Financial efficiency review and recovery plan

With a rapidly changing education landscape, school leaders now face unprecedented challenges. In addition to improving and maintaining educational standards, school leaders now need to consider managing intake and roll alongside decreasing annual budgets, and streamlining resources to ensure long term and sustainable financial viability. We will carry out a detailed review of your current operational structures. By analysing internal teaching, learning and support structures we will assist your school in developing an operational model which is both optimal to present circumstances but also sustainable into the future. We do this in two ways: 

First, we will produce a detailed Review Report of your organisational structure and operations. This will enable you to make a better-informed judgement as to whether you have the right structure in place. 

Second, we will draft a recovery plan setting our recommendations as to any remodeling or restructuring, which we feel is desirable to bring about necessary change.

Step one: Off-site review of documentation

At the outset, before our visit, we will be in touch to obtain critical information on your school. We will use this information to analyse your teaching and support staff structure, curriculum offer, learner numbers and income and expenditure over the last three years to highlight areas for further review. This is the preparation stage and is a crucial part of the process.

Step two: Review of teaching and support structures and resources

Following the initial preparation work, we will spend between one and two days in your school (depending on the size of the school) reviewing your curriculum and pastoral structure, teaching and support staff structure and site resources.

Step three: Detailed Report and Recovery Plan

Following the visit we will produce a detailed Report and Recovery Plan. The Report will signpost school leaders towards measures that will reduce costs and bring about long-term financial viability. The Recovery Plan will support you to a positive budget position, over a defined period of time.

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"Thank you for preparing and delivering a most informative presentation yesterday. As a headteacher, many of the courses on offer just make you think slightly differently about they way you do things. Very rarely, do I come back with a whole list of ideas that will improve the way we run our school whilst enhancing our provision. I like that your advice and suggestions weren't just about the dreaded visit, but was sound school improvement strategies. ” Elaine D'Souza, Headteacher, Hermitage Primary School

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