Specialist Finance Training and Support for System Leaders Sub Regions C & D

 Specialist Finance Training and Support for System Leaders Sub Regions C & D

School Resource Management

Where a school is not in receipt of support via ESFA, the NLE is expected to indicate whether the school has undertaken a review of their resource management, including curriculum and financial planning, in the last 12 months.  If this review has not been done in the last 12 months, it must be conducted by the school during the three-day deployment via the SRM self-assessment and SRM checklist.   If, in this review, issues are identified relating to resource management then for Tier 2 schools the recommended actions must include undertaking a financial health-check via the DfE financial health checks. NLEs should also consider making the same recommendation for Tier 1 schools.

Failure to manage resources effectively in a school can seriously undermine efforts to improve outcomes.  A Financial Notice to Improve adds an enormous additional burden to an academy leadership team and the pressure of living with a deficit reduces scope for development for many years.  At the very least, weaknesses in resource management will be a distraction.  Furthermore, with most significant change taking several years to fully implement, a strategic financial plan, including an assessment of risk and uncertainty, underpins a school improvement journey.  An education-centred strategic financial plan will ensure educational and financial viability and success are intertwined.

This workshop will start with the key links between school resource management and school improvement and the role that integrated curriculum and financial planning has to play.  We will then explore the tools available to support school resource management, including the DfE dashboard and checklist and, through use of a case study, identify the top ten issues and what action could be recommended.

Trainer Biography:  Susan Fielden, School Finance Specialist

Susan Fielden, founder of Effervesce, is a recognised expert in school finance. A qualified accountant, she has many years of strategic management experience and engagement in national policy on school funding and resource management. She works with busy education leaders in school, academies, MATS and LAs who worry about the budget but would rather focus on teaching and learning. She helps them to firmly align their educational vision with strategic financial planning, ensuring that public money works hard for children. Using her own approach to education-centred strategic financial planning, Susan helps connect reality to ambition, resources to strategic vision.

Further information can be found on the Effervesce website at: http://www.schoolfinancespecialists.com/Image result for school finance specialists

Susan can be contacted on 07768 738895 or by email at: This email address is being protected from spambots. You need JavaScript enabled to view it.

Event Properties

Event Date 20-03-2019 9:30 am
Event End Date 20-03-2019 2:45 pm
Registration Start Date 08-03-2019
Capacity 20
Registered 9
Cut off date 19-03-2019
Individual Price Free
Uffculme School
Chapel Hill, Mid Devon, EX15 3AG England, United Kingdom
Uffculme School
We are no longer accepting registration for this event

Location Map