Assessment (Needs Assessment, Monitoring and Evaluation)


Refer to these resources to conduct your initial needs assessment for monitoring implementation, and measuring the impact of your local school wellness policy.



School Health Index (2014)

Centers for Disease Control and Prevention.

An online self-assessment and planning tool that schools can use to improve their health and safety policies and programs. Based on CDC’s Coordinated School Health model for improving students’ health and learning, the SHI measures how well schools address six health topics: nutrition, physical activity, unintentional injury and violence prevention, tobacco use prevention, asthma, and sexual health. This comprehensive tool will help you to evaluate where your school stands and will guide your team in determining priorities and developing goals.


School Health Index (Healthy Schools Program version) (2016)

Alliance for a Healthier Generation.

The Healthy Schools Program website hosts a version of the School Health Index that addresses two health topics: nutrition and physical activity. It also includes resources, access to national experts, and opportunities to earn national awards from the Alliance in addition to the USDA's HealthierUS School Challengeand Let's Move! Active Schools.


School Wellness Policy Annual Report Checklist (2015) (PDF | 568 KB)

Alaska Department of Health and Social Services.

This fillable document is used by some Districts in Alaska to develop reports on the school wellness policies and prepare for their review. This example can be adapted for other States and jurisdictions to meet their needs.


WellSAT 2.0 (2013)

UConn Rudd Center for Food Policy and Obesity.

The Wellness School Assessment Tool (WellSAT) can be used to assess the quality of the school district’s wellness policy, and provides personalized guidance and resources for making improvements. This tool focuses on district-level wellness policies, but can be easily adapted to measure wellness practices at an individual school.

The Rudd Center's WellSAT-i measures wellness policy implementation. The WellSAT-i is currently a working draft.
Download WellSAT-i (PDF | 711 KB)

It is recommended that the WellSAT-i be used in it's entirely; however, if this is not possible, the components below may be used individually.


School Food and Beverage Marketing Assessment Tool (PDF | 1.2 MB)

California Project LEAN.

This tool assesses food and beverage advertising in schools. The results of this assessment will enhance your understanding of what food messages children are being exposed to at school.


Fuel Up to Play 60 School Wellness Investigation (updated August 2013) (PDF | 440 KB)

Fuel Up to Play 60.

This is designed for schools using the Fuel Up to Play 60 program. However, this tool may be used to support any school’s wellness efforts.


Resource to Sustain and Strengthen Local Wellness Policy Initiatives (2013) (PDF | 3.6 MB)

Institute of Child Nutrition.

A guide to help school districts conduct an evaluation of local wellness policies. This guide details step-by-step instructions for conducting an evaluation, deciding what the results mean, and communicating the findings to stakeholders.


Michigan Healthy School Action Tools (2014)

Michigan Team Nutrition. Michigan Department of Education.

The online tool is only for districts in Michigan. However, if you go to the “Preview the Assessments” section you can access the links to print versions (PDFs) of all HSAT assessments. Assessments include sections on Healthy Eating, Health Education, Physical Education and more.


School Wellness Policy Building Level Assessment Tool (October 2014) (PDF | 119 KB)

Iowa Team Nutrition.

An easy to use assessment tool to be utilized at the building level to assess progress in meeting the district school wellness policy.


School and Community Actions for Nutrition (SCAN) Survey (2007) (PDF | 74 KB)

UC Davis Center for Nutrition in Schools.

A self-assessment tool designed to provide members of the school community with an easy and effective method for monitoring and evaluating progress in nutrition-related areas of the school district that will positively assist children in improving food behaviors and promote health.


Physical Education Curriculum Analysis Tool (PECAT) (2015)

Centers for Disease Control and Prevention.

A self-assessment and planning guide designed to help school districts and schools conduct clear, complete, and consistent analyses of physical education curricula, based upon national physical education standards.


School Physical Activity Policy Assessment (S-PAPA) (2013) (PDF | 137.63 KB)

Active Living Research, a National Program of the Robert Wood Johnson Foundation.

The School Physical Activity Policy Assessment (S-PAPA) assesses physical activity policy related to physical education, recess, and other physical activity opportunities at elementary schools. This tool is useful for assessing PA policies in elementary schools.


Children’s BMI Tool for Schools

Centers for Disease Control and Prevention.

This Calculation tool was created for use by school, child care, and other professionals who want to compute BMI-for-age for a group of up to 2,000 children, such as for a school classroom or grade.


Wellness Policy Tool: Assess the Environment

Action For Healthy Kids.

This tool provides background and resources to assess the wellness environment so you can focus specifically on areas that need improvement.


Wellness Policy Tool: Measure, Evaluate and Sustain the Effort

Action for Healthy Kids.

This tool provides clear steps and questions to consider to help you measure and evaluate your wellness policy implementation.


The Supplemental Nutrition Assistance Program Education (SNAP-Ed) Evaluation Framework (2016) (PDF | 4.9 MB)

USDA. ASSNA. National Collaborative on Childhood Obesity Research.

The intended audience of this guide includes SNAP-Ed program administrators and program evaluators who are involved in planning, implementing, and evaluating local, state, territorial, or tribal programs.