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Formative assessment refers to assessment practices that are designed to offer teachers and students feedback about student understanding as a means for measuring learning, providing guidance for further learning, and shaping instruction. It is a systematic approach that is implemented at the classroom level during the course of an instructional unit so as to inform the teacher’s instructional decisions while also providing the learners with feedback about their learning. Formative assessment is generally considered the assessment done during the course of learning, whereas summative assessment is generally the measurement of the skills and knowledge developed once the instruction is complete. Further, formative assessment explicitly shapes subsequent instruction, while summative assessment provides a summary of learning. In educational technology, formative assessment is important because it is a strong mechanism for providing the feedback a teacher needs to understand the degree to which instruction has been successful and the next steps that must be taken to reach the goals of the instruction. In its most powerful implementations, formative assessment is tied to the design of the instructional unit itself as well as the design and underlying assumptions of the learning environment in which that instruction is carried out. In other words, formative assessment is fundamentally an instructional design decision that leads to other instructional design decisions. This entry explores the goals of formative assessment, describes the culture into which formative assessment should be situated, discusses approaches to formative assessment and the kinds of feedback to which it can lead, briefly discusses some best practices related to it, and introduces some of the common barriers to its implementation.

Goals of Formative Assessment

Formative assessment is a feedback process intended to support teachers and students in understanding the progress that students have made and identifying areas for further support as students work toward the goals of an instructional unit. Thus, the degree to which this approach is formative depends on the teacher’s use of the information. That is, formative assessment is not a measurement format as much as it is way of interacting with the findings from any measurement undertaken during the course of a unit of instruction. Feedback is considered to be a powerful aspect of instructional design, though there is not much research on it.

One might undertake formative assessment for any of three main purposes. First, a teacher may want to identify students’ strengths or weaknesses, understand gaps in learning, or look for underlying misconceptions. Identifying such shortcomings or weaknesses is a common element of any assessment approach. To be formative, the approach must be undertaken during the process of the learning (e.g., during a unit of instruction, not at the end) and must be used to guide subsequent instruction rather than serve as a final measure of knowledge development. A second goal for conducting formative assessment is to assist in the planning of instruction. By conducting such assessments, teachers can more readily customize instruction to meet the needs of their students, to address specific points of confusion, or to revisit concepts and skills that need additional elaboration. A third goal of formative assessment is to aid students in their own learning. That is, formative assessment provides a scaffold for students to take additional ownership over their education by helping them see those concepts and skills that they have not yet mastered or that they have not yet explored. By supporting learners in seeing discrepancies between the goals of the instruction and their current understandings, teachers can help their students take more ownership of the learning process. Thus, formative assessment is seen as relevant for all ages of learners, not just K–12 students.

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