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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'll help you head off likely questions from governors.
Contents
Governors will scrutinise your budget before they approve it
They're required to check that you're managing resources and finances effectively.
This usually takes place at two levels (depending on the governance structure at your school/trust):
- Finance committee – where governors look at your budget projection and report in detail
- Full governing board – where the chair of the finance committee recommends the budget for approval to the board, following the detailed scrutiny by the committee
Download our budget planning and reporting templates
Detailed budget planner
Use this to present your income and expenditure in detail:
KeyDoc: detailed budget planner
Note: this is the same spreadsheet as in our budget planning article – if you've already filled it in, go straight to the report template below. It's also worth checking with your LA/trust in case they have budget planning tools they'd prefer you to use.
Space to set out detailed budget planning for the next few years An automatically
- Academy Trust Handbook: changes from September 2021
- Achieving efficiency in the staffing budget
- Allocating departmental budgets
- Benchmarking data: questions to generate discussion and analysis
- Benchmarking staff salaries
- Budget planning: how to and templates Updated
- Calculating the cost of lessons and courses
- Consistent financial reporting (CFR)
- Financial benchmarking: how-to guide
- Financial procedures manuals: examples
- Financial transparency: requirements for maintained schools
- How to calculate the cost of your whole-school SEN provision
- Paying for refreshments out of the school budget
- Request form for curriculum funds: template and guidance
- School budget: expenditure on staffing
- School budget monitoring: questions to discuss
- Schools Financial Value Standard (SFVS): summary
- Teachers' pension grant: what you need to know
- Using Integrated Curriculum Financial Planning to maximise your resources
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Your DSL’s training should be refreshed at least once every 2 years.
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