Guide To Programme Evaluation
Guide To Programme Evaluation
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This Programme evaluation guide (2015) provides schools with the information they need to carry out the process
of programme evaluation. This replaces the individual programme evaluation guides published in 2010. The self-
study questionnaire is found in the Implementation section for each programme on the programme resource
centre.
1
Purpose and process
Programme evaluation is the primary means of ensuring that schools are meeting the IB programme
standards and practices. This process can also serve as a catalyst for school improvement.
Programme evaluation:
• assesses whether a school meets the IB standards and practices and will remain an authorized IB World
School
2
What is the aim of programme evaluation?
• evaluate the extent to which the school is meeting the programme standards and practices
• improve implementation by identifying strengths and weaknesses, and determining areas for future focus
• serve as a vehicle to reinforce the support and commitment for the programme from all stakeholders in the
community.
It is expected that schools strive to continually improve the quality of their programme implementation
through an ongoing commitment to meet all the standards, practices and programme-specific requirements.
3
How are schools evaluated?
Schools complete a self-study process assessing their implementation of IB standards and practices and
gathering evidence to support their assessment. The IB evaluates that evidence and provides feedback to
the school.
• set the foundation of what it means to be an IB World School starting with the authorization process (some
practices must be completely in place at authorization, while others may be in progress, as outlined in the
Guide to school authorization for each programme)
• are expected to be developed and implemented, fully understood and integrated into school processes at
the time of programme evaluation
• provide a set of criteria against which both the IB World Schools and the IB can evaluate success in the
implementation of IB programmes.
4
Dates of programme evaluation
• four years after authorization for the PYP and then every five years thereafter.
You will be contacted by the IB in advance of the date for submission of your self-study.
• significant events in the life of the school such that the school is unable to complete the self-study and/or
host the visit.
5
Overview of the process
6
Development of the action plan
The action plan is the start and end point of programme evaluation.
• shows how the school responded to recommendations from authorization or the last evaluation
• includes items that are a result of the reflection during the self-study
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The self-study
• The self-study is a detailed and thorough reflection by all community members on all aspects of the
programme implementation. The standards and practices establish a goal for schools to reach, though
typically schools cannot meet all practices equally at all times. The self-study provides the opportunity
to reflect honestly and identify where the school excels, where it has shown growth and what needs
additional attention.
• The conclusions represent the perspectives of teachers, school leaders, students, parents and
community members.
• The school gathers evidence regarding their implementation of each practice and rates the
implementation.
Excelling: Explicit and consistent evidence of the development and implementation of the
practice; the practice is fully understood by the school community and integrated into school
processes.
Demonstrating: Consistent evidence of the development and implementation of the practice;
the practice is understood by the school community and is integrated into most school
processes.
Developing: Inconsistent evidence of the development and implementation of the practice; the
practice is partially understood and integrated into some school processes.
Emerging: Insufficient evidence of the development and implementation of the practice in
school processes.
• Reflecting on the rating for the practices, the school concludes for each standard whether it:
• The evidence should represent the entire five-year period under review.
• In addition, the school uploads supporting documents. In most cases, schools will already have developed
these documents in the course of their implementation of the programme. The school may also provide
evidence during a school visit.
• The organization of the process will vary depending on the school context. Schools may wish to establish
committees or use existing groups within the school to gather documentation and to complete the self-study
questionnaire.
• The school normally takes at least a full year to plan and carry out the process. The expectation is that
schools do a thorough analysis of programme implementation.
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• The school may choose to start the process earlier and take a longer period selecting specific areas of
focus each year. This may facilitate building a culture of continuous improvement while making the self-
study process more manageable.
• Conclusions from the self-study are used to plan the actions needed to further improve implementation of
the programme at the school.
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Evaluation
The school’s evidence is evaluated by IB staff or educators who are trained for this role. They will read all of the
evidence submitted by the school. In addition, all PYP, MYP, CP and selected DP schools receive visits. An IB
evaluation team of 2–3 IB staff or educators will visit the school to confirm the evidence submitted in the self-
study.
The visit
The visit is an opportunity for the IB team to:
• view additional evidence, such as samples of student work and written curriculum
Visitors will meet with teachers, school leaders, students, parents and members of the governing body, as well
as observe classes and view the school facilities. The organization and expectations are similar to the verification
visit that is part of the IB authorization process. The aim of the visit is to confirm the effectiveness of the
programme implemented by the school as described in the school’s self-study. The process does not appraise
or assess individual teachers or school leaders.
• set dates for the visit in consultation with the school, allowing enough time for the school to organize it
• appoint the members of the IB team and inform the school of their names in advance
• approve the final agenda, developed by the IB team leader in consultation with the school.
• fund the visit and organize logistics, such as lodging and transportation, according to IB procedures
provided by the IB.
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Hosting the visit
Responsibilities of the school
• provide logistical support for lodging, evening meals and transportation if indicated by communication
from the IB
• make available for the IB team a suitable room in the school to use throughout the visit where meetings will
take place and the team will complete its work
• ensure that:
– the room can be locked and will not be used for other purposes or meetings during the visit, including
after-school hours
• provide the assistance of an external translator if meetings need to be conducted in a language other than
the IB working language identified by the school as its language of communication with the IB (English,
French or Spanish).
• The school suggests which school representatives should attend each meeting.
• The IB team leader decides which IB team members and representatives of the school should attend each
meeting.
• The agenda will be drafted indicating the specific times for school representatives to attend meetings based
on their availability as determined by the school. Decisions about school staff attending meetings outside
normal school hours are left to the school; the IB cannot insist that the staff attend.
• interviews that are individual and in groups, as decided by the IB team leader, and adhere to the local legal
framework
• observation of classes
• tour of school facilities emphasizing the areas that support the implementation of the programme (library,
science laboratories, arts studios, performance spaces, technology labs).
The agenda will depend on factors such as the size of the school and the information provided by the school
prior to the visit. Sample agendas are available. The IB team leader may revise the agenda during the visit if the
need arises and if the school is able to accommodate the request.
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The exit meeting
At the end of the visit, the IB team will meet with school leaders and the programme coordinator to orally
communicate the findings from the self-study documentation and the visit as related to the programme standards
and practices.
The IB team will take this opportunity to check their facts and ensure that the report they submit to the relevant
IB office accurately depicts the findings.
At this time the IB team will not provide the school with the outcome of the evaluation. The team may continue
discussions among themselves after the visit, and adjustments to their report may be made. The team will then
submit their report to the IB office for review. The decision regarding the final outcome is made by IB staff and
not by the members of the IB team.
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The report
The Head of School and coordinator will receive feedback in a written report indicating whether the school is
meeting each practice. For each standard, the IB will indicate whether the school:
• commendations on practices that address the Programme standards and practices in ways that solve
challenges faced by the school and/or show outstanding implementation
Matters to be addressed are areas within a school’s practice that, if not addressed immediately, will jeopardize
the integrity of the programme and thus the school’s entitlement to be considered an IB World School.
The Head of School is responsible for sharing the findings of the report with the school community.
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Follow-up to the report
Response to recommendations
If the report includes recommendations, they must be incorporated into the school’s action plan. During the next
evaluation, the school will be asked to submit evidence that the recommendations have been addressed.
Recommendations that have not been satisfactorily acted upon will become matters to be addressed at the next
programme evaluation.
• the IB will prescribe a deadline by which the school is required to submit evidence that the matters have
been addressed or that an acceptable plan has been made for them to be resolved
• the IB evaluates the evidence. In some cases, the IB will require a follow-up visit to assess the evidence.
This visit will be funded by the school.
– if the matters are addressed to the satisfaction of the IB, the school's continued authorization is
confirmed
– if the matters are not addressed to the satisfaction of the IB, the school’s authorization to teach the
programme may be withdrawn. The pertinent articles from the programme-specific Rules for IB World
Schools will apply.
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Roles and responsibilities during programme evaluation
15
School roles
Each of the following has an integral part in the school’s programme evaluation.
• supports the IB programme coordinator’s work with staff and community members to complete the self-
study process on time
• works with the coordinator and school leadership to incorporate the areas for further development into the
action plan
• leads the school in responding to recommendations or matters to be addressed after receiving the final
evaluation report
• leads the school in the implementation of the action plan and promotes the self-study process as part of a
continuous improvement process for the IB programme(s).
• works with the IB programme coordinator to provide time and opportunities for staff to contribute to the self-
study feedback process
• organizes surveys, meetings or other opportunities for school stakeholders to share their reflections on the
implementation of the programme. This feedback informs the completion of the self-study and is used to
identify areas in need of further development to be included in the action plan.
• works with school leadership and teachers to organize the visit, where one is scheduled
• informs teachers that their classes may be observed during the evaluation visit
• meets with and is the primary point of contact for the IB team during the visit.
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The teachers
• meet in groups by subject or in the case of the PYP, by grade level, to reflect upon and discuss the
collaborative nature of their planning, curriculum writing, pedagogy and assessment methods over the
course of the previous five years
• may be observed during a visit. Lessons should be conducted as they normally are.
• meet with the IB team as part of a larger group of same subject or same grade level teachers during the
visit.
The students
• provide input during the self-study. Student voice is vital to the self-study process and programme
evaluation in general.
• should be included in the reflective conversations used to inform the completion of the self-study
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• communicate the logistics and details of the evaluation process
• provide tools and materials to complete the self-study and programme evaluation
• provide technical help should the school need assistance with the forms and/or IB systems
• assign and support staff or IB educators to read the school’s self-study and supporting documents
• coordinate with the school to set the evaluation visit dates for all PYP, MYP, CP and selected DP schools
• evaluate the school’s follow-up to the evaluation report within pre-established, clearly communicated
timelines, when applicable.
IB evaluation teams
An IB evaluation team composed of IB staff or IB educators will review documents and in some cases, as noted
above, visit the school. IB educators have been trained according to global IB policies and are members of the
IB community.
Document review
IB evaluation teams will:
• read and assess the evidence submitted by a school in support of their self-study
• use the evidence to determine whether the school is implementing the practices.
• verify information gathered through reading the self-study and seek additional evidence for practices not
addressed in the documentation
• record and gather data before and during the visit to inform the final evaluation report
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• meet with members of the school community (members of the governing body, leadership team, programme
coordinator, IB teachers, students and parents) and visit the school facilities and classes
• seek to understand the context of the school (for example, local/national educational system, external
economic or political constraints)
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Evidence and documentation for all programmes
20
Information needed to complete the self-study
questionnaire
During the course of completing the online self-study questionnaire, schools will be required to provide
the following information:
Budget
The budget shows that the school has allocated adequate funds for the implementation of the programme. While
the self-study covers the previous five years, the projected budget is for the next four years. The budget starts
with the year under evaluation, then projects funding for the next four years. Include IB fees, facilities, professional
development and any other resources that are or will be used to implement the programme.
Professional development
During the period under review the school must comply with the IB-recognized professional development
requirements including requirements specific to each programme. Professional development requirements for
teachers, heads of school or coordinators appointed during the period under review refer to staff who are new to
the role or the IB programme concerned. Staff who completed a relevant IB-recognized workshop in another
school meet this requirement. Relevant workshops are those that pertain to the programme and role of the
participant. Workshops for a different programme or role do not meet the requirement.
Completion of an IB educator or leadership certificate meets the requirement for participation in a category 1
workshop.
Collaborative Planning
Information regarding collaborative planning includes time scheduled for teachers to meet for vertical and
horizontal planning.
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School facilities that support the implementation of
the programme
Describe changes that were made to the physical resources (eg, sports fields, science laboratories) to support
the implementation of the programme(s) during the period under review. Improvements that are still in the process
at the time of the self-study submission are included.
Action Plan
The online self-study questionnaire includes an action plan template. Schools will have ongoing access and
should update the action plan at least annually.
When updating the plan, consider the following questions and actions.
• Describe the actions in detail: Who will be held accountable for each action? What is the timeline for
completion? Which stakeholders need to be involved in each action? What is the budgetary implication?
What is the outcome of each action?
• For MYP, identify the actions that individual partner schools need to complete.
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Documents to upload in support of the self-study
questionnaire for all programmes
• School brochure and literature: material produced by the school concerning the implementation of the
programme
Policies
Policies must be:
• strategies to support all teachers in their contribution to the language development of students
• support for students who are not proficient in the language of instruction
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• frequency of formative and summative assessment
• processes for recording and reporting MYP eAssessments, if applicable (MYP only)
• indication of a school-wide culture of collaboration that encourages and supports inquiry and problem-
solving
• description of how all IB students have meaningful and equitable access to the curriculum.
• clear reference to resources that support the policy (software to check plagiarism, student guides, etc).
• description of how enrollment in the full diploma and not only individual diploma courses is promoted and
supported (DP)
• description of how clearly stated criteria used for admission are made available to the whole community.
24
Takes into consideration that: (CP)
• students from groups who have been historically underrepresented do not feel disenfranchised.
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Programme-specific evidence and documentation
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Primary Years Programme
• percentage of teaching time with single-subject teachers (which can include specific subjects such as
physical education, music or other subjects)
Collaborative Planning
• identify types and objectives of pedagogical team leadership meetings, details of participants and frequency
• indicate the time scheduled for teachers to meet for collaborative curricular planning purposes.
Curriculum
• PYP programme of inquiry
• three completed unit planners (stages 1–9) for each year/grade level
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• examples of school reports to parents from three different grade levels
• a description of how the exhibition is organized and managed in the school including:
– a description of the previous year’s exhibition, indicating the type of projects involved.
• updated and newly developed planners for all transdisciplinary units of inquiry for each year/grade level,
including planners for the current unit of inquiry at each year/grade level
• unit planners for each year/grade level from outside of the programme of inquiry
• any policies/essential agreements regarding the implementation of the programme the school may have
adopted or developed
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Middle Years Programme
• Submit reports received during 2015 for legacy MYP moderation or monitoring of assessment
Building quality curriculum is a service to support teaching and learning in MYP schools. The service provides
MYP schools with feedback on their written unit plans. Schools participating in Building quality curriculum typically
submit 18 unit plans for review.
• two unit plans from each subject group taught in the programme
• two formal interdisciplinary units (from different years of the programme, incorporating different
combinations of subject groups). Interdisciplinary units submitted for Building Quality Curriculum must
integrate only two subject groups
• at least one unit plan from each year of the MYP taught in the programme
• units must have been taught in the school, and teachers must complete all required elements of the MYP
unit planning process, including the reflection section of the MYP unit planner.
For each unit plan, schools complete and submit a self-evaluation using the rubrics in the documents Evaluating
MYP unit planners (2016) or Evaluating MYP interdisciplinary unit plans (2016).
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Registration is through the IB Information System (IBIS) and will open two months before the deadline. For
questions about how to register, please contact IB Answers at ibid@[Link].
Schools must ensure that they select a session that will allow the school sufficient time to analyse and incorporate
feedback into the school’s action plan prior to submitting the self-study. Schools may use reports from
moderation, monitoring of assessment or the building quality curriculum service received up to two years
before submission of the self-study.
For MYP partnerships: One submission is required for each programme, not one submission per school.
• subject names
• language(s) of instruction
• hours of instruction (1 hour = 60 minutes) allocated to each subject the school offers
• at all times, at least one teacher per subject group must have participated in an IB category 1 , 2 or 3
workshop.
• Following the review of a subject group, when a new guide has been published, at least one teacher in
the indicated subject group must complete the relevant workshop. Development opportunities provided to
update IB workshop leaders on curriculum changes also meet this requirement.
• Each school that has been authorized as part of an MYP partnership must individually comply with the IB
professional development requirements.
•
See Professional development requirements common to all programmes.
Budget
• For MYP partnerships: Each partner school provides individual budget information.
Collaborative planning
• examples of virtual tools showing planning around specific objectives, if applicable
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• identify types and objectives of meetings that support the MYP implementation. Identify participants (for
example, year 1 subject teachers, all MYP subject teachers, MYP leadership team) and frequency
• for MYP partnerships only: a description of the structures and meetings that have been implemented across
the partner schools and across all years of the programme to ensure the continuity of the curriculum and
the consolidation of the MYP as one programme across the schools.
Action plan
• For MYP partnerships: Partner schools complete the action plan together.
2. When the first step has been completed, a group formed by one representative of each subject group must
meet with the programme coordinator and complete the whole of Section C, which will be submitted along
with the self-study questionnaire.
3. The documents completed by the teachers, as described in 1 above, must be kept by the school because
they may be requested by the IB as further evidence of the process. Schools should include the overview
of the achievement of the standards, as identified by each of these groups, in the self-study questionnaire.
Organizational chart
• for MYP partnerships: Each partner school submits its own chart, as well as an overview of the leadership
of the programme across partner schools.
Schedules
• full MYP class schedules, one per MYP year, with clear identification of subjects and duration of class
periods
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• for MYP partnerships: Each school submits its own class schedule related to the MYP years that will
be implemented in it.
Written curriculum
• Subject group overviews:
– describe the process by which the school has aligned the subject content with the MYP objectives
– identify the content to be taught in each year of the programme to meet the MYP objectives
(approximately two pages per subject).
• Approaches to learning chart
• two samples of interdisciplinary student work representing two different year levels.
Report cards
• report card formats used by the school
• for MYP partnerships: Each partner school submits its own report card formats.
– a list of the current or previous year’s projects, indicating the type of projects involved.
Standardization of assessment
• description of how standardization of assessment in subjects and the community project or the personal
project takes place in the school
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Documentation to be available at the school at the
time of the evaluation visit
• Assessed student work: Further samples of assessed student work covering the MYP criteria for each
subject, preferably from different year levels (two samples per subject). For the arts, the samples should
be accompanied by the process journal.
• Further unit plans: Further samples of unit plans for each subject from different year levels (three samples
per subject) and one interdisciplinary unit from each year level.
• Student reflections on service: Samples of student reflection on service involvement (four samples that
include different years of the programme). Where possible, alignment with the MYP learning outcomes for
service is shown.
• Personal projects/community projects: Four samples of personal projects and/or community projects.
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Diploma Programme
• language(s) of instruction
• hours of instruction for each subject and level (standard or higher) the school offers, including TOK
• number of students in each year of the programme in each subject and level
• Diploma Programme teachers, theory of knowledge (TOK) teachers, and the creativity, activity, service
(CAS) coordinator appointed during the period under review must participate in an IB category 1, 2 or 3
workshop related to their subject or role
• at least one Diploma Programme subject teacher per subject, one TOK teacher and the CAS coordinator
must participate in a relevant IB workshop if the subject or course has been reviewed during the period
under review and a new guide has been published. Development opportunities provided to update IB
workshop leaders on curriculum changes also meet this requirement.
Overview of Standard C: DP
1. The teachers of each subject group must meet, and after reaching a consensus, complete for each subject
group, the whole of Section C: Curriculum, which includes standards C1, C2, C3 and C4. If there is only
one teacher from a subject group, he or she will complete the whole of Section C for that subject group.
2. Teachers responsible for TOK and CAS follow the same procedure described in 1 above.
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3. When the first two steps have been completed, a group formed by one representative of each subject group,
one representative from TOK and one from CAS must meet with the programme coordinator and complete
the whole of Section C, which will be submitted as part of the self-study questionnaire.
4. The documents completed by the teachers, as described in 1 above, must be kept by the school because
they may be requested by the IB as further evidence of the process. Schools should include the overview
of the achievement of the standards, as identified by each of these groups, in the self-study questionnaire.
Self-study process
A description of the self-study process, including:
• timeline
• Calendar of school deadlines for student submission of internal and external assessment components. This
calendar is for internal use by teachers and students and will reflect earlier dates than the IB submission
deadlines.
Supervision of DP Core
Extended essay
• a description of the supervision of extended essays that includes:
– timelines
• CAS handbook
35
– how CAS experiences are initiated by students
Student samples may be selected from throughout the five-year review period.
• an approaches to learning planning chart indicating how each subject group will address various
approaches to learning skill categories in each year of the DP
• unit planners (three different templates are available on the programme resource centre)
• agendas and outcomes of relevant faculty meetings and in-school professional development regarding
approaches to teaching and learning
• examples of formative assessment of approaches to learning skills and adjusted teaching (formative
assessments, adjusted lesson plans/narratives)
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Schools with both Career-related and Diploma
Programmes
Schools offering both the CP and DP complete the evaluation process for both programmes
collaboratively. Requirements for both programmes must be addressed.
Collaborative planning
• meeting schedules for collaborative meetings that include staff involved in the implementation of the DP
and CP. These schedules should show collaboration both within the DP and CP and between the two
programmes. They should include dates, participants by role, topics covered and minutes, if taken.
• personal and professional skills teachers appointed during the period under review must participate in a
relevant IB workshop
• CP coordinators appointed during the period under review must participate in an IB category 1 or
2 workshop
• at least one teacher, coordinator or the Head of School must participate in a service learning workshop.
(Required from January 2018)
1. Each of the following groups must meet, and after reaching a consensus, complete the whole of Section C:
Curriculum, which includes standards C1, C2, C3 and C4. If there is only one teacher from a subject group
or area, he/she will complete the whole of Section C for that subject group.
2. When the first step has been completed, a group formed by one representative from each of the following
groups must meet with the DP and CP coordinator(s) to complete the whole of Section C.
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b. One each from TOK, CAS, language development, personal and professional skills, service learning,
and the reflective project.
Organization
• school organization chart showing the DP and CP pedagogical leadership team(s) (including the DP and
CP coordinators) and reporting lines
• language(s) of instruction
• calendar of school deadlines for student submission of internal and external assessment components.
Supervision of CP core
• Career-related study (CRS) outline form for each career-related course of study the school offers
• description of the supervision process for the reflective project that includes
– timelines
• service learning programme (e.g., programme outlines, the handbook, a list of activities undertaken, etc.)
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Student samples
Submit evidence of the following for three students:
• language portfolios
• if the school makes connections between a student’s career-related study and one or more elements of the
CP core, submit evidence of and/or explain how these connections are made. Evidence may include
audio/video interviews with students to discuss that connection.
Samples of student work may be selected from throughout the five-year review period.
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Resources
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Reference documents for programme policies
Admissions Policy
CP from Principles into Practice (For use from September 2016/January 2017)
Diploma Programme: From principles into practice (For use from August 2015)
Assessment Policy
CP: From principles into practice, “Assessment policy” section.
DP: From principles into practice, “Developing an assessment policy” section.
Guidelines for developing a school assessment policy in the Diploma Programme
Making the PYP Happen: A curriculum framework for international primary education, “A school’s
assessment policy” section
Language Policy
CP: From principles into practice, “Language policy” and “Language development” sections
DP: From principles into practice, “Language options and language support” section.
Guidelines for developing a school language policy
Guidelines for school self-reflection on language policy
Language and Learning in IB programmes
Learning in a language other than mother tongue in IB programmes
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General resources for all programmes
Articulation of the Primary Years Programme, the Middle Years Programme and the Diploma Programme
Effective citing and referencing
Synchronized visits manual, Third edition 2016–17: For use by schools undergoing a synchronized IB
evaluation and a CIS, NEASC or WASC evaluation/accreditation visit
Programme standards and practices (For use from 1 January 2014)
Sample programme evaluation agendas
PYP resources
Exhibition guidelines
General regulations: Primary Years Programme
Guide to school authorization: Primary Years Programme
How to use the PYP planner
Making the PYP happen: Pedagogical leadership in a PYP school
PYP planner template
Rules for IB World Schools: Primary Years Programme
The Primary Years Programme: A basis for practice
MYP resources
Evaluating MYP unit planners
Evaluating MYP interdisciplinary unit plans (2015)
General regulations: Middle Years Programme - First assessment 2016
Guide to school authorization: Middle Years Programme
MYP: From principles into practice (For use from September 2014/January 2015)
MYP unit planner (for use from September 2014 / January 2015)
Rules for IB World Schools: Middle Years Programme
DP resources
CAS guide (for students graduating in 2017 and thereafter)
Extended essay guide (first submission 2018)
Diploma Programme: From principles into practice (For use from August 2015)
General regulations: Diploma Programme
Guide to school authorization: Diploma Programme
Handbook of procedures for the Diploma Programme
Rules for IB World Schools – Diploma Programme
CP resources
Guide to school authorization: Career-related Programme
Overview of the CP (For use from September 2016/January 2017)
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General regulations: Career-related Programme
Handbook of procedures for the IB Career-related Certificate)
Language development guide (For use from September 2016/January 2017)
Personal and professional skills guide (For use from September 2016/January 2017)
Reflective project guide (For use from September 2016/January 2017)
Rules for IB World Schools: Career-related Programme
Service learning guide (For use from September 2016/January 2017)
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