The SBM July checklist

Make the most of the last weeks before the summer holidays. Use the SBM July checklist to ensure you haven’t forgotten anything and find links to expert advice

Author details

Caroline is the Head of School Business Strategy and Resources at Miles Coverdale Primary School in London. 

Use this checklist to help ensure you stay on top of tasks for finance, HR, premises and ICT, data and admin.

Key tasks

  • Complete end of quarter accounts (maintained schools) or submit budget forecast return (academies).
  • Update MIS to reflect leavers and new starters for September.
  • Complete sickness absence return and update headteacher re staff approaching stage 1 or stage 2. 
  • Ensure all maintenance inspections due have been conducted and the findings recorded.
  • Review staff induction pack and ensure it's ready for September starters.
  • Create and submit transfer files for new and departing pupils. 

Browse the full calendar of monthly checklists for SBMs to identify your priorities throughout the academic year.


Last Updated: 
26 Jun 2023