Guidance

School resource management self-assessment tool

This tool can be used to reassure trusts they are managing resources effectively and to identify adjustments to ensure effective resource management.

Documents

School resource management self-assessment tool: checklist and dashboard

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Details

The tool helps assure governing bodies and trust boards that they are meeting the standards to achieve a good level of financial health and resource management.

It can be used to identify areas for change to make sure resources are used to support high-quality teaching and the best education outcomes for pupils.

The tool consists of a checklist and a dashboard.

The checklist asks questions of governing bodies and trust boards in 6 areas of resource management.

The dashboard shows how a school’s data compares to thresholds on a range of statistics that have been identified by the Department for Education as indicators of good resource management and outcomes.

Send feedback on the tool and guidance to SchoolEfficiency.FINANCIALHEALTH@education.gov.uk.

Published 12 September 2018
Last updated 24 October 2018 + show all updates
  1. Updated document 'School resource management self-assessment tool: checklist and dashboard'.
  2. First published.