School business management toolkit
The Key for School Leaders | NASBM
Tasks
Sep
Ensure that all eligible pupils are registered
for free school meals so that the school
receives the correct amount of pupil
premium funding including estimating
‘Ever 6’ PP funding for new intake (you
may consider this an on-going process but
with specific peaks of activity)
Acad,
MS
Acad,
MS
Check estimated pupil numbers
Acad,
MS
MS
Review potential year groups and
consider how many teachers and
teaching assistants (TAs) will be needed
in the next academic year
Oct
Nov Dec
Jan
MS
Calculate the number of teachers, TAs
and pupils in classes
MS
Calculate the cost of curriculum
resources
Acad
Continue to work on the SIP (its progress
will affect budget planning, some may wish
to consider this an on-going process)
MS
Feb
Mar
Apr
May
Jun
Jul
Aug
Acad,
MS
Acad
MS
Acad
MS
Acad
Acad
MS
Acad
Acad
Acad
Acad
MS
MS
Review staff development costs
(including any cover required) and
prioritise future needs using the SIP and
performance management targets
MS
Acad
MS
Acad
Acad
Review recruitment/retention costs
against the budget plan
MS
Acad,
MS
MS
Acad
Acad
Report actual expenditures to budget
holders on a monthly basis and discuss
any variances
Acad,
MS
Acad,
MS
Acad,
MS
Acad,
MS
Acad,
MS
Acad,
MS
Acad,
MS
Acad,
MS
Acad,
MS
Acad,
MS
Acad,
MS
Acad,
MS
Review payroll against budget on a
monthly basis and report significant
variances (create virements where
appropriate)
Acad,
MS
Acad,
MS
Acad,
MS
Acad,
MS
Acad,
MS
Acad,
MS
Acad,
MS
Acad,
MS
Acad,
MS
Acad,
MS
Acad,
MS
Acad,
MS
Acad,
MS
Acad,
MS
Review special educational needs costs
against the budget
Acad,
MS
Acad,
MS
Submit census data
Check over/under-spends
Submit audited financial statements
for the previous year to the Education
Funding Agency (EFA)
Acad
Acad,
MS
Acad,
MS
Acad,
MS
Acad,
MS
Acad,
MS
Acad,
MS
Acad,
MS
Acad,
MS
Acad,
MS
Acad,
MS
Acad,
MS
Acad,
MS
Acad
Submit accounts returns for the previous
year to the EFA
Acad
Publish financial statements and value for
money statements for the previous year
on the website
Acad
18
MS
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