You are here:

Last reviewed on 24 May 2018
Ref: 35138
School types: All · School phases: All

Handing over to a new school business manager? Use our downloadable handover checklist to help them get settled in the role. It includes tasks and information related to finance, premises management and HR.

Download the checklist

The list is not exhaustive and should be adapted to suit your school and the role.

KeyDoc - school business manager handover checklist

We worked with Amy Gibbs, an associate education expert, to create this document.

Give them access to support from The Key

Get the new SBM signed up to The Key (included in your school's membership) and share these links to get them started:

More from The Key

KSG_Graphic_3x1_5_600x900.jpg

Bitesize training with a big impact

Our on-demand training has your whole board covered and lets them learn at a time and pace that suits them.

Help your new governors hit the ground running with our expertly-designed induction training, and our role-specific courses support your link governors develop key skills and confidence in their role.

Illustration_INSET_ads_cut.original.jpg

New eLearning: DSL refresher training

Your DSL’s training should be refreshed at least once every 2 years. 

Designed in collaboration with safeguarding experts, our 2.5 hour online refresher training course reminds DSLs how to put their knowledge into practice, with in-depth, real-world scenarios.

 

The Key has taken great care in publishing this article. However, some of the article's content and information may come from or link to third party sources whose quality, relevance, accuracy, completeness, currency and reliability we do not guarantee. Accordingly, we will not be held liable for any use of or reliance placed on this article's content or the links or downloads it provides. This article may contain information sourced from public sector bodies and licensed under the Open Government Licence v3.0.