School business management toolkit
The Key for School Leaders | NASBM
Annual tasks
LSS
Review latest school improvement plan (SIP) and other action plans; ensure deadlines for actions have been met
LSS
Conduct health and safety audit
LSS
Ensure all annual health and safety checks and inspections have been carried out, and that records of checks are safely stored
LSS
Ensure all policies and procedures are up to date and make arrangements for implementation across the school or trust
LSS
Ensure all records have been retained or disposed of according to record retention schedule
LSS
Check that the website is suitable for the current publication schedule and update as required
LSS
Report to governors on outcomes of old budget
LSS
Determine admissions arrangements
F
Academies: submit accounts return to Education Funding Agency (EFA) by 31 January
F
Academies: submit budget forecast to EFA by 31 July
F
Academies: submit audited financial statement to EFA by 31 December
F
Academies: publish financial statements on website by 31 January
F
Academies: ensure auditors have conducted annual financial audit by September/October in time for annual accounts return
F
Maintained schools: submit Schools Financial Value Standard to LA
F
Maintained schools: submit consistent financial reporting return to LA
F
Maintained schools: prepare for audit by LA (as required)
F
Prepare closu