SBLs: It’s Good To Talk

SBLs, women, talking

SBLs often report that theirs can be a lonely profession so, whether it’s talking to other members of staff or fellow SBLs, it’s important to stay in contact. In honour of National Conversation Week (18-24 March), Laura Williams, independent consultant at L J Business Consultancy, discusses the importance of keeping in touch…

It has been said that the role of a school business leader is ‘boundaryless’ – and, having been a SBL, I completely agree.

SBLs are solo operators, very much like headteachers. We may lead a number of teams and work alongside the SLT, but nobody in the school has first-hand knowledge of the demands of our role, or the capacity required to deliver it. Being the ‘only one’ can lead to us feeling rather lonely and isolated – and often means that we end up struggling in silence.

Though we might feel alone when we’re sitting in our offices with five spreadsheets, SIMS and the payroll file open, it doesn’t have to be this way! Here are five ways that we can get in touch – and stay in touch – with people who know where we’ve been, where we are and where we’re going.

1. Networking and joint learning

Studying for a qualification and attending workshops, seminars and conferences are great opportunities not only for CPD, but also for meeting up with other SBLs. Events such as these usually build in time for networking and allow us to spend time talking with fellow SBLs about what’s happening, how we’re doing and sharing inspiration. When the workload is high, it’s tempting to avoid leaving the building – or to even cancel a delegate place you’ve already booked; but planning in advance, and committing to just one day out per term, can have a huge impact on both your sanity and your perspective.

2. Social media

If you’re comfortable with social media, why not join in with #SBLTwitter? There’s a great network of SBLs there who are friendly, approachable and keen to share their experiences and provide help and support to other SBLs. It may seem intimidating at first, but please don’t worry – follow some SBLs, introduce yourself, and you will make some great connections.

3. Projects and collaboration

Many local networks and professional associations not only run conferences, but also facilitate great opportunities for sharing practice and collaborating on projects. Visiting other schools, unravelling big compliance changes – like GDPR – and sharing policy templates and supplier recommendations will help you practically, as well as personally.

4. Coaching

If you feel like you’re really struggling, and the thought of sitting in a room full of other SBLs only makes you feel more anxious at this point, then undertaking coaching could be the answer you’re looking for. Working with an independent, professional coach, one-on-one, can help to provide you with focus, a fresh perspective and the clarity you need to move forward. The coaching process is structured, time-limited and focuses on your specific needs and goals at this time. It’s also a safe and confidential space – which means you don’t have to worry about how you are perceived by your fellow colleagues.

5. Mentoring

If you don’t feel comfortable networking or putting yourself out there, and coaching isn’t your thing, then perhaps working with a mentor could provide you with the touchstone you need to provide you with support and a sounding board on a regular basis. This could be with someone you know or someone recommended to you through your network. Again, the arrangement would be confidential, but it’s more informal and fluid than coaching.

However you decide to move forward, know that you don’t have to do so alone. Find somewhere, or someone, that can provide you with the support you need – and know that asking for help does not lessen you; it gives you the tools to become more.

Like what you’ve read? Subscribe to this blog by clicking here.

P.S. Have you joined The Business of School Leadership Facebook Group yet? For practical support, advice, tips, tools & guidance about all things school leadership, join us in the community by clicking here.

Written for: Education Executive Magazine (@edexec)

5 Management Account Tips for Headteachers

Management Accounts, calculator, pen

Monthly management accounts are the most useful financial tool a Headteacher has at their disposal. However, when presented with a spreadsheet full of numbers, for some, it can be difficult to know where to start or what questions they should be asking their Business Manager. Here are the top five things that you should be digging into each month:

1. Analysing monthly performance

Your management accounts should clearly state your actual expenditure for that period (month) against the forecasted expenditure for the month. The forecasted expenditure is usually the annual budget distributed evenly across twelve months. By comparing this information, you should know if you are behind, on track or ahead of budget. You should know whether a variance is planned (i.e. an annual invoice) or if there is an issue that requires monitoring (i.e. an unplanned overspend). Your SBM should provide you with details on any significant variances for the month and outline any mitigating action if required.

2. Analysing year-to-date performance against budget

Looking at the year to date expenditure against the full year budget can indicate if any significant issues require attention. Quality management accounts provide a full-year forecast based on year to date expenditure which is based on the assumption that current spending patterns will continue. This data highlights how any overspend may impact your planned year-end position and also flag up cost centres that require additional control or are indicating significant underspend. An in-year budget reforecast based on this information is considered good practice and should be undertaken by your SBM in consultation with yourself and governing body or MAT.

3. Reviewing staffing and agency costs

Depending on the structure of your management accounts, your core staffing and agency costs may be lumped together. Ensure that you receive expenditure, forecast and budget figures for these areas separately to gain a concise picture of staff costings. Ask your SBM to further break down agency costs into vacancy cover, sickness cover, planned absence and training cover. This way you will gain further insight into your agency costs and whether any overspend can be offset against any underspend in areas of your staffing costs or whether you are heading for an overspend. 

4. Track key expenditure lines

Ensure that income and expenditure lines for areas such as catering, uniform and school trips are accurate and regularly reviewed to determine whether there is a profit or loss in these areas. Ensure that any loss is forecasted and factored into the bottom line. Also ensure that if any expenditure is to be recharged to departments or teams (i.e. reprographics, hospitality, stationery) that this is undertaken on a regular basis and that department expenditure is reviewed and communicated with Heads of Department.

5. Reviewing planned expenditure for the year

Odds are that since you set the budget, you’ve had to purchase some items that you hadn’t planned for, or needed to pay some unforeseen maintenance costs. Sit down with your SBM and make sure that your planned budget is still realistic, and determine whether any of your plans need to change to accommodate your financial position.

Like what you’ve read? Subscribe to this blog by clicking here.

P.S. Have you joined The Business of School Leadership Facebook Group yet? For practical support, advice, tips, tools & guidance about all things school leadership, join us in the community by clicking here.

Written for: Primary School Management Magazine (@primaryleaders)

SBMs: How Coaching Can Help You

Bulb, ideas, coaching

Though it is all too often low on our list of priorities, quality CPD is an essential part of our development as School Business Leaders.

However, any CPD that we do have the opportunity to undertake is largely focused on acquiring knowledge in order to ensure that we are equipped to deal with every crisis imaginable; funding, HR, H&S, ICT, GDPR etc. 

We study hard for accreditation, we join associations and unions, we read voraciously and we attend as many conferences and networking events that our constantly crammed calendars allow us to. All so that we can mine as much information as we can in our quest for a state of ever-preparedness. 

This intense focus on knowledge acquisition can create issues for us as individuals that we hadn’t anticipated. We spend so much time learning about everybody and everything else that we never really take the time to learn about ourselves.

When I first started working in School Business Leadership over ten years ago, I found that I had no issue at all with acquiring both technical and theoretical knowledge. But I also found that it was a bit like getting my driving license. I was certified as a driver and I was equipped with what I needed to get on the road and get moving but the reality of the road was very different to what I had experienced in ‘test conditions’.

How we develop as leaders and how well we perform in our jobs is not just about what we know. It’s about how we interpret, adapt, apply and execute this knowledge in our context. It’s also about how, as individuals, we operate within that context.

What SBMs say

When I spoke at Edexec Live earlier this year about demonstrating impact and gaining recognition, the issues that SBMs spoke to me about were, unsurprisingly, not related to their technical knowledge. Their issues were specific to them and their context. Every single person that attended my sessions had different skillsets, different priorities and different challenges. But the one thing that they all had in common was a desire to find a way to express themselves more clearly within their organisation so that they could get through to the people that needed to hear them the most.

I reassured them that even if they had been feeling undervalued or ignored, this didn’t mean that they were terrible at their job. I reminded them that in order to resolve the issues that they were facing, that they had the ability to adapt, to mitigate and to overcome. I showed them that they had tools that they could use to affect change and how they could use these tools. More specifically, I demonstrated how they could begin to tie together what they knew with where their organisation was at and where they were at as individuals. By taking the wider view and placing themselves, instead of their organisation, at the centre of their CPD strategy, their areas of strength and skills to develop became much more focused.

The feedback I have received has been both amazing and humbling. It has also confirmed my belief that the need for professional coaching for SBMs is greater than it has ever been. 

With increased expectations, intense scrutiny and higher stakes than ever before, the school leadership landscape often feels like a very lonely place. Though professional associations, local groups, conferences and social media are great ways to share best practice and advice, they don’t necessarily afford the time, confidentiality or space needed to address some of the more complex and troubling issues that we face in our branch of school leadership. 

The benefits of coaching

As is often the case, when we’re in a difficult place or even just feeling stuck, we struggle to attain the wider viewpoint that we need to find a route out. This is exactly the type of situation where a professional coach could help. This could be with anything from how to deal with a sensitive situation to looking to develop strategies to rebuild our confidence and squash that overwhelm. It could even be about putting together a plan of action to take the next step in our career.

Coaching, as a discipline, is goal oriented and is intended to create that impetus for change and increase in clarity and motivation to move forward that we can’t always muster on our own. Through coaching we can objectively explore our strengths, priorities and challenges as well as examine our vulnerabilities and anxieties. Through discussions with a coach, we can identify key actions to create alignment between our knowledge, our organisations and ourselves. And perhaps more importantly, we will discover that the school leadership landscape doesn’t have to be as lonely as we sometimes feel it is.

When I speak to SBMs about coaching as CPD, I always remind them of the power of questions. Mainly because as SBMs we spend a lot of time asking them! But also, because questions are essential when it comes to challenging assumptions. We need to not only ask questions of other people but also of ourselves. This can be especially hard for those of us who have been in the same role and/or worked for the same organisation for a long period of time. 

If you are feeling stuck, confused, lost, anxious or overwhelmed, professional coaching really could be the solution you are looking for.

There are three ways I advise SBMs to source a coach:

1. Speak to your local SBM group

Contact the leader of your local SBM group and ask them if they can put you in contact with a fellow SBM in the region who would be willing to work with you as a coach. This may well be an informal arrangement but tapping into that local expertise and working with people who are further along in the journey could really help you. The DfE has published a list of the school business professional networks here: https://www.gov.uk/government/publications/join-or-create-a-network-for-school-business-professionals/school-business-professional-networks-directory

2. Ask your peers for recommendations

If you don’t have a local SBM group or they are unable to help you right now, ask your peer network or SBMs working in schools nearby whether they have someone they can recommend. They may well be undertaking coaching themselves or have contacts that they can share with you.

3. Source a coach independently

If you’d prefer to look beyond your network and are seeking a more confidential and formal arrangement, there are a number of independent and experienced school business professionals, like myself, who provide focused and bespoke coaching services to school business leaders. Remember, professional independent coaching isn’t just for Headteachers and SLT!

Whilst there a lot of things we have to do on our own as school business leaders, struggling in silence isn’t one of them. You are not alone in this – you are seen, you are heard and you are deserving.

Like what you’ve read? Subscribe to this blog by clicking here.

P.S. Have you joined The Business of School Leadership Facebook Group yet? For practical support, advice, tips, tools & guidance about all things school leadership, join us in the community by clicking here.

Written for: Education Executive Magazine (@edexec)

Top Tips: Occupational Health Referrals

Crystal ball, bridge, sunlight

The management of Occupational Health referrals can be a complex and sensitive task. Having worked closely with a number of providers both good and bad, I have found that the below tips generally get me as close as I need to be to move forward with an absence management process.

1. Be discerning

Do not undertake referrals as ‘standard’ especially in cases of short-term absence. Discuss with your employee whether a referral will be of real benefit. If the employee is not indicating that there is an underlying problem and says that their absence record is simply a matter of unfortunate timing or circumstance and that they believe they can improve, then there really is very little point in referring at the first opportunity. You can always reconsider a referral at the next stage.

2. Be precise

On the referral form, stick with factual statements to ensure that you have not written anything that could be construed as discriminatory. Use of subjective language may change the tone of the referral and unwittingly undermine what is intended to be a supportive process. Provide as much information as you can in relation to the role that the employee undertakes along with a copy of the current job description. This context will be essential for Occupational Health to provide you with the best advice that they can.

3. Ask additional questions

Most services have template referral forms but there is usually a box to add any further questions you would like to be addressed. Unless covered elsewhere on the form, you may consider asking:

  • What is the likelihood of a return to work?
  • If a return to work is likely, what would be the timeframe for this factoring in agreed interventions/support?
  • What should the return to work look like in terms of possible duties and facilitation?
  • What reasonable adjustments, if any, should the employer be considering both pre and post return to work? 
  • Is the condition likely to affect future attendance or performance?
  • How likely is a full recovery?
  • Is a further assessment needed/recommended?
4. Be realistic

As an employer, you are obliged to act reasonably but you also have a duty to weigh the balance of what is right for the employee with what is right for the organisation. Often, the recommendations from a report become a starting point for discussion and negotiation. Whilst you are not obliged to follow the advice of Occupational Health, if you choose not to you must be clear as to reasons why. Ensure you consider both local policy and precedent, as you will be expected to justify your decision to the employee, their representative and quite possibly a tribunal. 

5. Occupational Health is not the ‘Hall of Prophecies’

Whilst Occupational Health can provide you with an informed medical opinion, they cannot predict the future with any more certainty than you. What you need from the report is to be able to determine what is reasonable for you to not only do but also to expect in relation to the employee and their condition. The report will ideally allow you to set both realistic and reasonable targets and determine ways in which you can move forward in all scenarios whether that be a return to work or progression to the next stage of the process. 

Like what you’ve read? Subscribe to this blog by clicking here.

P.S. Have you joined The Business of School Leadership Facebook Group yet? For practical support, advice, tips, tools & guidance about all things school leadership, join us in the community by clicking here.

Written for: Primary School Management Magazine (@primaryleaders)

CPD For Your School Business Manager

People, meeting, coffee shop

It’s been said that the role of school business leader is boundaryless. And having been an SBL, I completely agree. Due to the nature of the role and the depth and breadth of responsibility that comes with it, access to quality CPD is a must.

The main issue with SBL CPD is that it is often targeted solely toward the attainment of qualifications or knowledge acquisition. Though this is of course important, CPD to support the application of this knowledge in context and the personal development of critical skills is often neglected.

How we perform and develop as leaders is not just about what we know. It’s about how we interpret, adapt, apply and execute this knowledge in our context and it’s about how, as individuals, we operate within that context.

For school business leaders, this form of development is hampered by the fact that they are solo operators, very much like a Headteacher. They may lead a number of teams and work alongside the Senior Leadership Team but nobody in the school has first-hand knowledge of the demands of this role or the capacity required to deliver it. Being the ‘only one’ can lead to school business leaders feeling rather lonely and isolated. This also often means that they end up struggling in silence.

By providing the opportunity for school business leaders to engage in coaching or mentoring, they will have not only the opportunity to explore their strengths, priorities and challenges but also gain the benefit of advice and guidance of an experienced fellow school business professional.

Working with a coach or mentor can provide school business leaders with a practical, professional and personal support system, which in turn can directly enhance their performance, capacity and impact. 

Whilst cost, time and capacity may be of concern to you as a Headteacher, coaching arrangements are often time limited, goal focused and flexibly undertaken. Many coaching services are also less costly and have a higher, longer-term impact than other often more expensive CPD options.

Here are my top tips for Headteachers looking to support their school business leader to engage with coaching or mentoring:

Arrange a meeting with your School Business Leader to discuss their development

To avoid getting bogged down in day to day business, calendar a meeting with your SBL with the sole purpose of discussing their professional development. It is important that this time is blocked in the calendar, isn’t cut short and as far as possible, is uninterrupted. 

Discuss with your SBL whether they feel that coaching would be of benefit to their development and how you might be able to accommodate this

It may be that your SBL has already considered coaching as a CPD activity but hasn’t felt able to broach the topic or it may be that they haven’t actively considered it but would be open to exploring it. Either way, both of you need to be clear on whether this type of CPD is appropriate and if so, how it will support both the development of the SBL and the progress of the school.  

Signpost them to a place where they can source a coach or mentor

This could be an informal arrangement via the local SBL regional network or it could be through discussions with SBLs in schools that you’re already collaborating with. There are also a number of independent and experienced school business professionals who provide focused and bespoke coaching services.

Arrange a follow up meeting with your SBL to iron out the details

To avoid both you and your SBL being bounced into making a commitment or decision, schedule another meeting when you have both had opportunity to reflect on what you have discussed. It will also allow time for additional research to be undertaken into all the options you have agreed to explore and potentially support. 

Like what you’ve read? Subscribe to this blog by clicking here.

P.S. Have you joined The Business of School Leadership Facebook Group yet? For practical support, advice, tips, tools & guidance about all things school leadership, join us in the community by clicking here.

Written for: Primary School Management Magazine (@primaryleaders)

Top Tips: Revising Your Staffing Structure

Jigsaw, pieces, people

In terms of hard data, your pupil numbers, curriculum model and financial bottom line provide you with more than a firm steer towards what your staffing structure should look like.

Whether you need to undertake a full restructure or simply make a few tweaks, your staffing structure is the nerve centre of your school and it requires almost constant attention.

The truth is, schools are always in the process of restructuring their staff – but by doing it with a long enough lead time, it becomes a change management process rather than a wholesale HR operation to be completed in a half term.

In the current climate of continuous change:

  • How do you make sure that not only is your staffing structure value for money but also fit for purpose?
  • How do you make sure that good on paper is good in practice?

Below is a three-phase self-evaluation tool designed to help you achieve just that.

Phase 1: Determination – Where do you need to be and what might stop you getting there?

It’s essential to determine your ‘destination’ before you set off on this journey or you are risking the wheels coming off along the way.

Curriculum led financial planning and benchmarking are key cornerstones of school budget management but other factors need to be taken into account before you start reshaping your staffing structure.

It’s easy to delete lines from spreadsheets and merge classes in SIMs but when it comes to dealing with people, assessing, evaluating and implementing the changes you need to make isn’t as straightforward.

Considering the current context, wider picture and long-term goals of your school is the starting point of any staffing review.

Ask yourself:

  • Is our vision, mission and strategic plan reflective of what needs to be done and where we need to get to?
  • Are there any external threats to our organisation that need mitigating?
  • Could upcoming legislation changes impact our capacity or hinder progress towards our objectives?
  • How can we ensure that accountability lines remain clear in the face of upcoming change?
  • How can we protect the continuity of operation and facilitate knowledge sharing to mitigate the impact of turnover?
  • What skills are we lacking that we’re going to need over the next year?
  • What knowledge do governors need and what role should they have in relation to any changes that we need to make to our staffing structure?
Phase 2: Assessment – What do you already have, what else do you need and how can you fill the gaps?

Determining your destination will almost certainly have flagged a number of issues that need your attention.

Recruitment or redundancy is often seen as the obvious way forward but both options can prove costly and therefore should only be undertaken if all other angles have been explored. It’s at this stage where marrying together as much as possible the ambitions of your staff and the ambitions of the organisation can really bear fruit.

The more you know about your staff and where you need to be – and the sooner you know it – the better you will be able to implement the changes you need to make. It may even be the case that upon assessing your current position, you re-evaluate your final destination.

The future is not predetermined so go through as many draft versions as you need to.

Ask yourself:

  • Do we have accurate and up to date information about our staff in terms of pay scales, job descriptions and skillsets?
  • Are the jobs being done across the school being done by the right people?
  • Are all the jobs being done needed to be done? Can they be done a better way?
  • Do we have capacity and is it in the right place?
  • Would a review of job descriptions, an investment in CPD and appropriate remuneration mitigate the need to recruit and secure best value from existing staff?
  • How can appraisal inform our thinking in terms of skills and talent management?
  • Could leadership roles be redefined across the school to reduce head count and cost but also foster talent management and create new progression pathways?
  • What impact will these changes have on our support staff and operational capacity?
  • Would a service level agreement or local collaboration be a preferable option?
  • If we need to recruit, what terms and conditions will suit both the role and need of the organisation best?
Phase 3: Evaluation – What risks come with your proposed strategy and how are you going to communicate it?

When it comes to staffing, there’s always going to be a curve ball that you didn’t account for. A maternity leave, a resignation or a long-term illness.

This phase is about both testing and safeguarding your strategy in as many ways as you can.  Determine if this is a process that can be managed over time or if it needs to be implemented quickly.

Ask yourself ‘what if’. Think of your Head of English, Business Manager, Deputy Head and your Union representatives and what they could say about your plan. Think about would worry them, what would make them anxious and what questions they might have. Now think about what answers you would give them. 

Ask yourself:

  • Will our proposal achieve for us what we need it to?
  • Are the reasons we have decided to make changes to our staffing structure sound and objective?
  • Are there any factors that are non-negotiable? 
  • What are the main risks with the changes we are proposing and is our risk management process robust enough?
  • Have we truly exhausted other options and are we able to justify our decisions?
  • What is the best way to communicate these changes?
  • How can we include feedback from stakeholders in a meaningful way?
  • How can we be sure to demonstrate fairness and transparency throughout change implementation?
Top Tips
  1. Beware the ripple effect– one seemingly small change can create a lot of problems. Don’t assume anything and always think at least two steps outside of the immediate ‘impact zone’ when it comes to adding, removing or changing any roles.
  2. Have a contingency– don’t hang your strategy on one person or one plan. Have an alphabetised file of back up plans. ‘Just in case’ never hurt anybody!
  3. Don’t be held hostage – if you do end up caught out, negotiate on your own terms. Don’t get panicked into a ‘knee jerk’ – and likely costly – response. Remember that hostage situations can be negotiated.
  4. Consider intelligence, not just evidence– do your homework. Don’t just rely on hard data. Triangulate your knowledge with numerous sources before committing to anything.
  5. You don’t need to be a mystic, just be aware– it’s not just about planning for the future; you can only plan so far after all and as we’ve said, the unexpected can and usually does happen. It’s how often you review your plan that enables you to be agile when you find yourself on shifting sands.

Like what you’ve read? Subscribe to this blog by clicking here.

P.S. Have you joined The Business of School Leadership Facebook Group yet? For practical support, advice, tips, tools & guidance about all things school leadership, join us in the community by clicking here.

Written for: Primary School Management Magazine (@primaryleaders)

Top Tips: Being A Chief Operating Officer

Parachute, person, blue sky, COO needs a parachute

When I was appointed as a Chief Operating Officer in a newly formed regional MAT, I thought I knew what I was getting in to. When I wrote my application, I was confident. I had been a PA, LGB Clerk, Office Manager and Business Manager and I had worked across a national MAT leading school improvement, business, HR and governance projects. I’d worked with Senior Leadership Teams, Headteachers, Regional Directors, HR Directors and Finance Directors and I had had front line experience of Ofsted, the DfE and the ESFA.

The role of Chief Operating Officer in a MAT broadly encompasses strategic business and operational leadership, aligning and deploying the resources of the MAT to secure efficiency, effectiveness and the successful achievement of identified objectives. When re-reading my COO application as ‘research’ for this article, I couldn’t help but smile at my boundless optimism and blind determination. I had big plans. I knew exactly what needed to be done and exactly how I would do it. Only now can I see how little I really knew.

The main issue with the role of Chief Operating Officer is that due to its breadth it is difficult to define. It is bespoke to every organisation, context and individual. There are no constants or points of reference and there isn’t a standard job description. This creates both opportunity and ambiguity. For me, taking the role of Chief Operating Officer was the equivalent of jumping off a cliff and finding out I had to make my own parachute on the way down. For everyone who has followed or wishes to follow me over that cliff, here I share with you my five most important lessons:

Find your balance and do it quickly

Being a Chief Operating Officer gives you a completely different and unique perspective on your MAT. You can see everything from where you sit and for that reason you have to operate on parallel tracks; the long-term vision and the day to day. It’s your job to keep those tracks clear of obstacles and as close together as you can as delays and divergence can create chaos. This is the most challenging part of the job. Balancing the needs of the whole with the needs (and wants) of the parts. Knowing when to talk and when to listen, when to intervene and when to escalate and when to enforce and when to mediate requires remarkable judgement and absolute confidence. How well you do this can make or break you.

Credibility is key

It doesn’t matter what your job title is, what qualifications you have or where you sit on the leadership diagram if nobody listens to what you have to say. Without credibility you cannot operate effectively. Credibility is earned, it is not given. How people see you affects how they respond to you. Aligning yourself and the purpose of your role with the educational objectives of your MAT is crucial. As Chief Operating Officer of a MAT, you can’t operate in isolation. Everything you do should be about supporting the delivery of a quality education provision. Articulating your role in these terms as well as demonstrating sound knowledge, a thorough understanding of data, objectivity and empathy will go a long way to gain the confidence and trust of your teaching colleagues.

The ‘big picture’ is deeper and broader than you think

As Chief Operating Officer, you have to use every tool at your disposal to not only determine the way forward but also to forecast impending doom. The management of risk relies on you being as informed as you can possibly be – all the time. Having up to date and accurate information is essential to the decision-making process. Whether you are looking at finance, HR, facilities, service level agreements or pupil progress you need to be confident in the accuracy, consistency and integrity of the data that you receive and the data systems you use. And it doesn’t stop there. You must go on to triangulate everything you think you know. Numbers need narrative and narrative needs numbers. Whilst the destination may be set, the current reality will continue to shift and you will need to be able to split your focus accordingly in order to make truly sound assessments.

Pursue the ground truth of your MAT

A person’s perception is their reality. That means that there are potentially billions of realities out there. This may sound deep but by understanding the realities of your schools and their leaders, you can work to create a shared reality in your MAT. By seeing the world through the eyes of others, you can predict and navigate conflict with ease as well as determine the best way to support and manage change. Not only can ground truth inform your leadership style, it can also be critical when it comes to making informed decisions. Evidence can tell you a lot but intelligence can tell you a whole lot more and can be a real differentiator.

Speak up and say it straight

In your role, you sit to one side of the central accountability line. The Heads report through to the CEO and the CEO reports to the Board. Your role spans across all of these organisational layers and due to the unique perspective we spoke about earlier, the odds are that at some point you are going to see something happening or about to happen that is unacceptable, out of line or potentially apocalyptic. Unfortunately, it will often only be you that can see this happening which means that it is your responsibility to speak up. In these instances you need to be blunt, unequivocal and unwavering. Speaking up may not be pleasant but your insight and your ground truth is one of the most powerful tools that your MAT has.

Despite my steep learning curve, you’ll be pleased to know that I survived my cliff jump and I can honestly say that it was exhilarating, rewarding and satisfying. There’s been a lot of discussion recently about the possible extinction of the MAT business generalist and the increasing preference of the MAT business specialist. My view is that centralisation should not automatically lead to specialisation. The very process of centralisation results in an increase, not a decrease of moving parts, conflicting agendas and accountability. A successful MAT is an efficient and effective operation and nobody is better placed to oversee, manage and shape this operation than a Chief Operating Officer.

So, to those who are thinking of becoming a Chief Operating Officer, I can’t recommend it highly enough. And to those of you who are already, I salute you. Fly the Chief Operating Officer flag and fly it high.

Like what you’ve read? Subscribe to this blog by clicking here.

P.S. Have you joined The Business of School Leadership Facebook Group yet? For practical support, advice, tips, tools & guidance about all things school leadership, join us in the community by clicking here.

Written for: Capita SIMS Blog (@CapitaSIMS)

MATs: Retaining Staff And Driving Improvement

Female smiling, talking to female, presenting

With the introduction of performance related pay (PRP), an increase in accountability measures and workload, changes to pension and national insurance, a reduction in funding and the shifting sands of performance tables, it isn’t an understatement to say that the current ‘employment deal’, or in HR terms, the ‘psychological contract’ of the teaching profession has transformed. The psychological contract of economies past i.e. a job for life has gone. The psychological contract of today rewards performance over service and employability over loyalty. Teacher pay is now explicitly linked to performance as opposed to length of service and increasingly includes the ‘justification’ of larger than appropriate salaries.

The effect of these shifts on schools and school improvement is significant. Though school leaders are working to affect positive change in the sector over the long term, the pace of change means that it will take time to feel the impact of this in the corridors of our schools.

Whilst MATs face the same challenges as their maintained counterparts, they are better placed to influence long term sustainable change from the ‘inside out’ whilst at the same time mitigating the effect of the ‘outside in’. Whilst teachers may be disillusioned with their profession, MATs have the ability to shape their employment and working practices to provide schools in which teachers are enabled, supported and excited to teach. MATs should use the freedoms afforded to them to construct, articulate and maintain their own organisational psychological contract.

The psychological contract is the ‘silent partner’ of the employment contract but is different in that it is unwritten and subjective. It is focused around the employee expectations of the employer and how they hold up their end of the ‘employment deal’. These expectations relate to areas such as reward, recognition, development and progression, security, management support, flexibility and work/life balance and autonomy, fair treatment and trust.

The management of the psychological contract is key to positive employment relationships and the facilitation of employee choice in order to improve recruitment and retention.

Here are my 5 top tips on how MATs can assess, communicate and conserve their organisational psychological contracts:

Dig into the data

To improve recruitment and retention, you need to understand the local landscape that your MAT inhabits. Dig into the turnover data so that you can identify the pain points of your MAT. Is it attraction or retention? Is it location or legacy? Is it reputation or competition? Is it strategy or process? Is it money or marketing? Do they feel supported with the sufficient training and development opportunities? Ask staff what it is like to work for your MAT. Find out what keeps them working for you and what stops them applying for other jobs. Also, consider any differences between individual schools. Differences aren’t necessarily a bad thing but understanding them could help you improve the performance of the whole.

Root yourself in your reality

To get a truthful and complete picture of the current psychological contract of your MAT, you need to be objective. Look at your MAT policies, salary scales, performance management processes, benefits, training packages and progression routes. Determine how competitive your employment deal is and how far it goes to meet not only the needs of your MAT but also the expectations of your staff. Consider whether it is reflective of your ethos and culture. Think about what your staff have told you and identify any discrepancies. Identify what you think is going well but in reality, is falling flat and either fix it or get rid of it.

Build trust with consistency

Inconsistency is the death knell of the psychological contract. If any of your leaders operate in a way contrary to your MAT mission, vision and values it will be observed. From the moment that staff join your MAT, they are constantly yet often unconsciously assessing whether leaders do what they say they will, honour the promises they make, lead by example and apply policy fairly and consistently. Consistency of behaviours throughout all layers of the MAT is just as important as consistency of policy. External influences may be driving change and you may need to do things you don’t want to do but when it comes down to it, you and your staff are on the same side. Your staff need to trust that you will do your absolute best to treat them fairly and if for any reason you can’t and a promise needs to be broken, that not only you will be honest but that you will be supportive.

You don’t need to be better, just be different

Before you recruit, invest time in job design. When recruitment goes wrong, it tends to be before it has begun so don’t just dust off the old job description, person specification and advert. It’s in job design that the psychological contract is constructed so do it consciously and creatively.  It’s where you can not only plan for the future but also evaluate the present and learn from the past. Reflect upon where the role fits in your structure and whether it’s an attractive and do-able job. Each role has its perks and its quirks so be up front and where you can, balance them out. Don’t just do this at school level either, look across your MAT in terms of opportunity and progression. Remember, progression doesn’t have to mean ‘upwards’. If you can define progression differently in your MAT, you can expand your talent pool and your organisational capacity.

Get performance management right

In your MAT, this process is where the psychological contract is at its most vulnerable. It’s the only process aside from management that spans all the employee expectations we covered earlier; reward, recognition, development, progression, fair treatment, autonomy and trust. It shouldn’t facilitate under the table budget cuts, nor should it be a capability process in disguise. It should be a process in its own right. Some see performance related pay as an accountability measure but within your MAT it should be about development, capacity building and improving the quality of teaching i.e. a force for good rather than a blunt instrument of punishment. This way, not only will you get more from your staff, they will be more than happy to give. As a MAT, the training and development of your central and leadership teams is just as crucial as they will need to be both competent and confident using the systems and processes your MAT puts in place to monitor school performance and implement successful school improvement strategies.

As a MAT, how you do business defines both your culture and your identity so focus on the things that you can control and remember that how you do something is just as important as what you do. You can have policies and processes all day long but they must be designed and actively managed with people in mind; not only to hold them accountable or to measure them but to recognise them, reward them, bring out the best in them, engage them and value them. By doing this, the right people will not only want to work for your MAT, they will stay working for you, progress with you and move your organisation forward into the next phase of its journey.

Like what you’ve read? Subscribe to this blog by clicking here.

P.S. Have you joined The Business of School Leadership Facebook Group yet? For practical support, advice, tips, tools & guidance about all things school leadership, join us in the community by clicking here.

Written for: Capita SIMS Blog (@CapitaSIMS)

Top Tips: Supporting Your Support Staff

Planner, notebook, laptop, support planning

It’s important for school leaders, when reviewing their teacher training, levels of workload, resources and support, to ensure that frontline support staff aren’t left out.

Support teams face a variety of challenges and have diverse CPD needs, but there are some things that all school leaders can do to foster greater inclusion.

  1. Provide relevant CPD

Support staff undertake important work in areas such safeguarding, first aid, finance, HR and data protection; ensuring they possess at least the statutory training appropriate for their roles is thus essential if teachers and leaders are to maintain their focus on the school’s teaching and learning.

  1. Plan ahead

Keeping support staff in the hall for the whole of your next INSET day can be counterproductive, when they could be using that time to undertake role-specific training or carry out tasks that are difficult to complete in a normal working day.

On the other hand, excluding them completely will be similarly unhelpful, and can suggest that school leaders lack an understanding of their role. By planning ahead, ensuring that time will be available and using it appropriately, school leaders can go far in helping to alleviate workload pressures on support staff while enabling new opportunities for training.

  1. Assign responsibility

If your CPD is to be both appropriate and sensibly organised, the line managers of your support staff have to understand their responsibility for making this happen. Depending on your staff structure, it might be worth assigning this oversight to a member of the SLT or the school’s SBM, so that quality CPD can be properly identified and delivered, and its impact recorded.

  1. Communicate more

Most CPD isn’t a whole school activity, but providing quality education provision very much is – and school-wide communication is the key to making this happen. School leaders should share whole school information and messages with all staff regularly.

Make sure all support staff have their own email accounts, are included in any email briefings and bulletins, and are invited to general staff meetings. This can foster a wider team feel, regardless of how many hours people work or which specialist team they’re part of.

  1. Establish dialogue

Support staff will collectively see a lot of things that teachers and leaders often don’t. Their experience of the school will be from a different perspective, which means they can provide you with valuable insights by discussing their work, their interactions and general view of the school. Asking for their opinions, valuing their feedback and acting on their concerns can go a long way towards building your staff relationships and improving the school.

Like what you’ve read? Subscribe to this blog by clicking here.

P.S. Have you joined The Business of School Leadership Facebook Group yet? For practical support, advice, tips, tools & guidance about all things school leadership, join us in the community by clicking here.

Written for: Primary School Management Magazine (@primaryleaders)

How An Employee Assistance Programme Can Improve Staff Wellbeing

people, hands, clasped

In a recent survey carried out among teachers by Leeds Beckett University, 77% of those questioned said that poor teacher mental health was having a detrimental impact on pupil progress. According to one respondent, “So much of teaching is about relationships and patience, so this has a human impact.”

By adopting a proactive approach to supporting mental health, schools can improve the attendance and retention of their staff, while at the same time maintaining performance and reducing supply costs – but it’s important to bear in mind that schools don’t have to do this alone.

Through an Employee Assistance Programme (EAP) schools can give their staff confidential access to a number of qualified professionals, including counsellors and occupational therapists, as well as specialist helplines and online courses. An EAP will typically be flexible in terms of pricing, enabling schools to avail themselves of a personalised service while closely managing the attendant costs, and also offer additional training for managers in resolving workplace issues.

Even if the source of your colleagues’ stress isn’t directly attributable to the workplace itself, that stress can still be exacerbated by your working environment. Employers therefore have a duty to take ‘reasonable care’ in ensuring the health and safety of their employees. If such issues aren’t properly addressed there can be an adverse impact on staff performance, absence, turnover and retention, resulting in increased costs for the school. It can also lead to significant increases in the workload of managers, particularly if a matter can’t be resolved and proceeds to a formal hearing.

Managers are well-placed to directly address key workplace stressors such as workload, but they often won’t be sufficiently equipped to support staff who are dealing with external personal pressures or broader mental health issues. It’s not unusual for workplace and personal matters to become intertwined, making it harder to get to the bottom of the issue. Staff are also less likely to discuss personal issues with their manager, due to embarrassment or fear of judgement.

The type of support that staff need in such cases will typically be beyond the skillset of their line manager, but with an EAP in place, staff can get to benefit from a completely confidential forum in which they can discuss the issues involved.

The access to 24/7 support provided by an EAP can also mean that staff won’t have to wait to for a referral through their GP. Depending on the package your school chooses, they can be assessed, supported and/or signposted to other organisations before the problem escalates into something more serious.

Adopting an EAP is an investment. By engaging with the needs of your staff, your staff are more likely to engage with you and your school, ultimately resulting in a happier workforce, increased productivity and improved performance.

Like what you’ve read? Subscribe to this blog by clicking here.

P.S. Have you joined The Business of School Leadership Facebook Group yet? For practical support, advice, tips, tools & guidance about all things school leadership, join us in the community by clicking here.

Written for: Primary School Management Magazine (@primaryleaders)