School business manager (SBM): self-assessment

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

Last reviewed on 5 March 2026See updates
School types: AllSchool phases: AllRef: 13157
Contents
  1. Download our self-evaluation tool
  2. Further support

Download our self-evaluation tool

Use our self-evaluation tool ahead of your appraisal, or to reflect on your knowledge and skills at any point during the year.

Line managers: share our tool with your SBM to help support their professional development and performance reviews.

KeyDoc: SBM self-assessment – template DOCX, 137.5 KB
Download

Our tool is based on:

Further support

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

Find out what training and qualifications are available for SBMs.