What do I need to get started?


Dualta Moore
Last Updated: 2 hours ago

You do not need everything perfect before starting with Edvance. It is designed to help you identify what you have, what is missing, and what needs updating — so a partial picture is a perfectly fine starting point.

Helpful to have ready

  • Core policy documents — PDF copies of your most recent approved policies (Child Protection, Health & Safety, Data Protection, Anti-Bullying, Admissions, Code of Behaviour)
  • Recent board minutes — the last one or two sets of Board of Management minutes
  • Finance workbook — your October Returns spreadsheet or equivalent annual budget document
  • Board meeting schedule — dates of upcoming board meetings for the school year
  • School details — roll number, patron body, school type, chairperson name

What you do not need upfront

You do not need a complete policy register, fully mapped finance data, or a perfect governance record to get started. Edvance will guide you to the most important gaps once your School Profile is complete.


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