The school resource management self-assessment tool is now open for academy trusts to complete and return by Friday 15 March 2024.

All academy trusts with an open academy on Sunday 31 December 2023 must submit a checklist.

This self-assessment checklist helps academy trusts to verify that they have appropriate financial management and governance arrangements and are able to identify areas for change to ensure resources are used to support high-quality teaching.

The checklist covers 6 key areas

  • Governance;
  • Trust strategy;
  • Setting the annual budget;
  • Staffing;
  • Value for money; and
  • Protecting the public purse.

Self-assessment dashboard

A self-assessment dashboard is also available, providing red, amber or green (RAG) ratings against a school’s data that shows how it compares with similar schools and nationally recognised bandings.

Self-assessment dashboards can be found by searching for your school on the schools financial benchmarking website.

Submitting your checklist

The self-assessment checklist should be submitted using this online form.

Department for Education login details should be used to access this form.