Candidacy Reports Checklist for Evaluators

Pre-Review
1. Confirm Institution training on Candidacy
2. Confirm Dates and Schedule for Candidacy
Review
3. Confirm logistics for Candidacy Review
(expenses, lodging, travel)

Diagnostics
1. Confirm submission of:
a. Executive Summary
b. Candidacy Diagnostics
c. Assurances
Read and Annotate all Diagnostics Submissions
Prepare Questions for Institution

Candidacy Review
1. Institution Overview
2. Interviews
3. Observations
4. Other activities (tours, LMS
demonstrations, leadership
discussions, etc.)
Concluding Meeting
1. Evaluator discusses the capacity of
the institution to meet the Cognia
Performance Standards by Key
Characteristic.
2. Evaluator addresses questions
about the process.
3. Evaluator outlines next steps if
applicable
4. If being recommended for
successful Candidacy, Evaluator
may share their recommendation.
Note: Institutions should prepare an
overview at the beginning of the
Candidacy Review that includes their
process in preparation for Candidacy, the
institution’s improvement plan, and
potentially the quality assurance
overview (for systems).
Note: If the institution is not being
recommended for Candidacy, then the
Evaluator should NOT share that
information with the institution and
should immediately contact the Regional
Director after leaving the institution.

CANDIDACY REPORT ITEM NOTES

Summary: Activities Interviews, Presentations,
Observations, Tours, etc.
Participants Only time for names and
titles, afterwards only
titles.
Narrative for Standards: Key Characteristics – All 4
 items
Culture of Learning, No bulleted statements.
Leadership for Learning, Each Key Characteristic
Engagement of Learning, must be IN ORDER.
Growth in Learning
Must cover capacity and
reference Performance
standards in each Key
Characteristic. Must
include in conclusion the
institution’s capacity to
meet the Cognia
Performance Standards at
the end of EACH Key
Characteristic section.
Assurances: Appropriate Assurances Must address EVERY
for Institution Assurance by number.
Additional Areas for 3 YES/NO Questions Answer YES or NO – do
Candidacy not use X’s
Conclusion and Select One X the appropriate box
Recommendation
Tasks OPTIONAL: If other tasks Delete the 3rd item if no
are necessary, be additional steps are
SPECIFIC required.
Signature Write in name
Date Write in date