Observation, Assessment, and Planning in the Early Years

Shamima's Workshop Early Childhood Education

Observation, Assessment & Planning 
                           in Early Years 

By Shamima Fowzee | NCFE CACHE assessor,  Early Years CPD Trainer & Creative Art therapy Practitioner

Understanding the observation, assessment, and planning is a core part of an early years practitioner's role. The process is a crucial factor in identifying children's individual needs, interests, and abilities. For learning and development to flow effectively, following the three-step cycle will ensure every child makes good progress and that they all meet the appropriate targets. 

The Observation, Assessment and Planning (OAP) cycle is a fundamental process in early years practice that supports practitioners in understanding children’s learning and development. It ensures that teaching is purposeful, responsive, and tailored to individual needs. The cycle aligns with frameworks such as Development Matters and the EYFS, promoting consistent and high-quality practice across early years settings.

Importance of OAP Cycle

Supports Understanding of the Child as an Individual

Observation enables practitioners to gain a clear understanding of each child as an individual. By carefully observing children during play and daily activities, practitioners can identify their interests, strengths, learning styles, and abilities. This helps ensure that practice is child-centred rather than based on assumptions or general expectations. Every child develops at their own pace, and observation allows practitioners to respond appropriately to their unique needs.


Enables Accurate Assessment of Development

Assessment allows practitioners to analyse observations and determine a child’s current stage of development. By linking observations to recognised frameworks such as Development Matters, practitioners can make informed judgments about whether a child is working within expected ranges. This process also helps identify any gaps or delays in development at an early stage, enabling timely support and intervention.


Ensures Meaningful and Targeted Planning

Planning is most effective when it is based on accurate observation and assessment. Through the OAP cycle, practitioners can plan activities that build on children’s interests and extend their learning. This ensures that next steps are meaningful, relevant, and appropriately challenging. Without this process, planning may become generic or disconnected from the child’s actual developmental needs.


Creates a Continuous Learning Cycle

The OAP cycle follows a continuous process of observe, assess, plan, and review. This ongoing cycle ensures that learning is constantly monitored and adapted according to the child’s progress. Practitioners can reflect on what works well and make necessary adjustments, ensuring that teaching remains responsive and effective over time.


Promotes High-Quality Teaching and Learning

Using the OAP cycle supports practitioners in delivering high-quality teaching and learning experiences. It allows for intentional teaching, where activities are planned with clear purpose and outcomes. This improves the overall quality of provision and ensures that children are engaged in meaningful learning experiences rather than unstructured or unplanned activities.


Supports Holistic Development

The OAP cycle ensures that all areas of a child’s development are considered, including physical, communication and language, and personal, social and emotional development. By observing and assessing children holistically, practitioners can provide balanced support that promotes overall growth and well-being rather than focusing on isolated skills.


Strengthens Communication with Parents and Professionals

Observation and assessment provide valuable information that can be shared with parents and other professionals. This supports effective communication about a child’s progress, strengths, and areas for development. It also promotes partnership working, ensuring that everyone involved in the child’s care is informed and working towards common goals.


Helps Identify Additional Needs Early

Through consistent observation and assessment, practitioners can identify any concerns or delays in a child’s development at an early stage. This allows for early intervention and the implementation of appropriate support strategies. Early identification is crucial in ensuring that children receive the help they need to achieve positive outcomes.


Encourages Reflective Practice

The OAP cycle encourages practitioners to reflect on their own practice, considering what has been effective and what could be improved. Reflection helps practitioners to adapt their approaches, improve their teaching strategies, and continuously develop their professional skills. This leads to better outcomes for children.


Ensures Compliance with EYFS Requirements

The EYFS framework requires practitioners to observe children, assess their development, and plan appropriate next steps. The OAP cycle ensures that these statutory requirements are met consistently. It also provides clear evidence of practice, which is essential during inspections and quality assurance processes.


OBSERVATION

Observations are the foundation of understanding a child's needs and interests. Observation is the art of looking at and listening to children to see what they enjoy doing and how they interact with others and the environment around them to closely examine what they can do and how they are developing.


HOW TO CONDUCT OBSERVATION:

We can observe a child in different ways depending on the purpose, and each way/ method provides valuable insight into the child's development. I have discussed a number of different types of observation in one of my blogs and how these can be used to tune in to children. This really helps you to understand children's interests and developmental stages. For example, narrative observation can give a detailed account of a child's actions during play or an activity; event sampling can focus on specific behaviours, often triggered by particular events or interactions; and photographic/video observations can capture moments where the child demonstrates learning or interest. Lets discuss steps to observation:


  • Aim of your observation: You should decide the aim of the observation, what you are going to observe, such as communication , physical skills, or social interaction.


  • Prepare resources for observation: You should prepare resources for your observation like observation sheets, Post-it notes, or digital tools, depending on your setting.


  • Placing yourself appropriately: You should place yourself in such a way that you do not interrupt the child's activity or natural behaviour. More often, partitioners are involved in the play, asking questions, prompting questions, and then notes are made quickly in between sections.


WHAT TO OBSERVE:

Observation can include anything that is noticed by the practitioners. It can include what the child does, what the child says, what the child touches, where the child goes, who they are with, and the interaction with the environment.


  • Variety of Contexts: Observe the child in different settings and situations to get a comprehensive view, such as during play, interaction with peers, and individual tasks. 


  • Record the information objectively: You should record what you notice. Record what you see and hear without making judgments or interpretations. Stick to objective observation and describe what the child says or does not without making assumptions.


WHEN TO CONDUCT OBSERVATION:

Observation should be conducted regularly in natural, everyday situations. You may miss out on unplanned learning opportunities if you wait for scheduled time. A complete understanding of a child's learning and development can be created by combining planned and unplanned/spontaneous observations. Observation may conduct :

  • During planned activities, such as story time or craft activities.
  • After introducing new resources, material, or themes or everyday situations.
  • When the highlights are strengths or challenges in development, such as trying a new skills.
  • When a child is playing freely.


WHY CONDUCT OBSERVATION:

Through careful observation, practitioners are able to identify:

  • Identify individual strengths and achievements; developmental progress in relation to the framework, special needs such as extra support or changes that is required and emerging interests that can guide future planning and engagement.
  • how closely resources and activities match a child's ability and interests.

ASSESSMENT

Assessment is the process of analysing and evaluating the information gathered through  observations that we know about children's development and learning. Practitioners need to ask themself the key question, "What does our observation tell us about the child?" We also need to find out learning needs from the parents and from these we can identify the children's requirements, interest, current development and learning.


HOW TO CONDUCT ASSESSMENT:

We need to ask ourselves, what does our observation and any other evidence of learning we have collected, such as examples of the child's mark-making, information from parents, a photograph we took, or video recordings we have made, tell us about the child's learning and development? What was new, something we had not observed before? So we link to the development framework to ensure expectations are realistic and age-appropriate. Include observations, notes, or learning journeys that track a child’s progress over time. We consider the child as a whole.


  • Review Observations: Look for patterns, recurring behaviours , and notable skills or challenges.
  • Compare to Developmental Milestones: Use developmental guidelines to see where the child stands in relation to typical growth trajectories.
  • Consider Context: Take into account the child’s background, environment, and any external factors influencing their development.
  • Use Tools: Utilize assessment tools and scales that are age-appropriate and reliable.


WHAT TO ASSESS:

  • Developmental Progress: Compare observed behaviours to developmental benchmarks.
  • Strengths and Weaknesses: Identify areas where the child excels and areas needing support.
  • Learning Styles: Determine the child’s preferred ways of learning and engaging with content.


WHEN TO CONDUCT ASSESSMENT:

Assessments should be ongoing. They occur after observing and regularly reviewing information collected. at the end of each term, before meetings with parents in preparation for effective discussion, when concerns arise about the child’s development, and when a child transitions to a new room, setting, or school.


WHY CONDUCT AN ASSESSMENT?

Regular assessments ensure that parents and professionals stay informed about how the child is progressing. Sharing assessment outcomes lets everyone in the child’s care work together. 


PLANNING

Once the assessments are complete, practitioners must plan activities to improve learning opportunities. We plan for the next steps in children's development and learning. Much of this needs to be done on the basis of what we have found out from our own observations and assessments as well as from parents. The decisions that you take then it helps in planning to meet the individual needs and/or needs of a group of children and have a very real impact on the well-being of the children. Planning involves adapting the environment and teaching methods to match developmental goals.


HOW TO PLAN FOR THE NEXT STEP:

  • Set a learning goal: Practitioners should identify what they want the child to achieve. Establish clear, achievable goals for the child’s development based on assessment findings. These should be specific, measurable, attainable, relevant, and time-bound (SMART).


  • Develop strategies that include the child's interest:  Create activities and interventions that align with the child’s needs and goals. Practitioners should include resources or things that the child likes or enjoys playing. This might include tailored learning experiences, skill-building exercises, or social-emotional support.


  • Use age-appropriate resources: Practitioners should use age-appropriate resources to support children in learning.


  • Plan for inclusivity: Practitioners should plan activities that work for children with different needs or abilities or additional support.


  • Involve Stakeholders: Engage parents, caregivers, and other professionals to collaborate on the plan and ensure consistency across different environments.


  • Monitor Progress: Regularly review the child’s progress towards goals and adjust the plan as needed. Be flexible and responsive to the child’s evolving needs.


WHEN TO PLAN:

Planning is an ongoing process. It happens after assessments and often feeds into weekly, daily lesson plans or term-wide plans. wWhat to plan for:

  • Individual Needs: Address specific developmental needs and preferences of the child.
  • Learning Objectives: Design activities that target cognitive, social, emotional, and physical development.
  • Support Systems: Provide resources and support for the child and their family.


WHY DO WE PLAN:

Planning allows practitioners to support a child’s next steps and to ensure learning is consolidated. Without planning, there is no direction, only limited support and the potential for a very narrow curriculum. It makes learning manageable for staff, as activities are prepared with all needs in mind. 

Welcome

Hi, i am Shamima Fowzee, an early years educator, trainer and consultant. I Share ideas, inspiration, & resources for play-based, inquiry-led learning. Find out more about me here.

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