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Thu, June 6, 3PM - 4

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Tue, June 4, 10AM - 11

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Program Management’s Top 10 Tips to Closing out the Year

By Anita Barsalou and Shannon Chauvin

10. If you are aware of a student who will be retained in 2013-14, go to Student Information >
Enrollment, and adjust the Next Grade field to the student’s current grade. Also, if you work with our PPCD population, determine whether the student’s next grade should be EE, PK or K. If a student will meet PK eligibility requirements for 2013-14, their Next Grade is PK. If the student will be age 5 on or before September 1, 2013, their Next Grade equals K. Otherwise, the Next Grade remains EE.

9. Run the Draft IEP Forms report.

8. Lock all forms for meetings that have been held during the school year before you leave for the summer.

7. Run the Draft Forms report.

6. Lock any evaluation reports that are to be dated during 2012-13. Student information on forms will change after rollover (grade, campus, age), so it’s important to lock everything!

5. Run the Annual/FIE report.

4. Take this opportunity to begin pre-planning for next year so that you can hit the ground running on your return in August.

3. Write your last few remaining Medicaid session notes.

2. Log out of the program and turn off your computer.

1. Schedule a spa appointment; book a trip; pick up this year’s hottest book; do nothing! You’ve worked hard during the school year and deserve to have some fun.

A View from the Other Side

By Dave Clark

I was minding my own business one day when my financial advisor stopped by my office. He told me that I only had until the end of this school year to purchase my out-of-state credit—and then he told me that I could use one of my 403b’s to pay for it. That started a snowball effect…

I filled out forms, called TRS, made an appointment, got my forms faxed to all the different players, and waited. When I showed up for my appointment at TRS, the Benefits Specialist reviewed my paperwork and told me that I got a “gold star” because I had followed directions and came prepared. She then told me what my monthly TRS benefit would be, and it was more than I had estimated! I announced my retirement the next day.

I started my countdown. Toward the end of it, two SuccessEd folks that had helped me on a regular basis heard I was retiring and asked me what I was going to do. My answer was, “I have no idea.” On January 7, 2013, I became a SuccessEd employee—the Implementation Manager.

So, my new perspective is helping you—our clients—with the migration of your Legacy data and the implementation of your new SE products. I’ve met with all of our program managers, development team, and executives to discuss the problems that I experienced as a program administrator for a large (68,000+ students) district. So, when you call and have that edge in your voice, know that I was there a very short time ago.

I have had so many great conversations with customers from all over the state already, and I am eager to share what we’ve learned with you. I find answers to your questions, solutions to your problems, and then take that experience back to our team to improve our product and the user experience. I met many people at the TCASE Winter Conference, and hope to meet more of you at the Summer Camp. I welcome your suggestions and ideas to help us to provide you with the best product and services that we can. I look forward to talking to you or meeting you in the near future.