Your K-12 Finance Checklist for Back-to-School Success  

Start strong with efficient school business processes and tools

ERP Checklist

Get back-to-school ready with this digital K-12 ERP checklist. It’s your cheat sheet for school business and finance success. Use it to complete important to-dos and ask deeper questions about how technology can better support team efforts. Ensure everyone has the tools to succeed in their role and devote more focus to impactful tasks.  

Open the clickable checklist now to:   

  • Set new hires up for success  
  • Complete important payroll tasks 
  • Proactively plan for smooth operations 
  • Explore how technology can help 

Click on the boxes as you mark them off your to-do list—and share it with colleagues! It’s a free resource for all K-12 finance and HR professionals.