Before School Year

Before School Year

Manage Transfer Students and New Arrivals

When managing transfer students and new arrivals to the district, consider some technical solutions to ensure each student has a profile that considers their historical holistic indicators while also deploying human expertise to meet with students and families and assign temporary supports.

Human Action
Technology Action
Decision Point

Human Action

Ensure Timely Cross-System Workflows

Request student records in a timely manner and clarify cross-system student record transfer workflows

Technology Action

Flag Missing Key Data

Flag incoming students who are missing key data, like grades, attendance, or holistic indicators

Technology Action

Automate Reminders for Follow-Up

Automate reminders within the relevant time boundaries to prompt MTSS leads or counselors to follow-up and ensure the data required for completed student profiles is collected

Technology Action

Tailor Transfer Student Intake Agendas

Tailor transfer student intake meeting agendas based on identification of any missing historical records

Human Action

Conduct Intake Meetings

Conduct intake meeting with students and families and enter data into the appropriate tools

Human Action

Assign Temporary Supports

Assign temporary supports to transfer students while collecting missing data

For example, a counselor might check in weekly, and MTSS could maintain a “students in process” list to track transfer students who are in the interim stage between intake and formal course placement

Technology Action

Track Progress on Data Input

Time-bound tracker shows students and families what’s needed and who is responsible

Human Action

Finalize Intake Data

Request missing tracker data and follow up on requests

Technology Action

Flag Missing Key Data

Flag incoming students who are missing key data

Decision Point

Are there missing data?

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