End-of-Year Data Review: What to Gather Before the June Progress Monitoring Check-In
May 23, 2028
June is the data month. Your board’s final Progress Monitoring check-in of the 2027-28 school year happens in June. It is where you look at the full year’s data and ask: Did we make progress on the goals we adopted in January?
But here is the problem. If you wait until June to ask for the data, you will get partial data. Superintendents are closing out the school year in June — graduations, final exams, staffing decisions, summer school logistics.
Ask in May. Give them time to prepare.
Five data elements to request now
1. Final Q2 Progress Monitoring data per goal. Ask for the raw data for each goal indicator, the trend line (improving, flat, declining), and the superintendent’s interpretation. Without the interpretation, data is just numbers.
2. Year-to-date implementation status. Which strategies and actions actually happened? Request a simple table: Goal, Strategy, Action, Status, Notes. This tells you whether the plan was executed.
3. Summer program plans connected to goals. Summer is not a gap. It is an opportunity. Ask what summer programs are running and how they connect to your adopted goals.
4. Projected H2 trajectory. Based on the data so far, what does the superintendent project for the remainder of the year? A superintendent who can project understands their system. A superintendent who cannot is flying blind.
5. Data collection gaps. What data does the superintendent wish they had? Some goals require data that only comes once a year. Honest answers prevent you from drawing false conclusions in June.
Bonus: Request preliminary 2029 goal recommendations
Ask the superintendent to come to the June meeting with preliminary recommendations for 2029 goals — not final, preliminary. What does the data suggest should be the focus for next year? This starts the goal-setting cycle before the current year is even over.
Why May matters
| Scenario | May Action | June Outcome |
|---|---|---|
| Prepared board | Requests data in May | Complete data, time to review, informed questions |
| Reactive board | Asks for data in June | Partial data, meeting spent clarifying, uncertain |
Boards that request in May have it ready for June. Boards that wait get partial data and make incomplete decisions.
Your free CTA: Reply with keyword YearEndData and I will send you the End-of-Year Data Request Kit — the superintendent data request template, the five-data-element checklist, and the 2029 goal preview template.
Your paid CTA: I offer a Year-End Governance Planning Session — a single virtual session to prepare for the June Progress Monitoring check-in, review the data elements, and begin the 2029 goal-setting conversation.
This is part of the Post-Adoption Implementation arc. Next week: Summer Board Work Session Planning — what to accomplish before the fall.