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- Schools Financial Value Standard (SFVS): summary Maintained schools must complete the SFVS every year. Read a rundown of what it covers, so you know what to expect.
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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
- Benchmarking data: questions to generate discussion and analysis Download our list of questions to help you analyse your benchmarking data, and find guidance from the DfE.
- Contracts register: template Use our template contracts register to keep a record of all of your school's contracts and service level agreements in 1 place.
- Senior mental health leads: training Find out about the different training options available for senior mental health leads and how to decide between them.
- Achieving value for money: guidance and resources Read our advice on getting value for money when paying for goods and services. Find useful links to resources to help you manage your finances effectively.
- Budget planning: how-to and templates Get to grips with your budget planning. Use our template 5-year budget plan spreadsheets to help you model a range of scenarios and then cost your chosen one in detail.
- Anti-fraud, bribery and corruption policies Schools have a responsibility to protect public money. Read what's expected of your school and see examples of anti-fraud policies.
- Business continuity or disaster recovery plan: guidance and template Make sure you have plans in place to deal with any disruption to your normal activities. Find out what your plan should cover and use our template to help you. Also see examples from other schools and trusts.
- Asset register: template and guidance Use our template asset register to keep track of your inventory and help you accurately budget for replacements and insurance.
- Asset management plan: guidance and model Maintained schools should have an asset management plan. Use our template to help create yours and track upcoming projects.
- Reporting, sharing and publishing requirements Be clear on what you must report, share and publish to stay compliant, as a maintained school or academy.