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A fully filled example with three fictional schools, family priorities, costs and clear next steps. Scroll sideways on a small screen.
Completed sample • Illustrative data
The Morgan family’s school decision report
Three schools. Two possible moves. One clear record of the tradeoffs.
Child: Grade 3Annual budget: $6,000Care required until 5:30 PMPaid childcare: 10 months
| Family decision worksheet | Cedar Grove Community School | Harbor View Learning Academy | Meadow Brook Independent School |
|---|---|---|---|
| 01 / Location and school details | |||
| School type | Public | Public charter | Private |
| Grades served | K–5 | K–8 | Pre-K–8 |
| Location / moving option | Current home • Example City, FL | Possible move • Example Harbor, FL | Possible move • Example Hills, FL |
| School address | 100 Example Lane (fictional) | 200 Sample Avenue (fictional) | 300 Demonstration Road (fictional) |
| School profile | Illustrative profile; no real school affiliation | Illustrative profile; no real school affiliation | Illustrative profile; no real school affiliation |
| Commute measured from | Family’s current home (fictional) | Prospective home (fictional) | Prospective home (fictional) |
| Illustrative driving time | 14 minutes; example estimate | 22 minutes; example estimate | 18 minutes; example estimate |
| Class size | 21 students (example) | 23 students (example) | 16 students (example) |
| 02 / Family fit and essential requirements | |||
| Weighted family-fit score | 4.70 / 5 | 3.30 / 5 | 4.80 / 5 |
| Budget check | Within budget: $1,200 remaining | Within budget: $1,300 remaining | Over budget by $9,900 |
| Care coverage | Meets 5:30 PM requirement | Does not meet 5:30 PM requirement | Meets 5:30 PM requirement |
| Enrollment eligibility | Example address verified in this fictional scenario | Example lottery application permitted | Example assessment completed; offer received |
| Place availability | Example seat confirmed | Example waitlist; placement not secured | Example place held until the deposit deadline |
| 03 / Ratings and evidence | |||
| Academic support • weight 4 | 5 / 5 | 4 / 5 | 5 / 5 |
| Commute • weight 2 | 4 / 5 | 3 / 5 | 4 / 5 |
| After-school care • weight 3 | 5 / 5 | 2 / 5 | 5 / 5 |
| Arts and sports • weight 1 | 4 / 5 | 5 / 5 | 5 / 5 |
| Learning support | Small-group reading support, three sessions each week | Weekly tutoring and an individual learning plan | Daily learning specialist and small-group enrichment |
| Programs and activities | Art club, beginner orchestra and soccer | Robotics, visual arts and basketball | Music, theater, swimming and coding |
| 04 / Annual cost worksheet | |||
| Annual tuition | $0 | $0 | $12,000 |
| Monthly childcare | $420 | $350 | $300 |
| Paid childcare months | 10 | 10 | 10 |
| Annual transportation | $600 | $1,200 | $900 |
| Total annual cost | $4,800 | $4,700 | $15,900 |
| 05 / Applications, sources and next steps | |||
| Application deadline | February 15, 2027 (illustrative) | January 20, 2027 (illustrative) | March 1, 2027 (illustrative) |
| Application status | Tour completed; application being prepared | Example application submitted; awaiting lottery | Example offer received; financial review pending |
| Sources and review date | Fictional tour notes and example fee sheet, November 15, 2026 | Fictional admissions call and example handbook, November 15, 2026 | Fictional offer letter and example fee schedule, November 15, 2026 |
| Parent notes | Strong reading support. Confirm the spring club schedule before accepting. | Care ends before the family’s required 5:30 PM. A backup arrangement is needed. | Highest family-fit score, but the annual cost exceeds the family’s budget. |
| Decision / next action | First choice in this example: meets budget and care requirements. | Keep as an alternative; childcare and placement remain unresolved. | Do not choose on score alone. Funding must be resolved first. |
How this example is calculated: Family-fit score = (academic rating × 4 + commute rating × 2 + childcare rating × 3 + activities rating × 1) ÷ 10. Annual cost = tuition + monthly childcare × 10 + annual transportation. A high score never overrides an unmet requirement.
Completed visit checklist
- Learning support reviewed: example tutoring and specialist arrangements recorded for all three schools.
- Daily schedule reviewed: example commute times and childcare closing times recorded.
- Full cost reviewed: example tuition, childcare and transportation entered.
- Eligibility and seats reviewed: charter placement remains unresolved in this example.
- Applications reviewed: example deadlines and current status recorded.
- Family decision: prioritize Cedar Grove; resolve Harbor View care and Meadow Brook funding before reconsidering.
