Success Planning
Success Planning is a Premium FariaSupport benefit that combines strategic consulting, SME access, and hands-on assistance. It helps schools align goals with platform use and produces practical, tangible outcomes for your team and tools.
What We Do
- Reserve time with Subject Matter Experts or Technical Support for tailored guidance
- Conduct strategic annual account planning and provide actionable recommendations
- Offer hands-on assistance with setup, configuration, and key administrative tasks
- Build customized templates, reports, and resources for your school
- Support milestone check-ins and annual reviews to ensure continued success
Practical Outcomes
Success Planning is focused on delivering measurable outcomes tailored to your school’s goals. Plans may be long-term or short-term, with clear results you can use immediately.
Example: Faria International School
- 🎯 Goal: Streamline report generation and improve administrative workflows
- Key Contact: Sharon Arese, Risa Aoki
| Outcome | Description |
|---|---|
| ✅ Custom Report Templates | Tailored end-of-term or department reports created with our team |
| ✅ Staff Trained on Workflows | Targeted training on gradebooks, term workflows, and reporting processes |
| ✅ System Audit Completed | Health check of current setup with clear recommendations |
| ✅ Administrative Exports Ready | Guidance on using platform exports for compliance and reporting needs |
Success Plan Summary
Timeline: Targeting Oct WK3 completion
Next Check-in: Oct 8th
School Experience Manager: Tom Kirby
Subject Matter Expert: Lamine Toumi
Product Focus: ManageBac+
Status: Templates scoped and draft reviewed
Who Should Use This / Ideal For
- Premium schools seeking hands-on guidance and strategic planning
- Academic and administrative teams aiming to streamline workflows and reporting
- Schools preparing for audits, accreditation, or system-wide evaluations
- Administrators managing multiple Faria products across their school
Additional Example Projects
| Project | Description |
|---|---|
| Custom Report Design | Create tailored reports for end-of-term or departmental needs |
| Gradebook Setup | Configure subjects, assessment categories, and term weights |
| Portal Permissions Review | Ensure parent, student, and staff access is correctly configured |
| Staff & Class Group Setup | Import staff lists, assign roles, and organize students into classes |
| Data Validation Checks | Audit imported data and resolve inconsistencies |
| Assessment Workflow Optimization | Configure grading, reporting, and analytics workflows to reduce manual work |
How to Book
To book a Success Planning Consultation or discuss advisory needs: