Free operating resources
Make the work visible.
Practical, printable tools for ChoiceCollect — ESA & Scholarship Revenue Cycle Desk for Private Schools & Microschools. No email gate, no sensitive data collection, and no hidden client claim. Do not enter sensitive records into these public resources.
Scholarship leakage scorecard
A no-records-needed scorecard for finding the first weak handoff in the award-to-cash cycle.
Open resource →TemplateMinimum-necessary intake map
Define what is needed, why it is needed, who may use it, and when it must be removed.
Open resource →Meeting template45-minute weekly revenue review
A disciplined agenda for school leaders and finance owners—without turning the meeting into record-by-record noise.
Open resource →Operations templateScholarship revenue exception log
A single format for disagreements that should never disappear inside email, spreadsheets, or portal notes.
Open resource →ChecklistScholarship period-close checklist
Close the period with a defensible discrepancy package instead of a false clean balance.
Open resource →Control checklistQualified-human release checklist
The final control before a report, reminder list, reconciliation, or binder becomes client-facing.
Open resource →Service boundary: ChoiceCollect is an operational documentation and processing service operated by Your Deputy, Obuke LLC. It is not a law firm and does not provide legal, tax, medical, financial, or other licensed professional advice. Consumer and personal debt matters are not accepted. It does not decide eligibility or entitlement. The client retains its licensed professionals and decision authority. Licensed or specialist-dependent questions must be routed to a verified qualified specialist retained by the client. Automation may organize and check records, but a qualified human must review and release every client deliverable. Minimum-necessary data handling and professional review apply. Do not submit student records, scholarship identifiers, family financial information, credentials, payment account data, or other sensitive material through this public site.