Initial Enrollment Checklist
Talking points and documentation for a teacher's first contact with a new student family.
Last updated 2026-07-28 by Anisia Vargas
Before the first meeting
Confirm the student's record has transferred and that the family has completed the registration packet. If anything is missing, note it and route the family to the Enrollment team rather than collecting documents yourself.
During the first meeting
Walk the family through the learning period calendar, the samples they will submit, and how communication works.
Set expectations early about the 20-day attendance rule and what re-engagement looks like if a meeting is missed.
After the meeting
Log the contact in the student record within 24 hours and share the learning plan draft with the family for confirmation.
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