- Academy Trust Handbook: changes from September 2024
Changes to the Academy Trust Handbook 2024 include a requirement to capture appointment information in your register of interests, less admin for leasing arrangements, and a requirement for trusts with higher incomes to use professional auditors for internal scrutiny.
- Allocating departmental budgets
Understand the different ways you can allocate curriculum budgets. Download our curriculum budget formula calculator and see case studies from different types of school.
- Benchmarking data: questions to generate discussion and analysis
Download our list of questions to help you analyse your benchmarking data, and find guidance from the DfE.
- Budget planning: how-to and templates
Get to grips with your budget planning. Use our template 5-year budget plan spreadsheets to help you model a range of scenarios and then cost your chosen one in detail.
- Calculating the cost of lessons and courses
See how to calculate the cost of lessons and courses to help budget for your curriculum. You'll find variables to take into account and suggested methods to use.
- Calculating the cost of your whole-school SEN provision
Understand how to calculate staffing costs for SEN provision so you can better estimate how much money you're spending on your overall SEN provision. Download our tools to help keep track of how much each intervention costs and whether it offers value for money.
- Consistent financial reporting (CFR)
Understand the purpose of the consistent financial reporting (CFR) framework for maintained schools and pupil referral units (PRUs), and how to use COLLECT to submit a data return. Plus, see what's changed for 2024-25.
- Cost of living: how to manage the impact on your school
Find practical steps to help you balance your school’s budget and support your school community through financially challenging times.
- Financial benchmarking: how-to guide
See how you can identify schools similar to yours and make comparisons using the financial benchmarking service from the DfE. Understand the benefits and limitations of benchmarking, and see examples of how other schools use it.
- Financial procedures manuals: examples
Take a look at examples of financial procedures manuals from a range of schools and a local authority.
- Integrated curriculum and financial planning (ICFP): checklist and guidance
Find out more about integrated curriculum and financial planning (ICFP), which can help you improve your school's financial efficiency and maximise resources. Download and use our checklist to guide you through the process.
- Presenting your budget to governors: templates
Keep your governors fully informed about your budget planning and decision-making with our downloadable templates. You'll find a detailed budget planner, and a planning report that will help you explain your budget planning decisions.
- Request form for curriculum funds: template and guidance
Use our curriculum budget template to make it easy for your heads of department to bid for departmental funds. Plus download our request form to submit budgets for one-off projects.
- Schemes of financial delegation for multi-academy trusts (MATs)
You must have a scheme of financial delegation, but what that looks like depends on how your trust manages its finances. Read expert advice, see an example of how to delegate to different roles, and view examples from other schools.
- School budget: expenditure on staffing
Get advice on which staffing costs you should include in your calculations and what percentage of your budget should be spent on staffing.
- School budget monitoring: questions to discuss
With finances squeezed, use this guide to help you make the most of your budget monitoring meetings. See what to cover and use our questions to help you spot issues and identify next steps.
- School resource management self-assessment: summary
Academy trusts must complete the school resource management self-assessment checklist every year. Find out what it covers, so you know what to expect.
- Schools Financial Value Standard (SFVS): summary
Maintained schools must complete the SFVS every year. Read a rundown of what it covers, so you know what to expect.
- Teachers' pension grant: what you need to know
The teachers' pension employer contribution rate increases from 1 April 2024. Find out about the extra funding to help you cover the cost.
