Checklist · All schools
AI Tool Evaluation Checklist for Schools
Before adopting any AI tool for your K-12 school, run it through this checklist. Covers data privacy, COPPA/FERPA compliance, age-appropriateness, safety oversight, and vendor vetting.
Updated · Natalie Gibson
Evaluate AI tools against must-have checks for data privacy, COPPA/FERPA and state law compliance, age-appropriateness, and student safety oversight, then complete due diligence on academic integrity, independent validation, classroom fit, and internal approval steps.
On this page
- How to Use This Checklist
- Section 1: Data Privacy — Must-Have
- Section 2: Legal Compliance — Must-Have
- Section 3: Age-Appropriateness — Must-Have
- Section 4: Student Safety Oversight — Must-Have
- Section 5: Academic Integrity — Due Diligence
- Section 6: Independent Validation — Due Diligence
- Section 7: Practical Classroom Fit — Due Diligence
- Section 8: Internal Approval Steps
- Evaluation Summary
- Key takeaways
- FAQs
- Sources
For administrators, tech coordinators, and department heads evaluating any AI tool before student use. Complete this for every new tool — regardless of how it's marketed.
How to Use This Checklist
Run through every section before recommending or approving a tool for student use. A tool that fails any item in the Must-Have sections should not be approved until the issue is resolved. Items in the Due Diligence sections are strongly recommended but may depend on your district's specific context.
Section 1: Data Privacy — Must-Have
- The vendor has a publicly available privacy policy written in plain language (not only dense legal text)
- The policy clearly states what data is collected from students
- The policy clearly states whether student conversations are used to train the AI model — and gives an opt-out if so
- Student data is not sold or shared with third-party advertisers
- The tool has a documented data retention and deletion policy
- A Data Processing Agreement (DPA) is available and the vendor will sign it
Notes / vendor response: ___________________________________
Section 2: Legal Compliance — Must-Have
- For students under 13: the tool addresses COPPA in writing (parental consent and data handling), not just a passing mention
- For all K-12 student data: data handling is designed to align with FERPA expectations, and the vendor will sign a School Official Agreement or DPA
- The tool complies with applicable state student data privacy laws (check your state: CA SOPIPA, NY Ed Law 2-d, TX SCOPE Act, etc.)
- The vendor has experience with K-12 compliance requirements (not just consumer or higher-ed compliance)
Notes / vendor response: ___________________________________
Section 3: Age-Appropriateness — Must-Have
- The tool's content is appropriate for the grade levels it will serve
- Content guardrails are enforced at the model level — not only as a surface-level filter that can be bypassed
- The tool's responses are calibrated for student developmental levels (language, depth, tone) — not just a generic adult voice
- The tool was designed for K-12 students from the ground up — OR I can document specifically that its adult-facing version has been meaningfully adapted, not just labeled for schools
Notes: ___________________________________
Section 4: Student Safety Oversight — Must-Have
- There is a clear, documented process for what happens when a student discloses something concerning in a chat
- That process includes notifying a teacher or administrator — not only surfacing a resource to the student
- The vendor can explain, step by step, what triggers a safety flag and what happens next
- Teachers or administrators have meaningful visibility into student interactions — not only after-the-fact alerts
Notes / vendor response: ___________________________________
Section 5: Academic Integrity — Due Diligence
- The tool is designed to guide students toward answers rather than provide direct answers they can copy
- The tool has documented anti-cheating or academic honesty features
- Teachers can configure what subjects or tasks the tool will assist with
- The tool does not encourage copy-paste behavior or produce work presented as student-authored
Notes: ___________________________________
Section 6: Independent Validation — Due Diligence
- An independent third party (not the vendor) has assessed the tool's safety or content appropriateness
- That third party is named and their methodology is described — not just referenced vaguely
- The tool has been peer-reviewed, benchmarked, or certified by a recognized ed-tech or child safety body
- I can find independent reviews of this tool from other K-12 schools or districts
Notes: ___________________________________
Section 7: Practical Classroom Fit — Due Diligence
- The tool works reliably on school-issued devices and network infrastructure
- Teacher training resources are available and adequate
- The vendor provides responsive support for school accounts (not just consumer support)
- Pricing is transparent and within budget; no hidden per-student fees
- The tool integrates with existing classroom platforms (Google Classroom, Canvas, etc.) if required
Notes: ___________________________________
Section 8: Internal Approval Steps
- Submitted to district Technology / IT for infrastructure review
- Submitted to district Legal / Compliance for privacy review
- Principal / Academic Dean informed and approved
- Parent/community communication plan in place before rollout
- Teacher training scheduled before student-facing use
Evaluation Summary
Tool name: ___________________________________
Evaluated by: ___________________________________
Date: ___________________________________
Grade levels / subjects: ___________________________________
Result:
- Approved for student use
- Approved with conditions: ___________________________________
- Not approved — reason: ___________________________________
- Pending additional information from vendor
Part of HeyOtto's Teacher's Guide to AI in the Classroom resource series. HeyOtto for Schools is purpose-built for K-12 — see how it compares.
FAQs
- What are the must-have checks before approving school AI?
- Data privacy, COPPA/FERPA and state privacy compliance, age-appropriateness, and student safety oversight with teacher or admin visibility.
- Should a tool be approved if it fails one must-have item?
- No. A tool that fails any Must-Have item should not be approved until the issue is resolved.
- Who should use this AI tool evaluation checklist?
- Administrators, tech coordinators, and department heads evaluating any AI tool before student use.
Sources
Written for school and district leaders vetting student-facing AI against privacy, compliance, safety, and classroom-fit criteria.