Finishing a psychoeducational assessment can leave you holding a long, technical report and no clear sense of what to do with it. This free assessment summary worksheet gives you one clean page to organize what the report actually says, whether you are a parent reading your child’s report or an adult reading your own, and to turn it into a short, doable plan.
It was written by a clinician with direct assessment expertise, and it follows one simple rule: you record and organize what the report and your evaluator already told you, then plan your next steps. You are not asked to score, judge, or diagnose anything yourself.
Download the worksheet
Two versions, both free. The color version is best for filling on screen or printing on a color printer. The print-friendly version is designed for clean black-and-white printing. Both are fillable: type into them on a computer, or print and fill by hand.
This worksheet organizes what your report says. It is not a substitute for professional advice. Final decisions about diagnoses, services, and accommodations belong with the qualified professionals working with you or your child.
Who this worksheet is for
It works two ways. If you are a parent, use it to organize your child’s report before a school meeting or a follow-up with your doctor. If you are an adult who was assessed, use it to make sense of your own results and decide what to do next. The prompts are written so either reader can fill it in without changing a word.
What is inside the assessment summary worksheet
The page moves from what the report says to what you plan to do about it:
- About this report: the date, the type of assessment, and who completed it.
- Strengths the report identified: the areas the report describes as strong.
- Areas the report flagged: the areas it flagged to address or support.
- Conclusions or diagnoses the report stated: the findings, in the report’s own words.
- Recommendations the report made: up to three to focus on first.
- Questions you still have: with space to note who is the best person to ask each one.
- Your action steps: what you plan to do next, with a checkbox and an optional date.
- What’s next: where to take the worksheet, and your next appointment.
How to use it
Open your report and keep it beside you. Note the key points the report states or that your evaluator explained to you, then plan and track your next steps. If it helps to understand the scores first, our plain-language guide to understanding assessment scores explains what the numbers mean, and reading your profile walks through how the pieces fit together.
When you reach the conclusions or recommendations, you may find it useful to read more about what a given finding means. Our overview of understanding a diagnosis explains how clinicians reach one, and the what’s next hub covers the supports and accommodations a report often points toward. A report and its recommendations are a starting point for accessing support; putting them into action happens in collaboration with the professionals who work with you or your child.
For clinicians
If you assess or support families, you are welcome to share this worksheet with the people you work with. You can point them to this page or hand them a printed copy at a feedback session. Our resources for clinicians include a referral handout that routes families to the free explainers on this site.
Keep Exploring
- The tests behind the scores: assessment tests
- Reading a score: understanding assessment scores
- If a diagnosis is in the picture: understanding a diagnosis
- Your next steps: what’s next
- Browse every guide: the full guide directory