Roles and competencies
- Governor and Staff Recruitment [FMSiS] SUMMARY GUIDANCE
- Role of the Bursar [FMSiS] SUMMARY GUIDANCE
- Example Bursar Job Description [FMSiS] TEMPLATE
- Bursar - Job Description and Person Specification for a Primary School [FMSiS] TEMPLATE
- Role of the Headteacher [FMSiS] SUMMARY GUIDANCE
- Role of the Governing Body and its Committees [FMSiS] SUMMARY GUIDANCE
- Governing Body Financial Management Competencies and Qualifications [FMSiS] SUMMARY GUIDANCE
- A Brief Guide to the Financial Competencies Needed by the Governing Body [FMSiS] SUMMARY GUIDANCE
- Staff Financial Management Competencies and Qualifications [FMSiS] SUMMARY GUIDANCE
- A Brief Guide to the Financial Competencies of School Staff [FMSiS] SUMMARY GUIDANCE, CHECKLIST
- School Business Managers Baseline Study [NCSL] RESEARCH, CASE STUDIES
- Looking for a Bursar? The Key to Effective School Business Management [TDA] DETAILED GUIDANCE
Governor and Staff Recruitment [FMSiS]
This Summary Guide has been developed by IPF as part of the Toolkit supporting the DCSF Financial Management Standard in Schools. It provides good practice on recruiting governors and staff with financial management competencies; deciding what competencies are required for the post; drawing up the person specification; advertising the post; shortlisting applicants; interviewing; appointing and inducting; and recruiting a headteacher. Links to more detailed guidance are also provided.(PDF 238 KB)
www.fmsis.info/uploads/s2_3.pdf
Role of the Bursar [FMSiS]
This Summary Guide has been developed by IPF as part of the Toolkit supporting the DCSF Financial Management Standard in Schools. It provides good practice on why the role of the finance officer/bursar is important; the benefits of clarifying the financial management role of the finance officer/bursar; the key activities of the finance officer/school bursar; and different levels of responsibility for bursars/finance officers. Links to more detailed guidance are also provided.
(Word 124 KB)
www.fmsis.info/uploads/S1_3.doc
Example Bursar Job Description [FMSiS]
This is an example template for a bursar job description, developed by Holland Park School, covering roles in relation to the key activities of health and safety; premises; financial; and administration and ICT.(PDF 134 KB)
www.fmsis.info/uploads/r12.pdf
Bursar - Job Description and Person Specification for a Primary School [FMSiS]
This job description and person specification template for a primary school bursar has been developed by IPF from material supplied by the National Bursars Association as part of the Toolkit supporting the DCSF Financial Management Standard in Schools.(Word 127 KB)
www.fmsis.info/uploads/R118.doc
Role of the Headteacher [FMSiS]
This Summary Guide has been developed by IPF as part of the Toolkit supporting the DCSF Financial Management Standard in Schools and has been adapted from information provided by Wolsey Infant School. It provides good practice on why the role of the headteacher is important; the benefits of clarifying the financial management role of the headteacher; the statutory role of the headteacher; activities that may be delegated to the headteacher by the governing body; and responsibilities of the headteacher in respect of the management of resources. Links to more detailed guidance are also provided.(Word 139 KB)
www.fmsis.info/uploads/S1_1.doc
Role of the Governing Body and its Committees [FMSiS]
This Summary Guide has been developed by IPF as part of the Toolkit supporting the DCSF Financial Management Standard in Schools. It provides good practice on why the roles of governors are important; the statutory position; the benefits of clarifying the financial management role of governors; a summary of the governing body's financial management roles; delegating work to committees; bringing in specialist knowledge; and effective clerking arrangements. Links to more detailed guidance are also provided.(Word 145 KB)
www.fmsis.info/uploads/S1_2.doc
Governing Body Financial Management Competencies and Qualifications [FMSiS]
This Summary Guide has been developed by IPF as part of the Toolkit supporting the DCSF Financial Management Standard in Schools. It provides good practice on why governor financial management competencies are important; the benefits of having good financial management competencies; the financial management competencies the governing body needs; and information about financial training and qualifications for governors. Links to more detailed guidance are also provided.(PDF 284 KB)
www.fmsis.info/uploads/s2_2.pdf
A Brief Guide to the Financial Competencies Needed by the Governing Body [FMSiS]
This is a matrix that summarises the financial management competencies that best practice determines should be available within the governing body collectively. The matrix sets out four levels of competence - highly competent; competent; developing; and not yet developed, in order to determine the relative financial management skills available within the governing body.(Word 164 KB)
www.fmsis.info/uploads/R20.doc
Staff Financial Management Competencies and Qualifications [FMSiS]
This Summary Guide has been developed by IPF as part of the Toolkit supporting the DCSF Financial Management Standard in Schools. It provides good practice on why staff financial management competencies are important; the benefits of having staff with good financial management competencies; the financial management competencies that staff need; why have a bursar?; how to reinforce financial management competencies through performance management; continuing professional development; how to develop financial management competencies through coaching or training; and how to fill gaps in schools' financial management competencies through recruitment. Links to more detailed guidance are also provided.(Word 144 KB)
www.fmsis.info/uploads/S2_1.doc
A Brief Guide to the Financial Competencies of School Staff [FMSiS]
This is a matrix that summarises the financial management competencies that best practice determines should be held by staff exercising financial management responsibility within a school. The matrix sets out four levels of competence - highly competent; competent; developing; and not yet developed, in order to determine the relative financial management skills that should be available collectively within the school senior management team.
(Word 181 KB)
www.fmsis.info/uploads/R11.doc
School Business Managers Baseline Study [NCSL]
This detailed research (around 90 pages) was commissioned by the NCSL and TDA, with the Interim Report being published in March 2007. The principal aims of the baseline study were to explore how school business management is carried out in schools; assess the extent of any change in role of school business managers since the baseline study of 2003-04; and consider how this data might inform future thinking.(PDF 561 KB)
www.ncsl.org.uk/media/425/31/SBM-Interim-Report-March-2007.pdf
Looking for a Bursar? The Key to Effective School Business Management [TDA]
This guidance (around 30 pages) was produced by the TDA in 2006 and is intended to: assist headteachers, governors and others involved in running schools, who may be thinking of employing a bursar or developing the contribution of someone already on the school staff; and assist those already working as school bursars or considering doing so in identifying areas for development.
The section Why have a bursar? discusses the benefits that bursars can bring to schools, and the specific gains to headteachers and other staff. The section The bursar job profile offers school leaders help in drawing up a job description and specification for a bursar and can also be used as a development tool by school staff.
(PDF 760 KB)
