Plan a region’s season

Find it

• In the left menu, click Regions, then your region: Charlotte, Columbus, St. Louis or Expansion. Seattle’s schools are on Expansion.
• Use the region buttons at the top of the page to switch regions, and the season buttons to switch between Spring 2027 and Fall 2027.
• Everyone on staff can open every region and change anything on it. What you change is what everyone sees.

Which schools are on a region’s page

• Every school on that season’s Team Journey list, placed by its owners: a school shows on the region its owners work in.
• A school with no owner shows on its own region.
• If a school’s owners work in two different regions, it counts on its own region and shows a red owners in two regions flag. Fix its owners on the Team Journey school page.
• Schools marked Not this season sit in a fold-out list at the bottom and aren’t counted. Click one to open it on Team Journey.

1. Set the region’s goals

1. In Goal vs. Target List, type the region’s goal for Boys, Teams and Net Revenue. Click anywhere else and it saves.
2. So far is what’s registered now. Target List is what the Team Journey list below adds up to. Gap shows how far the Target List is over or short of the goal.
3. Net Revenue is what families pay after each school’s aid, plus the aid the restricted funds pay for — both parts show just above it. If schools are promised more aid than the funds hold, a note under the table says how much isn’t covered; that part isn’t counted.
4. Under the table, set the Default full fee. It’s used for any school that doesn’t have a fee of its own yet.

2. Keep notes for the region

1. Type in the notes box under Goal vs. Target List and click Add note. Notes show newest first, with who wrote them and when.
2. You can delete your own notes (click Delete, then Sure? Delete). A deleted note is hidden, not erased.

3. Share out the aid — restricted funds pay for it

1. In Financial Assistance & Restricted Funds, the first box shows the Restricted funds held for the region. That money pays for the aid.
2. Type the Aid budget. It should match the restricted funds: a green Matches the funds tag says it does; an amber tag says how far off it is — click Match to set it to the funds total.
3. You can still change the aid budget to see what happens: Promised to schools shows the total and the average % off full fees, and Left to promise shows what’s still free to give.
4. Every school starts at the same safe % — the most every planned boy can get without going over budget. To give a school more (or less), change its Aid % in the list below. If the promises go past the budget, the last box turns red and says Over budget.
5. The funds themselves are listed underneath with a total. Only Jason adds, edits or removes a fund, to match Attolero’s schedule — Edit on a fund’s line fixes its name, note, amount or who it’s for in place.
6. A fund can be for the whole region or for chosen schools (the For column). A school-only fund pays those schools’ aid first; whole-region funds cover the rest. Each fund shows how much is used and how much is left.

4. See what team supplies cost

1. The Team Supplies card shows what the season’s supplies cost: shirts ($8 each, for every boy and 2 coaches a team), 5K medals ($2.50 for each boy) and team bags ($50 for each team).
2. The last box is Net revenue after supplies — the region’s Net Revenue less the supplies.
3. It’s worked out from the Teams and Boys in the list below, so changing either one changes the supplies too. Each school’s own cost is in its Supplies column — point at it to see the shirts, medals and bags behind it.

5. See what facility fees cost

1. The Facility Fees card shows what Fall 2026 facility fees cost (what was paid, less refunds), what this season’s plan adds up to, and Net revenue after supplies & facility.
2. Each school’s fee is in its Facility column. It starts at the school’s own Fall 2026 fee; a CMS school with no Fall 2026 fee starts at $700; every other school starts at $0. Type over it to change it, and click undo to go back.
3. Point at a figure to see what was paid in Fall 2026. An amber line means the district still owes money back.

6. Work the Team Journey list

1. The tiles at the top show the region’s Targeted boys and Targeted net revenue — what the list adds up to — against the goals, with how far over or short it is.
2. The list has two groups of columns. The shaded Fall 2026 · actual columns come first: the school’s Gross revenue, Facility fees and Net after costs from its Fall 2026 Team Close-out. Then the Spring 2027 · projection columns: teams, boys, full fee, aid, Net revenue, Supplies, Facility and what’s left After costs. The small grey line under a number says where it came from.
3. Know better? Type over Teams, Boys, Full fee, Aid or Facility and click away to save. Aid can be typed as a % or in dollars — click the small $ / % button next to it to switch. It turns yellow and says set by staff. Click undo to go back to the page’s own figure.
4. Click + plan note under a school’s name to add a one-line note (“waiting on the MOU”). Press Enter or click away to save.
5. Click a column heading to sort by it; click it again to flip the order. Search for a school, or pick one person to see only their schools — a line above the list adds up that person’s schools.
6. Use Show … per page at the bottom to see 10, 25, 50 or all schools at once.
7. Click ⇩ Download Excel for a spreadsheet of every school the list shows — with your search, person and sort, all pages — plus a blank Notes column.
8. Click a school’s name to open its Team Journey page.

Where the numbers come from

• Boys: the school’s Spring 2026 boys; if none, Fall 2026 boys × 88% (spring is usually smaller); then Spring 2025; then the last season the school ran. A school that has never run gets the region’s typical school.
• Full fee: the school’s Fall 2026 average fee from its close-out, otherwise the region’s default full fee.
• Fall 2026 gross revenue: the full fees on the school’s Fall 2026 Team Close-out, before any aid (all its teams added up). Blank if it has none.
• Fall 2026 net after costs: the school’s Fall 2026 Team Close-out figure (all its teams added up). Blank if it has none.
• Families pay: boys × full fee, less the school’s aid. “Up to” is the amount if no aid were given.
• Net Revenue: what families pay plus the aid the restricted funds pay for, never more than the funds hold.
• Supplies: shirts ($8 × boys + 2 coaches a team) + 5K medals ($2.50 × boys) + team bags ($50 × teams). After supplies is Net Revenue less that.
• Facility: what staff typed; otherwise the school’s Fall 2026 facility fee from its Team Close-out; otherwise $700 for a CMS (Charlotte-Mecklenburg) school; otherwise $0. Whether a school is CMS comes from its public school record, looked up once and saved. After costs is After supplies less the facility fee.

Print it

• Click Print / PDF at the top. You get the whole plan with every school on it — no buttons or boxes. Choose Save as PDF in the print window to keep a copy.

Related How-To’s

• Work your schools in Team Journey
• Close a team’s season money
• Read the Team Matrix