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NAHT - For Leaders, For Learners
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This course is suitable for

School business managers, bursars and educational leaders who are responsible for developing, resourcing, implementing, managing or controlling school development plan objectives in all phases

Course dates and locations

Click the appropriate purple button below to book your place

Please note:

London courses are normally located in a training venue which is 5/10 mins walk from Moorgate, Old Street & Liverpool Street tube stations.

Courses in other locations will be easily accessible from major roads.

  • 02/12/2014 - London, Greater London Book Now

Course fees

  • Course Rate - Non Member £250.00
  • Course Rate - Member £225.00

SBMs and strategic plans: ideas to £s

Course description

Developing strategic medium term plans for your school is important to securing educational and financial excellence in the medium term.  This course will draw the distinction between educational and financial input into the strategic planning processes so that you can evaluate affordability and sustainability of your medium term ambitions.

Consider the two sides to strategic planning: blue skies thinking and scenario planning on the one hand and a detailed assessment of the costs of ambitious and stretching objectives on the other.  This course takes forward the key educational priorities and moves it into the costings arena to ensure SDP objectives are resourced adequately and enable you to evaluate affordability and sustainability of your medium term ambitions.

The course provides tools and techniques to calculate a forward projection of the budget based upon strategic educational priorities and set key performance indicators to assist in the evaluation of value for money outcomes.  This will enable you to implement processes when you return to the workplace and will secure an outstanding or good grading for financial management at the next inspection.

Pre-course preparation

Participants should come to the course aware of the strategic issues and/or objectives your school must take into account.  A breakdown of your current budget allocations would be useful.  Prior benchmarking information would also be useful but not essential.

Equipment

A laptop with Microsoft Excel to take advantage of templates on the data stick provided.

Course facilitator

Larraine Cooper

Times

Start: 0900 for 0930

Finish: 1530

Aims of this course

  • to provide you with practical techniques to ensure financial resources are directed to key strategic priorities
  • to develop your financial planning skills to secure medium term educational objectives

Objectives of this course

  • to present a brief overview of strategic planning processes
  • to clarify the respective roles of school business managers and educational leaders in those processes
  • to explore a range of techniques that can be used to cost up adequately resourced objectives
  • to identify key financial performance indicators for the strategic plan
  • to develop a process for turning costings into medium term forward projection of the budget, using a pre-prepared template
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