School Business Manager Skills Audit

Use this School Business Manager (SBM) skills audit as part of your appraisal and performance management process, or to identify training needs.
This is also helpful for SBMs to use to identify progression and next steps.

For more resources, visit our website Honeyguide-sls.co.uk

Looking to identify the skills and development points for your setting’s school business manager (SBM)? Or perhaps you’re a school business manager or in a school finance role and you want to explore role-specific strengths and weaknesses as part of your ongoing development, or even when looking for a new job role. No matter the situation, this handy pack contains exactly what you need to uncover strengths and plan for professional development & growth.

Included is a 15-page template covering the different areas of skills that a school business lead may need. These are split into handy sections, such as self-management and personal skills, resource and financial management, estate and site management, school improvement, and more, so the skills audit can therefore be used flexibly. Questions include:

In what ways am I taking a lead role in the development and implementation of school improvement plans, ensuring a strategic approach to enhance the overall quality of education and school effectiveness?
How am I actively engaged in long-term budget management, considering factors such as value for money, future costs and alignment with the school’s values and vision?
How do I assess necessary repairs and site improvement projects against the available budget, ensuring a strategic allocation of financial resources for optimal impact?
How do I engage and collaborate with the governing body on financial planning?