This article is designed for primary schools who are moving to Arbor but have not yet started their onboarding. It details what actions they can start to consider before their first week with their Onboarding Team.
We have a helpful PDF print out of these steps for you to follow through if needed.
Note: It isn't a prerequisite that these tasks should be completed before your onboarding begins but they're useful to look at if you want to get ahead.
Key actions before Onboarding
Assigning Roles and Responsibilities
Please read this guide for information on the roles and responsibilities of staff involved in the move to Arbor MIS. For each major role, have a think about who would be best suited and get them onboard and involved early.
The Project Lead will be your school’s main point of contact with Arbor and will be expected to complete all onboarding tasks on time each week, so it’s important to have a good idea of who this person within your school will be prior to starting your onboarding.
The Project Lead should be a member of your school's Senior Leadership Team, with the ability to make decisions and delegate tasks as required. The Project Lead should be someone who has a good knowledge of the school’s processes, workflows and people.
Cleanse your Data
Use our cleansing guide to make sure your data in your current MIS is correct and stored in the right place to reduce migration errors. This usually takes five hours, depending on school size.
Third-party systems: Contact and connect
Do you have any third-party applications you’d like to integrate with Arbor? Get in touch with them to let them know you’re moving to Arbor. They’ll ask when you’re moving and let you know any next steps to take. Use our Help Centre for guidance.
Get the most out of Arbor: Learning the basics
You’ll get access to our Training Hub as part of your onboarding. Pre-migration training will take approximately seven hours, and a further seven can be completed once you’re live on Arbor.
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