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Improving the Quality of School's Monitoring

Audience: Primary, Secondary
Single session
  • Key Stage 1
  • Key Stage 2
  • Key Stage 3
  • Key Stage 4
  • Key Stage 5

Brief Overview

  • The course will provide an opportunity for school staff to work together on practical and theory, based activities to ensure that the monitoring completed at the school is as accurate as possible and fully explained when presenting the information to others. 
  • There will be discussions around the roles and responsibilities when monitoring, communication and improving the effectiveness monitoring at the school or academy. There will be an opportunity to share good practice during feedback to the group.

Note:  this is a theory, based course and does not provide training on the use of the Budget Planning Software. 

Members of the Schools Financial Services team will be present to facilitate group activities giving delegates the opportunity to network with finance staff that work closely with schools and academies.

Delegates requirements (to be brought along to the course) 

  • Copy of last 3 year plan from Budget Planning Software
  • Monitoring report at 9 months
  • Outturn report (Year End Report) for previous financial year

Lunch will be provided

Learning Outcomes

By the end of the session the delegates will be able to:

  • Understand requirements and responsibilities for monitoring a budget
  • Answer questions on monitoring a school’s budget using example information
  • Understand what information needs to be reviewed and where amendments to the forecasted income and expenditure may be required.
  • Ensure that the school’s own forecast figures are presented including providing an explanation of any virements and variances
  • Recognise the links between monitoring a school’s budget and budget strategy including a change in a staffing structure
  • Link major changes in the year end forecast back to the 3 year planning process
  • Challenge the information presented on a monitoring report

Prices

Dates

  • session - 26/06/2024 09:30  -  12:30

Event Type

Face 2 Face

Address

Aldington Eco Centre
Goldwell Lane
Aldington
Ashford
Kent
TN25 7DX

Delivered by

  • Joanne Clark

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