The following materials accompanied the first round of strategic financial planning workshops, which took place in February and March 2004.
Download the presentation slides used in the workshop.
You can also download workshop materials for the 2005 round of strategic financial planning workshops.
Slides showing high-level good practices in financial management in schools. For more details, see the DfES Financial Management Standard for Schools.
Aligning budget setting to the school development plan – notes from NPQH.
This slide pack provides more details on tools used in the workshop and also provides details on some more tools:
Workshop folder: Useful tools for strategic financial planning
The checklists are written for schools looking to evaluate and review their expenditure and optimise their income. They set out questions to consider under each of the headings used in Consistent Financial Reporting. The checklists are designed to generate thoughts and ideas.
(183kb, 16 pages) (183kb, 16 pages) (202kb, 21 pages)Pro forma for getting started. This document sets out the steps for the process of strategic financial planning used in the workshop in the context of an action plan.