In my first year of teaching, I had a 2nd-grade student named Colton1 who underperformed on both the beginning and middle of the year universal screener assessments. He was deemed at risk of falling behind his grade-level peers.
Intervention Checklists and MTSS: Key Takeaways
- Leverage student-centered intervention checklists to connect context and data for a more complete view of learning within MTSS.
- Streamline organization and track intervention effectiveness with a clear, ongoing record.
- Build checklists that answer key questions: who the student is, what was implemented, when, how it went, engagement level, and observations.
What Is an Intervention Checklist and How Do You Use It?
Intervention checklists are a tool used to help teachers provide strategic support for students by ensuring that utilized interventions do not end up “wasted” because they have not been properly documented. But it’s not a checklist leading to a final destination. To be effective, it’s a documentation of where you have gone, so you understand where you need to go to best assist a student in reaching their educational goals.
An effective intervention checklist will provide:
- Data that demonstrates what intervention (or interventions) were used,
- If interventions were implemented with fidelity,
- How long interventions were being utilized, and
- Include progress monitoring data that demonstrates if the intervention effectively accomplished its goal of closing a specific skill gap.
Intervention Checklists Work With Intervention Plans
Universal screening data quickly identify students who are at risk of falling being their peers (like Colton). These students are provided with an intervention plan by a certified staff member that utilizes targeted, evidence-based interventions to accelerate student learning. It is vital that teachers document which interventions they utilize.
An intervention plan has a SMART goal (Smart, Measurable, Attainable, Results-oriented, and Time-bound) that addresses the skill gap, a strategic intervention aligned to the goal, and a progress monitoring tool that measures the effectiveness of the intervention in achieving the goal.
A progress monitoring tool should be a short alternative assessment that allows the student to apply the targeted skill outside of the familiarity of both the intervention and grade-level content, and students should be assessed frequently based upon the assessment's guidance.
Intervention Checklists Track the Effectiveness of an Intervention
Once a support plan has been created, an intervention checklist provides a streamlined tool to ensure that the interventions of the plan are carried out consistently. It allows teachers to track the effectiveness of a given intervention.
This checklist creates a historical running record that teachers can reflect on and reference during grade-level meetings to determine if students need more intensive interventions or if they can scale back the interventions.
The most effective intervention checklists will provide space to track student information, the SMART goal, information about the intervention, how often it will be used, who will teach or monitor the implementation of the intervention, and space to record daily or weekly updates on student progress (based off data from a progress monitoring assessment tool).
MTSS tools often take the form of intervention checklists, which fall into two main categories: those used to plan interventions and those used to track them. Tracking checklists help monitor which strategies were used, for how long, and how the student responded—providing an efficient way to document intervention efforts within MTSS.
Not All Intervention Checklists Are The Same
Anyone searching online for “intervention checklist” will undoubtedly get thousands of hits. Although it might be easy to download the first option appearing on your search list, it’s important to check to make sure that the checklist is properly aligned with MTSS processes.
For example, some student-centered intervention checklists may only provide a list of possible interventions and space for a teacher to record intervention documentation.
While this information is useful, it does not necessarily help a teaching team make informed decisions about the next steps in meeting the needs of a specific learner. This checklist lacks the space to capture contextual questions we might ask as to why or why not an intervention is effective (for example, information about student engagement with the intervention and their progress monitoring scores).
So, how do you select an effective intervention checklist? Look for the following qualities in each tool you review:
- Space to track weekly (or daily) implementation notes
- Space to record observations regarding student engagement with the intervention
- Space to track progress monitoring scores
- Space to record outside data or notes that may impact intervention fidelity
Sound like a lot? No worries, I’ve done the digging for you. The National Center on Intensive Intervention at the American Institutes For Research provides an excellent example of an intervention checklist.
This is just one example of an intervention checklist, but it provides an outline of important information to include. This type of checklist is more effective than the other examples because it provides:
- Space to track any possible interruptions that might have impacted the intervention for a given week,
- Space for teachers to record notes on student engagement, and
- Space for teachers to make plans to adjust their intervention strategies as needed based on the data collected for the given week.
This holistic approach
to data collection is closely aligned to the basic tenets of MTSS, which seek to support student academic and life success.
How Can Intervention Checklists Provide Needed Data?
Beyond providing a simple and effective organizational tool for teachers to capture student data, an intervention checklist is a running record that can be invaluable when evaluating a given student's needs. It can also provide insight into intervention effectiveness, identify possible errors in targeted skill areas, and evaluate the usage of certain intervention programs.
Intervention checklists can be used and understood by grade-level teams, academic support teams, and school leadership. These checklists are particularly useful if a student is being recommended for additional special education services screening. This additional data can provide further insight into a student’s needs and document interventions that have been effective.
Intervention checklists help align quantitative student data with qualitative data so that student needs are addressed not only from the context of “this child is at risk due to these test scores, but also from student engagement and teacher observations.
How Can an MTSS Management System Help Streamline This Process?
My director did not use the intervention checklist from the National Center on Intensive Intervention, but the checklist she provided asked many of the same questions.
- Who is the student receiving the intervention?
- What intervention is being used?
- What is the proposed schedule of implementation for a given week?
- Did the implementation of the intervention go according to plan?
- What was the level of student engagement?
- How is the effectiveness of the intervention being measured?
In addition to providing space for teacher observation, I recorded answers to these questions each week to track whether the intervention was implemented successfully (or not). Having this tool made it much easier to communicate about our students’ needs because we, as a team, tracked the steps we were taking to meet them. We also linked what the data was telling us about our students to the observations we were making.
Manually finding a checklist to meet MTSS needs, documenting all of this information, and ensuring we kept up with each checklist for every student meant that our intervention documentation was effective but not fully efficient. This is where an MTSS Management System, like Branching Minds, can come in handy in supporting educator workload and maintaining MTSS fidelity.
An MTSS platform can document all of the data we mentioned today, but also provide a documentation tool for assessment data, data analysis tools for selecting appropriate interventions, logging family communications, recording meeting notes, and accessing robust reports that can provide insight on district, school, class-level needs. An MTSS Management platform helps educators and leaders maintain documentation of interventions and more.
Citations
Supports, modifications, and accommodations for students. Center for Parent Information and Resources. (2020, March). Retrieved April 2022, from https://www.parentcenterhub.org/accommodations/

About the author
Kismet Lantos-Swett
Kismet Lantos-Swett is a Branching Minds Educational Consultant based in Chicago, IL. Kismet has served students, educators, and leaders through various roles throughout her career including as a classroom teacher, learning specialist, literacy interventionist, and as a Leadership for Educational Equity Fellow in the Rhode Island Department of Education. She is passionate about helping teachers feel empowered to have a strengths-based mindset in supporting their students so that students can grow and find success in a safe, curious, and compassionate environment. Kismet has both a Masters of Education in education, policy and management from the Harvard Graduate School of Education and a Masters of Teaching in Elementary Education from Marian University.

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