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- Topic: Academy conversion Recommended
- Academy conversion: step-by-step process Be clear on the academy conversion process, including information on preparing to convert, submitting the application form, and setting up an academy trust. Use our checklist to keep track of the tasks you need to complete.
- Academy conversion: FAQs Get answers to frequently asked questions about academy conversion, with advice from the DfE and Forbes Solicitors.
- Website requirements: academies and academy trusts Find out what individual academies need to publish online, and if you’re a multi-academy trust, what your trust website needs to include. Use our checklists to help you comply.
- Monthly financial management for academies Get to grips with what you need to prepare and do when it comes to monthly budget monitoring reports for academy trusts.
- Academy Trust Handbook: changes from September 2023 Changes to the Academy Trust Handbook 2023 include looser requirements on sharing management accounts with your board, a higher threshold for related party transaction value before ESFA approval is necessary, and a new list of estates guidance to apply.
- Academy reviews of value for money Academies must include a review of value for money in their annual accounts. Read about the purpose and structure of the review, and see examples from other academy trusts.
- Reserves policy (academies) See examples of policies from a primary and a secondary school, as well as multi-academy trusts (MATs).
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Top-slicing academy budgets
Learn about the rules of top-slicing, and see examples of how other trusts with multiple academies approach central financing.
For Trust Leaders
- Get consent to convert to an academy: guidance and template You need to get consent before you can apply to convert to an academy. Be clear on who you need to get consent from, and use our template letter to save you time.
- QuickRead: Multi-academy trust governance Get an overview of multi-academy trust governance in just 1 page. Download a copy of this QuickRead to easily share this information with colleagues.
- Finance policy (academies): how to and examples If you're writing or reviewing your finance policy, get advice on how to go about it, and see examples of policies from other academies.
- School website: publishing information about the governing board Understand what governing board information you're required to publish on your school website, and download our checklists for maintained schools and academies to make sure you haven't missed anything out.
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School resource management self-assessment: summary
Academy trusts must complete the school resource management self-assessment checklist every year. Find out what it covers, so you know what to expect.
For Trust Leaders
- Staff disciplinary procedures: model and examples Download and adapt our model staff disciplinary procedures, or review your own with our checklist of what to include. See examples of policies from other schools and academy trusts.
- Staff capability policy and procedures: model and examples Download and adapt our model staff capability policy, or use our checklist to make sure your own policy covers everything it should. Plus, see examples from a primary and a secondary school, as well as a multi-academy trust.
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Headteacher appraisal: step-by-step process and templates
Use our guidance for leaders in multi-academy trusts (MATs) to help you manage the appraisal process for headteachers in your schools. Download our templates and checklist so you can be confident you've got everything covered.
For Trust Leaders
- Investment policy: model and examples Download our model investment policy and adapt it to suit your academy trust. Plus, see examples of policies from other multi-academy trusts (MATs).
- Returns required from academies Find out what data and returns you must submit and when - including your audited accounts, budget forecast return, school resource management self-assessment and teachers' pension returns.
- Policy review schedule: template and examples Adapt our review schedule to help you keep track of all of your policies, and make sure they're up to date and compliant. Download the schedule to suit your maintained or independent school, or academy trust - and see examples of how other multi-academy trusts have set their schedules.