Plan header and status
Set a customizable report header title, track an overall plan status, and record a start date, a review date, and the coordinator responsible for the plan.
Assistive technology implementation planning software
Turn AT recommendations into an implementation plan your team can actually follow through on.
evalKeeper's assistive technology Implementation Planning workspace carries recommended items forward from the assessment and organizes the goals, environments, training, action steps, responsibilities, and progress notes needed to put assistive technology into practice and support successful ongoing use.
Beyond the assistive technology recommendation
A recommendation is only the beginning of successful implementation.
Assistive technology still needs a clear plan for use, training, support, follow-up, and measurement.
Implementation Planning is part of evalKeeper.
Recommended items flow directly from the assessment into the implementation plan, keeping evaluation findings, recommendations, and follow-through connected in the same platform.
Once an assistive technology recommendation is made, the team still needs to determine how the technology will be configured, where and when it will be used, who needs training, what barriers could affect implementation, and how progress and outcomes will be measured. When those details live in separate documents or rely on memory, follow-through can become difficult after the assessment is complete.
evalKeeper's assistive technology Implementation Planning workspace keeps those details connected to the implementation plan and to each recommended item. A plan can include a status, start date, review date, and named coordinator, while individual recommended items can include configuration details, availability plans, supported tasks, environments, implementation strategies, training needs, maintenance plans, and success indicators.
Plan-level information can capture implementation goals, expected outcomes, success criteria, environments, support plans, anticipated barriers, training details, and data collection methods. Action steps and progress notes then help document responsibilities, due dates, observations, adjustments, and ongoing progress throughout assistive technology implementation.
Implementation planning capabilities
From assistive technology recommendations to documented implementation and follow-up.
Build an assistive technology implementation plan that connects recommended items to goals, environments, training, responsibilities, data collection, action steps, and ongoing progress.
Recommended items carried from the assessment
Add recommended items with category, manufacturer, and model, then track item status, vendor, and acquisition status as each recommendation moves toward implementation.
Item-level configuration and use
Document configuration details, an availability plan, supported tasks, and the environments where each recommended item is intended to be used.
Goals, outcomes, and success criteria
State the implementation goal, the expected outcome, and the success criteria that will show whether the plan achieved what it set out to do.
Environments
Select one or more environments where the implementation plan applies, with a free-text option to describe environments not covered by the standard choices.
Strategies, support, and barriers
Record implementation strategies, a support plan, and anticipated barriers so the team has a shared reference for how the assistive technology plan will be carried out.
Training planning
Document training participants, training needs, and the training method at the plan level, alongside item-specific training needs for individual devices.
Data collection and baseline
Describe what data will be collected, the data collection method, and the baseline information the implementation plan will be measured against.
Action steps
Break the implementation plan into action steps, each with a responsible party, due date, status, notes, and an optional link back to the recommended item it supports.
Progress notes
Log dated progress notes with the observation, any adjustment made, who entered the note, and the specific recommended item the note relates to.
Maintenance and success indicators per item
Track a maintenance plan and success indicators for each recommended item so ongoing upkeep and outcomes stay tied to the specific device.
Item and plan-level notes
Keep notes on individual recommended items in addition to notes at the plan level for information that applies across the whole implementation plan.
How a plan comes together
From a completed assistive technology assessment to an actionable implementation plan.
evalKeeper's Implementation Planning workflow picks up where the assessment leaves off, carrying recommended assistive technology forward into assigned, dated, and trackable implementation work.
Bring recommended items into the plan with category, manufacturer, and model already in place.
Set the implementation goal, expected outcome, success criteria, and the environments the plan covers.
Create action steps with a responsible party, due date, and status, linked to the relevant recommended item.
Add dated progress notes to record observations and adjustments as assistive technology implementation continues.
Assistive technology implementation follow-up
See what is assigned, what is due, and how implementation is progressing.
Keep responsibilities, deadlines, recommended items, progress notes, and review dates visible as the assistive technology implementation plan moves forward.
Know who owns each action step
Every action step carries a responsible party, due date, and status, so it is clear what is outstanding and who is responsible for moving it forward.
Connect action steps and progress notes to the item
Action steps and progress notes can reference the specific recommended item they relate to, keeping follow-up organized around each device rather than only at the plan level.
Keep a single coordinator of record
A named coordinator stays attached to the implementation plan, giving the team a clear point of contact throughout implementation and review.
Separate item status from plan status
Each recommended item carries its own status and acquisition status, distinct from the overall implementation plan status, so progress can be reviewed at either level.
Build toward a scheduled review
A start date and review date give the implementation plan a defined checkpoint for revisiting goals, action steps, recommended items, and progress notes.
Frequently asked questions
Assistive Technology Implementation Planning with evalKeeper
Learn how evalKeeper helps teams create assistive technology implementation plans, carry recommendations forward from assessments, assign action steps, document training, and track progress over time.
An assistive technology implementation plan can include a plan status, start and review dates, an assigned coordinator, recommended items carried from the assessment, implementation goals and expected outcomes, success criteria, environments, implementation strategies, a support plan, anticipated barriers, training details, data collection information, action steps, progress notes, and additional notes.
Yes. Recommended assistive technology such as devices and equipment can be added to the implementation plan with details including category, manufacturer, model, vendor, acquisition status, configuration details, availability plan, supported tasks, environments, implementation strategies, training needs, maintenance plan, success indicators, and item notes.
Yes. Action steps can be documented with the responsible party, a due date, a status, related notes, and a link back to the specific recommended item the step supports.
Yes. Progress notes can be recorded with a date, the person who entered the note, an observation, and any adjustment made, and can be linked to a specific recommended item.
Yes. The assistive technology implementation plan can capture training participants, training needs, and the training method, in addition to item-level training needs recorded against each recommended item.
Yes. Implementation plans support selecting one or more environments, with an option to describe additional environments, along with implementation strategies, a support plan, and anticipated barriers.
Yes. The implementation report header title can be customized and shown or hidden on the generated report.
Explore assistive technology implementation planning in evalKeeper.
Request a 30-day trial and see how assistive technology recommendations, goals, environments, training, action steps, responsibilities, and progress notes can be managed in one connected implementation plan. No credit card is required.