PlanningDirect™

Online Capital Planning and Funding System

PlanningDirect is an on-demand funding and capital plan management tool that simplifies strategic planning for your educational institution’s future capital needs.

Benefits of Use

  • Helps justify funding requests by projecting capital needs and tracking the cost of correcting deferred maintenance deficiencies
  • Reduces risk by prioritizing needed corrections
  • Easily generates customizable reports for analyzing capital funds and expenditures
  • Updates your live capital plan with corrective costs, including integration with MaintenanceDirect (sold separately)
  • Costs significantly less than utilizing outside facility assessment services

Product Features

  • Facilitates creation of long-range capital plans and funding plans
  • Manages capital projects and expenditures related to deferred maintenance, deficiencies and corrections
  • Includes estimate calculator for managing estimated versus actual costs of correcting deficiencies
  • Records each fund/account balance and associates specific plans and corrective projects with funds
  • Seamlessly integrates deficiencies and estimated corrections with work orders through integration with MaintenanceDirect (sold separately)
PlanningDirect Product Data Sheet

Why Select SchoolDude?

  • Built for the unique needs of educational clients
  • On-demand (Fast startup, easy, access from anywhere, affordable
  • Complete suite of integrated applications that specifically support educational operations
  • Market leadership (More than 3,000 clients and 8 out of 10 decision-makers have picked SchoolDude the last 6 years in a row.)


Please register to watch a 5-minute video that highlights the value and benefits of PlanningDirect -- an on-demand funding and capital plan management tool that simplifies strategic planning for your educational institution’s future capital needs.
 
 
 
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>> Home Page
The PlanningDirect Home Page allows you to view corrective costs (both actual and estimated) in graphical formats. Data can be easily filtered, and several graphing options are available for plans, project, classifications, and more.
>> Five Year Plan
Quickly generate a summary of estimated planned costs by building for the next series of years as based on your selected criteria.
>> Facility Condition Index
Easily view the replacement cost, renovation cost, and facility condition index for each building. Facility Condition Index is calculated for a year by the formula: (Cost of Renewal)/(Current Replacement Value).
>> Planned Corrections
PlanningDirect enables you to manage the estimates associated with a plan. You are able to view available monies, estimated plan cost, filtered estimated cost, and remaining monies - including the effect of alternative estimated costs.
>> Deficiency Report
Quickly create reports for needs and associated estimate(s) - grouped by location and building - based on criteria you select. You may choose to display inflationary costs for up to 12-years in detailed reports
>> Funding Report
Easily generate graphs and reports for estimates - grouped by the associated funding - based on the criteria selected. You may choose to display inflationary costs for up to 12-years in detailed reports.
  • Click the screenshot to enlarge Home Page
  • Click the screenshot to enlarge Five Year Plan
  • Click the screenshot to enlarge Facility Condition Index
  • Click the screenshot to enlarge Planned Corrections
  • Click the screenshot to enlarge Deficiency Report
  • Click the screenshot to enlarge Funding Report
The Client Service Center is committed to empowering our clients by being readily available with personalized solutions to enhance their business processes. With our passion for service and client success, we strive to make SchoolDude.com the preferred choice of the educational facilities market.
  • Overall Client Satisfaction of 97%
  • Unlimited support available through the following channels:
    • All phone calls answered by a live person
    • Over 95% of emails answered within 1 hour
    • One-click instant messaging to support staff
    • Easy to follow, role specific manuals
  • Peer support through SchoolDude Community
  • 24x7 hosting, application and data management in a secure data center.

Contact Client Care:

"Support has been second to none. Training has been very easy, even for those with no computer or typing skills. Thank you SchoolDude!" Skip Gagne - Claremont School District, NH

"We love SchoolDude. Their customer service is phenomenal." Kate Firebaugh - Savannah College of Art and Design, GA

"These days, service is a rarity. SchoolDude is great at it." Jerry Blizzard - Crosby ISD, TX

"These days, service is a rarity. SchoolDude is great at it." Jerry Blizzard - Crosby ISD, TX

 


The Client Service Center is committed to empowering our clients by being readily available with personalized solutions to enhance their business processes. With our passion for service and client success, we strive to make SchoolDude.com the preferred choice of the educational facilities market.
  • Quickstart package includes unlimited, personalized training
  • Expert implementation guidance
  • Participants rank training experience greater than 9 out of 10

Our training and startup sessions last approximately 2-3 hours. This is an online session that utilizes a web conferencing service to allow our client services technician and you to login to your system and begin the process of setting up your system for your use. This will include training on setup and operation.

Additional services:

  • Onsite training (available for daily fees plus travel expenses)
  • Data import (call for a custom quote) 
  • Group training (call for a custom quote)

"Your customer service is impeccable. Prompt, efficient, courteous and concise. You're one of the few places I can call these days and know that I'm being listened to and that my needs are important to you." Rory Marty - South Kingstown School District, RI

"When questions arise, your support staff has been impressive with the response time and quality of information." Skip Bandini - Waltham Public Schools, MA