Timeline

Timeline Checklist

When	Task	Who
Start now, in parallel	Add incoming staff and remove departed staff in EDS, with the right building/role associations	DSM (with DA)
Before school starts	Select evaluation frameworks — blocks everyone, so do it first	DA
Before school starts	Configure modules & settings — schools inherit these	DA
Before school starts	Add and publish district prompts, so schools and evaluators can see them	DA
Before school starts	Delegate assignments to schools, if you're going to	DA
Before school starts	Configure required notifications	DA
First month	Verify staff data imported correctly	DA
First month	Configure school-level settings, now that the district's are set	SA
First month	Assign evaluators and plan types	DA, or school if delegated
First month	Add and publish school prompts	SA
First month	Add your own prompts — for every stage, not just the next one	Evaluators
First month	Add resources	DA, SA
First month	Set up notification preferences	Evaluators, Evaluatees
Ongoing, all year	Keep EDS current as staff join, leave, or change buildings	DSM

:::tip Set prompts up for the whole year, up front Student Growth Goal Setting is the first activity of the year, followed by observations, with summative reflection in spring. Set up prompts for all three stages at the start of the year rather than staging them.

Auto-assigned prompts only attach to evaluations created after the prompt is published, and a prompt added after a conference doesn't apply to it. :::

Ongoing: Monitor Progress

Where: Dashboard

Once setup is complete, use the dashboard to monitor:

• Evaluation completion rates
• Outstanding observations
• Student growth goal status
• Upcoming deadlines

Related

• FAQ — common setup problems and what causes them
• Planning & Key Settings — the order to work through setup in