Budget Planning Checklist and Calendar

This budget planning checklist and calendar set is designed to help you with staying on top of managing your budget across the school year. The editable budget planning checklist has suggested tasks to attend to when planning your next budget, including for school improvement planning, curriculum budgeting and expenditure, staffing and payroll, pupil premium and SEND. There are also suggestions for when to follow up and monitor each element across the school year. The accompanying calendar provides a month-by-month overview, giving you a quick and easy breakdown of what to explore each month when it comes to monitoring your budget - you could print it out and pin it to your noticeboard as a handy reminder (plus there's a print-friendly version included too). And best of all? This pack is free!

👉Looking for more budget support? This template is also available in the full School Budget Management Pack, which can also help you to upskill yourself on financial management, identify where cost savings can be made and work with your finance governors. This pack offers you best value for money if you want to get a better grip on your budget, but each strand is also available as a separate purchase should you need to explore a single area of budget management: School Budget Planning and Cost Saving Toolkit, School Budget Management Skills Bundle and Budget Planning Questions for Governors.