School Finance & Budgeting- a basic introduction for those new to school finance and budgeting(SFB)

Provider: PBM Inspection Services Ltd
£195.00 + VAT non-members
£175.50 + VAT PBM members

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Description This course helps participants to get an understanding of how to maximise the potential of the organisation through effective budget and finance management, illustrating how the SDP can effectively drive finance and direct spending in school. Delegates will leave the course with an action plan focused on improving the efficiency of their current practice.
Duration 1 Day

PBM Inspection Services Ltd's website
Categories Leadership and Management, Early Years/Foundation, KS1, KS2, Teaching staff, Assistant Headteacher, CPD Leader, Deputy Headteacher, Headteacher, Head of year / Pastoral leader, Business Manager, Special Educational Needs Coordinator, Advanced Skills Teacher, Excellent Teacher, Main-scale (core) teacher, Newly Qualified Teacher, Non-practising teacher, Post-threshold Teacher, Pupil mentor, Supply / Peripatetic teacher, Trainnee (pre-QTS) teacher, Teacher trainer, Head of Department / Faculty, Finance, Change Management, Business Management, Organisational Improvement, Out of school, Governor
Learning outcomes for participants/users and, where relevant, pupils or students

New Heads, Senior Leaders, Middle Leaders, Governors and Finance staff will be able to go back to their own schools and assess whether they are making best use of their budgets to support the schools development through:

  • Financial roles and responsibilities.
  • Strategic planning and SDP links.
  • Delegated budget systems.
  • Effective monitoring and reporting.
  • Policies and procedures.
  • Action planning for ongoing improvement.
  • Swot analysis.
Evidence underpinning this approach The provider has not supplied this information
How users/participants can evaluate success

How we evaluate the training:
•    Participants evaluate the training based upon the relevance to professional needs, the quality of the tuition, the quality of the training material, and the organisation, management and accommodation.
•    Delegates identify further training requirements
•    Follow up questionnaires are sent to delegates asking for feedback over time.
•    A track record is maintained for each course and for each tutor. Feedback and evaluation is shared with tutors in order to identify and inform development.

Follow-up activities and support

Following attendance on a course, all delegates are welcome to contact the main office with any questions and queries relating to the training and its application within school.

For most courses, tailored follow up consultancy services, coaching and mentoring  are available but these are at a separate cost. For quotations, delgates should contact the main office as discounts are available.


This one day course will help participants to gain an understanding of how to use strategic planning and the School Development Plan to drive the budget and utilise all funds to take the school forward. It will also give the opportunity to spend focused time looking at delegated budget systems to ensure shared whole school responsibility for finance. Additionally, participants will gain knowledge of effective monitoring and reporting processes, essential policies and procedures and action planning for on-going improvement involving all stakeholder roles and responsibilities.

Session Timetable

Session 1
•    Introductions and objectives
•    Roles and responsibilities
•    Review of current practice
•    Financial processes in schools

Session 2
•    Strategic planning and SDP links
•    Delegated budget systems
•    Setting the budget

Session 3
•    Consistent financial reporting
•    Monitoring and reporting
•    Benchmarking
•    The annual financial cycle

Session 4
•    Best value and VFM
•    Policies and procedures
•    Financial standards
•    Review of objectives
•    Evaluations

Method of Tuition

Discussion, case studies, practical current examples, workshops, thinking time.


Tutor 1 is an experienced Headteacher with a track record of successful effective school leadership. He has had over twenty years experience in middle schools and has spent the last fourteen years in Primary Schools. He is a hands-on headteacher who is clearly focussed about roles and responsibilities and the effective utilisation of other people and their skills. He believes deeply in invitational distributed leadership rather than delegation. He is insistent that if there is someone else who has the knowledge and skill to do a better job than himself . . . then they should be given space to lead, shine and do it. He is passionate about VFM and how the school environment impacts on young children and their learning.

Tutor 2 is an experienced School Business Manager and an integral member of the Senior Leadership Team. Having spent eleven years in banking in her previous career, she has now gained thirteen years experience working in a primary school, the last eleven as a Business Manager.
She was one of the first cohorts to train specifically for this role and for this qualification. She believes strongly in the role and the benefits it brings to the school through effective business management, whole school awareness and the ‘outside’ view that can be brought to the Senior Leadership Team. The role also allows the headteacher to focus on school leadership, school development, children, the curriculum and raising standards. As part of her role is overall school office management, her experience and foresight is invaluable in the development of the office team as part of the whole school team.


This course does not have any pre-booked dates available. Please contact the provider directly to arrange this training.