Paper, Paper, Everywhere: Four Tips to Organize Your Documentation for an Assessment | McCormick Center for Early Childhood Leadership

Organizing documentation is an important part of an Administrative Rating Scale assessment. So, where do you begin? At first, organizing your paperwork can seem like a daunting task; however, the four tips below will help you get your papers in order and make the task more manageable. To show how these tips can be implemented, examples have been provided for each as they relate to the Program Administration Scale (PAS) for center-based child care and the Business Administration Scale for Family Child Care (BAS).

1. Use the Documents for Review Resource – The Documents for Review Resource is available to help you stay organized.

Example: The Documents for Review Resource for both the PAS and the BAS is organized by item. There is a page for each item that includes the indicators strands, and the theme of that strand, criteria needed to receive credit, and a list of possible types of documentation that might include the necessary information. The PAS Documents for Review Resource and the BAS Documents for Review Resource are available online. In addition, there is a short version of the BAS Documents for Review Resource in the BAS book on pages 30-31.

2. Create file folders – Label one file folder for each item. Place the file folders in a box in numerical order.

Example: If you were using the PAS book, you would have a file folder labeled Item 1: Staff Orientation, one labeled Item 2: Supervision and Performance Appraisal, and so on. For the BAS, your file folders would be labeled Item 1: Qualifications and Professional Development, Item 2: Income and Benefits, and so on.

3. Label, highlight, or flag documents – Put the item and indicator number on the document, highlight the text that applies to the indicator, or put a Post-It Note with the item and indicator number near the text that applies to the indicator, and place it in the corresponding file folder.

Example: For the PAS, if you have a copy of your budget, with line item breakdowns, you would put it in the file folder labeled, Item 12: Budget Planning, and label the document Item 12, 3.2 and 5.2, because it meets the documentation requirements for both of these indicators. For the BAS, you would put a copy of the budget in the file folder labeled Item 4: Fiscal Management, and label the document Item 4: 5.1.

4. Determine how to organize documentation that applies to several items – There is some documentation that might be needed as evidence for several items—such as an employee handbook or a parent handbook.

Example: Your employee handbook might include information about a new employee orientation needed for Item 1 in the PAS as well as information about employee benefits needed for Item 5 in the PAS. You don’t need to have a copy of the entire handbook in each item folder that requires a part of it for documentation. Simply copy and highlight the page from the handbook that documents what is needed for that item, label with the item and indicator number, and place it in the file folder. Have one original copy of the handbook available for assessors to use, if needed.

Having a place to put documents as you go through the scale books will help you feel less overwhelmed. Try to organize one item at a time, and before you know it, you’ll have a system in place and the task will be complete!

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Scaffolded Beginnings: Navigating Orientation with Intentional Design: Part 2: Making It Stick

By Leslie Layman • November 12, 2025

BY LESLIE LAYMAN Introduction: Building on Intentional Design In part one of this “Scaffolded Beginnings” series , Emilie Austin, McCormick Institute for Early Childhood’s Manager of Learning Design Experience, spoke to the importance of intentional design and scaffolding to support new employees in deepening their learning during orientation. This second part of the series covers the importance of operational leadership in helping that learning to “stick” so that employees can successfully apply skills learned in orientation to their new roles. Many organizations structure orientation as a “big day” of meeting people, reviewing handbooks and procedures, and maybe sharing coffee and sweets. On that day, new employees are taking on a new role, expectations, and culture while trying to understand and memorize functional processes and procedures. Going beyond the big day by applying intentional environmental design and contextual, participatory learning theory in your day-to-day helps your employees own and grow into their place in your organization’s culture. Applying a Reggio-Inspired Approach to Onboarding Intentional leaders are responsible for both the administrative leadership of the workplace environment and the strategic leadership and guidance of the organization. Both areas are involved in scaffolding new employees from understanding what they have learned during orientation to applying that information in their new role throughout and beyond the onboarding and training process (Talan, Masterson, & Bella). Loris Malaguzzi’s Reggio approach to early childhood education is a useful framework for thinking of and planning for new employees as learners and participants in the environment, as well as educators and carers of children and families. “To make a lovable school, industrious, inventive, liveable, documentable and communicable, a place of research, learning, re-cognition and reflection, where children, teachers and families feel well - is our point of arrival.” -Loris Malaguzzi (Sourced from: Institutionzione del Comune di Reggio Emilia ) Each of the Reggio Values can be used to create a shared learning space where educators and children can thrive. A few examples include: Children are active protagonists in their growing processes And so are adult learners! Find ways to make new employees the “lead” in the story of their onboarding. New employees can participate in individualized goal setting to help them feel in control of their professional development. Progettazione/Designing People of all ages learn by doing. Support new employees to participate in designing training and learning experiences rather than providing only pre-planned or scripted training. The Hundred Languages People bring all of themselves, their experiences, and their ways of being to learning and work environments, and they gain new knowledge through active co-construction. Integrating learning experiences into the work environment can help training become more memorable and easier to apply. One example is implementing training on technology or documentation tools as they are being used in context. Participation New employees need opportunities to participate in the environment as they are learning and to experience the emotions and culture of the role. Observation time is important, and being an active team member early on is also important. Organization and the Environment Intentional planning of the way in which employees will interact with the space makes learning more fluid. Some ideas include: making sure that the resources needed for tasks are in functional locations, having deadlines for documentation or responding to family communications built into the daily schedule, and modeling intentional care for children by demonstrating deliberate care for the space. Thoughtfully organize adult materials and create a welcoming, inviting environment for adults and children. Leadership Insight: Apply what you know about Learning and environments The same principles of guiding the learning and independence of children in the educational environment can be applied when helping new staff to move beyond understanding their role to actively embodying their role on your early care and education team. This process can be applied using the early education and care philosophies that are most important to you and relevant to your leadership context. Reflecting on the philosophical and curricular choices you have made for your program and why you chose them can help you think about how you may want to apply those approaches for adult learning. This strategy works because it is integrated and intentional, and it builds skills by modeling skills in the “real world” context to make them stick. Resources for Further Exploration Scuole E Nindi D’Infanzia, Institutionzione del Comune di Reggio Emilia. (N.D). Reggio Emelia Approach. Reggiochildren.it, https://www.reggiochildren.it/en/reggio-emilia-approach/ Beirmeier, M. (2015). Inspired by Reggio Emilia: Emergent Curriculum in Relationship-Driven Learning Environments. Young Children, 70(5), https://www.naeyc.org/resources/pubs/yc/nov2015/emergent-curriculum Schlieber, M. & McLean, C. (2020). Educator Work Environments Are Children’s Learning Environments: How and Why They Should Be Improved. Sequel, January 21, 2020. https://cscce.berkeley.edu/blog/educator-work-environments-are-childrens-learning-environments-how-and-why-they-should-be-improved/ Citations Scuole E Nindi D’Infanzia, Institutionzione del Comune di Reggio Emilia. (N.D). Values. Reggiochildren.it, https://www.reggiochildren.it/en/reggio-emilia-approach/ Talan, T., Masterson, M., & Bella, J. (2023, April 4). Whole leadership: A framework for early childhood programs – 2023. Whole Leadership: A Framework for Early Childhood Programs – 2023 | McCormick Center for Early Childhood Leadership.