School resource management

Information, tools, training and guidance to help schools and multi-academy trusts with financial planning and resource management.

Buying for schools

A step-by-step guide to plan and implement the right process for your school’s or trust’s procurement. Also, see the national deals available to help schools and trusts save money on some of the things they buy regularly.

Buying for schools.

Case studies

Many schools and trusts manage their budgets very well, using their resources expertly to deliver high standards for pupils. This page provides examples of approaches that practitioners have found to be effective.

School resource management: case studies.

Supporting school resource management

Get started with school resource management: checklist

Help with planning school and trust finances and resources – tools and advice from the Department for Education (DfE).

  1. School resource management: checklist

Review and benchmark your finances

Use these tools to assess your financial position, compare your spend with similar schools and trusts, and review your budget to identify risks.

Plan your workforce and curriculum

Read guidance for reviewing your staffing structures and use the tool to check if your school has the right staff to teach its curriculum. Multi-academy trusts (MATs) can use this guidance to consider staffing structures across the MAT.

  1. School workforce planning

Guidance for governors: what checks to make

Information to help governors ask the right questions when they are checking school resource management.

Get financial advice for your school

Some schools or trusts may want to get a financial ‘health check’ from an external supplier.

  1. Get financial advice for schools

School resource management: training and peer support

There’s a lot of financial management training and support available to school and trust leaders. This page will help you find and use it. It includes links to useful sector organisations, their training courses and other resources.

Published 12 January 2016
Last updated 24 September 2018 + show all updates
  1. Amended to make it clearer that this applies to both schools and multi-academy trusts.
  2. Added 'School resource management self-assessment tool'.
  3. Added 'Supporting excellent school resource management' guidance.
  4. Renamed page and included new content.
  5. Updated text describing the section on schools financial training and peer support.
  6. Updated with new and updated materials supporting schools financial health and efficiency.
  7. Updated to add information about schools financial health checks, the role of the school business manager and guidance for schools about moving to cloud computing services.
  8. Updated to provide a link to buying for schools information.
  9. First published.