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Operations case study · 2026

Summer Assessment Program

Scheduled and ran testing for 147 students across four home languages, then wrote the placement report used to set next year's cohorts.

Context

Making Waves Academy, Summer 2026

Tools

Google Sheets, email, phone and text outreach

My role

Scheduling, family outreach, proctoring, data tracking and the final report

In June 2026, our school had about three weeks to give every incoming student an English and a Math diagnostic before August scheduling. That meant roughly 147 incoming 5th graders and new 6th to 8th graders, most of whom had never been on campus. Their results would decide which class each student joined and who needed extra support from the first day.

I was one of three teacher aides running the program. My part was reaching families, scheduling testing, proctoring, keeping the data straight, and writing the final report. This is how it came together.

Getting ready

Six teams shared the work. The division director made final placement decisions, and the program coordinator planned the assessments. IT set up student logins and Chromebooks, operations handled rooms and arrival, and food services planned breakfast and lunch. My team of teacher aides connected all of it to the families.

We used the week of June 29 to set up three testing classrooms, train with IT, check the roster and send the first notices home. Testing was split into two weeks by last name: A to L the week of July 6, and M to Z the week of July 13.

Reaching every family

The first problem was simply getting families to confirm. Almost half preferred a language other than English: 79 households preferred English and 68 preferred Spanish, Arabic or Portuguese. I sent notices in each family's language, and families of students with IEPs or 504 plans got a separate notice explaining the accommodations available.

To keep track, I built one roster with a row for every family: their week, language, confirmed date, whether the confirmation went out, and notes from each call. A status column flagged anyone still unconfirmed, so each day started with a clear list of who to call next.

Families who confirmed a testing date131 of 147 · 89%
By the end, 131 families had confirmed. I followed up with the rest by phone, email and text. Nine told us neither week worked.
How I tracked it: the scheduling roster (sample data)
FamilyWeekLanguageConfirmedEmail sentStatus
F-001Week 3EnglishJul 20YesConfirmed
F-002Week 2SpanishJul 14YesConfirmed
F-003Week 1EnglishJul 9YesConfirmed
F-004Week 3EnglishJul 20YesConfirmed
F-005Week 1English—YesFollow up
F-006Week 1English—NoFollow up

Rebuilt with fictional families. COUNTIFS formulas totaled confirmations by week and language, and INDEX and MATCH pulled every unconfirmed family into a follow-up list.

Testing weeks

Each day ran from 8:00 breakfast through three testing blocks and lunch to a 3:00 pickup. Students picked up their school Chromebooks, got an introduction to campus, and left the program as soon as both diagnostics were done. Many finished early.

Each week had its own tracker. Students were pulled in from the roster and split into three equal groups, one for each classroom. As each diagnostic finished, I logged the score and placement level and took attendance. When a test was rushed or interrupted, we reset it and had the student retake it, so every score we kept was valid.

Week 1 · completed both diagnostics59 of 70 · 84%
Week 2 · completed both diagnostics69 of 74 · 93%
We invited Week 1 absences back for Week 2. Students who missed both weeks were set to test in August.
How I tracked it: the diagnostic tracker (sample data)
StudentGradeGroupEnglish diagnosticMath diagnostic
ScorePlacementvs. gradeScorePlacementvs. grade
S-0018Group A667Grade 8On/above grade582Grade 62 grades below
S-0025Group A566Grade 5On/above grade432Grade 23+ grades below
S-0038Group A622Grade 71 grade belowAbsent
S-0065Group A504Grade 32 grades below537Grade 5On/above grade
S-0095Group A536Grade 41 grade below564Grade 5On/above grade
S-0115Group A505Grade 32 grades below569Grade 5On/above grade

Rebuilt with fictional students. A formula compared each placement with the student's grade and color coded the gap, and a summary tab tracked completion as results came in.

What the results showed

By July 17, 125 of 146 students had finished both diagnostics. The results told a clear story: in both subjects, the largest group placed one grade level below, and only about a third placed at or above grade level. Math had more students three or more grades behind, which mattered for planning fall support.

Placement level, share of students tested
English (126)Math (125)
Mid or above grade level
24% (31)
11% (14)
Early on grade level
15% (19)
22% (28)
1 grade level below
36% (46)
38% (48)
2 grade levels below
9% (12)
12% (15)
3+ grade levels below
14% (18)
16% (20)

Among incoming 5th graders, 28 were flagged for extra math support and 20 for extra reading support. Instead of waiting for fall, staff used the testing weeks as a first chance to start closing those gaps.

Turning results into classes

The last step was splitting the 113 incoming 5th graders into four classes. The goal was that no class would be stronger or weaker than another, and that each would have a similar mix of girls and boys, students with IEPs and 504 plans, Black, Hispanic, White and Asian students, and English learners and English speakers.

I built a tracker that showed all four classes side by side and recalculated the moment a student moved. We could see right away when one class drifted out of balance and fix it before anything was final.

Measure5A5B5C5DSpreadIf split randomly
Students2828282800
Avg reading score4994994994990.217.1
Avg math score5035035045041.228.1
Girls1414151513
Boys1414131313
IEP343314
504222202
Black666607
Hispanic/Latino13131313011
White334415
Asian665517
English learners878811
English speakers2021202011
Sample data with 112 fictional students. Spread is the highest class minus the lowest. Split at random, the same students' average scores differed by up to 28 points and some groups by up to 7 students. Balanced, every measure is within 1 student.

How it ended

On July 17 I wrote the program summary report. It gave leadership completion numbers, placement results and suggested groupings, which they used to finalize the 2026–27 classes and plan fall intervention groups. The 20 students who missed both weeks were set to test when school started in August.

Some of the best results were not in the data. Students got a low-stakes first look at their new school, several early finishers asked to keep coming, and older students stepped in to help the new ones.

In short125 of 146

students tested and placed before the school year, in four balanced classes, with support needs identified from day one.

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