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Let’s Discuss Your Assessment Strategy (Part 4: Defining Terms)
by Steven B. Just

Practitioners in scientific fields tend to agree on terminology. When a chemist talks about a molecule all chemists agree on the definition of a molecule. When a pharmacologist discusses the mechanism of action of a drug everyone in that field agrees on what the term “mechanism of action” means. In testing though there is no single agreed upon nomenclature. Probably this is because the language of testing is part of the vernacular. We have all been taking tests in one form or other since kindergarten, using whatever terminology our teachers used. What is the difference between a test and an exam? What makes a quiz a quiz and not a test? Where do evaluations fit into all this? And what’s an assessment?

Though there is no single agreed-upon answer to all these questions it is important when developing an assessment strategy to have an internally consistent vocabulary within your organization. That way when a trainer decides to give an “exam” everyone will know exactly what that entails and, more important, what the performance expectations are for the test takers. Below are our recommendations for a testing vocabulary. You don’t have to use our vocabulary exactly; this is not the only way to define these terms (though obviously your terminology should make intuitive sense – don’t call a high stakes test a quiz), but you need to be internally consistent.

Assessment—the overarching term for any instrument that is used to evaluate or judge and from which conclusions can be drawn either about an individual, a group or the learning program itself.

Quiz—a low-stakes assessment that has no long-term consequences. It can take the form of a self-assessment so the learner can diagnose his/her own strengths and weaknesses or a diagnostic quiz so an instructor knows the entry-level knowledge of the learners.

Test—a medium-stakes assessment that has immediate consequences but no long-term consequences. Module level tests in a mastery learning system fit this category: The learner must pass the Module 1 test before being allowed to proceed to Module 2, etc. There may be no limit to the number of test tries and the scores may not be permanently recorded in a system of record, but there are immediate consequence to failure: the inability to proceed through the learning system. These tests are often called “formative assessments.”

Exam—a high-stakes assessment that has long-term consequences for job status: “You must pass this exam to be considered qualified to perform your job.” Typically exams have limited numbers of tries, higher security, a formal system of remediation, and escalating consequences for repeated failure. Final assessments that test an entire learning system, often called “summative assessments,” are frequently considered high-stakes.

Evaluation—a form of assessment in which a judgment is made either about the learning program itself (Level 1 in Kirkpatrick terms) or the learner by human raters. The latter frequently takes the form of a role-play in which multiple raters score (typically on a Likert scale) a learner on his or her ability to perform a job function.

Note: To simplify terminology one of our clients has collapsed Tests and Exams into a single category. They have assessments without consequence (Quizzes) and assessments with consequence (Exams or Tests).

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