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- Attendees
- 45 minutes
- Agenda
- Reminder Email

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Initiatives we conducted throughout the year (competitions, Paper Days, any specific marketing requests to celebrate time we did to collaborate with district/schools - emphasize teamwork) . What moved the needle for their initiatives

Partnership and actions we took to work together as a team (lesson learned and where we want to partner together to avoid those gaps next year)

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Champions - teachers and admin that have really adopted Paper and been champions, helped expand that to other schools

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Celebrating accomplishments from the year

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Celebrating accomplishments from the year

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What is the goal moving forward for next year to be brought up in BTS meeting

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For NE: End of May/Beginning of June (incase you miss May!)
45 minutes (lots went over towards an hour)

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Get stakeholder feedback on how this year's goals have been going and adjusting goals for the next school year.

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Renewal pulse check if timing is right

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There needs to be time to set up a relaunch if that is needed for the district. We also discuss 'voluntelling' them to do a relaunch. It is always helpful!

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May seemed to be the best choice for formal conversations to occur. This gives the district time to set goals, prioritize accounts that are up for renewal, provide feedback where needed and prep for upcoming trainings.

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Determining any new initiatives the district might have in the next school year and how Paper can fit into that.

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Earlier can be better but is customer dependant

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Earlier can be better but is customer dependant

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We discussed that the earlier the better, but some customers May need or want to have the conversation earlier in order to put trainings on the calendar.

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Set up recurring meetings before the end of EOY

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Set up recurring meetings before the end of EOY

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Align with customer on their academic calendar

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Align with customer on their academic calendar

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Where do you expect lots of usage? Where to do expect low usage? What can we do to combat that?

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Schedule meetings based on renewal and ARR

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Schedule meetings based on renewal and ARR

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YTD Data - differentiate for various tiered accounts

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YTD Data - differentiate for various tiered accounts

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The one-pager was geared towards larger accounts which led to more work for CSMs of Tier 1-3 accounts.

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Data district wants to see (ex: increase in usage, focusing a certain group/site, overall usage)

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Rostering survey or process so we can start sharing that information

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Rostering survey or process so we can start sharing that information

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2. Semester Review Deck (Template)_ MAKE A COPY!

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looking forward knowing how crazy July - Sep is, pulling any BTS Planning into EOY review

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BTS guideline ready for EOY meeting

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Discussion around what PD looks like and how Paper can fit into it.

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Summer School Discussions (though that may have happened already)

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Summer School Discussions (though that may have happened already)

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Main contacts next year, who has the capacity to act like our DM and help push things forward (ex: if DM did not have a lot of time to devote to Paper this year, is there another person who could help distribute the work at the district)

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We loved how easy the Semester Review decks were to create via the Tableau report Shezan introduced.

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Budgets for next school year- to buy marketing materials (Vista Print)

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Budgets for next school year- to buy marketing materials (Vista Print)