Toolkit Index
Resource Documents
Click the specific heading below to access the documents
FMSiS related documents
G1: How to use the Standard
R2: School Standards And Framework Act (1998)
For updates on the Scheme for Financing Schools see Useful Links and R119.
R2A: Key amendments to the School Standards And Framework Act (1998)
R3A: Governing body decision planner (2007)
You may also find the following to be of particular interest:
R3, 4, 10, 15, 20, 32, 73, 92 and 130.
R3: Guidance on the Roles of Governing Bodies and Head Teachers (2000)
You may also find the following to be of particular interest:
R4, 10, 15, 20, 32, 73, 92 and 130.
G3A: Guide to Achieving the Standard
R4: Guide to the Law For School Governors (2010)
You may also find the following to be of particular interest:
R3, 3A, 10, 15, 20, 32, 73, 92 and 130.
R11: A brief guide to the financial competencies of School Staff
R12: Sample School Business Manager Job Description and Person Specification
You may also find the following to be of particular interest: R13, 126 and 137.
R12A: Example Primary School Business Manager Job Description and Person Specification
You may also find the following to be of particular interest: R12, 12B, 13, 126 and 137.
R12B: Example Secondary School Business Manager Job Description
You may also find the following to be of particular interest: R12, 12A, 13, 126 and 137
R13: Discover the benefits of School Business Managers (2008)
You may also find the following Resource documents to be of particular interest:
R12, 12A, 12B, 126 and 137.
R13A: School business management competency framework
R15: Statement of Internal Control Guide, Specimen & Pre-Certification Checklist for Governors
Governors may also find the following to be of particular interest: R3, 3A, 4, 10, 20, 32, 52, 73, 92 and 130.
R16: Consistent Financial Reporting
R17: Example School Development Plan
R18B: School Culture Audit Analysis Spreadsheet
To be used in conjunction with R18A and C. R18 provides further general guidance.
R18C: Unblocking Strategies
To be used in conjunction with R18A and B. R18 provides further general guidance.
R18A: School Culture Audit Questionnaire
To be used in conjunction with R18B and C. R18 provides further general guidance.
R20: A brief guide to the financial competencies needed by the Governing Body
Governors may also find the following to be of particular interest:
R3, 3A, 4, 10, 15, 32, 73, 92 and 130.
R23A: Cash flow pro-forma
R30: Brief Guide to the Development and Review of Risk Registers and Response Plans
See S3.3 for links to other documents that may be of particular interest.
R30D: Sample School Risk Management Template (Impact weighted)
See S3.3 for links to other documents that may be of particular interest.
R30A: Sample School Risk & Opportunity Management Strategy
See S3.3 for links to other documents that may be of particular interest.
R30B: Sample School Risk Management Template (3 x 3)
See S3.3 for links to other documents that may be of particular interest.
R30C: Sample School Risk Management Template (5 x 5)
See S3.3 for links to other documents that may be of particular interest.
R32: Financial Guidance for Governors
The following may also be of interest:
R3, 3A, 4, 10, 15, 20, 73, 92 and 130.
R37: Example Best Value Statement
R40: A Staff Management and Deployment Self Evaluation Checklist
R64 may also be of interest.
R45: Code of Practice on LA - School Relations (2001)
R45A: Code of Practice on LA - School Relations (2001) Annexes
R48: A Brief Guide to Fraud Detection and Response
R52: Primary and Secondary Schools: Financial Risk and Control Checklist
R30A, B, C and D, and R52A, may also be of interest.
R52A: School Financial Risk and Control Checklist
R30A, B, C and D, and R52, may also be of interest.
R60: School funding - the legal framework
R67: Pay Calculator and Model Pay Policy
R69: Framework for inspecting schools
R73: Governing the school of the future (2004)
You may also find the following to be of particular interest:
R3, 3A, 4, 10, 15, 20, 32, 92 and 130.
R75: Managing School Resources Self Evaluation Tool
R84: Extended Services Guidance
R109 and 130 relate to Extended Schools, and may also be of interest.
R88: Clerk to the governing body - overview
You may also find R117 to be of particular interest.
R90: School funding settlement 2008-11
R102: Energy efficiency advice available from the Carbon Trust
R105: Remodelling the school workforce
R107: More than the sum (2006)
R109: Extended schools
R84 and 130 also relate to Extended Schools, and may be of interest.
R117: Taking minutes of meetings
You may also find R88 to be of particular interest
R119: Schemes for Financing Schools: Directed Revisions DCSF guidance ( 2006)
R130: Governance of Sure Start Children`s Centres and Extended Schools (2007)
You can find more information on Extended Schools in R84, 109, 129 and 136.
Governors may also find the following to be of particular interest:
R3, 3A, 4, 10, 15, 20, 21, 32, 73, 92, 121, and 129.
R133: The impact of school leadership on pupil outcomes (2007)
R138: Financial Management - responsibility matrix
You may also be interested in R146.
R142: Budget monitoring, summary level - guide and pro-forma
R144: Evaluation of the Impact of FMSiS (2008)
R145: Strategic Planning: the key to financial sustainability
R146: Statement of Roles and Responsibilities
You may also be interested in R138
R147: Finance Year Planner for Governors
You may also be interested in an online year planner which can be found on GovernorNet.
R148: Applying Clawback Mechanisms to Surplus School Revenue Balances (2008)
R149: How to produce an individual school budget share (2008)
R150: Thinking ahead: exploring the strategic role that Head Teachers and Governors carry out in partnership (2008)
R151: Managing Your School
R152: Valuable Lessons - Improving economy and efficiency in schools (2009)
R153: Managing School Resources (2009)
R154: Secondary School Workforce Analysis Tool (2009)
R155: Your child, your schools, our future – building a 21st century schools system (2009)
R156: Securing Our Future: Using our resources well (2009)
Further general guidance
R1: Keeping Your Balance (2000)
R10: School Governance – Making It Better (2001)
You may also find the following to be of interest:
R3,3A,4,15,20,32,73,92 and 130
R18: School Effectiveness- The Cultural Imperative: A Guide to Culture Management
R19: Guidance on Performance Management in Schools
R24: Getting the Best from your Budget (2000)
You may also be interested in R75.
R25: Finding the Right Solution: A Guide to Option Appraisal (2002)
R26: Worth the Risk? (2001)
See S3.3 for links to other documents that may be of particular interest.
R27: Insurance for Schools
See S3.3 for links to other documents that may be of particular interest.
R29: Risk Management Policy and Action Plan
See S3.3 for links to other documents that may be of particular interest.
R34: Best Value in Schools (2002)
R35: DCSF Guidance on Benchmarking (2008)
R36: Purchasing Guide for Schools (2001)
The following Procurement documents may also be of interest:
R87, 87A, 87B and 102.
R39: A Brief Guide to Setting Up and Managing Relationships with Outside Organisations
R41: School companies
R43: Area guidelines for schools
R44: Asset Management Plans
R49: Blue Book for VA Schools on capital funding
R50: ICT Leadership and Management
R59: Education Act (2002)
R64: Reforming and developing the school workforce (2007)
R40 may also be of interest.
R71: A New Relationship with Schools - Next Steps (2005)
R78: Parents’ satisfaction with schools (2006)
You may also be interested in R96.
R81: General code of conduct and registration of interests for senior staff ( 2005)
R87: Educational Procurement Centre (EPC)
You may also find the following Procurement documents to be of interest: R36, 87A and 87B.
R87B: Buyways
R87A: OPEN - Online Procurement for Educational Needs
R92: Guide for school governors on improving school performance (2006)
Governors may also find the following to be of particular interest:
R3, 3A, 4, 10, 15, 20, 32, 73 and 130.
R93: Tackling falling Primary and Secondary school rolls
R99: Funding Strategy and Programmes
R100: Salary sacrifice option for teachers
R120: Schools Private Finance Initiative
R124: Funding per pupil
R126: School Business Manager Development Programme: Impact and Evaluation Report
You may also find the following Resource documents to be of particular interest:
R12, 12A, 12B, 13, 13A and 137.
R128: School Teachers’ Pay and Conditions (2008)
R135: Capital Investment for Schools 2008-11
R137: Certificate and Diploma of School Business Management
You may also find the following to be of particular interest: R12, 12A, 12B, 13 and 126.
R140: Disability Discrimination
R141: Education Improvement Partnerships (EIPs)
R141A: World Class Primaries Programme
Useful Links