Formative Assessment: How to Conduct Formative Assessment

by | Jun 19, 2026 | Blog

Most teachers would agree that knowing whether students actually understand the lesson before the final test changes everything. That’s the whole point of formative assessment. It’s not about grades. It’s about catching gaps while there’s still time to act on them. Think of it less like a report card and more like a check-in. 

This blog explores everything you need to know about what a formative assessment is: its types, importance, challenges, steps to conduct it, and the tools used. 

What is Formative Assessment?

A formative assessment is any process used during learning to monitor student progress and adjust teaching accordingly. It could be a quick question, a short quiz, or even just watching how students work through a problem. The goal isn’t to assign a grade. It’s to figure out what’s working and what isn’t, in real time.

5 Types of Formative Assessments

There’s no single way to do this. The types of formative assessments vary quite a bit depending on what you’re teaching, who you’re teaching, and, honestly, what you have time for.

Observations

Wandering around the classroom while students work might not look like an assessment, but it is. You’re looking for confusion, noticing body language, catching the student who’s three steps behind without even saying anything.

Questioning

Not just “does everyone understand?” Good questioning means asking individuals to explain their reasoning, asking follow-ups, and waiting for real answers.

Exit Tickets

A short prompt at the end of class can go a long way, even just one question, one reflection, one thing they’re still unsure about. It takes only five minutes but tells you a lot.

Quizzes and Short Tests

They are low-stakes, frequent, and focused. They aren’t there to stress students out; in fact, they are there to show you what hasn’t landed yet.

Peer and Self-Assessment

Students evaluating their own or a classmate’s work. It sounds simple, but it builds awareness. And self-awareness, as anyone familiar with a DISC Personality Assessment Test would tell you, is not always as automatic as we’d hope.

The Importance of Formative Assessment

Why does this matter so much? A few reasons, and they’re all worth understanding.

Encourages Active Learning

When students know they’ll be asked to reflect or respond, they stay more engaged. It shifts the dynamic from passive reception to actual participation.

Informs Instruction

This is the part teachers sometimes underestimate. Formative assessment doesn’t just show you what students know; it tells you whether your teaching is working. That’s useful, even if it’s occasionally uncomfortable.

Identifies Areas for Improvement

The earlier the better. Ideally, before the exam, before it’s too late to adjust the course. That’s the whole point.

Boosts Self-Efficacy

When students get consistent, honest feedback, they start to understand what they’re capable of, and they stop guessing. It is important to remember that confidence grows from clarity.

Improves Performance

There’s a lot of research behind this. Ongoing feedback, built into the learning process, leads to better outcomes. Not just marginally better. Meaningfully better.

Challenges of Formative Assessment

It’s not all smooth. There are real obstacles, and pretending otherwise wouldn’t be honest.

Time-Consuming and Resource-Intensive

Designing good formative checks, reviewing the results, and adjusting lessons. It takes time that many educators simply don’t have. This is probably the biggest barrier.

Difficulty in Interpreting Data

Collecting responses is one thing. Knowing what to do with them is another. Not every teacher has training in data analysis, and that gap shows.

Limited Resources and Tools

Some schools have access to sophisticated platforms. Others are working with paper and a printer that jams every third page. The playing field isn’t level, and it affects what’s possible.

Consistency and Standardization

When every teacher approaches formative assessment differently, comparing results across classrooms becomes difficult. That inconsistency can undermine the whole process at a school-wide level.

Steps to Conduct Formative Assessment

Here’s a practical breakdown. Not a rigid formula but more of a framework you can adapt.

Set Clear Learning Objectives

Before you assess anything, know what you’re assessing for. Vague objectives lead to vague feedback. Be specific about what understanding looks like.

Plan Your Assessment

Don’t improvise; instead, decide in advance what you’ll observe, ask, or collect, and when. Planning makes it easier to stay consistent.

Choose Appropriate Methods

Match the method to a specific moment. A discussion works better for some concepts. And a quick written response works better for others. Context matters here.

Collect Evidence of Learning

This is the actual doing of it: asking the question, circulating the room, gathering exit tickets. Try not to skip this step in the rush of a busy class.

Analyze and Interpret Data

Look at what came back. What patterns do you see? Where are multiple students struggling with the same thing? That’s usually the most useful signal.

Provide Feedback and Adjust Instruction

This is where it all comes together. Feedback that’s specific and timely. Instruction that shifts based on what you’ve learned. This is what separates formative assessment from just collecting data and doing nothing with it.

Innovative Tools for Formative Assessment

Technology has opened up many options here, and some are more useful than others.

Digital and Interactive Tools

Platforms like Google Forms, Kahoot, and Mentimeter let you gather responses quickly and see results in real time. Using an online formative assessment platform means less paper, faster turnaround, and often higher student engagement. 

A good formative assessment tool can also track trends over time, which is harder to do manually.

Discussion Tools

Padlet, Flipgrid, and similar platforms let students respond asynchronously. Useful when you want more thoughtful, considered answers, not just whatever comes to mind in the moment.

Collaborative Tools

Shared documents, collaborative whiteboards, and group annotation tools. These let you see how students think together, not just individually, which is a different and valuable kind of data.

Interactive Whiteboards and Annotation Tools

Particularly useful in live sessions, this feature lets students respond visually, annotate texts, or solve problems in real time while the teacher observes.

For those interested in tools that extend beyond academic assessment into workplace and personal development, DISC Plus Assessments and the broader framework offer structured approaches to understanding behavior, learning styles, and team dynamics. These can complement educational assessment strategies, especially in professional learning environments. 

Formative Assessment vs Summative Assessment

This comparison comes up a lot, and it’s worth being clear about. Formative assessment vs summative assessment isn’t really a debate about which is better, because they serve different purposes.

Summative assessment happens at the end. A final exam, a term paper, a standardized test. It measures what was learned over time and usually results in a grade. For example, a DISC Assessment that companies typically use to identify employees’ behavioral traits. 

Formative assessment happens throughout. It’s iterative, low-stakes, and focused on learning in progress. The distinction matters because using summative logic to design formative checks, making everything high-stakes, evaluative, grade-bearing, defeats the purpose. Students stop taking risks. They stop being honest about what they don’t understand.

Both have a place. But they’re not interchangeable.

Conclusion

Formative assessment works because it treats learning as a process rather than a product. It requires ongoing attention, honest feedback, and a willingness to adjust when something isn’t working. That’s harder than it sounds. But the payoff is students who understand more, teachers who teach more effectively, and it is worth it.

The best approach isn’t one-size-fits-all. It’s thoughtful, responsive, and built around the specific needs of the people in the room. Or the screen, increasingly. 

And with the right online formative assessment strategies in place, the distance doesn’t have to get in the way.

Ready to take the assessment further? 

DISC Plus helps educators, coaches, and organizations understand how people think, communicate, and grow. Whether you’re building stronger classrooms or more effective teams, our tools give you the insight to act, not just observe. Explore our full range of assessments at discplusprofiles.com and start making feedback work for you.

FAQs

What are some examples of formative assessments? 

Exit tickets, classroom observations, short quizzes, peer review activities, think-pair-share discussions, and digital polls are all common examples.

How often should formative assessment be conducted?

Ideally, it’s woven into every lesson in some form, even informally. More structured checks might happen weekly or after each major concept.

How do I decide which formative assessment method to use? 

Consider your learning objective, the size of your group, and the time available. Some methods work better for conceptual understanding; others suit skill practice.

How can I use formative assessment for differentiated instruction? 

Use the data you collect to group students by need, adjust task difficulty, or provide targeted feedback to students who are ahead or behind.

In what ways does formative assessment support effective teaching and learning? 

It creates a feedback loop between teacher and student. Teaching becomes more responsive, and learning becomes more intentional and less guesswork on both sides.

Can formative assessment improve student engagement? 

Yes. When students see that their responses actually influence what happens next in class, they tend to take it more seriously. It makes the learning feel less one-directional.

Why is feedback important in formative assessment? 

Without feedback, assessment is just data collection. Feedback is what turns observation into growth. It tells students what to keep doing and what to change, specifically enough to act on.

About Author

Jim Caudell

Jim Caudell

Co‑Founder, CMO, CIC Consultant, DISC+Plus Assessment Specialist

Jim leads brand strategy, market education, and customer success. He helps HR and L&D teams implement assessment‑driven programs that improve hiring accuracy and team performance. As a CIC Consultant and assessment specialist, he focuses on practical adoption, clear communications, and measurable business outcomes.

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