The Evaluation Process (2020 Standards & Practices)
Dear all,
I have attached some guidance and resources supporting the evaluation process
for schools in the Australasian/South East Asian portfolio. My name is Steve
Wishart. I am the IB World Schools Manager and your first point of call for
questions, guidance or concerns. Please do feel free to contact me directly if
you’d like to discuss evaluation or any other matter pertaining to IB programme
implementation within your local context. My role is to support and serve as an
advocate for the portfolio. You can contact me directly by email –
steven.wishart@ibo.org or phone +61 0439935599. I am more than happy to
organise a Zoom meeting with you. Please share preferred dates early so that I
can fit meetings within my schedule. I generally have several Zoom meetings per
day. You may also contact me via Programme Communities or Heads Engage via
MyIB. Please make yourself aware of the various groups available for Australasian
educators on MyIB platforms. In Heads Engage, there are Regional, National and
State based groups set up for Principals. On Programme Communities, each
programme network is represented, along with IB Schools Australasia and
specialist groups. There are also groups set up to support schools in the evaluation process. Please make sure your staff connect
with Programme Communities and relevant groups. I also host a weekly Zoom meeting, each Monday morning at 10am
(Melbourne time) to discuss evaluation and other matters with stakeholders. The meeting is very informal, allowing educators
an opportunity to share progress, ask questions and raise any concerns with regard to evaluation or other matters. If you are
available, please do feel free to join in. The link is posted in Programme Communities. I have also posted the recurring link
below.
Topic: Steven Wishart's Zoom Meeting - Australasian Portfolio Meeting (Touch base Zoom).
Join Zoom Meeting
https://zoom.us/j/95716085345?pwd=Q1RaYVBnSnVTbjhRUGptRnJVQXlEQT09
Meeting ID: 957 1608 5345
Passcode: 598003
This resource includes information and materials to help schools in their process of investigation, action and reflection in
relation to the EVALUATION OF THE PROGRAM (S) through the following steps:
▪ Preparation for the evaluation
▪ Preparing for the preliminary review
▪ Carrying out the self-assessment
▪ Program development planning
▪ Preparation for the assessment visit (if applicable)
The Evaluation of IB Programmes
The evaluation of IB programs is based on the premise that IB programmes, when implemented with fidelity, achieve results that
ultimately lead to compliance with the IB mission statement. The main objective of the evaluation of IB programs is to help schools
continuously develop their capacity to implement IB programs, in order to have a greater effect on student outcomes through the
development of teaching practices and leadership.
The evaluation of the IB programme(s) engages the school in a process of reflection that leads to a deeper understanding of both
the aspects of the program that are being implemented effectively and the aspects that need further development. Such an
assessment helps the school - as a learning community - to develop its ability to work deliberately and strategically to develop the
IB programme(s) and enables the leadership team and teachers to better direct their efforts and resources. The evaluation of the
IB programme(s) represents an opportunity for schools to receive meaningful and context-appropriate feedback and support on
the development of the school's IB programs.
Dates and Calendar for the Evaluation Process
Schools are evaluated every five years after authorization. Usually the self - assessment process is carried out over 12 months,
however, schools can complete this process in less time, where appropriate in context. The IB communicates the dates of the
programme evaluation to schools between 15 and 18 months before the beginning of the evaluation year and the school sets
deadlines for the self-evaluation process and for completing the self-evaluation questionnaire and for scheduling the visit of
evaluation, if applicable. Schools have an opportunity to nominate via online form, preferred dates for preliminary review, self-
evaluation questionnaire and evaluation visit. Generally, the delivery date for the self-evaluation questionnaire, determines the
deadlines for sending documentation for preliminary review and the evaluation visit (if applicable).
The following information is a sample. This is sent by the School Delivery team to support schools in planning for dates:
The Guide to programme evaluation (for use from September 2020) has been designed to support the school’s readiness and
offers more flexibility on each programme’s submission deadlines. Schools undertaking the 2020 programme evaluation process
must submit their preliminary review documentation (programme-specific documents and school information) prior to the self-
study questionnaire submission deadline. The list of required documents for preliminary review submission can be found in
Appendix 1: Documentation for preliminary review located in the Guide to programme evaluation (for use from September
2020). The chart below can help you select your self-study submission deadline within your evaluation academic year having in
mind your school breaks. This date will inform your school’s preliminary review documentation submission deadline and
evaluation visit windows.
Evaluation visit window (CHOOSE 3 DATES WITH
Preliminary review document submission Self-study questionnaire*
3 DIFFERENT MONTHS – LOOK HORIZONTAL FOR
deadline submission deadline
SSQ SUBMISSION DEADLINE
15 Oct 2021 1 Jan 2022 15 Feb 2022 - 15 May 2022
15 Nov 2021 1 Feb 2022 15 Mar 2022 - 15 Jun 2022
15 Dec 2021 1 Mar 2022 15 Apr 2022 - 15 Jul 2022
15 Jan 2022 1 Apr 2022 15 May 2022 - 15 Aug 2022
15 Feb 2022 1 May 2022 15 Jun 2022 - 15 Sep 2022
15 Mar 2022 1 Jun 2022 15 Jul 2022 - 15 Oct 2022
15 Apr 2022 1 Jul 2022 15 Aug 2022 - 15 Nov 2022
15 May 2022 1 Aug 2022 15 Sep 2022 - 15 Dec 2022
15 Jun 2022 1 Sep 2022 15 Oct 2022 - 15 Jan 2023
15 Jul 2022 1 Oct 2022 15 Nov 2022 - 15 Feb 2023
15 Aug 2022 1 Nov 2022 15 Dec 2022 - 15 Mar 2023
15 Sep 2022 1 Dec 2022 15 Jan 2023 - 15 Apr 2023
* The self-study questionnaire includes Part 1: self-assessment and Part 2: the programme development plan. We kindly ask
you to indicate your selected self-study questionnaire deadline and three tentative visit dates within the aligned evaluation
visit window, using this online form.
Please note the following:
1. The self-study questionnaire deadline (1st of any month), must fall within the school’s programme evaluation academic
year.
2. The length of the evaluation visit will depend on the number of programmes, size of school and whether the visit is
remote or onsite. The school should reference their academic calendar and be reminded the visit dates should not overlap
with other major school events, such as mandated testing.
The IB aims to confirm the evaluation visit dates as soon as possible. Official confirmation of the dates will be sent to your school
3 weeks to 3 months, prior to the evaluation visit. The confirmation timeline depends on a variety of factors that can impact the
logistics of the visit, such as visa requirements for the members of the visiting team.
Programme evaluation:
Programme evaluation is a service the IB provides to all schools every five years. Programme evaluation is one aspect of the
continuous cycle of inquiry, action and reflection schools engage in to develop their programmes. Please review the Guide to
programme evaluation (for use from September 2020), Self-study questionnaire (for use during programme evaluation from
September 2020), preliminary review templates and 2020 Programme evaluation frequently asked questions (FAQs) for
important information about the process. The guide and other programme evaluation resources can be found in the ‘view all
resources’ via the Programme Resource Centre and is accessible via your MyIB access.
Programme evaluation submission
The completion of the programme evaluation process may take up to 12 months. Your school will submit the preliminary review
documentation, and the self-study questionnaire, which includes the self-assessment and programme development plan, via the
online IB Concierge platform. IB Concierge is being updated to reflect the 2020 programme evaluation process and schools will
be granted access once the system updates have been completed. In the interim, please compile your documentation offline. It
may be helpful to organize the files in a local folder on your computer to ensure the files will be ready for upload when you
receive IB Concierge access.
Multiple programme schools
If your school is authorized to teach more than one IB programme and would like to schedule the evaluation visits for all
programmes on the same dates, please indicate this on the online form as your preference. The evaluation visit for schools
offering only the CP and DP are always scheduled together.
Synchronized visits
Please write to School Delivery at schooldelivery@ibo.org to request a synchronised evaluation visit with one of our partner
accreditation agencies, CIS, WASC or NEASC.
Questions
If you have programme-specific or general programme evaluation questions, please contact your IBWS manager copied in this
email. If you have questions about scheduling the visit or planning logistics, please contact schooldelivery@ibo.org.
Starting the Programme Evaluation Process
To begin the program evaluation process, the school must ensure that all stakeholders know and develop a common
understanding of the new Framework of Standards for the implementation of specific programs and applications (2020). The IB
has developed a set of introductory materials that can be used to develop an understanding of the Standards and specific
applications. These materials allow to support schools in the transition to the 2020 version of the Standards for the
implementation of specific programs and applications. They contain an overview of the specific standards and applications, and
information on how to implement them in your school and use them in planning program development.
https://ibo.org/professional-development/free-learning/free-online-pd-resources/
https://ibo.org/professional-development/free-learning/cross-programme-pd-resources/
https://ibo.org/professional-development/free-learning/what-is-an-ib-education-workshops/
https://www.ibo.org/es/digital-toolkit/videos/
https://www.ibo.org/es/digital-toolkit/brochures-flyers-and-posters/
Please reference the following frequently asked questions document prior to commencing the evaluation process to support your
understanding.
https://resources.ibo.org/data/g_0_iboxx_faq_2004_2_e.pdf
Please access the resources on the Programme Resource Centre to further assist with your evaluation planning. An initial step
may be for stakeholders to examine and highlight the resources available.
1. Go to MyIB
2. Click the Programme Resource Centre tile
3. Scroll down the page to the “Implementation” section
4. Search the resources under the 2020 standards and practices section
The IB Evaluation Process is divided into four components.
1. The Preliminary Review
2. The Self – Assessment Process
3. The Visit (PYP, MYP and some DP schools) or Reading for DP schools
4. The Report of Evaluation
It is vital that schools with a scheduled 2022, 23 or 24 evaluation visit, examine and implement the Development Plan Process.
https://pds.ibo.org/guidance-for-programme-development-planning-for-evaluation/#/ Please refer to the link provided for free
Nano PD supporting the Development Plan process.
Further information supporting IB philosophy and current context may be found via the IB Voices Podcast.
https://open.spotify.com/show/6xLZa14jRad9K5KV5JtsxC These may provide insights into discussions that may support
Programme Development Planning.
I hope these links and resources are of some support. I will continue to develop materials to share which support schools in
the evaluation process.
