Workshop materials 2005

The following selection of materials accompanied the second round of strategic financial planning workshops, which took place in the first three months of 2005.

Workshop introduction presentation

You can also download workshop materials for the 2004 round of strategic financial planning workshops.

Useful tools for strategic financial planning

This slide pack provides more details on tools used in the workshop and also provides details on some more tools:

• Strengths, Weaknesses, Opportunities and Threats (SWOT)
• Fishbone analysis
• Day-in-the-life of (DILO)
• Prioritisation matrix
• Force-field analysis
• Stakeholder mapping
• Risk matrix

Workshop folder: Useful tools for strategic financial planning

FMiS income and expenditure checklists

These 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.

• FMiS income and expenditure checklist – primary schools (183kb, 16 pages)
• FMiS income and expenditure checklist – secondary schools (183kb, 16 pages)
• FMiS income and expenditure checklist – special schools (202kb, 21 pages)