Checklist for Online Only with Sponsors

Please use this as a guideline to ensure your online directory is ready for the upcoming school year!


  • Sign agreement and return to AtoZ Connect by the end of the month.
  • NEW SCHOOLS - Provide AtoZ Connect the following items:
    • Directories/artwork from the past 2 years.
    • Directory ad price list from previous year.
    • List of any ad contacts from previous years.
    • Send a list of community businesses you think would make an ideal school sponsor/advertiser.


  • Work with your school or parent group to determine directory responsibilities for the upcoming school year. The directory chair(s) should consider taking an online training course to familiarize themselves with the software or (if they are returning) take a quick course as a refresher. Training Schedule & Video's
  • Update the parent group website to let potential advertisers know to contact AtoZ Connect.
  • Upload the AtoZ Connect widget to your parent group/school website. Widget Code
  • Capture and import (manually or import) in the database, the name and email addresses for incoming kindergartners and new families.
    • REMEMBER: Don's miss Kindergarten orientation! (March-May)
    • For incoming Kindergartners (or the youngest grade in your school) - Assign them to an "incoming K" or similar grade to separate new students from the existing students in the database.  
  • Send out "advertising announcement" via email/newsletter/backpack express letting parents know they can advertise in the directory (this template will be available in the database around April).


  • Clean up database for the upcoming school year by completing the End of Year Admin Checklist (this checklist will appear at the bottom of the page).
  • Determine if you will be using our software to track/collect PTA memberships, set up PayPal and create/update products. For membership products we strongly recommend creating a new product(s) every year and making the old product inactive.
  • Send out 2nd "advertising announcement" via email/newsletter lettings parents know they can advertise in the directory. 
  • Attend new student orientation to get new family data to add new students and transfers in the database (import or manually add).
  • Finalize any school info to include in the directory (i.e. calendars, groups, organizations, events, mailing lists, etc).
  • Update teachers and staff data (add or delete, add title, etc).
  • Provide AtoZ list of students to import (we do 1 import a year) if your school provides you this data. Data must be in the correct format.
  • Turn Verification Wizard on.
  • Send out test emails to 2-3 people and have them go through the Wizard to make sure all products are set up properly and everything else works as expected.
  • Email all users in the database to have them verify their data via the Verification Wizard. We recommend providing a deadline for users to encourage them to verify their data sooner than later. 


  • Send out the FINAL "advertising announcement" via email/newsletter/backpack express.
  • Get updated class lists from school to compare data to ensure all students are in the database.
  • Assign teachers to students.
  • Send out another reminder to users via email/newsletter/backpack express to verify their data through the verification wizard (It's recommended to do this 3-4 times to ensure all users respond and your directory is the most up-to-date).
  • Review the dashboard for any areas that will need to be cleaned up before going to print (duplicate households, opt outs, parents without students, etc).
  • Run the class roster and school listings report in the School Print Directory section of the software. Review and update software as needed.
  • If you are printing the directory of your own, send the reports to your local printer. 
  • Celebrate completion of your directory! 


  • Turn off Verification Wizard.
  • Review directory access to ensure users have access or access is taken away based on your requirements.

Questions or concerns? Check out the  support site or contact us

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