Free Checklist Templates for Education

Education

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Annual School Compliance Audit

Student Records and FERPA

Distribute the annual FERPA notice

Audit the directory information opt-out list

Review transcript releases against custody flags

Confirm parent inspection requests were timely

Ed-Tech Vendor Privacy Review

Inventory ed-tech tools touching student PII

Verify a signed DPA for each vendor

Remediate vendors without a current DPA

Confirm COPPA consent for under-13 tools

Information Security Controls

Reconcile SIS roles to the active staff roster

Confirm MFA enforcement on staff accounts

Test SIS backup restoration

Run the annual incident-response tabletop

Health Records and the FERPA/HIPAA Boundary

Classify health records as FERPA or HIPAA

Audit the medication administration log

Verify athletic-training record segregation

Reconcile immunization records to state retention

Child Protection and Mandatory Reporting

Audit staff background-check expirations

Verify mandatory reporter training completion

Follow up with staff missing required training

Review the year's CPS report log

Sign off on the annual compliance audit

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Annual Technology Review Checklist

Endpoint Inventory & Devices

Reconcile student Chromebook inventory in MDM

Audit staff laptop fleet against asset tags

Test interactive displays and document cameras

Assess printer and scanner fleet condition

Identify devices past end-of-support

Draft a device replacement plan

Software & Vendor Privacy Review

Verify SIS integrations and rostering

Archive LMS courses from the prior year

Audit ed-tech apps against signed DPAs

Confirm operating system patch levels

Review classroom management software licensing

Network Infrastructure Audit

Test wireless coverage in every classroom

Validate CIPA-compliant content filtering

Remediate content-filter gaps

Inspect MDF and IDF cabling

Verify uplink bandwidth against testing-window peaks

Security & Data Protection

Review firewall ruleset and IDS alerts

Confirm endpoint antivirus coverage

Test SIS and file-server backup restore

Escalate backup remediation to the vendor

Audit staff and student password policies

Walk physical security of server rooms

Compliance & Sign-Off

Document the FERPA data-flow inventory

Brief the cabinet on findings and budget asks

Sign off on the annual technology review

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Education Staff Offboarding Checklist

Exit Interview & Transition

Schedule the HR exit interview

Prepare role-specific transition documents

Conduct the exit interview

Separation Paperwork & Final Pay

Complete separation and resignation forms

Issue COBRA and unemployment notices

Reconcile final paycheck and leave payout

System Access Removal

Disable district SSO and email

Revoke SIS access in PowerSchool

Remove from the LMS and reassign student rosters

Coordinate same-day exit with building security

Benefits & Retirement

Terminate health, dental, and vision coverage

Submit the state retirement separation packet

Cancel district-paid voluntary benefits

Data Custody & FERPA Compliance

Transfer gradebook ownership to the receiving teacher

Transfer the IEP caseload to the incoming case manager

Archive student-record emails per FERPA retention

Property Recovery & Records Update

Collect district laptop, keys, and badge

Update the personnel file with separation documents

Update asset and key inventory records

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Emergency Notification Checklist

Incident Verification and Triage

Confirm the incident with on-scene staff

Classify the incident type

Call 911 if not already on scene

Notify the district incident commander

Message Drafting and Approval

Pull the matching message template

Customize facts without speculating

Confirm translations are queued

Get superintendent or designee approval

Audience Selection and Channels

Select the recipient list in the SIS

Confirm the channel mix

Send the notification

Post to the website and social channels

Delivery Verification and Follow-Up

Pull the delivery report

Manually contact families with failed deliveries

Send the follow-up update or all-clear

Capture reunification or dismissal instructions

After-Action and Documentation

Archive the message and audit trail

Hold the after-action debrief

Update the Comprehensive School Safety Plan

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Emergency Preparedness Checklist

Prevention and Mitigation

Walk the campus vulnerability assessment

Audit visitor management procedures

Convene the threat assessment team

Verify door hardware and access controls

Preparedness and Planning

Update the Comprehensive School Safety Plan

Refresh the Emergency Operations Plan

Inventory classroom go-bags and trauma kits

Confirm off-site reunification agreements

Verify parent contacts and custody flags in the SIS

Drills and Training

Schedule fire drills to state minimum

Run a lockdown drill with local PD

Schedule corrective lockdown retraining

Conduct severe-weather or earthquake drill

Train staff on Stop the Bleed and EpiPen use

Document mandatory reporter training

Emergency Response Activation

Activate ICS roles and log incident type

Send mass notification to families

Account for all students and staff

Coordinate incident command with first responders

Activate off-site reunification with partner site

Recovery and After-Action

Coordinate counseling and crisis support

Conduct the after-action review

Submit incident reports to district and state

Update plans based on AAR findings

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Fire Safety Checklist

Safety Equipment Inspection

Inspect fire extinguishers in every classroom and corridor

Schedule extinguisher service with vendor

Test emergency lighting and exit signs

Verify smoke and CO detector function

Confirm sprinkler riser and FDC are clear

Fire Prevention Walkthrough

Walk all egress corridors and stairwells

Issue corrective work orders for obstructions

Inspect electrical panels and extension cord use

Check kitchen hood suppression and grease traps

Update the fire log binder

Fire Drill Execution

Schedule the drill with the fire marshal

Brief teachers on accountability rosters

Coordinate evacuation for students with mobility needs

Run the drill and time the evacuation

Drill Debrief and Follow-Up

Confirm full student accountability at assembly point

Initiate missing-student search protocol

Hold staff debrief and log corrective actions

File the drill record in the comprehensive school safety plan

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Lockdown and Shelter-in-Place Checklist

Pre-Incident Readiness

Confirm the Comprehensive School Safety Plan is current

Verify Raptor visitor management is operational

Audit classroom door locks and barricade kits

Refresh ParentSquare and SchoolMessenger contact lists

Pre-stage Go-Bags and trauma kits

Drill Coordination and Training

Designate the incident commander and backups

Notify local law enforcement of the drill window

Brief staff on ALICE or Standard Response Protocol

Pre-notify families about the upcoming drill

Run the announced lockdown drill

Active Lockdown Response

Announce the lockdown over the PA system

Call 911 and stay on the line

Account for every student and staff member

Coordinate search for unaccounted individuals

Push initial notice to families

All-Clear and Reunification

Receive law enforcement all-clear

Activate the off-site reunification site

Verify custodial release for each student

Stage counselors for student and staff support

Post-Incident Review and Reporting

Hold a hot-wash within 24 hours

File the state-required incident report

Update the safety plan with corrective actions

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Monthly School Facilities Maintenance Walkthrough

Classrooms and Building Envelope

Walk classrooms and corridors for damage

Inspect windows, doors, and ADA hardware

Check roof drains and known leak areas

Log moisture and mold findings

Open an abatement work order with the IAQ vendor

HVAC and Indoor Air Quality

Replace MERV-13 filters in classroom unit ventilators

Inspect condensate pans and drains

Record CO2 readings in occupied classrooms

Verify outdoor-air dampers meet ASHRAE 62.1

Electrical and Low-Voltage Systems

Test GFCI outlets in labs, art rooms, and kitchen

Inspect IDF and MDF closet ventilation

Exercise the emergency generator transfer switch

Plumbing, Restrooms, and Drinking Water

Inspect student restroom flushometers and faucets

Sample drinking fountains for lead

Test science-lab eyewash stations

Take the fixture out of service and notify families

Life Safety and Fire Systems

Tag fire extinguishers and verify pressure gauges

Test emergency and exit lighting under load

Clear trouble signals on the fire alarm panel

Inspect AEDs in office, gym, and athletic fields

Playground, Site, and Walkthrough Sign-Off

Conduct CPSI playground fall-zone check

Service IPM bait stations and update the pesticide log

Sign off on the monthly walkthrough

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School Employee Onboarding Checklist

Pre-Hire Verification

Confirm position type and start date

Run fingerprint and background clearance

Verify teaching credential or license

Collect official transcripts and references

Personnel File Setup

Complete I-9 employment eligibility

Submit W-4 and state withholding

Enroll in benefits and retirement system

Sign employment contract and job description

Compliance Training

Complete FERPA student-records training

Complete mandated reporter certification

Complete bloodborne pathogens and Stop the Bleed

Complete Title IX and harassment training

Review district code of conduct and ethics

Classroom and Workspace Setup

Assign classroom or workspace

Issue keys, badge, and parking permit

Order supplies and instructional materials

Systems Access

Provision SIS and LMS accounts

Configure district email and SSO

Set up phone, voicemail, and ParentSquare

Instructional Onboarding

Assign mentor teacher and induction coach

Walk through master schedule and bell schedule

Review curriculum maps and pacing guides

First-Week Sign-Off

Attend new-hire orientation day

Confirm first observation schedule

Final HR sign-off on onboarding completion

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School Evacuation Plan Checklist

Plan Development and Site Mapping

Map primary and secondary egress routes

Designate on-site and off-site assembly points

Post route maps in every classroom

Review the plan with the local fire marshal

Roles, Marshals, and Accountability

Assign floor marshals for each wing

Define incident command roles using ICS

Build the student and staff accountability roster

Assign records custodian for cum files

Special Populations and Medical Readiness

Build evacuation profiles for students with IEPs and 504s

Verify nurse go-bags with EpiPens and inhalers

Confirm whether students require evacuation chairs

Station and inspect evacuation chairs at stairwells

Designate buddies for mobility-impaired students

Communications and Reunification

Stage backup radios and bullhorns at marshal posts

Confirm dispatch contact with local PD and FD

Stage the off-site parent reunification site

Pre-build ParentSquare and SchoolMessenger templates

Drills, Training, and After-Action Review

Train all staff on the evacuation plan

Conduct the first quarterly fire drill

Run one full off-site evacuation drill

Document corrective actions from the drill

File the after-action report with the district

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School First Aid and Emergency Medication Audit

Trauma and Wound-Care Supply Inventory

Inventory trauma dressings and bandages

Check sharps and instruments

Restock PPE and BBP cleanup supplies

Verify topical and OTC stock

Emergency Medication Stock and Expirations

Audit stock epinephrine auto-injectors

Order replacement epinephrine

Inventory student-specific medications

Verify rescue inhaler and spacer supplies

Check glucagon and diabetic supplies

Emergency Contacts and Communications

Pull current emergency contacts from the SIS

Verify posted 911 protocol and ED routing

Confirm Poison Control posting at every phone

Test two-way radio and PA intercom coverage

AED and Emergency Response Equipment

Test the AED self-check status

Replace AED pads or battery

Verify the evacuation go-bag contents

Check flashlights and emergency lighting

Documentation, Training, and Sign-Off

Confirm staff CPR and First Aid certifications

Schedule make-up CPR and First Aid training

Review IHPs and emergency action plans

Sign off the quarterly readiness audit

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School Security and Safety Checklist

Physical Site Security

Audit exterior door locks and panic hardware

Test classroom interior lockdown locks

Review camera coverage and DVR retention

Reconcile Raptor visitor management logs

Inspect perimeter fencing and gates

Record physical security audit findings

Submit emergency facilities work order

Network and SIS Security

Confirm CIPA-compliant content filtering is active

Review PowerSchool and LMS access roles

Verify MFA on staff SSO accounts

Patch firewall and review IDS alerts

Audit shadow-IT apps for COPPA compliance

Issue cease-use notice and replace the app

Student Records and Data Protection

Verify SIS backups restored successfully

Audit FERPA directory-information opt-outs

Review custody flags on transcript releases

Confirm cum-file retention schedule compliance

Lock down IEP and 504 document repositories

Staff Readiness and Background Checks

Confirm fingerprint clearance for all active staff

Verify mandatory reporter training completion

Run FERPA refresher for front-office staff

Update Title IX coordinator training records

Enforce clear-desk policy in main and counseling offices

Emergency Preparedness and Recovery

Review the Comprehensive School Safety Plan

Test the InformaCast mass notification system

Run the quarterly ALICE lockdown drill

Schedule a remediation drill within two weeks

Confirm offsite SIS recovery infrastructure

Sign off on the quarterly security review

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School Site Risk Management Checklist

Site Risk Identification

Walk the campus for physical hazards

Review last year's incident log and CPS call record

Audit FERPA exposure across SIS and ed-tech apps

Score each risk on the likelihood-severity matrix

Mitigation Controls and Audits

Address any Critical-rated risks immediately

Audit staff and volunteer background-check currency

Remediate expired background-check gaps

Renew Data Privacy Agreements with ed-tech vendors

Confirm WCAG 2.1 AA accessibility on public materials

Emergency Preparedness and Drills

Update the Comprehensive School Safety Plan

Schedule fire, lockdown, and earthquake drills

Verify EpiPen, Narcan, and Stop-the-Bleed certifications

Test the mass-notification system end to end

Stakeholder Communication and Training

Deliver mandatory reporter refresher training

Brief the Title IX team on the current framework

Send the safety plan summary to families

Incident Response Readiness

Confirm incident command roles and call tree

Run a tabletop scenario with the response team

Sign off on the annual risk review for the board

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School Site Safety Inspection Checklist

Site Perimeter and Playground

Inspect playground equipment for damage

Walk perimeter fencing and gates

Verify exterior lighting and pathway visibility

Classrooms and Instructional Spaces

Verify exit pathways and door swing

Check anchored furniture and storage straps

Confirm posted emergency procedure flipcharts

Specialized Spaces — Lab, Shop, Kitchen, Gym

Test the lab eyewash and safety shower

Verify chemical storage and SDS binder

Inspect the kitchen hood Ansul tag

Check shop machine guards and lockout points

Submit an eyewash repair work order

Fire and Emergency Systems

Verify fire extinguisher inspection tags

Confirm AED pad and battery dates

Walk emergency exits for unobstructed egress

Security and Visitor Management

Test exterior door locks and badge readers

Verify the Raptor visitor station is operational

Audit the lockdown drill log

Schedule the next lockdown drill

Findings and Follow-Up

Compile findings with photos

Sign off and route the inspection report

Escalate Major findings to district facilities

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Teacher Hiring Checklist

Position Posting and Recruitment

Draft the position description and credential requirements

Post on EdJoin and the district careers site

Promote the opening through educator pipelines

Application Review and Interviews

Screen applications against credential requirements

Conduct phone screens with the shortlist

Schedule the demo lesson and panel interview

Run the panel interview and demo lesson

Contact references and prior administrators

Credential and Background Clearance

Verify the state teaching credential

File the emergency or provisional permit application

Submit fingerprints for DOJ and FBI clearance

Confirm TB clearance and health forms

Escalate the flagged background result to HR review

Offer and Contract

Present the hire recommendation for board approval

Issue the conditional offer letter

Place the hire on the salary schedule

Execute the teacher contract

Pre-Service Onboarding

Complete I-9, W-4, and retirement enrollment

Enroll in mandated reporter and FERPA training

Provision SIS, LMS, email, and SSO access

Assign the induction mentor

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Training Program Design and Delivery Checklist

Needs Analysis and Design

Run a stakeholder needs analysis

Define measurable learning objectives

Select the delivery modality

Storyboard the course outline

Build and Pilot

Build the course in the authoring tool

Add knowledge checks and scenarios

Validate WCAG 2.1 AA accessibility

Run the pilot with a small cohort

Revise the course based on pilot data

Launch and Delivery

Publish the SCORM package to the LMS

Send enrollment notifications

Facilitate the live kickoff session

Monitor cohort completion rate

Send re-engagement nudges to non-completers

Kirkpatrick Evaluation

Collect Level 1 reaction survey responses

Score Level 2 post-assessment results

Conduct Level 3 manager check-ins at 60 days

Document Kirkpatrick results and recommendation

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