

Specialist

Position

Worksite

Evaluator

School Year(s)

© Handbook on Educational Specialist Evaluation: Page 2 of 4
Assessing and Improving Performance

by James H. Stronge and Pamela D. Tucker, 2003, Eye On Education, Larchmont, NY

Directions: This form is to be used at the discretion of the evaluator for documenting ongoing performance. The completed form should be retained in the evaluator’s file and a copy distributed to the specialist. Please note: All performance standards may NOT be observed or documented during a single visit.

Program Management

M-1: The educational specialist manages time effectively and provides services in a timely manner.

• Demonstrates effective time management of administrative duties, program implementation, and direct consultation services with students, families, and staff

• Uses time to best advantage, manages scheduling effectively, and follows tasks to completion

• Prepares required reports and assessment results in a timely manner

• Maintains and adheres to daily/weekly/quarterly/yearly schedule of counseling services and programs

Comments

M-2: The educational specialist assists in planning, developing, implementing, and/or following up on interventions, programs, and/or services to students.

• Establishes, implements, and evaluates school-wide/district-wide psychology/counseling plan

• Oversees planning of counseling/psychological services, scheduling, and programs

• Knows and follows applicable local, state, and federal policies and regulations

• Keeps abreast of changes in policies, procedures, and regulations regarding counseling and psychology

• Demonstrates knowledge of and follows all IDEA laws and regulations

Comments

M-3: The educational specialist effectively manages resources (e.g., personnel, fiscal, and material).

• Ensures efficient and effective allocation and use of materials and resources

• Makes resources/materials readily available for students, families, and staff

• Assists in planning the annual budget; recommends facilities and materials needed

• Is familiar with current community resources/agencies

• Follows procedures for using assessment instruments and maintains test security

Comments

M-4: The educational specialist maintains accurate, complete, and timely records as required by law, district policy, and administrative directions.

• Organizes/uses an efficient data collection/record keeping system

• Maintains security of student records, assessment materials, and equipment in accordance with policies and regulations

• Documents counseling appointments, referrals, incidents, interventions, and results

Comments

Direct Services and Instruction

D-1: The educational specialist demonstrates current, accurate, and comprehensive knowledge consistent with the profession.

• Implements current psychology resources, research, approaches, and strategies

• Demonstrates knowledge of current, effective counseling and assessment strategies, competencies, and activities

• Determines correct procedure/action to follow when referrals are received

• Demonstrates an understanding of the role of the psychologist in meeting the developmental, preventive, and remedial needs of students

• Serves as resource for schools regarding concerns, problems, questions, and issues related to student mental health needs that affect educational performance

Comments

D-2: The educational specialist interprets policies, programs, and procedures related to the delivery of services.

• Uses appropriate procedures for group and individual counseling and/or treatment

• Adheres to school/district/state policies and procedures concerning functioning of the school psychology program

• Obtains parental permission regarding counseling and treatment

• Maintains confidentiality of student and student reports

• Prepares written reports in accordance with local, state, and federal guidelines

Comments

D-3: The educational specialist seeks, selects, and uses resources compatible with student/program needs.

• Provides developmentally appropriate strategies, assessments, and interventions for students

• Chooses resources and materials in accordance with student needs

• Uses/integrates technology in assessment/counseling services

• Provides a sufficient and helpful choice of counseling/psychology materials and resources for students, families, and staff members

Comments

D-4: The educational specialist uses a variety of strategies or approaches to meet the needs of students.

• Provides counsel for individual students through active listening, identifying problems, contributing suggestions for solutions, administering and evaluating assessment, and assisting student in devising a plan of action

• Offers counseling/therapy (e.g., personal, social, mental, developmental, educational), develops programs, and selects strategies for individuals and groups

• Provides crisis/prevention counseling services

• Recommends instructional accommodations for students

• Assists students, teachers, families, and other service providers to facilitate behavioral change

Comments

D-5: The educational specialist provides effective leadership of the program.

• Arranges/coordinates schoolwide/district-wide counseling services, programs, and interventions in accordance with student’s needs

• Maintains an organized, effective, and efficient counseling, assessment, and intervention program

• Provides training/support/assistance for fellow psychologists, families, faculty, staff, and administration

Comments

Assessment

A-1: The educational specialist assesses and documents attainment of program objective(s).

• Assesses counseling/psychology services and programs through observations, interviews, examinations, tests, and analysis of records in order to evaluate effectiveness

• Facilitates the use of a variety of assessment data for student program planning

• Conducts appropriate counseling/psychological assessment procedures, and analyzes and documents results

• Uses valid psychological and psycho-educational, formal and informal assessment methods for evaluating referred students

Comments

A-2: The educational specialist demonstrates proficiency in administering, scoring/evaluating, and interpreting data from instruments or records.

• Demonstrates knowledge of psychological assessment strategies and interventions

• Analyzes/interprets data and results efficiently and correctly

• Demonstrates knowledge of current, effective assessment measurements

• Administers assessment instruments correctly according to procedures

• Provides accurate feedback for students/families/staff on assessment results

• Aids in explaining and clarifying assessment results and determining appropriate solutions

Comments

A-3: The educational specialist uses assessment information for decision making.

• Implements and facilitates services to individuals or student groups in accordance with assessment data results and their cognitive, affective, and social development

• Uses assessment data to modify strategies/interventions/services/programs

• Uses assessment information to make counseling/psychological recommendations or decisions in the best interest of the students/school/district

• Uses assessment information to aid students and families in educational planning and decision making

• Considers the emotional, social, and academic needs of students regarding assessment results

• Interprets data for appropriate identification, placement, or referral for medical professional assessments/interventions

Comments

A-4: The educational specialist uses evaluation to improve the delivery of services.

• Uses a variety of methods/assessments to determine the effectiveness of services and programs provided

• Acquires feedback from administration, staff, students, and families on counseling/psychology services and programs

• Makes necessary revisions pertaining to the evaluation results

Comments

Collaboration

C-1: The educational specialist consults with students, families, and school staff to assist in meeting needs of students.

• Serves as a resource for families regarding counseling/psychological issues for students

• Considers/recommends parent requests for services, and pursues an advocacy role for student and family when appropriate

• Assists families/staff in finding available counseling/psychological resources

• Provides programs/workshops for parents/school personnel when appropriate

Comments

C-2: The educational specialist seeks input from school personnel concerning functioning of school programs.

• Collaborates with school staff and other service providers to reach educational/emotional/social/developmental decisions in the best interest of the student

• Serves on school-based committees and attends meetings/conferences when required/requested

• Provides assistance to teacher/teams in planning educational strategies for students

Comments

C-3: The educational specialist serves as a liaison between the school and relevant community services and/or agencies to facilitate services.

• Establishes/maintains collaborative relationships with other service providers to facilitate program/service integration

• Works with community agencies for effective use of their resources and facilities

• Promotes/participates in community activities/groups as a representative of the school

• Communicates with community counselors and psychologists regarding student/family counseling/interventions

Comments

C-4: The educational specialist uses effective communication techniques.

• Demonstrates positive interpersonal communication skills with students, families, personnel, and community

• Initiates communication with parents, school personnel, and community agencies when appropriate

• Responds promptly to student, family, and staff concerns

• Informs and involves students and parents in counseling/psychology program

• Uses effective written, verbal, and nonverbal communication skills

Comments

Professionalism

P-1: The educational specialist adheres to professional, legal, and ethical standards.

• Demonstrates good character/integrity, assumes responsibility for personal actions, and maintains a professional appearance

• Upholds professional standards of the psychology profession

• Maintains confidentiality in the delivery of counseling/psychological services to the school community in accordance with professional standards

• Represents the school/district favorably in the school/division/community

Comments

P-2: The educational specialist demonstrates professional growth through participating in a meaningful and continuous process of professional development.

• Participates in workshops, seminars, continuing education courses in professional counseling, psychology, and education as appropriate

• Maintains proper licensure and certification

• Uses self-evaluation to identify personal strengths and weaknesses

• Continues to pursue educational studies to explore and apply knowledge about new or improved techniques and strategies

• Trains others/shares professional perspectives and knowledge through publications/presentations

• Contributes to the professional development of others through sharing of expertise

Comments

P-3: The educational specialist fosters an organized and positive environment.

• Promotes quality of services and programs

• Ensures a clean, safe, organized, helpful, and appropriate environment for working with students

• Promotes practices that help students and families of all backgrounds feel welcomed and appreciated in the school community

• Enforces rules of conduct/standards of acceptable behavior

Comments

Additional Notes

© Handbook on Educational Specialist Evaluation: Page 2 of 4
Assessing and Improving Performance

by James H. Stronge and Pamela D. Tucker, 2003, Eye On Education, Larchmont, NY