School business manager (SBM): task checklist

Use our checklists to make sure you're staying on top of your SBM tasks for the 2026/27 academic year. Find checklists for maintained schools and academies, and deadlines for yearly, termly and monthly tasks.

Updated
on 11 June 2026
See updates
School types: Maintained, AcademySchool phases: AllRef: 4806
Contents
  1. Download our 2026/27 checklists

Download our 2026/27 checklists

They cover annual, termly and monthly tasks, and include statutory deadlines.

KeyDoc: SBM task checklist (maintained) DOCX, 147.6 KB
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KeyDoc: SBM task checklist (academies) DOCX, 149.7 KB
Download

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Use our calendar to stay on top of deadlines

Subscribe to our interactive online calendar to help you keep all your dates and deadlines straight.