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How to use this process map

• Follow the steps in order, but collect records, input, observations, and assessment data concurrently when appropriate.

• Anything with a document icon opens a related district resource:

  Another Page

• Underlined text links to an external resource.

• Click a toggle to open templates, prompts, and additional guidance.

• For every step, identify the owner, SIRAS action, required output, and due date. </aside>

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Four guardrails for the entire process

1. Confirm consent, scope, and access before formal testing.
2. Use multiple sources (not one score) to understand the student.
3. The parent and qualified professionals make the eligibility decision as a team.
4. Finalization includes implementation and the launch of progress monitoring, not just uploading documents. </aside>

Phase 1: Plan the evaluation

1. Receive referral + launch timeline

• Review the referral and initial documentation.
• Identify whether this is an initial evaluation, reevaluation/triennial, or other assessment process.
• Assign a case lead and participating assessors.
• Document the referral and consent dates and enter the district-calculated due date.
• Create a working assessment schedule.

Track: Owner · SIRAS action · Assessment timeline · Due date

Assessment Timeline Template

• AI timeline planning prompt

2. Confirm consent, scope + access

• Verify that the signed assessment plan has been received before formal testing begins.
• Confirm all suspected areas and the evaluation questions each assessor will address.
• Confirm assigned assessors, responsibilities, and the working timeline.
• Plan for language, communication, sensory, motor, behavioral, and response-access needs.
• Identify permitted accommodations and how testing deviations will be documented.

Track: Owner · SIRAS consent/timeline status · Confirmed assessment scope · Testing access plan

3. Frame evaluation questions + review existing data