School District EdTech Customer Onboarding and Implementation Checklist Form
Track and manage the onboarding and implementation process for your school district's EdTech solution with this streamlined checklist form.
District Name
*
Primary Implementation Contact Name
*
First Name
Last Name
Contact Email Address
*
example@example.com
Project Start Date
*
 -
Month
 -
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Implementation Milestones Status
*
Rows
Not Started
In Progress
Complete
Platform Access Provisioned
1
2
3
Account Setup Complete
4
5
6
Staff Training Scheduled
7
8
9
Staff Training Completed
10
11
12
Data Integration Complete
13
14
15
Have all key users received platform access?
*
Yes
No
Is staff training complete?
*
Yes
No
Additional Support Needed?
Technical Support
Training Support
Data Integration Support
Other
Implementation Notes or Comments
Submit Checklist
Should be Empty: