This guide is designed for Primary Schools who are onboarding to Arbor to help you understand the different roles and responsibilities, to ensure your onboarding journey is a success.
Arbor Roles & Responsibilities
Digital Onboarding
The Primary Onboarding Team will be your main contact during your first 8 weeks of onboarding onto Arbor, they can offer support and any non-technical related guidance regarding your move and migration.
You can reach out to them by emailing myonboarding@arbor-education.com
Customer Success
The Customer Success Managers will pick up from the Digital Onboarding team after your eight week onboarding journey. You might not see them much during your onboarding period, but they are responsible for the following:
✨ Ongoing contact once your onboarding is complete
✨ Long term success on Arbor
✨ New developments, events and news.
Note: The team only works with customers who take their support from Arbor. Any customers that are supported by a partner, will receive a similar service from them.
Partnership Manager
Your Partnership Management team is here to help ensure you have the best contract and subscription for your MAT/School.
MATs are offered a regular review with your Partnership Manager to look at your contract and the opportunities across our wider products and services for both you and your schools.
Contact this team if you would like to speak to them about purchasing additional modules, upgrading your Arbor package or investing in training. This team will also work with you during your renewal or re-procurement.
School Roles and Responsibilities
Project Lead
Your school should appoint Project Lead(s) and their responsibilities will include:
💥 Becoming our key contact during the onboarding and migration process
💥 Coordinating and communicating the training plan and ensuring that the correct staff are trained on Arbor.
💥 Managing the end-to-end migration of your school’s data and ensuring the data has been checked before launch.
💥 Reporting back on the status of your implementation to the wider school team.
💥 Help ‘champion’ the benefits of Arbor across the teams.
💥 Identify and control any resistance to change across the school.
The project lead should be someone who has a good knowledge of the school’s processes, workflows, and people and someone who is a great communicator. This is a key role, so it is important to ensure that this person has the capacity to take on this project.
Data Uploader
This will be someone who will be familiar with the IT systems across the school. Their responsibilities will include:
- Producing the data migration backups and sending them to Arbor (where applicable).
- Contact any third-party applications that you wish to continue using on Arbor and notify them of the change.
- Ensuring that any third-party applications are set up on Arbor for launch.
Arbor Champion
Arbor Champions are the individuals appointed in your school, group or MAT who will help to support and drive the transition to our MIS.
- They will become Arbor experts in the school. They will be able to support their wider team with any ‘how do I’ type questions.
- Helping the team across the school to drive success.
You can find more information on how to choose your Arbor Champion here.
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