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| TITLE | DESCRIPTION | WHO |
Example best value statement
Source: NCSL/Woodcote | Example of a best value statement designed and used by a primary school in their annual governors’ report. It explains how the governing body applies the four principles of best value to the activities of the school. | |
Best value in schools
Source: DfES | Guidance on best value. Includes definition, how best value relates to schools, the four principles of best value, and good practice examples. Also provides guidance on writing a best value statement and using performance indicators and benchmarking. | |
Guide to the controls assurance statement
Source: IPF | Useful accountability guide; may help to support recovery plan. | |
Code of practice on LEA-school relations
Source: DfEE | Provides general guidelines on the roles and responsibilities of LEAs, governing bodies and headteachers. Sets out expectations and statutory framework, including LEAs’ powers to intervene. | |
A brief guide to fraud detection and response
Source: IPF | Basic guidelines defining fraud and how to detect it and respond. Part of the Financial Management Toolkit resource log. | |
A guide to the governors’ report on school finances
Source: IPF/DfES | This short document explains what is required in the governors’ report to the parents on finances and provides as useful exemplar. Part of the Financial Management Toolkit resource log. | |
Performance management in schools – performance management framework
Source: DfEE | This outlines the framework for the statutory performance management of teachers. However, with appropriate adjustment, it may also be applied to support staff. | |
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| TITLE | DESCRIPTION | WHO |
A brief guide to the financial competencies of a school governing body
Source: IPF | An evaluation tool for assessing the financial management competencies of individual members of the governing body. Useful for developing a log of current expertise and what gaps exist. Part of the Financial Management Toolkit resource log. | |
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| TITLE | DESCRIPTION | WHO |
School governance – making it better
Source: Ofsted | Useful guidance on good practice for supporting working relationships between governing bodies and school leadership groups. Contains practical examples of how schools have achieved this based on evidence from schools initially on special measures, together with a useful section on monitoring and evaluating the school. | |
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| TITLE | DESCRIPTION | WHO |
Code of practice on LEA-school relations
Source: DfEE | Provides general guidelines on the roles and responsibilities of LEAs, governing bodies and headteachers. Sets out expectations and statutory framework, including LEAs’ powers to intervene. Paragraphs 12 to 15 of the main document, Annexes 1, 2 and 5. | |
A guide to the law for school governors
Source: DfES | Key documents outlining the law with regard to their roles and responsibilities. Several chapters cover financial implications. Revised editions currently only available in draft form. Chapter 8, The School Budget, Chapter 16, Charging for School Activities, Chapter 19, Community Facilities and services on School Premises, Chapter 20, School Companies. | |
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| TITLE | DESCRIPTION | WHO |
A guide to the financial summaries to be included in the annual governors’ report
Source: IPF | Companion document to Governor report on school finances guide. Simple format for governors’ financial statement in the annual report. Part of the Financial Management Toolkit resource log. | |
A guide to the governors’ report on school finances
Source: IPF/DfES | This short document explains what is required in the governors’ report to the parents on finances and provides a useful exemplar. Part of the Financial Management Toolkit resource log. | |
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| TITLE | DESCRIPTION | WHO |
Code of practice on LEA-school relations
Source: DfES | Provides general guidelines on the roles and responsibilities of LEAs, governing bodies and headteachers. Sets out expectations and statutory framework, including LEAs’ powers to intervene. Paragraphs 12 to 15 of the main document, Annexes 1, 2 and 5. | |
Guidance on the roles of governing bodies and headteachers
Source: DfEE | Clarifies the various roles of governing bodies and headteachers. Provides guidance on what the governing bodies can delegate to the headteacher. Provides a useful decision planner which outlines levels where decisions should be taken, including a number relating to school finance. | |
A guide to the law for school governors
Source: DfES | Key documents outlining the law with regard to their roles and responsibilities. Several chapters cover financial implications. Revised editions currently only available in draft form.
Chapter 8, The School Budget, Chapter 16, Charging for School Activities, Chapter 19, Community Facilities and services on School Premises, Chapter 20, School Companies.
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, governors, particularly those on finance committees 
, and bursars, including school finance officers, school accounting officers and financial directors 
.
