Frontline Plan Management for Texas FAQs

General

How does the new Plan Management solution differ from eSped and SuccessEd? 

Plan Management isn’t simply a new version of eSped or SuccessEd. It’s a next-generation solution that combines the best of both platforms, shaped by direct input from Texas district leaders. It offers a more modern, comprehensive experience with benefits including: 

• Streamlined workflows to support stronger process compliance 
• Built-in data validation and structured data controls for cleaner, more accurate state reporting 
• Seamless integration with Frontline’s Medicaid & Service Management system 
• Robust reporting and analytics for proactive compliance and smarter decisions 
• Enhanced user experience with features like Auto Save and Snippets for faster data entry 
• A modern interface and scalable technology to support ongoing innovation 

This new platform reflects our continued investment in Texas school districts and our commitment to driving even more value moving forward. 

How can my district get started with Plan Management or join a future migration cohort? 

We’re actively working with districts to schedule their move to the Frontline Plan Management solution. To ensure a smooth and supported transition, we limit the number of districts in each migration cohort. If your district is interested in moving to Plan Management, reach out to your Client Success Manager to learn more, explore next steps, and discuss available migration spots.  

What will happen to my current SPM system during and after migration?

We’re committed to supporting your existing SPM solution and have no near-term plans to sunset any products. Our goal is to build on the best of eSped and SuccessEd by collaborating with Texas school district leaders to deliver even more value through Plan Management. As part of the transition, you’ll retain read-only access to your current system for the first year, allowing users to reference familiar data and pull reports while making updates in the new platform. Upgrades are designed to be seamless, with support provided every step of the way. 

What will happen to our data? Will everything migrate over, or will we have to start over?

Your historical and in-progress data will migrate into the new system to ensure a smooth transition. Key documents and records – including active plans, recent drafts, and relevant history – will be brought over either as structured data or attachments, depending on the format and age of the records. 

Our goal is to bring over as much relevant information as possible, so your team does not have to “start over.” While some data cleanup may be necessary due to differences between systems, we’re designing the migration process to minimize disruption and preserve continuity across student records and plans. 

Will it work with my SIS, TestHound, and Medicaid?

Yes, Frontline is committed to supporting integrations with key vendors already connected to our flagship systems. This includes, but is not limited to Ascender (TxEIS), Frontline SIS (TEAMS), Skyward Q, Skyward SMS, and eSchoolPlus. 

We’re focused on creating consistent, scalable, and sustainable integration points, specifically for critical needs like syncing state reporting data back to your SIS (e.g., Skyward and PowerSchool-eSchool). 

In addition, Frontline has a robust integration with TestHound. Their integration specifically for managing state testing accommodations has been live and successfully used alongside our Special Programs Management solutions for several years. 

Who is on the Frontline Plan Management solution? 

Our first district went live on the new Frontline SPM solution, Plan Management, in the Spring of 2022. Our early partners have been instrumental in testing and providing feedback on the solution. We feel confident the product has been well vetted over the past three years and is ready for any district ready to migrate. To learn more about the experience of districts on Plan Management, check out these case studies: 

• Texas Can Academies 
• Kennedale ISD 

When/how can I see Frontline Plan Management? 

The product demo for our new Frontline Plan Management is available for you to watch at your convenience here –> Watch Now. 

Will there be any additional cost to my district for Plan Management?

If your district is currently using Frontline SPM (eStar or SuccessEd), your pricing will stay exactly the same. There is no additional charge to migrate to Frontline Plan Management, including data migration and training. We’re offering this upgrade at no extra cost because we believe strongly in the value it brings to Texas districts. 

How hard will this be to learn and when/how will we get trained? 

Our goal is to make it as easy as possible for you to take advantage of the upgrades and improvements that come with Plan Management. In fact, in many areas, the design of the solution is aimed at making it easier to learn than your existing solution. In addition, because it’s built on the features that users like best in the existing solutions, it may seem very familiar. There will be structured training using a Train-The-Trainer model, along with virtual eLearning modules and on-demand opportunities for self-guided education. 

What if I have feedback for the new solution?

Just like with eStar and SuccessEd, we value client input as a key part of shaping our solutions. Your feedback helps ensure that Plan Management meets both your current and future needs, and that it truly delivers added value for your district. We welcome the opportunity to hear from you! If you’re interested in learning more, please reach out to your CSM. 

Product 

Will the new solution have all the features in eSped/SuccessEd? 

Frontline Plan Management will include many of the features you already know and love, including the same data integrations available in your SIS, plus new capabilities that provide greater efficiency, like goal and text banks. In addition, robust reporting and data analytics tools will be available to provide real-time data insights for better decision support. And, with connected systems for Medicaid & Service Management, you can ensure optimal delivery and billing of services and supports defined in students’ plans.

What new features and enhancements will be available? 

• Automated workflows to support process compliance 
• Data validations for improved data cleanliness and easier state reporting 
• Improved reporting and data visibility tools 
• Integrated product & service offerings will be available for service tracking and Medicaid billing. 
• Section 504 forms created by attorneys Dave Richards and Jose Martín. 

Reporting

Will all my existing reports be available in the new system? What new reports will be available? 

The Plan Management solution includes extensive reporting and data analytics tools. You can preview some of those reports in our new Frontline SPM demo. 

Implementation 

What is the migration timeline? 

We are hosting our Cohort Crosswalk series designed to prepare administrators for the transition to Frontline Plan Management. This series focuses on differences between your current system and the new solution, including business workflow impacts. It runs across multiple weeks and includes: 

• A weekly one-hour webinar comparing system functionality. 
• A 30-minute live Q&A session each week 

These sessions help districts assess readiness and build a foundation for a successful transition. 

What does the implementation process involve and how long does it take? 

The implementation process spans approximately 12 weeks following the completion of the Cohort Crosswalk series. Each migration is guided by a dedicated implementation consultant and includes the following phases: 

• Kickoff (Week 1): Introductory call and preparation 
• Data Review (Weeks 2-6): Includes data integrity discussions and assigned “data homework” to ensure a clean and complete migration 
• Sandbox Access (Starting Week 2): Early access to preview the system 
• eLearning Access (Starting Week 2): On-demand training resources 
• Configuration (Week 6): Tailoring the system to district needs 
• Data Migration (Week 7): Actual data transfer 
• Training (Weeks 8-11): User-specific training sessions 
• Go-Live & Post-Go-Live Support (Weeks 11-13): Full access and support for system launch 

Training & Learning Opportunities

What does training look like? 

Training for the migration to Frontline Plan Management is designed to ensure district staff are confident and well-prepared to use the system effectively. The training included follows a train-the-trainer model within a cohort-based structure, where district-designated trainers learn directly from Frontline experts and then lead training for their own users.  

Included Training Components 

• Virtual eLearning Modules: Self-paced, web-based courses introduce key features and functions of the system, navigation, key workflows, and system management tools. This course is ideal for building a foundational understanding.  
• Virtual Instructor-led Cohort Sessions: Trainers from multiple districts participate in live, virtual training that covers administrative tools and key workflows (such as IEP, 504, and RTI/MTSS). These sessions are interactive, allowing trainers to ask questions and engage with expert facilitators. 
• Train-back Practice: Opportunities for district trainers to rehearse and reinforce what they’ve learned, designed to boost readiness for facilitating in-district, end-user trainings. 
• Trainer Assignment Guidelines: Our recommendation is 1 Trainer per content area and 100 users. For example, that would mean 3 trainers for IEP (three content areas: IEP, Evaluations, Goals and Progress), 1 for 504, 1 for RTI for the first 100 users. For every additional 100 users, we recommend an additional set of trainers. 

While the structure and core topics are standardized to ensure a high-quality learning experience, limited customization is available. Districts can work with their implementation consultant to adjust pacing, emphasis, or scheduling to better align with local needs.  

What additional training & learning opportunities are available for purchase? 

For districts looking to expand their professional learning beyond the standard implementation process, Frontline offers a suite of optional, purchasable training sessions. These sessions are ideal for deepening expertise, onboarding new staff, or targeting specific functional areas. While the topics below are covered in the standard training in cohort style, districts who desire a 1:1 style district training may purchase additional sessions. 

Training Topics Available for Purchase: 

• Admin Training 
  Administrative Settings, System Configuration, Administrative Menus 

• IEP Session 1: 
  Navigation/Student Overview 

• IEP Notice of Meeting 
  IEP Initial Eligibility Determination 

• IEP Session 2: 
  IEP Annual Plan and all forms within Present Levels Goals 

• IEP Evaluations: 
  Referral Process, REED/FIE Notice and Consent 

• IEP Goals: 
  Present Levels, Goal Setting, Progress Reports 

• 504 Training: 
  504 Initial or Re-Evaluation, 504 Student Plan Accommodations 

• RTI/MTSS Training: 
  Data Collection 

• Intervention Plan Event 

• RTI/MTSS Meeting 

Delivery Formats 

• Virtual Sessions: Each topic delivered as a 3-hour live online training. 

• On-Site Training: Includes two 3-hour sessions per full on-site training day. 

These add-on trainings provide flexible, role-specific learning opportunities to help your team build long-term success with Frontline Plan Management. For pricing and scheduling, contact your Client Success Manager. 

What ongoing training & learning opportunities will be available? 

To support your district beyond the initial migration to Frontline Plan Management, we offer a variety of ongoing learning opportunities, all included at no additional cost. 

• Just-in-Time Webinars 
  Offered seasonally, these live sessions focus on timely, relevant topics and provide real-time instruction, tips, and support. 

• Solution Orientation Webinars 
  High-level training sessions that cover core product features and workflows. These are designed for both administrators and end-users who are new to the system or seeking a refresher. 

• Collaborative Communities
  Interactive sessions where users can connect with peers from other districts to dive deeper into specific topics, share best practices, and explore tips and tricks.  

These resources are designed to help districts build confidence, stay current, and continuously deepen their knowledge of the system throughout the year. 

What resources are available before, during, and after training? 

All client end users will have access to the Learning Cetner which contains self-paced learning materials they can use at any time during or after the migration. Admins will also have access to the Frontline Portal LMS system. 

Support

Will support be provided in a format that our staff is familiar with? 

Yes. After your district goes live, support continues through our Client Success Cohort Model, which connects districts that have launched around the same time. Your Client Success Manager will guide your team through the next phase of learning, based on your district’s goals and staff needs.  

Post-go-live learning opportunities may include: 

• eLearning modules for flexible, self-paced learning 
• Just-in-Time Webinars on timely, relevant topics 
• Other targeted resources based on your staff’s familiarity and comfort level with learning formats 

This ongoing support is designed to feel familiar, flexible, and actionable, ensuring your staff can continue learning in formats they’re comfortable with while gaining deeper proficiency over time. 

What types of support resources will be available in the system? 

Frontline Plan Management clients will have access to a variety of built-in support resources to ensure a smooth experience and ongoing success. 

Technical Support Channels 

Once your district transitions fully into the support phase, multiple channels will be available for submitting questions or issues: 

• Online Chat 
• Webform Submission 
• Phone Support 

In addition, the Frontline Plan Management Response Team, which includes members from Implementation, Product, Client Success, and Support, will monitor for bugs and high-impact issues. This team will also provide a handoff video to guide clients through the transition from implementation to support. 

In-System Learning Resources 

Your team will also benefit from rich, on-demand learning opportunities directly within the system. 

• Frontline Learning Center: Your first stop for searchable, self-paced resources 
• Learning Paths: Curated sequences of content to support different roles or goals 
• Community Access: A space within the Learning Center to connect with Frontline staff and peers, ask questions, and share best practices 
• Seasonal Just-in-Time Webinars: Timely sessions focused on relevant topics 

These resources are designed to provide both immediate answers and long-term professional growth, whenever and however your team needs it.