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Fourth, ask about price increases over the life of the contract. Is any annual increase capped, and is it tied to a transparent measure such as inflation, or left at the vendor's discretion? An uncapped renewal clause is one of the more common sources of budget surprise for school business managers a few years into a contract.

None of these five questions guarantees a good outcome on their own, but a vendor unwilling or unable to answer any of them plainly before a contract is signed is worth treating as a warning sign, whatever the rest of the proposal looks like.

Spreadsheets are where many multi-academy trusts start, and for a single form entry they can just about cope. Run several schools from them and the cracks show quickly. Versions multiply, formulas break, and no one is quite sure which file is current. For a trust accountable to governors, the Department for Education and parents, that is a real risk rather than a minor annoyance.

Finally, look past the launch. An Compass MIS is a multi-year commitment, so weigh the roadmap, the support model and the cost of adding modules later. The right checklist turns a subjective sales process into a decision you can defend to governors and business managers alike. Score honestly, keep your notes, and let the totals guide the shortlist rather than the slickest presentation.

Community and admissions rules deserve attention too. Faith schools frequently apply admissions criteria tied to the parish or the diocese, so the system should record the fields those criteria depend on and support the oversubscription process cleanly. If a platform cannot hold the data your admissions policy needs, the office ends up keeping a spreadsheet on the side, which defeats the purpose of a single system.

Support deserves its own line. Clarify what is included as standard, what a premium tier costs, the response times you can expect and where the support team is based. When a system is central to daily admin, slow or costly support is a real expense measured in staff time, even if it never appears on an invoice.