Start Point: New To School Business Management

Taking on a new school business manager role or school finance position brings exciting opportunities alongside plenty of questions about where to begin. Whether you're stepping into your first SBM position, finance officer role, or any school finance responsibility, this new school business manager checklist supports your successful start.

What you'll get in this free resource:

First 100 days school business manager task lists covering before you start through your first full term
School finance priorities to help establish credibility and build relationships
Essential SBM processes and compliance areas to master early on
Fully editable document so you can tailor tasks to your specific school setting
Peace of mind covering the fundamentals every new school finance manager needs

Perfect for new SBMs, school finance officers, finance leads, school administrators, bursars, finance assistants, or anyone starting school finance jobs for the first time.

Let us take some of the pressure off by supporting your thinking as you navigate this important transition into school finance leadership.

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Start Point: New To School Business Management

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A 17-page fully editable checklist to support your thinking as you embark on your first headship role.

Read through the list at your own pace and start to consider some of the tasks, such as when you'll complete them by or what support you'll need. Add or delete any tasks that are specific to you and your setting and keep the document stored somewhere easy-to-access so you can keep referring to it throughout your first term of headship.

New heads and principals, aspiring headteachers, deputy and assistant heads, and anyone who's curious as to the typical jobs a head will do in their first term of headship will find this free checklist useful.

Find out what tasks headteachers and principals tend to in their first term of school leadership.

We've created a whole set of "New To" Start Point checklists to support you, no matter what area you lead on.

Start Point: New To Deputy Headship

Start Point: New To Assistant Headship

Start Point: New To Subject Leadership

Start Point: New To DSL

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Take leadership further...

School Business Manager Ofsted Inspection Preparation Bundle

Ofsted inspection can feel daunting when you're a school business manager, especially if you're new to the role or haven't experienced an inspection under the current framework.

Designed specifically for school business managers (SBMs), this focused preparation pack translates the School Inspection Toolkit into practical guidance about your role during inspection. You'll understand when and how you'll engage with inspectors, what questions they're likely to explore and how to demonstrate the excellent operational work you're already doing to ensure resources support the school's priorities, statutory compliance is maintained and operational systems enable the school to function effectively.

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Aligned with DfE and Ofsted guidance