This article is designed for secondary 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 Manager.
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 (School Project Lead, Executive Sponsor, School Data Manager, IT Support, Training Coordinator and Arbor Champions), 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 work with your dedicated Customer Onboarding Manager, 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
Attached to this article is a data cleansing checklist. You’ll need to complete this before your dummy data migration in week 3 of your onboarding journey. To give yourself plenty of time, start working through the tabs now, following the instructions in each section.
Click here if migrating from SIMS
Click here if migrating from SIMS (Wales)
Click here if migrating from Bromcom
To understand Data Checks in more detail, it is vital that you complete the Data Migrations course first. This can be found in your Arbor Training Hub within the Welcome to Onboarding learning path.
Once you start your onboarding journey, your Customer Onboarding Manager will be able to help you with any questions you may have. In the meantime, read our detailed Migration FAQ for more info on the types of data we can migrate across to Arbor.
Module Rollout Plan
During your onboarding journey, you’ll work with your Customer Onboarding Manager to plan your rollout of foundation modules and get to grips with how to use the system. Once you’ve completed your onboarding, our Customer Success and Partnership Teams will help you set up the more complex areas on Arbor, such as behaviour and assessments. This guide will help you start planning your module rollout.
We’ve also attached a Module Rollout Plan to this article. Go through the tabs in the document and think about / jot down:
- Which foundation areas of Arbor you need for day one and which areas you can set up later.
- Which third-party applications you’d like replace with Arbor, and which you’d like to keep.
For Schools migrating over Summer
For SIMs schools migrating over the summer, there are specific considerations regarding how your New Year Setup and future Timetables transition into Arbor.
Please review the below guidance to understand exactly what data will migrate, what will not, and the essential actions your school needs to take before the final migration.
Migrating your future academic year and timetable from SIMs (using Timetabler)
Migrating your future Academic Year and Timetable from SIMs (using Edval)
Please note, if your SIMS license ends in August, you’ll need to verify the data on your final Arbor site immediately upon its summer release to ensure data accuracy before losing access to SIMs.
Please ensure you have scheduled the necessary staff and resources to complete this review during the summer break.
Please reach out to your Onboarding Manager if you need more information on this.
For Bromcom schools, we do not migrate the new academic year setup to Bromcom while the current academic year is still active. Instead, we recommend that schools complete their end-of-year processes and carry out the new school year setup directly in Bromcom before migrating. This ensures that your future academic year setup can be successfully included in the summer migration.
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