Final review
Class balance checklist
A meeting checklist for reviewing class size, support needs, peer requests, separations, and teacher workload.
DOCX checklist
Download the checklist DOCX
Download the blank, editable Word file without submitting an email address. Read the completed example on this page, then add your school details and save a working copy.
Download DOCXFile: shibutz-class-balance-checklist.docx
Blank template structure
Completed example
Fictional completed example: a committee checks Grade 3 draft v3 on 12 June 2026. There are 65 students in three classes; counts and decisions are invented for this walkthrough.
Use class-level evidence in meeting copies. Keep named peer pairs and individual support records in a restricted review file. Completed does not mean approved: record unresolved checks explicitly.
The download remains a blank, editable DOCX. This completed example is shown here for reference; it is not prefilled into the file.
Meeting setup and completed core checks
Meeting owner: placement coordinator. Draft source: reviewed roster v3. Number of classes: 3. Ready to approve? No; the support timetable needs one confirmation.
- Class sizes
- Checked. A: 22/24, B: 22/24, C: 21/22. Evidence: roster totals and confirmed room limits. Concern: none. Decision: keep the 65-student distribution.
- Gender mix
- Checked. The fictional roster records 33 girls and 32 boys: A has 11/11, B has 11/11, C has 11/10. Concern: none identified in this check. Decision: retain the draft; review only categories your school actually collects.
- Academic support needs
- Reviewed, follow-up open. Teacher forms identify two, two, and one planned reading check-ins in A, B, and C. Concern: Class B timing is unconfirmed. Decision: support coordinator to verify coverage by 15 June.
- Behavior and emotional support load
- Reviewed. Staff compared current observations and planned adult support, not just averages. Concern: Class B’s first-lesson coverage is still open. Decision: hold approval until the timetable check is complete.
- Required placements
- Checked. All three recorded required placements match draft v3. Concern: none. Decision: retain and recheck if the draft changes.
Peer and separation review
Helpful friend pairings: checked against the recorded requests. Separation rules: all four recorded pairs checked in different classes. Parent or teacher requests: reviewed; a request for a particular teacher was not treated as a guarantee.
Students without requested peers: one case needs a transition check. Counselor to agree a first-week welcome plan by 15 June. Keep the student’s identity and detailed notes in the restricted review record, not in the general meeting copy.
Final decision and follow-up
What changed during the meeting? No roster moves approved; the team chose to verify staffing before moving students. What should next-year teachers know first? Which start-of-lesson check-ins they are responsible for, shared privately after approval.
Approved by: pending. Follow-up owner: support coordinator, with the counselor responsible for the transition check. Date for review: 15 June 2026. Close both actions, recheck any changed lists, and record the approved version in the assignment report.
Carry forward the evidence, unresolved actions, and sign-off status instead of treating checked boxes as automatic approval. Record the decision in the assignment report.
- Best for
Placement committees
The draft lists look close, but staff still need to review tradeoffs. You want meeting notes that explain why a list was approved. One class looks uneven and the team needs to identify why.
- Inside
What the file includes
Placement meeting checklist, Balance categories, Decision notes, Next-step prompts
- Shibutz fit
How it connects to placement software
Shibutz calculates class balance statistics. Use this checklist to record the staff discussion and approval decision.
How to use it
- Download the template and make a school copy.
- Use the fictional example as a reference, then fill in the blank fields with only the details your team needs.
- Keep student notes objective and limited to placement needs.
- Use Shibutz for the class lists, constraints, and final results.
Related resources
Follow the class placement guide
Read the related guide or open the tool.
Read the balance checklist guide
Read the related guide or open the tool.
Review placement statistics
Read the related guide or open the tool.
Score your process
Read the related guide or open the tool.
Class assignment report template
An editable staff report for recording final class assignments, balance checks, and review decisions.
Ready to build the class lists?
Use these files to collect staff input and record sign-off. In Shibutz, generate draft class lists and review their statistics. Pro adds Excel export for staff handoff.
Common questions
What should a class balance checklist include?
Start with class size, gender balance, support needs, friendship requests, separation rules, teacher workload, and any required placements.
Is the checklist enough to create class lists?
It helps with review, not generation. Use it after your draft lists exist or after Shibutz generates a placement.