Handover checklist for school business managers

Download our handover checklist to help your new SBM settle into the role. It includes tasks and information related to finance, premises management and HR.

Last reviewed on 4 July 2023
School types: All · School phases: All
Ref: 35138
  1. Download the checklist
  2. Support your incoming SBM
  3. Tasks for the outgoing SBM

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

Provide an induction period 

Make sure your new SBM gets to meet everyone they will 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.

See our article for more support with planning effective staff induction.

Register them under your existing membership of The Key Leaders, so they can use our guidance and resources and get weekly