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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.

School operations coordinator arranging a paper workflow map

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.

  • Workflow fit

    Ask vendors to demonstrate admissions, fees, academics, exams, and parent visibility using one student record.

  • Implementation proof

    Require data-mapping, training, ownership, testing, and go-live responsibilities in the proposal.

  • Commercial clarity

    Compare modules, campuses, support, integrations, payment costs, and renewal assumptions, not only license price.

  • Available now

    School ERP implementation planner

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

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  • Available now

    School data migration checklist generator

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

    Read the page
  • Available now

    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
  • Available now

    Exam readiness checklist

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

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  • Available now

    School software evaluation scorecard

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

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How to use this directory

Guidance before you pick a page

Read this first if you are not sure which page answers your question.

A checklist is for deciding, not for ticking

These artefacts exist to force a decision that is otherwise deferred: who owns this data, which fee heads survive migration, what happens when a published result changes, who approves a concession. The value is in the disagreement a checklist surfaces during planning rather than during a live term.

Work through one with the people who own the work, and treat every item you cannot answer as a finding rather than an omission.

Take the output into vendor conversations

A completed checklist turns a demo from a presentation into an evaluation. Instead of watching a scripted flow, you can ask a vendor to demonstrate your fee structure, your role split, and your exception cases.

It also gives you a stable basis for comparing platforms, because every vendor is answering the same questions in the same order.

These tools never ask for student data

Everything in this directory collects planning choices only: structures, roles, dates, and preferences. No tool here asks for student names, guardian contact details, or any other personal data, and none is a route into a Schoolyi account.

If a planning tool anywhere asks a school to upload real student records to see a result, that is worth questioning. A planning artefact does not need a roster to be useful, and a school has no way to audit what happens to data it hands over during evaluation.

For the same reason, nothing here calculates a saving on your behalf from figures we invented. Where a tool produces a number, the inputs are yours and the method is shown, so you can disagree with the result and see exactly which assumption you are disagreeing with.

Questions about this directory

How to use these pages during an evaluation, and what they deliberately do not claim.

What planning documents does a school software project need?+

At minimum: a data readiness assessment, a role and permission map, a migration scope statement naming what is excluded, a go-live calendar aligned to term and fee cycles, a training plan by role, and a rollback position. Everything else is useful; these six prevent the common failures.

Record the responsible administrator and verify the control in the target deployment before production data is loaded. Keep the evidence with the school’s procurement or access-review record.

Do we need to register to use these tools?+

No. The checklists and planning tools in this directory are public, require no account, and collect no student or guardian data.

Treat that boundary as an explicit procurement or deployment decision. Document the responsible owner and any supporting process before rollout.

Can we adapt these checklists for our own procurement?+

Yes. They are written to be edited, and a checklist that reflects your school’s actual constraints is more useful than a generic one used as issued. Remove what does not apply and add the local requirements that do.

Test the answer with a representative record and role before making it part of a live term workflow. Capture the expected result and the exception path so the team can verify it after launch.

How detailed should a requirements document be?+

Detailed enough that a vendor can tell you honestly whether they fit, and no longer. Long documents built from feature lists invite yes to everything. Short documents built from scenarios and constraints produce answers you can verify in a demo.

Pilot one record through application, review, decision, and handoff so the public status and staff queue remain aligned. Include an incomplete-document or declined-offer case before opening the workflow to every intake.

Students walking together across a school campus at sunset

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