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| TITLE | DESCRIPTION | WHO |
Asset management plans (Section 1: framework)
Source: DfES | Background information on the nature of asset management plans – what they are and what they are for. Useful as background information and to help identify schools’ responsibilities. | |
A brief guide to setting up and managing relationships with outside organisations
Source: IPF | Sets out guidelines and provides a check-list for setting up and managing a relationship with an external organisation, including suppliers such as caterers, LEA SLAs and PFI. Part of the Financial Management Toolkit resource log. | |
Getting the best from your budget
Source: Audit Commission | A guide to the effective management of school resources – a strategic view of budgeting. | |
Managing school resources: a self-evaluation tool
Source: Audit Commission | An interactive tool accompanying Getting the best from your budget. Diagnostic tool designed to help school governing bodies and headteachers determine the quality of the school’s strategic approach to the allocation of resources. Requires password –seven-digit DfES number. Published by the Audit Commission. | |
School finance pack (CFR)
Source: DfES | Introduction to and explanation of each category for Consistent Financial Reporting (CFR). Introduction to the Value for Money benchmarking tool. | |
| Strategic direction and development of the school Brent Davies and Linda Ellison | Recommended textbook on school development planning. Published by RoutledgeFalmer 1999; £16.99. All chapters relevant, but especially chapters 2-7, 10. | |
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| TITLE | DESCRIPTION | WHO |
Finding the right solution: a guide to option appraisal
Source: DfES | The guide provides a framework for appraising capital projects and selecting the best option for the school. | |
School income sources summary guide
Source: IPF | Provides a guide to accessing additional income from a variety of sources including LEA, DfES, corporate or charitable sponsorship and the National Lottery. Part of the Financial Management Toolkit resource log. | |
A staff management and deployment self-evaluation checklist
Source: IPF | Self-evaluation checklist designed to assess the effectiveness and efficiency of staff deployment and support systems. Part of the Financial Management Toolkit resource log. | |
PPA workshops: sessions 1-6
Source: NRT | Workshop slides presented to schools on financial planning and the implementation of 10 per cent guaranteed planning, preparation and assessment (PPA) time. Produced by the National Remodelling Team (NRT). | |
| Strategic direction and development of the school Brent Davies and Linda Ellison | Recommended textbook on school development planning. Published by RoutledgeFalmer 1999; £16.99. All chapters relevant, but especially chapters 2-7, 10. | |
| Calculation methodologies - Calculating the average class size in post-16
- SHA version of Determining the balance across the key stages.docDetermining the balance across the key stages
- SHA version of Calculating the basic cost of a lesson – Oct 2003.docCalculating the basic cost of a lesson
Source: SHA | Calculation methodologies to underpin decision making by enabling comparisons to be made between different options. | |
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| TITLE | DESCRIPTION | WHO |
| National summary data report
Secondary schools (2002 data) Primary schools (2003 data)
Especially Chapter 5, Management and efficiency of the school
Source: Ofsted
| The National summary data report – the PANDA annex – provides national data taken from headteacher reports for schools inspected by Ofsted in the previous year. It is a useful benchmarking tool when used in conjunction with benchmarking tools, including those provided at local level. | |
School finance pack (CFR)
Source: DfES | Explains Consistent Financial Reporting (CFR) and the effective use of financial benchmarking. | |
| Strategic direction and development of the school Brent Davies and Linda Ellison | Recommended textbook on school development planning. Published by RoutledgeFalmer 1999; £16.99. All chapters relevant, but especially chapters 2-7, 10. | |
Best value in schools
Sorce: DfES | A guide to using the financial benchmarking tool from the DfES Value for Money unit. | |
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| TITLE | DESCRIPTION | WHO |
A brief guide to the use of PESTLE analysis
Source: IPF | Environmental mapping tool to help schools evaluate their context with regard to political, economic, social, technological, legal and environmental trends. Can be used at local, national and global level. Similar to STEPE analysis. Part of the Financial Management Toolkit resource log. | |
Fair funding: an explanatory guide
Source: DfES | Brief outline of the principles underpinning fair funding. | |
Money matters: school funding and resource management
Source: Audit Commission | Money matters is a detailed review of funding and resource management in schools carried out by the Audit Commission. The report produces a number of recommendations for consideration at national, local (LEA) and school level. The summary report provides a good starting-point for understanding both the recommendations and the considerations emerging from the full report. | |
School effectiveness – the cultural imperative: a guide to culture management
Source: IPF | A short guide to culture and cultural change in schools and its importance for financial management. Provides a self-assessment questionnaire that can be done by individuals or school teams to identify areas of blockage. Provides guidance and activities for improvement based on a literature review and case studies. Part of the Financial Management Toolkit resource log. | |
School funding: strategies adopted by local education authorities
Source: Ofsted/Audit commission | This document considers the roles played by both LEAs and central government in school finance in order to identify what promotes – or inhibits – effective work in schools. The document is useful for schools in that it demonstrates how schools can ensure that education spending reflects educational policy and priorities and is effective in delivering them, and how LEAs can help this process. | |
Strategic direction and development of the school Brent Davies and Linda Ellison | Recommended textbook on school development planning. Published by RoutledgeFalmer 1999; £16.99. All chapters relevant, but especially chapters 2-7, 10. | |
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| TITLE | DESCRIPTION | WHO |
A brief guide to the development and review of a risk register
Source: IPF | Provides a format for a risk register and a method of assessing risk. Part of the Financial Management Toolkit resource log. | |
Strategic direction and development of the school Brent Davies and Linda Ellison | Recommended textbook on school development planning. Published by RoutledgeFalmer 1999; £16.99. All chapters relevant, but especially chapters 2-7, 10. | |
Worth the risk
Source: Audit Commission | Briefing paper to Worth the risk: improving risk management in local government. Has some background theoretical information on the principles of risk management, which some schools may find useful. | |
, governors, particularly those on finance committees 
, and bursars, including school finance officers, school accounting officers and financial directors 
.
