This presentation outlines key processes that need to be completed in each month from January to August to prepare for the next academic year using an education software. It discusses tasks like marking students for reenrollment in January, distributing reenrollment contracts in February and March, enrolling new students in April, finalizing grades and promotions in May and June, updating student records in July, and adding new students and publishing schedules in August. The presenters provide their contact information and advice for users of the education software to communicate with other users and Blackbaud support.

1. “Spring” Forward with Must-Do
Processes You Need to Finish up
This Year and Get Ahead for Next
Year
Key Processes for you to complete with your education software
Presented by Mark Govatos & Kristen Vila

2. YOUR PRESENTER
Kristen Vila
Title The Education Edge Consultant
Background • B.S. Industrial & Systems Engineering
• Project Management
Interesting
Facts
• Previously used The Education Edge at a
school in Miami, FL
• Identical Twin Sister
Contact • kristen.vila@blackbaud.com
• 843-654-2331

3. BLACKBAUD CUSTOMER
Mark Govatos
Title Director of Technology
Crossroads School
Santa Monica, CA
Background • B.A. Occidental College
• Coursework in Database Management at
UCLA
Interesting
Facts
• A Blackbaud User Since 2005
• Formerly a Math and Computer Science
Teacher
Contact • MGovatos@xrds.org
• 310-829-7391 x502

4. DICTIONARY
THE EDUCATION
EDGE
FACULTY ACCESS
FOR THE WEB
(FAWEB)
NETCLASSROOM
ONLINE
ADMISSIONS &
REENROLLMENT
Admissions
Office
Registrar’s
Office

5. “CALENDAR OF EVENTS”
• Key processes to do
each month
1. Get ready for next
year
2. Close out the
current year

6. ORDER IS
IMPORTANT

7. JANUARY TASKS
• Mark current students for reenrollment
→ Mark for Reenrollment Wizard in The
Education Edge (should be done before
reenrollment contracts are sent out)
• Setup school information for next
academic year
→ Make sure that decisions about
timetables and marking columns are
made before creating the new academic
year.
→ Copy Course Information in The
Education Edge to the new academic
year. You may also copy class
information to the new year if your
schedule does not change much.
January

8. FEBRUARY & MARCH TASKS
• Prepare and Distribute contracts for
next year’s returning students
→ Can be done on paper OR
→ With Online Reenrollment (electronic
submissions). Be sure to research rules
for electronic signatures.
• Gather student course requests for next
year
→ Can be done on paper OR
→ With Online Course Requests in
NetClassroom
• Gather information about teaching
assignments for next year
→ How to handle teaching vacancies for
next year.
February March

9. APRIL TASKS
• Bring in new, incoming students with a
special status
→ Enroll Applications Wizard in The
Education Edge
• Enter student course requests into The
Education Edge
• Build preliminary schedules for next
academic year (can be done during
summer months but consider doing this
early if you rebuild your schedule of
classes every year)
→ Manual Scheduling OR
→ Automated Scheduling using Generate
Master Schedule and Generate Student
Schedules in The Education Edge
April

10. MAY & JUNE TASKS
• Publish next years schedule (optional)
→ Print schedules
→ View schedules in NetClassroom
• Process final grades for the current year
and print report cards
→ Print report cards
→ View report cards in NetClassroom
• Promote students to the next grade
level and check enrollment numbers
→ End of Year Processing Wizard in The
Education Edge
May June

11. JULY TASKS
• Enter missing or changed information
on student records (i.e.
lockers, advisors, etc.)
→ Globally change records in The
Education Edge
• Process medical forms and other
required student information
→ Forms can be done through Online
Reenrollment
• Build admissions form for new
applicants
• Online Admissions
July

12. AUGUST TASKS
• Add new student and new parent
records into the development software
→ Integration with The Raiser’s Edge
• Launch admissions forms for new
applicants
→ Online Admissions
• Publish final schedules for faculty and
students
→ Print schedules
→ Viewable in Faculty Access for the Web
(for teachers) and NetClassroom (for
students)
August

14. MARK’S WORDS OF WISDOM
If
1. If you use multiple databases plan to
spend time doing data clean up every year
2. If you use online forms for contracts or for
collecting important information, be sure to
understand rules regarding electronic
signatures
3. Always communicate with other database
power users before executing large
processes (i.e. scheduling scenarios, end
of year processing, etc.)
4. Talk to Blackbaud power users at other
schools
5. Use Blackbaud Support as often as you
need to

15. QUESTIONS

16. CONTACT INFORMATION
THANK YOU!
KRISTEN VILA
THE EDUCATION EDGE CONSULTANT, BLACKBAUD
843-654-2331
KRISTEN.VILA@BLACKBAUD.COM
MARK GOVATOS
DIRECTOR OF TECHNOLOGY, CROSSROADS SCHOOL
310-829-7391 X502
MGOVATOS@XRDS.ORG