50+ Sample Assessment Report Templates

What Is an Assessment Report?

First things first, an assessment refers to the process of evaluating or estimating someone’s/something’s abilities, skills, quality, and nature. And when you follow each assessment, you create the assessment report. Thus, this report contains the results, interpretations, recommendations, and essential data about specific points. But what subjects to assess and the reasons behind them differ according to your application and purpose. Similar to an evaluation report, assessments outline the answers to specific tests and investigations—starting from the subject background down to the lessons imparted.

Did you know that 82% of businesses use a pre-employment assessment test?

Moreover, the Society for Human Resource Management (SHRM) stated that two of the most popular pre-hire assessments are job simulations and culture fit.

Meanwhile, Harvard Business Review reported that 76% of companies with more than a hundred employees use assessment tools for the external hiring process.

Assessment Reports: Why Are They Essential?

An assessment report is crucial to different fields—may that be in school, business, hospital, and more. And the assessor presents the data collected from an assessment. Hence, stakeholders and people who need to know about the interpretation and analysis reports in assessments gain awareness, elaboration, and data transparency. Also, benefiting the future is one of the assessment’s know importance. Take, for example, a business that isn’t doing well with sales. You conduct an assessment to discover the factors affecting poor sales. The data may recognize poor marketing as the main contributing factor. Hence, the report leads you to the right path by making better strategy-driven decisions of marketing plans.

What Are the Elements of an Assessment Report?

Are you familiar with what assessment reports contain? Although people use different reports for varying purposes, there will be common factors to notice too. And it is important to know what components must be incorporated in your report. So check out this list of the typical elements you can see inside an assessment report:

Introduction: Similar to most reports, begin with an introductory statement. The introduction prepares whoever reads the report about what to expect or what the assessment is all about. Is it about a reading assessment test or maybe a staff performance assessment? Finalize the subject first. And don’t forget to introduce the parties and a little background.Assessment Aim: After the introduction, indicate your assessment’s purpose. You should have a goal. Otherwise, what is the point of putting so much effort into an assessment report? Define the aim thoroughly until readers easily get the gist about why that assessment is worth it.Executive Summary: Summarize what happened in the report through the executive summary. This essential component tackles further on the assessment’s purpose, findings, and more. However, it is more detailed than the introduction since you elaborate here. And in most reports, executive summaries fill the first two pages.Assessment Method: Next, note what assessment tools and methods were used. Did you include checklists, surveys, and other resources? Write it down. This part proves where and how you got your data in the first place.Data Results: State the outcomes too. So did your findings meet or not meet the standards? Never forget to include the criteria on how your assessment determines what is considered excellent or a failure.Analysis and Evaluation: It is not enough to determine if something passed or failed. Expound it in the evaluation or analysis section. This component is the main dish of your assessment. In-depth interpretation is vital here to explain how findings led to a specific conclusion. Also, be objective in assessing since biased opinions ruin the results.Recommendations: If someone/something fails, then provide suggestions on how failure can be avoided next time. And if the results are doing well, indicate tips on how to improve even further. Recommendations end the assessment in a good note, which is to benefit the future.

When to Use Assessment Reports

Since you learned that assessment reports help different fields, it is vital to discover what the common examples of such fields are. Also, determine how other applications assess and use such reports. Without further ado, here are common instances of when to use assessment reports:


SHRM informed us that 82% of businesses prepare a pre-employment assessment test. And the most prominent tests involve job training and culture fit assessment. Clearly, an assessment report matters while hiring a new employee. The report even informs how an applicant performed in a job application interview. And those results help employers evaluate if the recruits are fit for the job or not.


Assessment report in the field of psychology is not easy. That is, according to Hadas Pade, PsyD of Alliant International University’s California School of Professional Psychology in San Francisco. There are writing skills to master that are taught in psychology programs. And when you seek counseling, experts rely on various assessment tools like personality tests, scoring, and interpretations. Lastly, these experts explain their findings clearly to you.

School Entrance Exam

A way for schools to evaluate their enrollees is through entrance examinations and aptitude tests. And many elite schools have high standards where students who deliver high scores and interesting backgrounds in assessments make the cut. Hence, receiving an approval letter is not meant for every student enrollee in schools.


What is the best approach to find out if your business is doing well or not? That’s right—assessments. Take the popular quick-service restaurant McDonald’s, for example. McDonald’s sales declined in 2015. And after careful evaluation and analysis, the managers determined the problem, which is how most people perceived their products unhealthy. Thanks to the assessment, they learned that the solution is to create healthy options to their menu. Thus, they created salads and apple slices and prevented chicken with human antibiotics.

How to Create an Assessment Report

Assessment tools are standard in various industries. In fact, 76% of businesses having 100 or more employees rely on assessment tools for external hiring. But, remember that you can use these tools according to your application. And whatever your purpose is in assessing and reporting, be sure to process it correctly. Here are easy steps on how to make an excellent assessment report:

Step 1: Define the Assessment’s Goal

You already know that stating the purpose is one of the elements in an assessment report. So, begin by having a clear vision about the goal. Defining the goal is like your business plan. It outlines the flow of your report. When you finally have a clear purpose of the assessment, expect the whole process to run smoothly.

Step 2: Know Your Audience

Bear in mind that someone will have to read or view the report. So write according to who you are writing for. Maybe you used a lot of technical terms into your report, but your audience hardly understands what those mean. Adjust your tone and language, too, because people perceive differently. And be careful if you disclose any sensitive information because some parts may be prohibited if stated under a confidentiality agreement.

Step 3: Follow the Report Style Guide

In reporting, there is a general style used. First, write sentences in simple English and avoid jargon. Making the assessment report easy to understand is the objective anyway. Therefore, there is no need to complicate the details when you can present it easily. Second, be brief. Short sentences suffice. So, don’t bombard your audience with wordy sentences and long paragraphs that could be simplified. And last, spell out acronyms when you introduce them. Don’t assume everyone knows the meaning behind those acronyms.

Step 4: Organize Your Narrative

A common issue in writing assessment reports is when you lose your narrative. Keep in mind that the message should be organized and sequenced in a narrative. That way, readers no longer get confused about which action happens first and last. However, there is no need to be poetic about it. Just be sure you structured the format and content appropriately. For example, a report begins with the introduction and ends with the recommendations.

Step 5: Check if You Covered the Elements

Recall those assessment report elements mentioned earlier if you covered them one by one. Or make sure you got everything needed before submitting the report. An assessment report with incomplete data makes it ineffective. Also, did you fact-check all information written in the report? Preventing errors as much as possible is vital to keep it error-free.


What is an example of an assessment?

Picture out an event manager. Before he or she assigns people to build and design at a worksite, a location assessment happens first. The assessment evaluates if the site is accessible, safe, and more. The manager also monitors the field’s condition if it is fit for the project. And that whole process is one application of an assessment.

What are the principles of an assessment?

Generally, there are five main principles of an assessment. These are feasibility, reliability, authenticity, validity, and washback. And your assessment is in good shape if these factors are present.

What makes an assessment report valid?

The assessment report is valid if it thoroughly explains what happened in the assessment or data analysis, and if it consists of the crucial elements. Such reports are also valid when all of its content was fact-checked, and the audience understood it.

American author Carol Ann Tomlinson once said, “Assessment is today’s means of modifying tomorrow’s instruction.” That statement leads us to why an assessment report ends with the recommendations section. Indeed, the report can lay out all the detailed findings, interpretations, and analyses. However, what we get from such data is how to improve after. Thus, assessments are not only meant to give criticisms. They teach us to keep progressing.