NASBM Training Catalogue - ISBL Training Catal… · Health (IOSH), and successful completion of this course will result in the delegate receiving training to a recognised standard

NASBM

Training Catalogue

2014 – 15

www.nasbm.co.uk

2

Contents Introduction ................................................................................................................................... 4

Accredited training ....................................................................................................................... 5

Health and Safety for School Business Managers – IOSH Accredited ........................................................... 5

Financial training for SBMs – CIPFA Accredited ................................................................................................. 6

Introductory workshops............................................................................................................... 7

An introduction to marketing your school .......................................................................................................... 7

An introduction to Data Protection and Freedom of Information ................................................................ 8

An introduction to health and safety in schools ................................................................................................. 9

An introduction to financial assurance in academies ....................................................................................... 10

An introduction to income generation and writing successful funding applications ................................. 11

An introduction to financial management in schools (academies/maintained)........................................... 12

An introduction to employing and managing staff in schools ......................................................................... 13

‘How to…’ workshops ................................................................................................................ 14

How to work effectively across a school cluster .............................................................................................. 14

How to manage staff restructuring in schools ................................................................................................... 15

How to procure collaboratively ............................................................................................................................ 16

How to bring about change in your school ........................................................................................................ 17

How to present and report effectively to governors and trustees .............................................................. 18

How to step up to a leadership role .................................................................................................................... 19

How to survive and thrive in the role of school business manager ............................................................. 20

How to do more with less: increasing efficiency in schools ........................................................................... 21

How to lead and appraise effective teams .......................................................................................................... 22

How to manage and maintain educational premises effectively .................................................................... 23

How to generate income through past pupils and parents ............................................................................ 24

How to submit your Academy Budget Forecast Return................................................................................. 25

How to have difficult conversations in the workplace .................................................................................... 26

How to deal with staff absence: conduct or capability? .................................................................................. 27

How to deal with difficult staff problems in the education workplace ........................................................ 28

How to deal with bullying in the education workplace ................................................................................... 29

How to survive academy conversion: an SBM perspective ............................................................................ 30

Other training .............................................................................................................................. 31

A practical introduction to TV and radio interviewing ................................................................................... 31

Fire safety in schools – your strategic responsibilities..................................................................................... 32

The nuts and bolts of primary school business management......................................................................... 33

Financial skills refresher for primary school business managers and finance officers .............................. 34

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10 steps to successful school budget planning ................................................................................................... 35

WOW! What a reception ...................................................................................................................................... 36

Positive Handling Strategies - Restraint Training .............................................................................................. 37

4

Introduction

As the national association, NASBM has an important role to play in building capacity within the

school business management profession and, working with partners, we aim to provide a responsive

annual programme of training and professional development opportunities that are open to both

members and non-members.

Our comprehensive programme for 2014 -15 is specifically designed for school business

management professionals and:

is delivered by expert and authoritative trainers or facilitators, who are practising school

business managers or technical experts, supported and quality assured by our central team.

reflects the different roles and levels of experience within the profession – for example, we

have training specifically for aspiring SBMs, for new SBMs ‘stepping up’ to their first

managerial role and for SBMs working across multiple sites.

reflects emerging best practice and is practically focused.

uses a range of delivery methods and formats, matched to the needs of the topic and the

audience.

includes accredited and non-accredited courses.

All of our workshops will provide delegates with a practical toolkit of resources to take away and

allow them to immediately implement the learning in their school.

This catalogue is not an exhaustive list. We can deliver these workshops in different locations,

combine workshops or develop totally new workshops on request.

To find out more about how our training and development offer can help to support you, your

school or local SBM group, please email [email protected] or call a member of the team on

024 76 231221.

mailto:[email protected]

5

Accredited training

Health and Safety for School Business Managers – IOSH Accredited

Overview

This two-day, bespoke course for managers in schools/academies is accredited and recognised by

the UK’s leading professional health and safety institution, the Institution of Occupational Safety and

Health (IOSH), and successful completion of this course will result in the delegate receiving training

to a recognised standard of competence.

The course will run from 9.00am–5.00pm each day.

Target audience

Any manager within a school who has responsibility for managing or implementing health and safety

systems, including school business managers, site managers, facilities managers and caretakers.

Objectives

At the end of the course delegates will return to their school/academy and be able to:

understand the key legal requirements and standards to be achieved within the school

understand how accidents occur, and how to implement simple systems to prevent them;

also to ensure correct protocols are followed in the event of an accident to reduce criminal

or civil liability and reassure colleagues and caregivers

conduct a risk assessment and implement a risk assessment strategy

identify the key hazards in the school environment and the management and controls of

each

implement simple safety systems into other business initiatives and responsibilities to enable

an integrated approach to safety.

Dates:

10–11 March 2015, Thurrock

9–10 June 2015, London

6

Financial training for SBMs – CIPFA Accredited

Overview

This course is delivered by the Chartered Institute of Public Finance and Accountancy (CIPFA), in

association with NASBM.

Using CIPFA’s in-depth knowledge of public sector financial management and specific experience in

funding and financial reporting in the field of education, this course has been designed to develop

your finance and related skills in ways that can be practically applied in your own school. You will

also have the opportunity to learn from best practice across the education and public sector.

The course consists of 6 workshops, supplemented by an online learning platform which will provide

you with additional resources. You will also have access to tutorial support throughout.

Each workshop starts with registration at 9.00am and finishes at 4.30pm.

To be awarded a Level 4 Diploma in Financial Skills, you will need to complete the training course,

produce a portfolio of evidence and complete a work-based project.

Target audience

School business management professionals, bursars and finance assistants in any type of school –

academy, maintained, free, primary or secondary.

This course in particularly suitable for individuals who don't already have any financial or

accountancy qualifications.

Objectives

At the end of this course you will have developed your understanding of and practical skills in:

structures, governance and standards

funding streams

financial reporting requirements for academies

risk management

economic appraisal and business planning

budget management and control

communication and presentation of figures

fraud awareness

best practice in grants claims.

Dates:

October 2015, London

7

Introductory workshops

An introduction to marketing your school

Overview

Many schools face increased competition for pupils and any drop in pupil recruitment significantly

affects a school's income. This one-day workshop will help you to develop an initial marketing and

communications strategy to promote the benefits of education at your school so that you attract

parents and pupils.

This workshop is delivered by Isabella Donnelly, Director of Grebot Donnelly and Fellow of the

Chartered Institute of Marketing. Isabella has played a significant role in helping schools move from a

position where they were threatened with closure due to a falling role[LW1], to being oversubscribed.

This workshops will run from 10.00am to 3.30pm, with registration from 9.30am.

Target audience

School business managers and any staff responsible for pupil recruitment and marketing

Objectives

By the end of this workshop, you will understand:

the role of marketing and the factors that influence parents and pupils when choosing a

school

the foundations of an effective marketing strategy

how to identify marketing objectives based on the school development plan and overall

vision

how to evaluate and ensure a return on investment

how to create and implement a marketing and communications strategy

when to bring in external marketing expertise.

Dates:

4 February 2015, London

3 June 2015, Manchester

8

An introduction to Data Protection and Freedom of Information

Overview

The Freedom of Information Act 2000 provides public access to information held by public

authorities, including schools and academies. As schools and academies handle personal information

about individuals, they also have a number of legal obligations to protect that information under the

Data Protection Act 1998. This one-day workshop will help you to understand your obligations and

the interrelationship between the two Acts.

Target audience

School business managers and other staff who handle personal data and have to respond FOI

requests

Objectives


the core provisions of the Freedom of Information Act and Data Protection Act

the deciding principles of when personal data should and should not be released in response

to requests

how to manage requests for information effectively and correctly under both pieces of

legislation

how to achieve best practice within your school.

Dates:

TBC, summer 2015, Coventry

9

An introduction to health and safety in schools

Overview

True or False? Schools should complete a risk assessment of the workplace for each student taking

part in a work experience placement. You might be surprised to learn that the answer is False. This

one-day workshop will introduce you to health and safety requirements in schools and dispel some

common health and safety myths.

This workshop is delivered by an experienced SafetyMark trainer and will run from 9.30am to

3.30pm.

Target audience

Newly appointed or aspiring school business managers

Objectives


the main health and safety legislation affecting schools

health and safety duties, roles and responsibilities in different types of schools

the required policies, procedures and arrangements

the importance of a sensible approach to risk management

how to use health and safety management systems

where to go for further support and advice.

Dates:

21 January 2015, Manchester

23 January 2015, London

10

An introduction to financial assurance in academies

Overview

Academy trusts are independent charitable companies. They are also classified by the Office for

National Statistics as central government public sector bodies and whilst academies are responsible

for their own financial management, they are subject to public standards of accountability. This

workshop will help you to understand and comply with the financial accountability framework and

assurance arrangements for academies.

This workshop will be led by an experienced school business management professional, who will

share their experience of financial assurance within academies, and will run from 9.30am to 3.30pm.

Target audience

School business managers in academies, particularly those new to the role or in recently converted

academies

Objectives

By the end of this workshop, you will understand the main components of the financial accountability

framework and assurance arrangements for academies, including:

roles and responsibilities

financial and governance requirements

delegated authorities

audit requirements

financial management and governance self-assessment (FMGS)

other sources of support.

Dates:



11

An introduction to income generation and writing successful funding applications

Overview

As the gap between funding allocations and school expenditure grows, those responsible for

delivering education in the public sector need to think more innovatively and creatively about how

they might bridge the gap to ensure educational outcomes are not compromised.

This one-day workshop will provide you with practical tips to help you to build an income

generation plan for your school and write successful funding applications.

This workshop will run from 9.00am to 3.30pm.

Target audience

School business managers, finance directors, and anyone in school with a responsibility for income

generation

Objectives

By the end of this workshop, you will know:

how to build an income generation plan, including how to set goals and stay motivated, how

to assess effort vs return, options for funding sources, how to identify and engage with

supporters, and how to use low cost marketing techniques that have great impact

how to write successful funding applications, including how and where to find grants, what

grant funders will and won’t fund, how to develop your ideas into projects, how to get the

application structure and style right, what terminology and buzz words to include and

common mistakes to avoid.

Delegates will also take away case studies highlighting successful approaches used by other schools.

Dates:

28 January 2015, Newcastle

9 February 2015, Coventry

12

An introduction to financial management in schools (academies/maintained)

Overview

This one-day workshop will introduce you to financial management in schools and academies.


Target audience

Newly appointed or aspiring school business managers, particularly those new to working in schools

Objectives


sources of funding for different types of schools

roles and responsibilities for financial management in schools

the key components of a school budget

the different financial management systems available

the budget life cycle – key dates and reporting deadlines

the financial assurance requirements for different types of schools, including the Financial

Management and Governance Self-Assessment (FMGS), the Schools Financial Value Standard

(SFVS) and Consistent Financial Reporting requirements (CFR)


Dates:

9 February 2015 (academies), London

14 May 2015 (maintained), Manchester

13

An introduction to employing and managing staff in schools

Overview

This one-day workshop will introduce you to the key aspects of human resource management in

schools.


Target audience

Newly appointed or aspiring school business managers

Objectives


the main employment legislation affecting schools

roles and responsibilities in different types of schools

the required policies, procedures and arrangements


Dates:

3 March 2015, London

7 May 2015, London

14

‘How to…’ workshops

How to work effectively across a school cluster

Overview

Many school business managers now work across groups of schools, with a focus on driving forward

efficiencies and savings. This practical one-day workshop, led by an experienced school business

management professional, will help you to develop a strategy to deal with the potential challenges of

working as a school business management professional across more than one school.


Target audience

School business managers and directors, particularly those new to working across more than one

school

Objectives

By the end of this workshop, you will:

have a better understanding of your role working across a group of schools

have a better understanding of organisational culture and how to change it

have a better understanding of how to build trust and effective working relationships with

stakeholders and partners

know how to identify 'quick wins', medium and longer term priorities

have developed an initial strategy and action plan.

Dates:

TBC February 2015, London

15

How to manage staff restructuring in schools

Overview

Reorganising staffing structures inevitably throws up some significant challenges for school leaders.

This practical one-day workshop will help you to plan and run a successful staff restructuring

programme.


Target audience

School business managers and other staff in schools who be leading staff restructuring programmes.

Objectives


understand the stages of a staff restructuring programme

understand roles and responsibilities

know who to consult with and when

understand the implications of employment legislation affecting staff restructuring – what you

can and can do.

Dates:


16

How to procure collaboratively

Overview

Collaborative procurement covers a wide range of different options for schools to pool their

resources and to work together to achieve real value for money in the purchase of services, supplies

and works. This practical one-day workshop will help you to develop a strategy to make

collaborative procurement work for your school.

This workshop is led by an experienced school business management professional and will run from

9.30am to 3.30pm.

Target audience

School business managers, particularly those with limited experience of collaborative procurement

Objectives


understand the benefits of collaborative procurement

know when and when not to collaborate on procurement

understand the different types of collaboration, the levels of governance required, and the

strengths and weaknesses of each approach

know which types of collaboration suit which products and services

know how to comply with procurement legal requirements

know how to develop a collaborative procurement strategy.

Dates


12 March 2015, Manchester

17

How to bring about change in your school

Overview

Managing change is a key aspect of a school business manager's role and very often the pace and

scale of that change means that conflict and confrontational situations develop. This practical one-

day workshop will help you to develop strategies to lead and manage change and deal with

confrontational situations.


9.30am to 3.30pm.

Target audience

School business managers and other staff who are leading and managing change in schools

Objectives


understand your role in leading change

understand the external and internal forces driving change within an organisation

know how to create and communicate a vision for change

know how to use change planning processes and tools to implement change in the

workplace

take away practical tips to help you to manage conflict situations.

Dates:

12 January 2015, Coventry


18

How to present and report effectively to governors and trustees

Overview

A key part of the school business manager's role is providing governors and other members of the

school leadership team with timely and accurate advice on all financial and related business matters.

This practical one-day workshop, led by an experienced school business management professional,

will help you to develop your presentation and communication skills and confidence when in

presenting to governors and trustees.


Target audience

School business managers and other staff in schools who may be called to report to governors or

trustees

Objectives


have a better understanding of what governors and trustees need and want to know

have explored the challenges of presenting to governors and trustees

have explored different techniques to help overcome a fear of public speaking.

Dates:



19

How to step up to a leadership role

Overview

Many if not most school business management professionals are now members of school senior

leadership teams. This practical one-day workshop will help you to identify the skills and qualities

required to be effective in a leadership role within a school.


Target audience

School business managers who have been recently been appointed to or aspire to a leadership role

Objectives


have gained a better understanding of personal motivations and drivers

understand different leadership styles and how and when to use them to use them

have gained a better understanding of how to motivate staff

have developed a personal development action plan.

Dates:


11 March 2015, Coventry

3 June 2015, London

20

How to survive and thrive in the role of school business manager

Overview

With wide-ranging and evolving responsibilities, dealing with managers, team members, contractors

and suppliers, the feeling of being overwhelmed can really take its toll on school business managers.

This practical one-day workshop will help you develop strategies to manage your workload and try

to retain a healthy work/life balance.


Target audience

School business managers, in particular those whose role has grown as they have taken on additional

responsibilities

Objectives


have explored different techniques to cope with a heavy workload

have explored different techniques to reduce, prevent and cope with stress

have a better understanding of how to delegate effectively and who to delegate to

have developed a personal action plan.

Dates:


14 July 2015, London

28 July 2015, Manchester

21

How to do more with less: increasing efficiency in schools

Overview

With unprecedented pressures on budgets across the sector, it's more important than ever that

school business managers and school leadership teams explore all areas where efficiencies can be

made. This one-day workshop will provide you with practical tools and strategies for success to help

you to make the most of your resources and improve your commercial awareness.

This workshop is run by Justine Berkeley, NASBM School Business Manager of the year in 2012 and

Managing Director of SBM Services (UK) Ltd.


Target audience

School business managers, in particular those whose role is changing in the face of decreased

budgets

Objectives

By the end of this workshop, you will have a better understanding of:

how to operate as a business

the importance of marketing and income generation

how to get the most from your support staff

budget management and expenditure control

procurement and contract management

the value of collaboration and partnerships.

Dates:

26 January 2015, Essex


22

How to lead and appraise effective teams

Overview

Performance management and appraisal is considered a challenging task by many managers. Although

not compulsory for support staff in schools, most schools implement performance management for

all their staff. This practical one-day workshop will help you to run an effective performance

management process for support staff.


9.30 to 3.30pm.

Target audience

School business managers and other staff in school who have line management responsibilities

Objectives


understand the characteristics of effective teams

understand the principles of performance management

understand the role of line managers in performance management and appraisal

have gained a better understanding of different performance appraisal systems

know how to set SMART objectives

know what makes a good appraisal interview.

Dates:


23

How to manage and maintain educational premises effectively

Overview

Effective management and maintenance of educational premises makes good sense, saves money and

enhances value. This one-day workshop is designed to help delegates to become more self-reliant,

reduce costs and obtain value for money in complying with statutory regulations and the

maintenance and running of premises.

Target audience

Newly appointed or aspiring school business managers or premises managers, particularly those new

to working in schools

Objectives

By the end of this workshop, delegates will have a better understanding of:

the importance of schools building maintenance

the main legislation affecting schools building maintenance and facilities management

roles and responsibilities

the principles of effective schools building maintenance planning

ways to reduce costs and achieve value for money


Dates:


11 February 2015, Manchester

13 May 2015, London

24

How to generate income through past pupils and parents

Overview

As budgets tighten, new streams of income are required to ensure school activities can continue to

flourish. Professional fundraising in schools, often known as ‘Development’, is therefore becoming

increasingly important. Fundraising in schools has more than trebled in the last decade and is now

worth £130 million per year. This practical one-day workshop will provide an overview of a

Development function, how it can be set up to suit individual schools and the role that alumni (past

pupils and parents relations and fundraising can play in helping realise a school’s vision and business

plan.

This workshop will be led by Isabella Bennett, Director of Development at the Royal Grammar

School High Wycombe, who is a member of the Institute of Development Professionals in Education

(IDPE) who has a proven track record in schools’ Development. The IDPE is a registered charity and

the UK’s leading schools’ Development membership organisation.


Dates:

26 February 2015, London

25

How to submit your Academy Budget Forecast Return

Overview

This practical workshop will explain the processes involved in completing and submitting an

Academy Trust's Budget Forecast Return to the Education Funding Agency (EFA).

An experienced school business management professional will lead this workshop and share their

experience, top tips and provide advice on how to avoid common pitfalls when completing the

Return.

There will also be an opportunity to work through a practical example to deepen your

understanding of how to prepare and complete the Return.


Target audience

All those responsible for the completion of the Academy Trust's Budget Forecast Return to the EFA

Objectives

By the end of this workshop, you will have:

clarified the sources of the information required to complete the Return

considered the timeframes, people and processes involved in completing the Return

had the opportunity to complete an example Return

gained valuable, practical hints and tips on how to complete the Return.

Dates:

6 May 2015, Manchester

19 May 2015, London

2 June 2015, Coventry

26

How to have difficult conversations in the workplace

Overview

Aimed at all people managers, this practical workshop is designed to equip you with the tools and

skills required to manage potentially difficult and sensitive workplace conversations and increase

your confidence in your ability to achieve positive outcomes when talking to staff.

This workshop has been developed by Acas, the Advisory, Conciliation and Arbitration Service, and

will be delivered by Richard Clifton, the Senior Adviser and Collective Conciliator responsible for

Derbyshire and North Leicestershire. He has worked with Acas since 1987 and has wide-ranging

experience in resolving disputes of all kinds, individual and collective, as well as advising and training

on the full range of employee relations issues, including communications, consultation and

investigations.

Workshop activities are based around different scenarios, through which you can explore alternative

approaches, share common experiences and have the opportunity to develop and practise new

techniques.


Target audience

School business managers and other people managers in schools

Objectives


understand the benefits of appropriate informal/formal conversations or interventions in

workplace situations

be confident to make such interventions at the best time

have a better understanding of different ways of intervening

have a better understanding of the pitfalls to avoid

have had the opportunity to put those techniques and skills into practice.

Dates:


27

How to deal with staff absence: conduct or capability?

Overview

This one-day workshop is designed to equip you with the knowledge and understanding required to

deal with persistent short term absence and long term sickness.

This workshop has been developed by Ellis Whittam, a leading legal firm, and will be delivered by an

experienced and senior lawyer.


Target audience

School business managers and other line managers in schools

Objectives


the importance of following a fair procedure

the correct procedure to follow to deal with staff absence issues

how to manage risks and issues.

Dates:

TBC, summer 2015

28

How to deal with difficult staff problems in the education workplace

Overview


manage potentially difficult and sensitive staff problems whilst ensuring that you are compliant with

legal and other requirements.




Target audience


Objectives


the importance of following a fair procedure

the correct procedure to follow to deal with performance issues

how to conduct investigations

how to approach staff suspensions

dealings with delays and appeals

managing risks.

Dates:

TBC, summer 2015

29

How to deal with bullying in the education workplace

Overview


deal with bullying issues in the school workforce.




Target audience


Objectives


the procedures and policies you need to have in place

the implications of not dealing with bullying issues within the workforce

how to manage risks and issues.

Dates:

TBC, summer 2015

30

How to survive academy conversion: an SBM perspective

Overview

What does it really mean to become an academy? This one-day workshop will help you to

understand the implications of becoming an academy and learn from the experiences of a school

business manager who has been through the process.


Target audience

School business managers, finance officers, anyone in schools involved in the conversion process.

Objectives

By the end of this workshop, delegates will understand:

the key characteristics of an academy

the legal requirements and the options for multi-academy arrangements

the changes to funding mechanisms and financial accounting and reporting requirements

the implications for governance structures and responsibilities

how their role will be affected by academisation

how to manage the conversion process successfully.

Dates:

3 February 2015, Nottinghamshire

31

Other training

A practical introduction to TV and radio interviewing

Overview

Part of a school's communication strategy involves communicating what you do to the widest

possible audience, and where appropriate, using the media to convey that message. This half-day,

highly practical, interactive workshop has been designed by journalist and broadcaster Trevor Barnes

(BBC and national press) to help you to use the media to your advantage.

Participants will be interviewed in real-life, real-time situations, contributions will be recorded and

filmed, and the results will be played back to the group for constructive appraisal – seeing for

themselves what works, what doesn't and why. Participants will be taught practical techniques

needed for successful broadcasting and given the confidence to get their message across effectively

and memorably in a short space of time. Once mastered, these skills are transferable and can be

used everywhere from a local authority grilling to a parents' evening or a governors' meeting.

This workshop, which is limited to four participants to ensure that every person has an opportunity

to develop their skills and understanding, will run from 9.30am to 1.30pm.

Target audience

School business managers, who are or who aspire to be members of school leadership teams

Objectives

By the end of this workshop, you will have gained a better understanding of how to use the media to

your advantage, including:

whether you should court the media or avoid them

what journalists are looking for and what makes the news

what to do when journalists call

the nature of radio and the nature of the print interview

how to manage a crisis – being 'doorstepped' and dealing with a media scrum

dealing with tricky questions and controlling the interview

the art of the soundbite.

Dates:

TBC Spring 2015

32

Fire safety in schools – your strategic responsibilities

Overview

This free half-day seminar is designed to provide delegates with all the information they require to

fully understand their strategic responsibilities to ensure fire safety compliance in their schools.

Delegates will have the opportunity to participate in interactive activities and discussion, as well as

hearing updates on fire safety related legislation.

Delegates will not only gain practical and technical knowledge relating to strategic fire safety in

schools, but also an understanding of the important role they have in ensuring compliance with fire

safety legislation.

The seminar starts with registration and refreshments at 9.15am and finishes at 1.30pm. Lunch is not

provided.

Target audience

School business managers or anyone in schools who has assumed devolved responsibility for fire

safety from the head teacher.

Objectives

By the end of this workshop delegates will:

understand how their roles and responsibilities under primary fire safety legislation in

England and Wales

understand the consequences of failing to comply with these regulations

understand how routine inspections of premises and enforcement is conducted by Fire

Authority Inspectors and how they, as individuals, may be questioned during that process

have an overview of the practical issues relating to a fire risk assessment in a school.

Dates:

TBC February 2015, Coventry

33

The nuts and bolts of primary school business management

Overview

This comprehensive programme has been designed specifically to provide primary school business

management teams with the practical guidance, support and tools needed to cope with the ever-

changing education environment.

The programme is made up of four module workshops, delivered six weeks apart:

Financial planning, communication and reporting

Procurement and bid writing

Structure, governance and policy

Tracking funding and meeting Ofsted requirements (Pupil Premium and SEN).

Each module workshop will run from 9.30am to 2.30pm.

Target audience

Primary school business management teams

Objectives

By the end of this programme of four module workshops, you will:

have a clear understanding of specific primary funding streams, how funding is calculated and

the future impact of changes to funding streams

be able to recognise the key information that is required to allow governors to fulfil their

strategic role and how to effectively communicate this information

have a clear understanding of the best practice techniques and frameworks to use when

procuring goods or services from third parties, including the impact different value

thresholds will have on the process

understand how to maximise the potential of bids for specific funding streams

have a clear understanding on the governance and structure frameworks in which schools

operate, including the roles and responsibilities of key personnel within the school

understand what information is required to inform key stakeholders within the school if they

are considering a new structure or governance model such as academy conversion or joining

a multi-academy trust

have a clear understanding of how the effective tracking of specific funding can help evidence

the positive impact on the quality of teaching and learning

understand the Ofsted requirements for the tracking of pupil premium and SEN funding.

Each module workshop will also provide you with supporting documents, model templates and pro-

formas that you will be able to use in your school.

Dates:

3 February 2015

26 February 2015

28 April 2015

9 June 2015

Newton Aycliffe, County Durham

17 March 2015

29 April 2015

10 June 2015

8 July 2015

Manchester

34

Financial skills refresher for primary school business managers and finance officers

Overview

Applicable to academies and maintained primary schools. Using the budgeting cycle as a framework,

looking at the finance skills that are pertinent to the SBM role and linking them to the different

stages of the cycle using practical examples that will include:

Salary calculations

Journals and budget virements

Chart of accounts – cost centres and ledger codes/nominal

Budget monitoring

Reports for different audiences

Essential Financial Controls

Target audience

School business managers in primary school, finance officers, anyone with responsibility for finance

within the school/academy

Objectives

By the end of this workshop, delegates will be able to:

complete relevant calculations manually and on Excel

apply finance terminology correctly

demonstrate a practical example of monitoring expenditure and income

prepare a monthly reporting timetable and a year-end timetable

implement finance controls to improve compliance.

Dates:

TBC February 2015, Swindon

35

10 steps to successful school budget planning

Overview

In a period of squeezed school finances and funding reforms, schools need to be aware of the

importance of successful school budget planning. This practical one-day workshop will help you

develop strategies to manage your budget as well as providing tips on the following areas to guide

you through the whole process: historical data, pupil numbers, staff profiles, school development

plan, departmental budget, curriculum analysis, sustainable income, government funding, school fund

and budget process.


Target audience

School business managers, finance officers, anyone in schools with budgetary responsibilities

Objectives

By the end of this workshop you will:

understand the importance of using past data for budget preparation

understand the school’s current position

be able to understand what the future holds for the school’s budgets

understand the concept of sustainability

understand the costs of changing school curriculum needs

be aware of and understand government changes

understand the various income streams

understand and be able to complete the final budget-setting process.

Dates:

27 January 2015, Nottinghamshire

3 February 2015, Essex

36

WOW! What a reception

Overview

This one day workshop, designed specifically for staff working in schools, is delivered by Taking Care

of Your Caretaker, in association with NASBM.

It will provide delegates with the opportunity to develop the practical skills required to deliver

exceptional service to all visitors to schools, in particular parents.

This workshop will run from 10.00am to 3.00pm, with a short lunch break at 1.00pm.

Target audience

Administrators and receptionists in primary, secondary and special schools

Objectives

By the end of this workshop, delegates will be able to:

deliver a memorable and lasting courteous impression to all visitors

demonstrate improved communication skills

use behavioural techniques and styles to positively adapt to the varying needs of parents and

visitors

manage conflict and resolve challenging situations

work better as a team

contribute to the smooth and efficient running of the school.

Dates:

20 January 2015, Swindon

27 January 2015, Exeter

3 February 2015, Birmingham

3 March 2015, Coventry

http://tcyct.co.uk/

http://tcyct.co.uk/

37

Positive Handling Strategies - Restraint Training

Overview

The right of teachers to use reasonable force to stop children from fighting or to make a pupil leave

the classroom if they persistently refuse is laid down in the Education and Inspections Act 2006.

However, on the key point of what constitutes reasonable force, the guidelines are still vague and

current and up-to-date training for staff is essential.

This one-day in-house training workshop, delivered by RSS Ltd, will ensure that your staff are trained

to meet the highest standards and duty of care.

RSS Ltd are a training provider who specialise in training staff in schools, care homes and NHS

Trusts in positive handling, conflict resolution and behavioural management techniques. Their

training will ensure that your staff are using both safe and legally compliant techniques which are in

line with the latest legislation including DFE guidance and health and safety requirements.

All their training is done in line with the National Federation of Personal Safety (NFPS) requirements

and is fully HSE approved.

Target audience

All staff in schools

Objectives

By the end of this workshop you will:

understand the fundamental de-escalation strategies

understand all relevant government guidance

understand the legal issues relevant to restraint

know how to recognise inappropriate or abusive use of force

understand when restraint may be required

understand how to minimise the risk if restraint is used

know how to apply authorised and approved handling techniques.

Dates:

12 January 2015, Hertfordshire

2 March 2015, London

1 June 2015, Exeter

7 September 2015, Coventry

7 December 2015, Chester

NASBM Training Catalogue - ISBL Training Catal… · Health (IOSH), and successful completion of this course will result in the delegate receiving training to a recognised standard

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