---
title: "Strive Setup Checklist"
slug: "strive-setup-checklist"
updated: 2026-05-28T22:01:05Z
published: 2026-05-28T22:01:05Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://support.eduphoria.net/llms.txt
> Use this file to discover all available pages before exploring further.

# Strive Setup Checklist

## Task 1: Plan a Meeting

| Who Is Coordinating? | Task Notes | Deadline for Completion |
| --- | --- | --- |
|  | - Identify decision-makers (HR, staff development, principals, instructional technology) for the following processes: goal setting, evaluation, and professional development. - Invite decision-makers to a meeting to plan Strive implementation and reflection. - Determine how Strive can support your TIA process (outlined in your application). - Include Tasks 2-9 discussion and assignment from the Meeting Agenda. |  |
| **Who Is Attending?** |  |
| **Meeting Date:** |  |

## Task 2: Set the Date for Archiving Evaluation Data for This School Year

| Who Is Responsible? | Task Notes | Deadline for Completion |
| --- | --- | --- |
|  | - Identify the date for converting evaluation documents to PDF as part of the archiving process. - Identify the person who will archive documents. - Determine which documents you can archive. (The [Unsigned Documents Report](/v1/docs/running-the-unsigned-documents-report), [Evaluation Process Completion Report](/v1/docs/running-the-evaluation-process-completion-report-spreadsheet), and [Evaluation Status Report](/v1/docs/running-the-evaluation-status-report) can help.) - Follow the directions in [Archiving Evaluations and Goals at the End of the Year](/v1/docs/archiving-appraisals-and-goals-at-the-end-of-the-year). - Verify that you’ve set the [instructional calendar dates](/v1/docs/creating-instructional-calendar) correctly for the archive: - Set the first instructional date early enough to capture the earliest date teachers might have written their goals. - Set the last instructional date to capture the completion of all evaluation documents from all staff members. - Determine the date and person responsible for exporting a copy of the archive for HR to keep in a digital format as PDFs. |  |

## Task 3: Modify Frameworks

| Who Is Responsible? | Task Notes | Deadline for Completion |
| --- | --- | --- |
|  | - Determine which Appraisee Types need frameworks (such as which ones will be monitored for growth/goal setting). - Verify which frameworks and standards you want to set for the Appraisee Types you will monitor for growth. - [Update existing framework language and dimensions](/v1/docs/building-and-modifying-frameworks#updating-a-framework) as needed. - [Add new frameworks](/v1/docs/building-and-modifying-frameworks#creating-a-new-framework) if needed for tagging goals, evaluation documents, and professional development. |  |

> [!NOTE]
> **Note:** Eduphoria provides locked templates that help ensure data fidelity and simplify the process of using templates for the Eduphoria community. The current templates include T-TESS Alt D1, T-TESS v2, T-PESS v2 , and T-SCESS. You can find information about updating to the new locked frameworks at [Setting up the T-TESS v2 Evaluation Process](https://support.eduphoria.net/v1/docs/setting-up-the-t-tess-v2-evaluation-process), [Setting up the T-TESS ALT D1 Evaluation Process](https://support.eduphoria.net/v1/docs/setting-up-the-t-tess-alt-d1-evaluation-process), and [Setting up the T-PESS Process](/v1/docs/setting-up-the-t-pess-evaluation-process). You will only need to create frameworks for any other processes you have that use multiple elements over time for comparison.

## Task 4: Update Evaluation Templates

| Who Is Responsible? | Task Notes | Deadline for Completion |
| --- | --- | --- |
|  | - Access current evaluation forms for principal and evaluator feedback. - Verify that you can obtain good data and reports from evaluation templates. - Visit **Eduphoria Community** in [**Evaluation Setup**](/v1/docs/evaluation-setup)****to determine if other evaluation forms would be more effective. - [Import templates](/v1/docs/importing-eduphoria-community-templates) from Eduphoria Community and edit as needed. - [Create](/v1/docs/creating-a-new-evaluation-template) or [edit new templates](/v1/docs/editing-evaluation-templates) as needed. - [Tag evaluation templates](/v1/docs/tagging-evaluation-templates-for-data-analysis-and-the-summative-panel) with domain and dimension. - Determine document options, like signatures or copying data into the summative. - Ensure that Student Growth is added to the evaluation process per Texas Education Code Chapter 150, Subchapter AA, §150.1001(f)(2). |  |

> [!NOTE]
> **Note:** Obtain a summative document that includes the Student Growth rating from the Eduphoria Community.

## Task 5: Update Appraisee Types

| Who Is Responsible? | Task Notes | Deadline for Completion |
| --- | --- | --- |
|  | - Review your T-TESS and T-PESS Appraisee Types and evaluation processes. - [Create additional Appraisee Types](/v1/docs/building-and-modifying-appraisee-types) as needed. - Remember, Appraisee Types are based on steps and tasks, so multiple employee groups can use the same Appraisee Type. - If applicable, set the framework for each Appraisee Type. Not all will need a framework. - [Define the evaluation process](/v1/docs/designing-the-evaluation-process-for-appraisee-types) with steps and tasks for each Appraisee Type. - Make sure student growth is part of your T-TESS process. - Determine if Student Portfolios in Aware and Strive will help you with your student growth tracking. - [Manage appraisal alerts](/v1/docs/managing-appraisal-alerts) in Evaluation Setup to send alert notifications tied to the district evaluation calendar and encourage staff members to set up [evaluation status emails](/v1/docs/evaluation-status-emails). |  |

## Task 6: Upload Reference Documents

| Who Is Responsible? | Task Notes | Deadline for Completion |
| --- | --- | --- |
|  | - Define documents tied to Appraisee Types that must be loaded for user reference (T-TESS rubric, district evaluation calendar, district guidelines for goal setting, etc.). - Define who needs to access each document. - [Upload reference documents](/v1/docs/uploading-reference-documents). |  |

## Task 7: Share District Evaluation Documentation

> [!NOTE]
> **Note:** Task 7 does not occur within the Strive application.

| Who Is Responsible? | Task Notes | Deadline for Completion |
| --- | --- | --- |
|  | - Create and approve district documentation for the evaluation calendar. - Create and share district expectations for professional and student goal setting. - Create and share the district evaluation calendar and procedures. - Create and share the district evaluation appeals process. |  |

## Task 8: Get Training Ready

> [!NOTE]
> **Note:** Task 8 does not occur within the Strive application.

| Who Is Responsible? | Task Notes | Deadline for Completion |
| --- | --- | --- |
|  | - Coordinate group training based on roles (T-TESS evaluators, teachers, departmental evaluators, etc.). - Review Eduphoria-provided training materials. - Create and share training materials for each Appraisee Type. |  |

## Task 9: Sign up for Eduphoria Alerts and Update Your Contact List

> [!NOTE]
> **Note:** Task 9 does not occur within the Strive application.

| Who Is Responsible? | Task Notes | Deadline for Completion |
| --- | --- | --- |
|  | - [Sign up](/v1/docs/how-can-i-receive-announcements-and-edunews) to receive news and announcements based on your school or district role. - Contact [sales@eduphoria.net](mailto:sales@eduphoria.net) if changes have occurred in district application managers, so our records are current. |  |