The document outlines the steps in a consultation and assessment process: 1. An intake meeting is held where responsibilities are assigned and an action plan and timeline are formulated. 2. Data is collected through file reviews, interviews, checklists, and informal assessments like observations and portfolio reviews. 3. Based on the data, strategies and interventions are provided, and the student's response is monitored. Formal assessment may be conducted if needed. 4. A report is generated and used to provide targeted interventions, recommendations, and resource lists to the school team and family. Programming and interventions are then implemented and supported.

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