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Step-by-step class list creation process showing data input, student analysis, and balanced classroom formation
January 24, 2025Updated: January 25, 202510 min read

Class list creation: step-by-step guide for administrators

Looking for the latest documentation? Visit the Shibutz docs for the most current guides on using Shibutz.

Class list creation: step-by-step guide for administrators

The first time Principal Martinez watched a colleague create class lists using modern technology, she experienced what she later described as "educational jealousy." Where she typically spent weeks juggling spreadsheets and scribbled notes, her colleague was exploring dozens of different class configurations in real-time, testing scenarios that would have taken days to evaluate manually.

"I watched her input all our student data and then literally see different possibilities appear on screen," Martinez recalls. "She could instantly see how moving one student would affect the gender balance, academic distribution, and social dynamics of each class. It was like having a crystal ball for classroom composition."

That conversation led Martinez to adopt Shibutz for her own school, turning what had been a dreaded annual ordeal into a clearer, calmer process. This guide walks through the same approach that has helped schools create more effective, balanced classrooms using practical student placement strategies.

Step 1: Gather student data

Good class lists start with accurate student information. Collect and record the following details for each student, using the red/yellow/green scale to mark levels:

  • Name and gender: Basic identifiers needed for student organization.
  • Social level: (Red/Yellow/Green) Measures of the student's peer interaction and friendships.
  • Emotional level: (Red/Yellow/Green) Indicators of the student's emotional resilience and support requirements.
  • Behavioral level: (Red/Yellow/Green) Assessments of the student's behavior and conduct within learning environments.
  • Learning level: (Red/Yellow/Green) Evaluations of the student's academic skills.

Give students the opportunity to request being placed with up to three friends. Familiar faces can reduce first-week anxiety and make the new classroom feel less daunting.

Enter this data manually or import it from Excel to reduce retyping and catch mistakes earlier.

Step 2: Determine paired and separated students

Student relationships shape the classroom from day one. Using insights from teachers and counselors, identify:

  • Pairs of matches: Students who benefit from being together or have made mutual requests.
  • Mismatches: Situations requiring students to be in separate classes due to past conflicts, disruptive dynamics, or family dynamics. Notably, consider siblings and twins as commonly being mismatches unless otherwise requested by parents.

Step 3: Define classes

While preparing the classes, users need to enter just the straightforward details:

  • Class name: A unique identifier for each class.
  • Teacher name: The assigned teacher for the class.

This streamlined approach simplifies the data entry process without additional information requirements, such as class sizes or resources, needed at this stage.

Step 4: Add special assignments

Accommodate specific needs by assigning certain students to particular classes or teachers based on criteria like:

  • Specialized programs: Students requiring additional educational support or extracurricular enrichment.
  • Sibling requests: Parental preferences regarding sibling class placements.

Step 5: Set optional configurations

Add guardrails for the class list creation process with Shibutz's optional settings:

  • Maximum Children per Class
  • Max Allowed Gender Difference

Step 6: Generate class lists

Once all data is entered and preferences are set, use Shibutz to produce a recommended class list. This intelligent tool processes the input to create balanced and equitable classes quickly and effectively.

Step 7: Review and refine

After generating initial class lists, meet with key staff members such as teachers and counselors to make any necessary refinements. Update Shibutz with those changes so the final arrangement reflects both the data and your team's judgment. The analytics dashboard makes this review easy, showing per-class statistics and friends stats, including the percentage of students with one or more and two or more friends placed in their class.

With this workflow, principals and administrators can create class lists faster while still accounting for the students who need extra thought.

One of the hardest parts of class creation is managing parent requests and preferences. Learn how to handle parent requests in class assignments professionally while maintaining balanced classroom composition.

Ready to use these steps?

Get started with Shibutz today and transform your class creation process.

Try Shibutz Free

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