School business management toolkit
The Key for School Leaders | NASBM
Checklist of tasks for school
business managers
We worked with one of The Key's associate education experts,
Terry Gillard, an experienced school business manager (SBM)
to put together this checklist of tasks for SBMs.
Most of the tasks listed here apply to SBMs in maintained
schools and academies, but this may vary according to the
context of the school. Where a given task is statutory for either
type of school, this is indicated below. Statutory deadlines are
provided for tasks where the deadline is not typically subject to
change each year.
Find more on our website
Members of The Key for School Leaders will find
more information on the deadlines and requirements
of each task listed here in the full version of this
checklist on our website. To find this KeyDoc quickly,
go to www.thekeysupport.com/SL and enter the
reference number 4806 in the website search tool.
The tasks are colour-coded to reflect the six disciplines
of NASBM's professional standards for school business
management practitioners, as shown below:
LSS
Leading support services
F
Finance
P
4806 |
Procurement
I
Infrastructure
Search
HR
Human resources
M
Marketing
Ongoing tasks
LSS
Liaise/network with other schools/SBMs and attend regular local events for SBMs to develop best practice in the role
LSS
Ensure individual healthcare plans (IHPs) are up to date; review where necessary
F
Review the operation and effectiveness of the school’s financial procedures; update the manual
F
Academies: ensure all statutory financial documents and records are up to date
P
Ensure all insurance policies provide adequate cover and obtain alternative quotes to be confident of getting good value for money
I
Maintain and update the asset register and inventory of all moveable non-capital assets
I
Review and update the lettings schedule
I
Review and update capital building programme and repairs/renovation schedule, ensuring work is on track to meet deadlines
HR
Monitor and maintain single central record data
HR
Advertise support staff vacancies (as required)
M
Liaise/network with local businesses for sponsorship/fundraising/other collaboration
M
Notify local media of any relevant school news
M
Advertise any school events open to the public
6
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