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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
  1. How to Use This Checklist
  2. Section 1: Data Privacy — Must-Have
  3. Section 2: Legal Compliance — Must-Have
  4. Section 3: Age-Appropriateness — Must-Have
  5. Section 4: Student Safety Oversight — Must-Have
  6. Section 5: Academic Integrity — Due Diligence
  7. Section 6: Independent Validation — Due Diligence
  8. Section 7: Practical Classroom Fit — Due Diligence
  9. Section 8: Internal Approval Steps
  10. Evaluation Summary
  11. Key takeaways
  12. FAQs
  13. 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: ___________________________________

  • 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.

Next step

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