Schools financial efficiency: top tips for financial planning
A video for school leaders with information and advice about strategic financial planning.
An introduction to the Education Funding Agency’s (EFA) top tips for strategic planning and efficiency in schools. It includes information about assessing your skills, benchmarking against other schools and helping to set your priorities.
Bev Pennekett from the Education Funding Agency describes a range of techniques available to schools to improve their financial management and achieve efficiency in using resources.
The slide pack Schools financial health - EFA top tips (PDF, 153KB, 11 pages) accompanies the video.
You can find out about schools and other organisations sharing best practice and offering support with financial management and efficiency.
Questions, comments or suggestions
We’d like to hear from you if you have any questions, comments or suggestions about this page or any of the schools financial efficiency content. This includes how we can improve the content and what other materials you would find helpful.
If you are an academy, local authority or post-16 provider, please use the EFA enquiry form. Please include schools financial efficiency in the subject title.
For all other institutions, including maintained schools, please use the DfE enquiry form Please include schools financial efficiency in the subject title.