School financial management

Multi-academy trusts are required to publish a summary statement of their financial arrangements every year. Find out what you should include and download our templates which cover top-slicing and income-pooling models.

Learn how to manage cashflow as a school business manager (SBM). See what to include in your monthly forecasts to help monitor and report income and expenditure. Download a template from the ISBL and get tips for filling out cashflow templates.

Get to grips with what you need to prepare and do when it comes to monthly budget monitoring reports for academy trusts.

Find out which school trips you can charge for and how much you should charge. Download our handy template to help you calculate your costs. Plus, find out what to do with any money that's left over.

Understand what you can and can't charge for with respect to residential trips. Read guidance on when parents may be exempt from paying for elements that are normally chargeable.

Find out what activities and equipment you can and can't charge parents for and how to request payment.

See practical advice and examples from other schools on fundraising for small or rural schools, to help you combat any challenges in generating income. Plus, use our fundraising planning sheet to get started.

Find a selection of the grants available to schools across a range of areas, and details of freebies you can access. Also learn about cost-of-living support available for your school and community.

With uncertainties around rising costs, you might be thinking about how to raise more money for your school. Read about how to make the most of your funding streams and how to generate extra income.

Changes to the Academy Trust Handbook include a ban on paying cyber ransom demands, and educational performance is no longer grounds for issuing a Notice to Improve.

Changes to the Academy Trust Handbook include a stronger focus on inclusion and new expectations for trustee financial training and CFO qualifications. Tighter controls on procurement, executive pay and severance payments are also introduced.

Understand the different ways you can allocate curriculum budgets. Download our curriculum budget formula calculator and see case studies from different types of school.

Find out what to include in your recruitment adverts and where to post them so that you stand out and attract the best candidates.

Let prospective parents and carers know about your school's unique selling points. Adapt our template marketing plan to make sure you're getting the most out of your social media, newsletters and website.

Use our template contracts register to keep a record of all of your school's contracts and service level agreements in 1 place.

As a maintained school or academy, you have a duty to get the best value for money from contracts you enter into. Follow our step-by-step procurement guide to make sure you're buying in the right way.

Get an overview of how the new Procurement Act 2023 changes the way you buy some high-value goods and services. Download and share this QuickRead with colleagues so they're up to speed with the changes.