Guidance: School resource management self-assessment tool

Department For Education

September 30
15:29 2019

School resource management self-assessment tool: checklist and dashboard

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The tool helps assure governing bodies and trust boards that they are meeting the right standards to achieve a good level of financial health and resource management.

It can be used to identify areas for change to make sure resources are used to support high-quality teaching and the best education outcomes for pupils.

The tool consists of a checklist and a dashboard.

The checklist asks questions of governing bodies and trust boards in 6 areas of resource management.

The dashboard shows how a schools data compares to thresholds on a range of statistics that have been identified by the Department for Education (DfE) as indicators of good resource management and outcomes.

Submit your completed self-assessment tool

All academy trusts must complete the self-assessment tool and submit their completed checklist to the Education and Skills Funding Agency (ESFA) by 14 November 2019. The dashboard must be completed in order to answer the final question of the checklist, but does not need to be submitted. The online form to submit your checklist will be available in October.

You may find it useful to complete the tool at other times, for example to compare your spending plans for next year to similar schools.

Send feedback on the tool and guidance to

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Local authority maintained schools should use the schools financial value standard.

Published 12 September 2018
Last updated 30 September 2019 +show all updates
  1. In C. Reserves / balances as a percentage of total income of the Dashboard support notes document, we added a correction to Calculating your data.
  2. Updated to the 2019 to 2020 version.
  3. Updated 'School resource management self-assessment tool: checklist and dashboard'.
  4. Updated documents 'School resource management self-assessment tool: checklist and dashboard' and 'Dashboard support notes'.
  5. Updated document 'School resource management self-assessment tool: checklist and dashboard'.
  6. First published.

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