School business manager (SBM): self-assessment

Download our self-evaluation tool

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)

Further support

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

• SBM performance management
• SBM performance objectives

Find out what training and qualifications are available for SBMs.