

Schools or Federations


We work with many schools and federations to help and support them to deploy their finances and resources in the best way to support pupils’ learning and set them up for future success.
If your school or federation is run by the LA, they must agree to the visit before it goes ahead.


School Resource Management Review
Often commissioned through the DfE, these reviews seek to improve the schools financial and resource management practices to help them provide an outstanding education for pupils.

Strategic Change and Organisational Development
To enhance the school or federations effectiveness and performance by engaging with stakeholders to address weaknesses and implement continuous improvement as well as innovation and learning.

Long Term Financial Plannning
To provide you with a strategic roadmap for your school’s financial future including setting KPI’s, forecasting factors such as pupil numbers, pay rises, capital costs to develop strategies to achieve your objectives.


Per Pupil Place Cost Analysis
Research into actual cost per pupil place for your school benchmarked against other schools with similar characteristics, this is a helpful metric for forward planning and to work towards avoiding any potential deficits.

Monitoring and Evaluation
Design of reporting tools to provide accurate analysis and satisfy governance report requirements.

Coaching and Mentoring
Of management and senior level team members.


Deficit Recovery Planning
Following a School Resource Management Review we can support any school or federation facing a cumulative or in-year deficit to plan strategically to get the school back to a balanced budget position.

Budget Redesign
We can help increase budget transparency, reduce complexity leading to better decision making, increase efficiency and enhanced accountability. This will be aligned with your strategic objectives and lead to improved financial management.

Training and Coaching
We offer training and coaching programmes to upskill School Business Practitioners to help embed best practice from the inside.