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Planning tools

Turn a broad software project into a useful checklist

Choose a planning artifact for your next school software decision. These public tools collect planning choices only and never require student data.

Choose a question

Start with the page closest to your decision

Each page includes workflow steps, responsible teams, implementation detail, boundaries, evidence links, and FAQs.

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    School ERP implementation planner

    Create a practical rollout artifact by choosing the school’s first workflow, owners, data dependencies, and readiness checks.

    Read the page
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    School data migration checklist generator

    Generate a migration checklist for student, guardian, staff, class, fee, and vendor data with reconciliation owners.

    Read the page
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    Academic-year rollover checklist

    Prepare a year-end and new-year smoke test covering calendar, promotion, timetable, attendance, fees, exams, and portals.

    Read the page
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    Exam readiness checklist

    Generate an exam-day readiness artifact for sessions, papers, venues, invigilation, marks, publication, and family support.

    Read the page
  • Available now

    School software evaluation scorecard

    Score vendors against workflow continuity, data quality, permissions, rollout, trust, support, and evidence—not feature-count marketing.

    Read the page
Students walking together across a school campus at sunset

Need help choosing the first page?

Bring your school’s workflow, roles, and first-term priorities to a focused walkthrough.

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