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Budget management: annual to-do list and guidance
Download and use our budget checklist to track tasks by month across the financial year, and get advice on the main things you need to consider.
Download our annual budget checklist
It has all the tasks you may need to carry out during the year, and suggests months in which to carry them out.
Maintained schools – based on the April to March financial year
Academies – based on the academies' financial year, from September to August
Plan at least 3 years ahead
Think about future costs
To create an effective budget:
- Identify what you want to achieve through your school improvement plan (SIP)
- Cost it as specifically as you can
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