Toolkit Index

General Documents

• G1: How to use the Financial Management Standard
• G2: One page Financial Management Standard
• G3A: Guide to achieving the standard
• G3B: Guide to further best practice in financial management
• G4: Financial Management in Schools Assessment Tool 2008/09
• G5A: Guidance for schools - completing the Assessment Form
• G5C: Evidence sources for the Assessment Criteria
• G5C: Evidence sources for the Assessment Criteria (Bradford)
• G5C: Evidence sources for the Assessment Criteria (Hertfordshire)
• G5C: Evidence sources for the Assessment Criteria (Oxfordshire)
• G5C: Evidence sources for the Assessment Criteria (Staffordshire)
• G5B: Guidance for external assessors - Completing the assessment form
• G6: Glossary
• G7: 2008 Amendment Summary

Summary Documents

S1: Leadership and Governance

• S1.1:Role of the Head Teacher
• S1.2: Role of the Governing Body and its Committees
• S1.3:Role of the Bursar
• S1.4:Governance and Accountability
• S1.5:The School Development Plan
• S1.6:Whistle blowing
• S1.7:Culture management

S2: People Management

• S2.1:Staff financial management competencies and qualifications
• S2.2:Governing Body financial management competencies and qualifications
• S2.3:Governor and staff recruitment

S3: Policy and Strategy

• S3.1: Setting Annual & Multi Year Budgets
• S3.2:Option appraisal
• S3.3:Risk Management
• S3.4:Insurance for Schools
• S3.5:Achieving value for money
• S3.6:Benchmarking

S4: Partnership and Resources

• S4.1:Procurement and supplier management
• S4.2: Income sources
• S4.3:Staff management and deployment
• S4.4:Managing premises
• S4.5:ICT Development plans
• S4.6: Managing Relationships with Local Authorities & other Partners

S5: Processes

• S5.1:Budget monitoring and reporting
• S5.2: Internal Financial Controls

Resource Documents

• R1: Keeping Your Balance
• R2: School Standards And Framework Act 1998
• R3A: Governing body decision planner
• R3: Guidance on the Roles Of Governing Bodies and Head Teachers
• R4: Guide to the Law For School Governors
• R10: School Governance – Making It Better
• R11: A brief guide to the financial competencies of school staff
• R12: Example Bursar Job Description
• R12A: Example Bursar Job Description
• R13: Looking For A Bursar?
• R15: Statement of Internal Control Guide
• R15A: Model Statement of Internal Control
• R15B: Governors checklist
• R16: Consistent Financial Reporting Framework
• R17: Example School Development/Improvement Plans
• R18: School Effectiveness – The Cultural Imperative: A Guide to Culture Management
• R18A: Questionnaire
• R18B: Analysis Spreadsheet
• R18C: Unblocking strategies
• R19: Guidance on Performance Management in Schools
• R20: A brief guide to the financial competencies needed by the school governing body
• R21: Help Schools Help Children – School Governor Recruitment Toolkit
• R23: A Suggested Cash Flow Statement Pro-Forma
• R23A: Cash flow pro-forma
• R24: Getting the Best from your Budget
• R25: Finding the Right Solution: A Guide to Option Appraisal
• R26: Worth the Risk?
• R27: Insurance for Schools
• R29: Risk Management for Schools
• R30: A Brief Guide to Risk Management for Schools
• R30A: Risk Register
• R30B: Risk Response Plan (2005)
• R31: Standards for Financial Management at Holland Park School
• R32: Financial Guidance for Governors
• R33A: Financial summary
• R33: A Guide to the Financial Summaries to be Reported to the Governing Body
• R34: A Guide to Best Value in Schools
• R35: VfM Unit Guidance on Benchmarking
• R36: Purchasing Guide for Schools
• R37: Example best value statement
• R39: A Brief Guide to Setting Up and Managing Relationships with Outside Organisations
• R40: A Staff Management and Deployment Self Evaluation Checklist
• R41: School companies
• R43: Area guidelines for schools
• R44: Asset Management Plans
• R45: Code Of Practice On LA – School Relations
• R45A: Code Of Practice On LA – School Relations Annexes
• R46: The Role of the Local Authority in School Education
• R47: A Guide to Preparing Budget Monitoring Reports
• R48: Guide to Fraud Detection and Response
• R49: Blue Book for VA Schools on capital funding
• R50: ICT Leadership and Management
• R51: Charity Commission requirements for schools
• R52: Primary School: Financial Risk and Control Checklist
• R53: Secondary School - Financial Risk and Control Checklist
• R59: Education Act 2002
• R60: School funding - legal framework
• R61: Children`s Plan
• R64: Remodelling the school workforce
• R65: Freedom of Information for schools
• R66: Model pay policy
• R67: Pay calculator
• R68: Schools Views of the LEA
• R69: Framework for inspecting schools (2005)
• R71: A new relationship with schools
• R72: Multi- year budgets
• R73: Governing the school of the future (2004)
• R74: Late Payment of Commercial Debts (Interest) Act 1998
• R75: Managing School Resources Self Evaluation Tool
• R78: Parents’ satisfaction with schools (2006)
• R79: Embedding ICT in schools (2005)
• R80: Remodelling the school workforce ( 2005)
• R81: General code of conduct and registration of interests for senior staff ( 2005)
• R83: New Relationship with Schools: Next Steps
• R84: Extended Schools Guidance
• R85: EU and other procurement rules
• R86: Extended Schools - toolkit for governors (2006)
• R87: Educational Procurement Centre
• R88: Clerk to the governing body - overview
• R90: School funding settlement 2008-11
• R91: Guidance on the Extended Schools Initiative and the provision of pre-school childcare
• R92: Guide for school governors on improving school performance (2006)
• R93: Guidance on dealing with falling school rolls
• R94: Best practice in self-evaluation: a survey of schools, colleges and local authorities (2006)
• R95: Best practice in self-evaluation: further guidance 2006
• R96: Setting up parent councils – case studies – research report 2006
• R97: The logical chain: continuing professional development in effective schools (2006)
• R98: School funding review 2006/7
• R99: Funding Strategy and Programmes
• R100: Salary sacrifice option for teachers
• R102: Energy efficiency advice available from the Carbon Trust
• R103: Investigating the Effective use of Resources in Secondary Schools – Research Report (2006)
• R104: Guidance on Procuring School Meals
• R105: Remodelling the school workforce
• R107: More than the sum (2006)
• R109: Extended schools
• R110: Reporting and Accounting (2006-07 and 2007-08)
• R112: Analytics to help with efficiency and performance
• R115: Independent study on school leadership
• R116: A guide to linking your school development and financial planning
• R117: Taking Minutes at Meetings
• R118: Bursar - Job description & person specification for a junior school
• R119: Schemes for Financing Schools: : Directed Revisions DfES guidance (October 2006)
• R120: Schools Private Finance Initiative
• R121: Information for Prospective Governors
• R124: Funding per pupil
• R125: Reforming and developing the school workforce
• R126: Bursar development programme: impact and evaluation reports
• R127: Risk management
• R128: School Teachers’ Pay and Conditions
• R129: Extended schools - Governors toolkit
• R130: Governance advice for extended schools
• R131: Performance management
• R133: The impact of school leadership on pupil outcomes
• R135: Capital Investment for Schools 2008-11
• R136: How well are they doing?
• R137: Certificate and Diploma of School Business Management
• R138: Financial Management Responsibility Matrix
• R139: OGC Procurement webpage
• R140: Disability Discrimination
• R141: Partnerships Website
• R142: Budget monitoring summary level - guide
• R142A: Budget monitoring summary level - pro forma
• R143: 3 year forecasting tool - guide
• R143A: 3 year forecasting tool