Financial shortfall and potential redundancies

Commentary

All local authorities have a School Forum which was introduced to develop dialogue between local authorities and their schools on “budgetary issues, including school funding levels for the coming year, pressures on future years’ budgets, changes to local funding formulae, as well as reviewing contracts/service level agreements for services to schools.” Do you know who the members are in your area?   Here is the link to Welsh Government guidance on best practice for this Forum.

https://gov.wales/school-budget-forums-best-practice-guide

Headteachers, governors and non-school members make up the membership of this forum.  

Does your area have a Local Governor Association, where you can attend with governors to discuss local issues and share best practice? Further information can be found here: http://www.governors.cymru/local/

Many schools work in clusters to share ideas and work collaboratively on specific areas. Cluster schools may even share staff, for example, a Business Manager.  Have you thought about anything like this?  You might like to share some innovative ways of working that your schools have developed in further case studies.

One of the main roles for the governing body is setting financial priorities for the school and monitoring expenditure against the school’s budget.  The largest budget heading at school will invariably be staffing.  Chapter 8 of The School Governor’s Guide to the Law provides a useful overview of managing the school’s budget:

https://gov.wales/school-governors-guide-law

Governors Cymru Services also has a guide on school finance which may be helpful.  It includes information about the role of the finance committee, linking the budget with the School Development Plan, as well as questions that governors could ask when discussing and evaluating the school’s finances, plus additional reference material.

http://www.governors.cymru/publications/2018/08/29/governor-guide-governors-and-finance/

Many schools, sadly, have to face staff redundancy situations and will have a policy to follow for this. It is important to consider all other options before going down this route. Your Local Authority will also be able to advise on the processes to follow.  There a wealth of useful information available. 

Here are a few examples:  https://neu.org.uk/advice/redundancy

ACAS produce guidance on redundancy procedures and fair procedures (https://www.acas.org.uk/redundancy) but the governing body must follow the steps within their own policy at the school.