Course Options: 1 Day, Half Day, Twilight

Recommended Max People:
25

Full day from:
£880.00 + VAT to £1255.00 + VAT

Half day from:
£680.00 + VAT to £955.00 + VAT

Add additional participant for as little as £33.00 + VAT per person per day

Please Note:
Course costs are based on 15 participants

This course can be tailored to your individual requirements

School Finance And Budgeting – a basic introduction for those new to school finance and budgeting

This course helps participants to get an understanding of how to maximise the potential of the organisation through effective budget and finance management, illustrating how the SDP can effectively drive finance and direct spending in school. Delegates will leave the course with an action plan focused on improving the efficiency of their current practice.

This one day course will help participants to gain an understanding of how to use strategic planning and the School Development Plan to drive the budget and utilise all funds to take the school forward. It will also give the opportunity to spend focused time looking at delegated budget systems to ensure shared whole school responsibility for finance. Additionally, participants will gain knowledge of effective monitoring and reporting processes, essential policies and procedures and action planning for on-going improvement involving all stakeholder roles and responsibilities.

Course Overview

This course is designed for New Primary Headteachers or those preparing for headship, Finance Governors, School Business Managers (SBM’s), and Finance Staff, but is appropriate for anyone wishing to gain a basic understanding of school finance. It helps participants to get an understanding of how to maximise the potential of the organisation through effective budget and finance management, illustrating how the SDP can effectively drive finance and direct spending in school. The course will help participants to gain an understanding of how to use strategic planning and the School Development Plan to drive the budget and utilise all funds to take the school forward.The course explores financial roles and responsibilities, Effective monitoring and reporting, policies and procedures, action planning for ongoing improvement and Swot analysis.

Course Objectives

New Heads, Senior Leaders, Middle Leaders, Governors and Finance staff will be able to go back to their own schools and assess whether they are making best use of their budgets to support the schools development through:

  • Financial roles and responsibilities.
  • Strategic planning and SDP links.
  • Delegated budget systems.
  • Effective monitoring and reporting.
  • Policies and procedures.
  • Action planning for ongoing improvement.
  • Swot analysis.

Detailed course outline and session time table

Session 1

  • Introductions and objectives
  • Roles and responsibilities
  • Review of current practice
  • Financial processes in schools
 

Session 2

  • Strategic planning and SDP links
  • Delegated budget systems
  • Setting the budget
 

Session 3

  • Consistent financial reporting
  • Monitoring and reporting
  • Benchmarking
  • The annual financial cycle
 

Session 4

  • Best value and VFM
  • Policies and procedures
  • Financial standards
  • Review of objectives
  • Evaluations
As part of our quality assurance policy, and to ensure courses are always up to date we reserve the right to update alter and improve courses without prior notice in order to encompass any emerging changes in legislation, framework, or government guidance.

Tutor information and feedback

Tutor: Mick (Cert. Ed. MSc.)

Mick is an experienced Headteacher with a track record of successful effective school leadership. He has had twenty years experience in Middle schools and has spent the last thirteen years in Primary. He is a hands – on Headteacher who is clearly focussed about roles and responsibilities and the effective utilisation of other people and their skills. He believes deeply in invitational distributed leadership rather than delegation. He is insistent that if there is someone else who has the knowledge and skill to do a better job than himself . . . then they should be given space to lead, shine and do it. He is passionate about VFM and how the school environment impacts on young children and their learning.

Suzanne (Alnst. AM (Dip))

Suzanne is an experienced School Business Manager and an integral member of the Senior Leadership Team. Having spent eleven years in banking in her previous career, she has now gained twelve years experience working in a primary school, the last ten as a Business Manager. Suzanne was one of the first cohorts to train specifically for this role and for this qualification. She believes strongly in the role and the benefits it brings to the school through effective business management, whole school awareness and the ‘outside’ view that can be brought to the Senior Leadership Team. The role also allows the headteacher to focus on school leadership, school development, children, the curriculum and raising standards. As part of her role is overall school office management, her experience and foresight is invaluable in the development of the office team as part of the whole school team.

Feedback:

  • “Thought programme was excellent especially hearing from Suzanne who is doing role”
  • “Clearly great understanding of budgeting & school business”
  • “Thought day was really informative. Thank you”
  • “Very personalised”
 

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