School business manager (SBM): self-assessment

Use our self-assessment tool to identify areas for development as an SBM.

Last reviewed on 2 October 2023

School types: All · School phases: All

Ref: 13157

Contents

SBMs: use our self-evaluation document to rate your knowledge and skills ahead of appraisal, or at any point throughout the year.

Line managers: share our tool with your SBM to help them review their knowledge and skills.

Our tool is based on:

The DfE’s school business manager competency framework – it was published in 2014, but it's still a useful framework
The Institute of School Business Leaders (ISBL)'s professional standards (free membership required)

If you're using the self-assessment as part of appraisal, see our guidance on:

Find out what training and qualifications are available for SBMs.