Docsroom

Worked examples / A nursery’s September intake

Twenty-eight families, and one person doing it.

Rowan Tree Day Nursery takes twenty-eight new children each September. Dami runs the office two and a half days a week and covers the toddler room the rest of the time. This is what the six weeks before term look like.

Rowan Tree Day Nursery is invented. So are Dami and the twenty-eight families. The shape of an intake is real; the names are not.

What every family owes

Ten things. None of them hard, all of them needed before the child can start.

The list has not changed in years

Which is exactly why it is a template rather than a Word document that gets re-saved every August.

  • Birth certificate
  • Proof of address
  • Funded hours code
  • Immunisations to date
  • Allergies and medication
  • Who may collect, and the password
  • Emergency contacts in order
  • Photograph and outing consents
  • Doctor and health visitor
  • Dietary requirements and home languages

Six weeks, the way it usually goes

Twenty-eight families times ten things is two hundred and eighty pieces of paper, and the office is open two and a half days a week.

Rowan Tree Day Nursery

Six weeks before term, by post and email

Late July

Twenty-eight packs printed

Note: Posted, or emailed as a PDF

A parent has to print the PDF

Note: Then fill in, scan and send back

Early August

Nine come back

Four are photographs of a form

Note: Taken at an angle

One photograph of a screen

Note: Showing the form

Mid-August

Dami builds a spreadsheet

Note: No other way to know who has sent what

Late August

A chasing email to everybody

Note: Including the nine who already sent theirs

Two reply saying they already did

Last week

Phone calls

Note: For the ones that never come back

Immunisations and collection

Note: Always the same two sections

First morning

Three children arrive

Note: Without a completed collection section

Collection at four o’clock

Note: The one section that actually matters

After

The same six weeks, in Docsroom

Dami opens the Nursery enrolment template, ticks the twenty-eight families and presses start. Twenty-eight draft packs appear under twenty-eight names, each addressed to the right parent, each a link with no password. She reads one through, then sends them.

  • The spreadsheet is the board, and it is never out of date
  • Reminders go only to the families still owing something
  • A parent finishes it in pieces, on a phone, at ten at night
  • Each member of staff sees only the families you give them

Autumn intake

One template · twenty-eight families at once

Adebayo family

Selected

Kowalczyk family

Selected

Whitfield family

Selected
Use template

What the last week looks like instead

Dami opens one screen and sees which families are still outstanding, and exactly what each is missing. The chasing has already happened, on Tuesdays, without her writing anything. The three phone calls are about the two sections that always stick, and she knows that before she picks up the phone.

Families

Room, start date and what is still outstanding

Adebayo family

Acorns · starts 6 October

2 out

Kowalczyk family

Acorns · starts 6 October

1 out

Whitfield family

Conkers · started 1 September

Clear

What does not change

Somebody still has to read the health answers and decide what they mean. Somebody still has to ring the family who has not replied to three reminders. Docsroom does not make a parent send you a birth certificate; it makes it obvious that they have not, and it stops asking the twenty-five who have.

Try it with your own enrolment form.

Send it over and we will turn it into a template for you before you decide anything.