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Last reviewed on 4 February 2020
Ref: 8853
School types: All · School phases: All

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.

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

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