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This course is suitable for

School business managers, bursars and educational leaders who are responsible for ensuring strategic priorities can be resourced

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 an important SFVS requirement.  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.  It will provide 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.

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 programme takes forward the concepts developed in our Affordable and Deliverable Strategic Planning programme and moves it into the costings agendas which may be undertaken by SBMs, bursars, head teachers, deputy or assistant heads, dependent upon the role allocations in your school.  This programme will draw the distinction between educational and financial input into strategic planning processes so that participants can evaluate affordability and sustainability of their medium-term ambitions.

Pre-course preparation

Participants should come to the course aware of the strategic issues and/or objectives their 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.


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

Course facilitator

Larraine Cooper


Start: 0900 for 0930

Finish: 1530

Aims of this course

  • to present a brief overview of strategic planning processes
  • 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
  • develop a process for turning costings into medium-term forward projection of the budget, using a pre-prepared template
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