Download the checklist
Adapt and add to this checklist to suit your school's context and the specific remit of the role at your school.
Check off completed items/tasks to make sure you’ve done everything you need to do to prepare the incoming school business manager (SBM) for the job.
We worked with our associate education expert Amy Gibbs to create this document.
Support your incoming SBM
Familiarise yourself with our guidance on how to support your SBM, so that you're best placed to help your incoming SBM find their feet.
Provide an induction period
Make sure your new SBM gets to meet everyone they'll be working with, and knows who to ask if they have any questions or problems.
Your designated safeguarding lead (DSL) must provide them with safeguarding training.
Make sure your new SBM can
