Three-year budget planning assumptions

April 2024

This paper (updated in April following the paper published in March 2024) is intended to support informed discussion about the assumptions you make as part of the three-year financial planning process for revenue expenditure. The suggestions and recommendations are included as a starting point for your discussions.

It is a requirement of the 2023 Academy Trust Handbook (ATH) that trusts prepare three-year planning forecasts.  Local authority-maintained schools must submit a three-year budget forecast each year, at a date determined by the local authority between 1 May and 30 June.
This information paper is suitable for staff and board members who are involved in the completion and ratification of multi-year budget planning.

Download the paper here

Related Pages

Business Matters

  • Business Leadership

Costing the curriculum from a teacher time perspective

  • Curriculum
  • Financial planning
  • Finance