Funding tools
The downloads on this page include a selection of the materials designed to assist members with strategic financial planning and efficiency in secondary schools. Whilst there is no charge to non-members to use these sample materials, we would ask that their source to be acknowledged and respected.
Non-members are invited to visit the open areas of the ASCL website and in particular to look at the courses and consultancy available through the events section.
If you are a leadership team member in a secondary school and college and are not yet a member, please visit Join ASCL to find out more.
Materials available from this page
(click on the titles to download the workbooks)
If you are an ASCL member and are looking for the advanced funding and curriculum spreadsheets, please visit Funding and Curriculum Spreadsheets and Data Collection requests
Curriculum and timetable planning
ASCL Funding Specialist Sam Ellis has a series of articles in Leader in Spring 2012 about linking financial decisions to curriculum and timetable planning. The articles and association resources are below
Contact ratio: February Leader article http://www.leadermagazine.co.uk/articles/stay_in_touch/, Explanation of contact ratio, spreadsheet workbook.
Basic tools
This workbook contains three separate spreadsheets and supporting notes. The spreadsheets deal with ‘average class size’ and ‘teaching contact’ both of which are key financial drivers and with the idea of projecting the level of pupil teacher ratio that the school can afford to run at.
Strategic finance
This is the simpler 2009 version of the new Strategic Financial planning tool now available for purchase from the ASCL website. This earlier version, now widely disseminated through courses and consultancies, allows the user to investigate the financial impact over a five year period of simple changes to curriculum, teaching staff and all other expenditure.
Nomograms
Nomograms are graphical representations of mathematical relationships which allow fast calculation and recalculation of a specific formula. These nomograms were devised for use at the ASCL Annual Conference in 2011 and deal with the relationships between pupil teacher ratio, average class size, teacher contact ratio, roll, FTE teachers, average teacher cost, revenue income per pupil and proportion of budget available for teaching staff.
The nomograms are PDF files and should be printed without scaling. If the ratio between horizontal and vertical dimensions is changed during printing the nomogram will give a false answer.
DfE websites
