Financial Operational Procedures Manual


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An up-to-date Financial Operational Procedures Manual will ensure that no matter who is processing your finances, the tasks will be completed in the correct manner thereby ensuring that your school will continue to run effectively even in the absence of key finance personnel.

Education Finance Support have templates available which you can personalise to suit your own school/academy circumstances. Alternatively, our experienced finance consultants can collate your Procedures Manual on your behalf all you have to do is provide information by email. The manual is created away from the school, to minimise any disruption and save valuable time in the already very busy finance office.

These manuals are particularly useful for Multi Academy Trusts to hand out to new academies as they join, to ensure that there is clear communication regarding the responsibilities of each financial process within each constituent academy.

Additional information


School/single academy version, template only, Multi Academy Trust version, template only