Task checklists

Financial efficiency

Includes downloads, advice and practical resources to help you with income generation, cost-effective staffing, procurement and more.

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Administrative tasks in schools: checklist Is there a list of administrative tasks for schools? This article includes a downloadable checklist of administrative tasks that schools may carry out on an annual, termly, daily and ongoing basis.
HR tasks and processes: checklist Download our checklist of HR tasks and processes related to recruitment, staff training, performance management, parental leave, absence and leavers.
School business managers: task checklist Use our checklist to make sure you're staying on top of your SBM tasks for the 2020/21 academic year.
Tasks for a Key Stage leader: checklist Do you have an example of a checklist of Key Stage leaders' duties? We worked with two of our associate education experts to create a downloadable KeyDoc checklist highlighting tasks that a Key Stage leader may need to complete each day, week, half-term, term and academic year.
Tasks for caretakers We've created a downloadable KeyDoc with suggestions of tasks a caretaker should do each day, week, month and term, as well as seasonally.

Termly tasks for heads of department/subject: checklist Download our checklist to help you keep on top of your termly tasks. It covers tasks associated with preparing for exams, managing staff, and monitoring your subject. You will also find a case study on how one middle leader monitors his department.
Termly tasks for headteachers: autumn 2020 Keep on top of your regular and unique tasks for this autumn term with our downloadable checklist.
Termly tasks for headteachers: spring Keep on top of your tasks for the spring term with our downloadable checklist.
Termly tasks for headteachers: summer Keep on top of your tasks for the summer term with our downloadable checklist.
Termly tasks for primary subject leaders: checklist Download our checklist to help you keep on top of your termly tasks. It covers curriculum planning, subject monitoring, and setting your subject vision. You can also find an example of a year planner from a local authority.

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