1. Referral Assign Formulate
Plan for
Collaboration:
Intake Lead/Co-lead action plan and • joint file review,
responsibilities timeline joint teacher conference,
Meeting joint observation etc.
Utilize file
File Review review
template
Consultation School Team
Consult
Family Consult
• Confirmation of Informed
and Data • Interviews (refer to
interview guidelines)
Consent
• Interviews (refer to
interview guidelines)
Collection • Checklists/Rating Scales
• Checklists/Rating Scales
Informal Student Portfolio
Cross-environment Reading
Response to
& Work Sample inventory/writing
Assessment Review
Observation sample/skills check
instruction
Go directly to formal assessment under one or more of the
Provide following conditions:
Strategies, program Model, train, consult
School-based ming, materials /support school staff
Intervention Strong evidence of interventions with supporting data
Assessments are required for interagency or
interdisciplinary collaboration/diagnosis/
Monitor Utilize Data to
Continue or adjust
intervention plan
support
determine progress
response based on data Support required for transition (i.e. to high school,
post-secondary, community
Share Report
Provide targeted Implement/
Formal Consult Formal
Assessment Test
Generate Report
using common
interventions, recom • School Team
• Home
support
mendations, resourc programming &
Assessment Bank format
e lists
• Pertinent Agencies
intervention
Monitor Follow Up, Adapt, &
Revise programming
Consult PSP
team, lateral referral
Consult/refer to
outside agency
Response as necessary if necessary