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

Head teachers, curriculum leaders, governors, deputy head teachers, assistant head teachers, school business managers and middle leaders in nursery, primary, special or secondary education

Course locations and dates

Click the appropriate location and date below to book your place

Please note:

London courses are normally located within the City.

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

Birmingham - 6 February 2018

London - 16 October 2018

Course fees

Member - £225

Non-Member - £300


School financial health & efficiency

Course description

School financial health will be one of the most important objectives in the immediate future as budgets are constrained and costs - particularly those in relation to staff - rise above proposed increases in income.  All schools, whether academies, community schools, VA or VC schools will need to secure the maximum efficiencies possible to make ends meet.  NAHT’s Breaking Point Report and its response to the new Schools’ Efficiency Toolkit underline the importance of evaluating the need to find efficiencies in the medium term.  Schools will need to look to workforce planning and procurement economies to consider how pressurised budgets can be stretched a little further, while delivering a quality teaching and learning model.

This programme will consider what school good financial health will look like.  It will consider the pros and cons of tools proposed by the Department of Education to help schools.  Additionally, our experienced facilitator will provide additional tips, techniques and specially designed templates to help schools implement good financial health processes and challenge inappropriate assertions in Benchmarking Scorecards and VfM metric tools prepared for schools by the DfE.

It will help schools rise above the pressure of the moment and take a medium term strategic look at financial allocations to secure sustainable and affordable educational outcomes, rooted in established quality thresholds.

Pre-course preparation

Delegates may wish to bring one laptop/tablet per school, with Microsoft Word and Excel programmes, on which they can make notes of future actions to implement on return to the workplace and explore templates provided by the facilitator. 

Course facilitator

Larraine Cooper

Course times

Start: 0900 for 0930

Finish: 1600


Aims of this course

  • To consider how schools can maintain sound financial health and efficiency in the medium term, in a challenging financial environment
  • To consider ways forward for securing greater efficiencies while underpinning a quality education delivery model
  • To consider a range of approaches that can support an effective challenge to inappropriate comparisons in benchmarking scorecards and value for money metric tools, should the need arise

Objectives of this course

  • To identify critical factors to seek your sound financial health and efficiency and examine the key components of the Schools’ financial health and efficiency collection
  • To consider the Schools Efficiency Metric tool, the information it provides and the potential impact on schools
  • To return to school able to evaluate and challenge the school’s benchmarking scorecard and assess its adequacy as a valid benchmarking document.
  • To explore a strategic process for linking school development plan priorities to budget planning allocations and efficiencies
  • To consider effective challenges to secure cost efficiencies
  • To be able to identify in advance when pupil numbers become a financial threat