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Guidance

The school resource management advisers (SRMA) programme

Arrange support and tailored advice for schools, academy trusts and local authorities through the SRMA programme.

Updates to this page

From:
Department for Education
Published:
10 June 2022
Last updated:
15 October 2025
Show all updates

  1. Updated 'School resource management advisers: information for local authorities, maintained schools, and academy trusts' for 2025 to 2026 academic year.

  2. Updated to reflect changes to Department for Education SRMA contractors. And the 'financial benchmarking and information' tool replaces the 'view my financial insights' tool.

  3. Information on one to one mentoring added to page.

  4. The school resource management advisers programme guidance has been combined for academy trusts, local authorities and maintained schools.

  5. Updated to include information about one-to-one mentoring.

  6. 'School resource management advisers: information for local authorities and maintained schools' has been updated to explain the option of a local authority summary report and follow-up deployment.

  7. First published.

Applies to England

Documents

School resource management advisers: information for local authorities, maintained schools, and academy trusts

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Details

School resource management advisers (SRMAs) are accredited sector experts who provide peer-to-peer advice to schools and academy trusts on using revenue and capital resources to provide the best possible educational outcomes for pupils.

This guidance is for schools, academy trusts and local authorities interested in getting hands-on support from an SRMA. It covers:

  • the role of SRMAs
  • the purpose of a visit
  • people who would typically be involved
  • documentation required for the visit
  • next steps and evaluation

One-to-one mentoring

As part of the SRMA programme, there is a free, one-to-one mentoring programme for school business managers, school finance managers and chief financial and operating officers. The programme is designed to build your knowledge, ability and confidence through establishing a supportive peer-to-peer relationship. Places are limited. To find out if this is suitable for you, email DfE.SRMA@education.gov.uk and we will send you further details.

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