Moving to a school management system is easiest at the start of a term. This checklist helps you prepare.
Before you start
- Choose who leads the change (often the administrator or bursar).
- List your classes, subjects and grading system.
- Write down your fee structure, including optional items and discounts.
- Collect student lists with parents' phone numbers (a spreadsheet is fine).
- List staff with their roles and salary details.
Set-up week
- Install the school server and the office computers.
- Enter the school profile, logo and term dates.
- Import students and staff.
- Create user accounts and assign classes to teachers.
First term
- Record every payment in the system from day one.
- Take registers daily.
- Enter scores as tests are marked, not only at the end of term.
- Print the first report cards from the system.
After the first term
- Open the parent portal and share PINs.
- Start fee reminders by SMS.
- Review roles and permissions.
Download the printable version from our resources or take the readiness assessment.