Primary School Roles & Responsibilities

This guide is to help you understand the roles needed to ensure a successful implementation onto Arbor and what each role is responsible for. 

Arbor Roles & Responsibilities

Arbor Project Coordinator

Your Arbor Project Coordinator will be your main contact and will be responsible for guiding you through your implementation onto Arbor. Their responsibilities include planning, monitoring and reporting back to you on the status of the implementation. 

They will do this in the following ways:

  • Initial Kick-Off Call: Designed to understand your school and your objectives. The goal of the Kick-off call is so that your Project coordinator can make sure the implementation is aligned around your requirements. 
  • Weekly Status Calls: With so many moving parts to a whole school implementation, these Status calls are a perfect opportunity to touch base with your Project Coordinator so you can keep track of where you are up to on your implementation journey. 

Your Project Coordinator will be with you throughout the lifecycle of your implementation and will assist you in the following areas:

  • Helping you to plan the rollout of Arbor
  • Planning and coordinating a training program to ensure your staff are confident with how to use Arbor. 
  • Managing the end to end migration of data from your previous MIS. 
  • Reporting back on the status of your implementation. 
Arbor Account Manager

Your Account Manager holds a commercial relationship with the school. You might not see them as much during your implementation but they are responsible for the following:

  • Ongoing contact once your Implementation is complete. They will become your main contact after a ‘handover’ from your Project Manager at your final Project Review.
  • Looks after your commercial relationship and can help you with any questions relating to your contract. 
  • Help you when you need to purchase additional training or services. 
  • After your implementation, they will check in with you termly to ensure that you continue to be successful on Arbor. 
  • Keeps you up to date with any new developments/Arbor Events and news.

It is not uncommon for your Account Manager to join Project Reviews or Status Calls. This is to ensure that Arbor continues to be aligned with your school’s needs/requirements. 

 

School Roles and Responsibilities

Moving your whole school to a new MIS is a large undertaking with lots of moving parts so you want to ensure that you install the right people across the organisation to help you with this change. You should look to have the below roles in place throughout your implementation:

Moving your whole school to a new MIS is a large undertaking with lots of moving parts so you want to ensure that you install the right people across the organisation to help you with this change. You should look to have the below roles in place throughout your implementation:

School Project Lead

The school’s main point of contact with Arbor during the implementation. Arbor’s Project Coordinator will organise all aspects of the implementation through the school’s Project Lead and their responsibilities include:

  • Installing a team across the school to drive success.
  • Understanding the school’s objectives and working with your Arbor Project Coordinator to ensure that the project is aligned with these objectives. 
  • Coordinating the training program 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 Go Live. 
  • Reporting back on the status of your implementation to the wider school team.

The Project Lead should be someone who has a good knowledge of the school’s processes, workflows and people. 

Data & IT Support

This will be someone who will be familiar with all the IT systems across the school. Their responsibilities will include:

  • Producing the data migration backups and sending them to Arbor.
  • Contacting any third-party applications that you wish to continue using on Arbor and notifying them of the change.
  • Ensuring that any third-party applications are set up on Arbor for Day 1. 
Arbor Champions

Moving your whole school to a new MIS is a complex change programme with lots of moving parts. It is important that you install people across your organisation that can help you drive this change. These people are known as ‘Arbor Champions’.

The responsibilities of the Arbor Champions will be to:

  • Help ‘champion’ the benefits of Arbor across the teams.
  • Identify and control any resistance to change across the school.
  • They will become Arbor experts in the school. They will be able to support their wider team with any ‘how do I’ type questions.
  • Attend any training sessions relating.
  • Assist with data checking to ensure the data that has been migrated is correct.

A successful Arbor Champion is someone who is a great communicator who is able to share their knowledge.

The School’s Project Lead should meet with the Arbor Champions once the main objectives have been set and then work with them to understand how these benefits can be translated into the school.

 

Why not join in the conversation in the Arbor Community?

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