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Last updated on 12 September 2018
Ref: 4806
School types: All · School phases: All

Use our checklists to make sure you're staying on top of your tasks for the year to come.

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  1. Download our checklists
  2. Track your compliance

Download our checklists

Our checklists set out some of the key tasks school business managers (SBMs) complete throughout the year, including a checklist for ongoing, annual and termly tasks. 

Compliance Tracker devices 300x173

Track your compliance

Keep on top of your mandatory tasks and obligations with Compliance Tracker, our free tool for members of The Key for School Leaders.

It can help you record and monitor whether your school is compliant in areas such as finance, health and safety, and your school website.

Start your tracking


The Education Funding Agency Information Exchange is an online system hosting forms and resources for academies, 16 to 19 providers and high needs providers. It features a calendar that provides details of tasks, publications and events.

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