Is It Time For A Change?

change

Happy New Year everyone! It’s a new year, a new term and a fresh start. The long slog of Autumn is behind you and you’re ready to hit the ground running. 

Or are you?

Sure, for some us the Autumn term is always the worst and we breathe a sigh of relief just knowing that it’s over. But for others, the thought of going back to work and picking up where we left off is enough to have us hiding under our desks, wishing that we had just a few more days of lie-ins and Netflix shows to binge on.

So, how do you know if this is just the normal ‘January blues’ or whether the New Year has magnified all the negative thoughts, feelings and anxieties that you have about your job for the other 11 months of the year?

To help you figure out how you really feel about your job and whether you should consider a change, I’ve put together the below guide to help you pinpoint exactly how you feel, why you feel that way and what you can do about it.

Your Job

First of all, think about how your job makes you feel. It doesn’t matter if you work for the best school in the world if you don’t actually enjoy what you do.

When someone asks you about your job, how do you answer? What language do you use when you talk about what you do with your friends, your family or your partner? Thinking about how you describe your job to other people is a good way to get an insight into how you really feel deep down.

When you think about the actual nitty-gritty of your to-do list, how much of what you do, do you actually enjoy? Sure, some of the specifics may not be glamorous or exciting but does the sense of accomplishment you get from a job well done make it all worthwhile? 

We all know that the job of SBL comes with many challenges, work/life balance being a critical one. I maintain that this is not a science – it’s different for everyone and we all have different tolerances and mechanisms to keep things as balanced as we can. But if you feel like you’re constantly out of balance or you’re heading for burn out, then that’s something you can’t ignore. If this is something you’re struggling with, consider where these pressures and expectations are coming from and whether there’s anything you can do to shift things to a more positive and healthy place.

Where You Work

Now spend some time thinking about where your work. You might still be in love with your job but you’re just not working for the right organisation and it’s time for a change.

Earlier, I said how you speak about your job to others can give you an idea as to how you really feel. Now think about how you speak to others about your school. Are you proud to tell people where you work? Would you recommend that someone apply for a job there?

Now think about your line manager and your colleagues. Do you have good relationships with them? Are interactions positive, supportive and respectful? You don’t have to be BFFs with everyone but considering how much of your life you spend at work, it’s important that overall, your relationships are healthy and are not having a negative impact on you.

What about the opportunities you have at work? Does your organisation recognise the skills you have and the great work that you do? If you don’t feel supported, recognised or invested in, then this is bound to affect how you not only view your role but also your organisation. 

What Should You Do?

If any of the above has hit a nerve, then consider these questions:

  1. How long have I been feeling negatively about my job? 
  2. Where does the bad feeling come from?
  3. Is this a temporary situation and is change on the horizon?
  4. Does where I work impact on how I feel about my role and whether I feel I can do it well?
  5. Does my relationship with my line manager or colleagues negatively affect me in my role and is there anything I can do about that?
  6. Do I control my work schedule or is it controlling me? 
  7. What changes can I make to my role or the way that I work to make things better for myself?
  8. What aspirations do I have for the future and do I feel supported to achieve them?
  9. Do I need support to improve my situation and if so, where can I find it?
  10. Is this really the job and/or organisation for me and if not, is it time to make a change?

You might have read this article and decided that you’re absolutely in the right job and working at the right school. If so, congratulations! Know that these ‘January blues’ will pass and that you’re on the right path.

But if you’ve read this and you’ve found yourself muttering to yourself in exasperation, then there’s really only one thing for it. Use your reflections and newfound clarity to create a plan. It could be a change plan, an exit plan or a career plan. It doesn’t matter if it’s finely detailed or broad brushstrokes and it doesn’t matter if it’s a six-week plan or a six-month plan. Just know that by taking action you will not only move forward, you will empower yourself to achieve the job satisfaction you deserve. 

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)

SBL Surgery 5: How To Stand Up For Yourself & Set Boundaries

Boundaries

At the beginning of each year I think, “It’s time for a change” – and each year, while more gets piled onto my plate at work, nothing changes. I don’t know how to stand up for myself and I’m sure I’ve become known as a doormat. Now that everyone thinks that, and takes advantage of it, how do I break out of that mould and speak my mind?

I feel your pain. I’ve been there. We think if we take more on then people will see us as more valuable, more efficient and part of the team. What we’re really doing is making our time less valuable, ourselves more inefficient and, likely, carrying members of the team who should be pulling more of their own weight!

As SBLs we are programmed to fix and firefight any issues that come our way. However, if staff constantly come to us with something to fix, and we do it, we don’t realise that we are not making things better. Instead, we are inadvertently creating a situation where staff don’t feel that they have to keep to deadline, or to plan appropriately, because we will swoop in and save the day.

The first thing you need to ask yourself is, “How have I got here?”

  • Is it taking on jobs that aren’t yours?
  • Is it saying ‘Yes’ to too many people at once?
  • Is it not being able to say ‘No’?
  • Is it because you’re worried what will happen if you say ‘No’?
  • Is it not feeling able to delegate?

Maybe it’s just one, or maybe it’s a combination of all these things. It doesn’t matter. All of these things require one solution. Boundaries.

You need to define them, establish them and maintain them. By setting boundaries, not only will you feel more confident, you will be able to hold others to account in terms of them doing their actual job, meeting their own deadlines and not getting away with dumping on you. Here’s how:

Create structure in as many parts of your role as you can
  • What you do – what does your job require of you (so you can get clear on what isn’t required).
  • How you do it – is it all you, is it something that can be delegated, does it need input from other people (so you can organise and arrange meetings and follow-ups accordingly).
  • When you do it – what your deadlines are (so you can prioritise your tasks and time)
Look at your list and now compare it to your current to-do list. How many things are:
  • not priority;
  • not your job;
  • not doable without support/input from others.
Come up with a plan to deal with everything you’ve listed such as:
  • Review deadlines and prioritise accordingly against your core role and tasks.
  • Communicate revised deadlines to relevant people.
  • Request further input/support from relevant people.
  • Delegate or pass on anything that isn’t your job to the person whose job it actually is.
Establish a language that clearly communicates your boundaries to others in a variety of situations, such as:
  • “Of course, I’ll look at this in more detail and let you know when I can get this done by.”
  • “I understand that this is a priority for you but if I do this before that and that then it’s going to create a conflict/means that won’t get done. I’m afraid it will have to wait but I’ll get to it as soon as I can.” (Depending on who is asking and what the task is, you might say, “What would you like me to do first?” or, “I’ll check this out with the head and see how s/he would like me to deal with this.”)
  • “I can see why you’ve asked me about this but it’s actually someone else’s I’ll pass it on/You should pass it on.”
  • “From what you’ve said, I’m not clear exactly what’s involved – can you please explain it to me in more detail so I can prioritise accordingly?”
  • “I’m working on something else at the moment but I’ll ask one of my team to look at this and get back to you if I/they need more information.”
  • “I’ve taken this as far as I can with the information that I have. I’m passing this to you/back to you and, when you’ve done your part, we can get together and discuss what the next step should be.”
  • “This task has been on my list for a while but I can’t complete it until someone provides me with this. When I have what I need, I’ll let you know when I can get it done by.”
  • “I have a number of deadlines that I’m working to right now and, if you leave this with me, it just won’t get done in the time you’ve specified. If it can wait, that’s great. If not, it might be quicker to do this yourself/ask someone else.”

You don’t have to go into work and suddenly announce your new boundaries. You don’t have to start shouting “No” to everyone who crosses your path; you don’t have to become a whole new person overnight! Start with this plan and try out some of the phrases above and see how it feels. By doing this, you are educating others about your boundaries. The more consistent you are, the more those around you will gradually learn and start thinking before they ask you for something, making the whole process a little less scary and a lot more manageable.

Brené Brown, one of my favourite authors, says, “Daring to set boundaries is about having the courage to love ourselves, even when we risk disappointing others.” I say, let them be disappointed. Let them see that you are not a doormat, your time should be respected and, with appropriate boundaries in place, you will get the job done!

A stressed out SBL is not good for your school and it’s not good for you. By setting boundaries, not only will your workload improve, so will your wellbeing. Choose you, and don’t apologise to anyone for it!

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)

SBL Surgery 4: How To Be Seen As A Team Player

Team Player

“I often feel like I don’t have anything to offer when it comes to being a useful cog in my SLT – how can I feel like more of a team player, and come across as such?”

Picture this: the building you’re standing in is cold and dark. No lights, no heating. The doors are wide open and the corridors are smelly and filthy. Classroom cupboards are empty and bins are overflowing. The ‘phones are dead and the toilets won’t flush. The kitchen is full of equipment that doesn’t work and the fridge is bare. The bills didn’t get paid because the money ran out. A stack of resignation letters is stacked haphazardly on a desk; staff didn’t get paid, so they left. You are standing in a school without an SBM.

Okay, admittedly, this is a little apocalyptic – but you get where I’m coming from! You are not just a cog; you’re not even just a ‘useful’ cog. You are an essential cog.

To be honest, if you’re doing your job well then people will probably not pay attention at all to what you do, because it’s seamless. Everything works; the budget gets set and the money gets spent appropriately, the lights stay on, the heating kicks in at 7am, the children get their fish fingers, the science text books get ordered, the site gates are unlocked and locked, the rubbish gets removed, the paint stains are cleaned from the carpet, teachers get paid and can go Christmas shopping… it’s a machine so slick that it becomes invisible…and nobody questions it.

So, if when it’s good, it’s invisible – what does it all mean? Should it be taken for granted? Does it make what you do less valuable somehow? No!

Your role is to support the delivery of quality education provision. Everything you do, directly or indirectly, contributes to this mission. By starting from this position you should not only be able to see your role more broadly, but also with clarity.

When you are clear of the value that your role provides, you can then articulate it to your SLT and staff in a way that they can understand:

  • Why is it important that they save money here, but spend it over there?
  • What risks are we escaping if we do something this way instead of another way?
  • What impact can we have if we do this differently from the way that we’ve always done it?
  • What will this initiative allow us to offer tomorrow that we can’t today?
  • What support can our team give you to make this happen faster and more effectively?
  • What can our team do to support teachers to deliver more effectively in the classroom?
  • What information can I give you to help you make a truly informed decision?

You may lead number of teams, and work alongside the senior leadership team, but nobody in the school has first-hand knowledge of the demands of your role or the capacity required to deliver it. You are the ‘only one’. You are unique.

To be part of the team you don’t have to be the same as the team. Wear your uniqueness like a badge and shine brightly like the star that you are!

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)

SBL Surgery 3: How To Prepare For Difficult Conversations

Difficult Conversation

“How do I prepare for, and carry out, difficult conversations with team members?”

I cannot tell you how many SBMs have asked me this – it is one of the most common questions I get asked as a coach and mentor. And there’s a reason for that; no matter how experienced you are, having a difficult conversation with a team member is always challenging. There are so many types of ‘difficult’ conversation (performance, conduct, absence, informal, investigative, formal) and each one is unique. Why? Because we’re dealing with people – people’s motivations, behaviours, responses – all of which are either not entirely obvious or completely unpredictable.

For this reason, I’m going to share with you some advice to consider in all of the above scenarios.

Be sure you are the right person to have the conversation

Whilst they may be part of your team, what they have done – or whether you are the right person to address what they have done – should be considered carefully. In some circumstances it may be that it is more appropriate for someone else to have the conversation. Don’t get me wrong, you usually are the right person but complex cases might mean thinking ‘outside of the box’.

Be sure that you’ve got your facts straight

In certain situations there is irrefutable evidence; however, in many, we have to rely on our judgement about what’s right, what’s not and what constitutes acceptable standards. Before you sit down with a team member, ensure that you are clear on why you have determined their behaviour/performance to be unacceptable and your reasons for raising it now.

Consider all evidence

Don’t restrict yourself to the issue at hand; take a wider look at context. Is this change in behaviour or performance recent? Is there an obvious trigger? Has there been a change to their role or responsibilities? Is there something going on at home? All of these factors will likely come into play during the meeting so include any information you already know into your meeting preparation.

Get yourself in the right mindset

You need to go into the meeting open-minded in order to avoid jumping to conclusions. It’s easy to overlay a narrative onto a situation when, in reality, you only have half the story. Until you speak to your team member, you can’t assume anything. The focus of the meeting isn’t to judge, it’s to find out what’s going on. Approach the meeting with curiosity and ask as many questions as you need to, to find out what you need to know. Decide what you want your ideal outcome to be, but be flexible in your approach. Be prepared to truly listen and consider what the right outcome is based on what you’re hearing.

Prepare a framework for your discussion

Some people use scripts; I prefer frameworks. Bullet the key points and milestones you need to hit in the meeting as well as any key phrases you may be required to say, in accordance with policy. Make sure that your meeting closes strong i.e. you’re clear about your expectations, moving forward, what the consequences are if these are not met and any actions that you agree to take. If the conversation goes completely off-piste, and you’re not sure what to do, don’t be afraid to adjourn the meeting and agree to schedule another once you’ve had time to reflect.

Remember to follow up

Whatever you’ve agreed to do as a result of your conversation, do it. Arrange another meeting or a check-in meeting, source appropriate CPD, refer them to occupational health etc. This is crucial – especially if you expect a formal process to progress – you must deliver on everything you said you would, in a timely and reasonable manner.

And finally…

It’s natural to doubt yourself at first – it shows you are taking your responsibility as a manager seriously – but when you start to worry about how the person will respond to you, or what other staff will think of you, you can begin to talk yourself out of having the conversation at all.

Stop! Take a moment to check in with yourself. What do you think about the situation? Ask yourself what would happen if you didn’t have that conversation? Who would be impacted if this issue didn’t get addressed? Is it fair to other staff that this staff member acts in this way? What kind of school do you work in and does this person represent a good example of its values?

If you go into a meeting not only knowing the facts but also knowing that what you are doing is the right thing, then the fog of fear begins to lift, and your confidence begins to grow. Sure, the member of staff might not be happy with what you have to say – but the cost of not saying it is much higher.

If you’re still feeling anxious about having a difficult conversation or you have a particular difficult member of staff on your team, I’ve put together a free, detailed step-by-step guide so you can be confident in what you’re doing and what you’re saying – just click the image below to download:

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)

SBL Surgery 2: Are You Feeling Out Of Your Depth?

Out Of Your Depth

“What do I do when I’m out of my depth, but I can’t tell my boss or they’ll think I’m incompetent?”

Right, you’ve made some pretty big statements here so I’m going to unpick them a little bit to help you work out what your next step should be. Grab a pen and a piece of paper and work through this prescribed exercise. Trust me – this is #SBLSurgery!

Step 1:

You’ve told me you’re ‘out of your depth’. Whilst you may be feeling overwhelmed right now, it’s really important that we dig into this and what it specifically means to you.

Write down exactly what it is that is causing you to feel out of your depth. It could be:

  • Workload and time management – you know you are able to do everything, but there aren’t enough hours in the day.
  • Work/life balance – you’ve come up with the answer to ‘hours in the day’ by working evenings and weekends.
  • Relationships with colleagues – you’re not getting the support you need from other staff/senior leaders.
  • Knowledge – maybe you don’t feel as up-to-speed or as experienced as you’d like to be in certain areas.
  • Line management responsibilities – you line manage a lot of people; it’s time consuming and you absolutely hate it.

It may be one or more of the above – it might even be something completely different, and that’s okay. But, the more specific we can be about the issues that you’re facing, the easier it will be for us to put plans in place to address them.

When you’ve identified the specific areas that are making you feel out of your depth, spend some time reflecting on how you got here and when it started to get really bad. Maybe it was a breakdown in communication or of a working relationship. Maybe you’re operating within a structure that has inefficient ways of working, or maybe there has been an increasing conflict of priorities or a difference of opinion.

Step 2:

Now ask yourself: if you could wave a magic wand tomorrow, and make this problem go away, what would your world look like then? What would change? What would be better?

If you’re thinking that the problem you have is completely out of your control and you don’t have the power to resolve it, ask yourself, ‘How can I mitigate the impact? What changes can I make to how I work? Do I need to look to other colleagues to help me resolve this?’

Write down a set of action steps that will take you from where you are now and on the yellow brick road to ‘magic wand world’. These might include:

  • Reviewing your job description.
  • Studying for a qualification.
  • Undertaking bespoke training to develop a specific skill eg. time management, having difficult conversations etc.
  • Finding a mentor.
  • Working with a coach.
  • Arranging a meeting or speaking with a colleague or your line manager.
  • Short-term support measures such as a day working from home, delegation to a colleague for a period of time, etc.

It might even be applying for another job!

There are no right or wrong answers here; the aim is to help you to move away from the emotion of your situation and into a practical mindset.

Step 3:

You conclude by saying that that you can’t tell your boss how you are feeling or they’ll think you are incompetent.

Consider first whether your perception is truly accurate because maybe, just maybe, you’ve lost a little bit of perspective. What makes you think this? How do you know that this is a truth and not just an assumption? Have you given them the chance to support you? Have they ever made you feel negatively about yourself before?

If your relationship with your boss really isn’t great, and they would be the last person you would confide in about how you are feeling, then this is ok too! I’ve felt this way about a lot of my bosses.

However, there are ways you can articulate what you need to your boss without feeling like you’re exposing your vulnerabilities too much. Using your list of concrete actions and the list of things you need to help you get where you need to be, you can approach your boss in a very objective and pragmatic way.

For example, you might say – ‘Project x is behind because of y. To complete it, I need w and z to get it done.’ This could be a day working from home, time with a colleague to receive input, support from a colleague for a period of time to allow you to give your complete focus to the problematic task, additional training, etc.

If you can be specific about the issues, and clear about your need, then the emotion is removed and the conversation remains practical.

Now whilst this approach might be the magic solution that helps you to meet your boss where they are, and give you the control you need over the situation, it also might not be. It could be a band-aid for a relationship that’s truly broken down.

The importance of being valued

Right now, you may not feel valued by your head; your salary may not reflect your skills or your responsibility and you may wonder what on earth the point of speaking up is at all. But, the fact is, you owe it to yourself to be seen, to be heard, to be valued and to be recognised. Don’t give up. If you don’t do anything about this situation then everybody loses. More importantly, you lose. You will deskill yourself by default.

If you can, hand on heart, say that you’ve done all you can where you are now, then you need to be preparing for that next job; that job interview at that school where that headteacher wants to hear what you have to say, wants to take your advice, wants to make sure you’re recognised for what you do and, even more importantly, wants to support you.

You can do what needs to be done; I’ve got every faith in you.

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)

SBL Surgery 1: For New SBMs

New SBM
In the first part of a new series the @EdExec resident agony aunt (me!), answers SBMs’ questions about their roles, their lives – and everything in between

“I’ve just moved into my new role as an SBM and I’m (understandably, I think!) feeling a little overwhelmed before I even begin – can you advise me on keeping calm, confident and focused as I begin this new adventure?”

First of all, congratulations on your new job as a new SBM – you are about to embark on the most exhilarating and crazy role of your career! An adventure is the perfect way to describe it. Along your path you will come across heroes, villains, treasures and trap doors. To navigate this weird and wonderful world, you’ll need to do one thing consistently, above all else, and it will be this that keeps you both calm and focused as well as sure-footed in everything that you do.

Get organised – and, more importantly, stay organised. Whilst you’re busy learning, observing and taking in your new surroundings, you’ll be expected to get on with the day job. Organising yourself, your thoughts, your tasks and your teams is the key to not only moving forward but also maintaining momentum and making informed decisions.

Though there are many things that will draw your attention in the first term, my advice is to not lose focus on these five things:

  1. Whilst you may feel overwhelmed right now, this stage of your journey is ripe with opportunity. You will never see your organisation through the same eyes again so take advantage of your fresh and unique perspective; being green, keen, enthusiastic and naive in your new role is the perfect time to ask bold questions. This shiny newness wears off pretty quickly, so you’ll want to take full advantage while you can.
  2. Make time to observe. It’s super important that you capture all your findings and observations during this time, so buy yourself some fabulous stationery and start writing! These notes will come in handy when it comes to organising your thoughts, triangulating what you’ve seen with what you’ve been told and planning your priorities and next steps.
  3. Make peace with the fact that you will have a to-do list that will never get done. Someone, somewhere will always expect something from you. Plan your calendar out in as much detail as you can to pre-empt as many of these demands as possible. Start by reviewing the school calendar and adding in key dates. Set preparation deadlines for yourself and your team and speak to key staff to ensure that you are clear what is expected of you. Make sure to add in any external deadlines also e.g. census returns, financial reporting etc.
  4. When you’re conflicted, ask for help. If you can foresee a clash of priorities or a ball at risk of being dropped, speak to your headteacher and ask for guidance; take your lead from their priorities and use these to underpin your own.
  5. As a new SBM, you only have one shot to make a first impression. Setting boundaries and expectations is critical but so is establishing and maintaining relationships with staff to get them – and keep them – on board. How people see you will directly impact how they interact with you so making conscious choices now about how you interact with them will make your job so much easier down the road.
  6. Because you are, in effect, ‘the only one’, you may find yourself feeling overwhelmed more often than you’d like – this is a perfectly normal feeling to have. One thing that all SBMs agree on, both new and long-serving, is that you don’t have to do this alone. Support is out there in many forms if you know where to look for it. To find out how to build both formal and informal SBM networks, check out this article: It’s Good To Talk

One final thought… whether you are new to education or new to the role, being an SBM is an exciting opportunity to make a difference. Enjoy the ride, make sure you have a stash of chocolate and always, always, always have a list!

…and speaking of lists! I’ve put together a free resource to help you navigate your first term as an SBM – just click the image below:

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)

Should your MAT consider GAG pooling?

money, growth, GAG pooling

In the world of Academies, GAG pooling is seen as something of a taboo. Though it first featured in the Academies Financial Handbook in 2013, it has been until recently, largely ignored. 

With the increasing financial pressures on the sector and the depletion of resources throughout the system, it has steadily risen to the top of the agenda. 

The DfE, the ESFA and numerous financial experts all cite the process of GAG pooling as a way to further increase efficiencies and improve the effectiveness of MATs.

The Academies Benchmark Report 2019 by Kreston, states that:

“To enable financial governance to continue to improve it is essential that MATs become more centralised. This will, in turn, facilitate GAG pooling which will enable MATs to ‘look after‘ the financially weakest schools in the system.”

In a letter to auditors in June 2018, Theodore Agnew, the Parliamentary Under-Secretary of State for the School System said:

“I would like to share more widely across the audit sector several key points that will help boards govern more effectively and make best use of the freedoms they have. We are aware that a substantial proportion of trusts are still hesitant about implementing some of the freedoms and mechanisms to enable this.”

He encourages auditors to discuss these freedoms with their clients; GAG pooling being at the top of the list.

He said: 

“This is one of the greatest freedoms a MAT has. The opportunity to pool GAG is particularly valuable, in particular, to simplify the provision of support to weaker schools in a MAT until they can grow their pupil numbers. It is worth remembering that a MAT is a single financial entity.” 

Interestingly, out of the 350 Trusts represented in the Kreston report, only 3 are currently GAG pooling. In the opinion of Kreston, it is clear that ‘there is something holding the sector back’.

There’s no doubt that moving to a GAG pooling model requires a significant shift in both the mindset of leadership and governance and the culture, systems and processes of the organisation. 

But with approximately 50% of MATs showing an in-year deficit, an increasing number of MATs having a cumulative deficit and continually depleting reserves sector-wide, why are so many MATs reluctant to GAG pool?

The Kreston report states that MATs said they were not GAG pooling because:

  • The politics were challenging (SLT, Trustees, LGBs) 46%
  • Financial position 22%
  • It was too difficult to implement 14%
  • They will do it or are seriously considering it 5%
  • Other reason 13%

The issues surrounding the ‘politics’ of GAG pooling include:

  • The belief that school-level funding allocations are for the benefit of the students in a specific school and therefore should not be redistributed  
  • The concern that the deployment of resources from a central perspective would disadvantage individual schools and students 
  • The reduction in the autonomy of schools, Headteachers and Local Governing Bodies 

If the financial landscape was rosier, it’s clear that GAG pooling would remain an overlooked clause hidden in the depths of the Academies Financial Handbook. But with the financial future of the sector looking increasingly bleak, MATs may find themselves having to grasp this nettle.

If you’re open-minded to the concept or are actively considering GAG pooling and you’re wondering how best to approach it, then I’ve put together a list of frequently asked questions to help you navigate this largely uncharted territory. 

What options do we have in relation to GAG pooling?

In truth, though the concept is outlined in the Academies Financial Handbook, the actual ‘how’ is not so clearly defined. GAG pooling can mean any one of the following:

  1. Receiving all school funding centrally and allocating resources to individual schools and to the centre (removing the need to top-slice a ‘management fee’)
  2. Allowing school allocations to continue at a local level but pool reserves and other specified incomes streams (whilst continuing to top slice a ‘management fee’)
  3. In addition to the top sliced ‘management fee’, top slice an additional specified amount for central reserves/contingency
  4. Increase the percentage of the management fee and from this, create a centralised reserve
How could we use these pooled funds?

Again, it depends on where the money comes from, how much of it is pooled and the overarching strategy of the MAT. Outside of school allocation, (however this is determined), the money can be used for:

  • Supporting the financially weaker schools in the MAT
  • Creating a contingency for cashflow, unforeseen emergency costs, building maintenance, ICT replenishment etc.
  • Increasing central resource and achieve efficiency savings MAT-wide (through centralisation and procurement)
  • Funding projects cross-MAT to support improvement and build capacity
In what situation would GAG pooling be most effective?

If there are clear inequities across your schools funding with surpluses and reserves varying to the extreme, you can argue a case for GAG pooling. The ESFA, though it monitors individual school performance, is more interested in the overall financial sustainability of the MAT as a whole. GAG pooling is one way to secure that. For financially vulnerable schools, joining a MAT should provide them with adequate protection rather than expose them to further threat.

If all of the schools in the MAT are running close to the red line, then you could argue that pooling these funds would not achieve much at all; like shifting the deck chairs around on the Titanic. If your central budget is not capable of generating surpluses either, then your MAT will likely need to consider a more drastic approach to bring things back into line and secure sustainability. 

But redistributing funds away from the schools it was intended for is not right!

You could argue that having a ‘management fee’ does exactly the same thing as GAG pooling but is simply called something different.  When you look at the size of or uses of the ‘management fee’ in some MATs, it could be said that they are GAG pooling already, with some reserves and contingencies sitting centrally. The difference with this is that the route to challenge and scrutiny by the schools is stronger and more defined in terms of quantifying the value for money provided by the MAT. In fact, I worked with a Head recently who said they felt the management fee that they paid their MAT was too low and they would gladly pay more to enable the MAT to do more for them. 

If the MAT has a large amount of cash sitting in the bank but ‘cannot’ use it, it will merely be an onlooker as one or more of its financially weaker schools fail; thus negligent in its financial stewardship. In these cases, if the sole purpose of GAG pooling is to secure long-term financial sustainability of the MAT, then GAG pooling in some form should be a no-brainer.

So how do we reconcile the inequity that GAG pooling creates in the schools that are financially effective?

MATs need to decide how committed they are to GAG pooling and whether they are in it for the long term. Depending on the level of need and ‘pooling’ that needs to be done, MATs might consider some form of internal loan and repayment system to overcome short-term difficulties. If the GAG pooling mechanism is being used as a means to secure sustainability in the short term – either until funding becomes adequate, pupil numbers increase, or further local efficiencies can be achieved – then the MAT can account for the internal redistribution and repayment of funds. This mitigates the perspective of schools ‘losing’ or ‘giving away’ their reserves and being ‘penalised’ for their financial efficiencies. This option should be considered carefully, taking into account context, the level of need, the financial position and the long-term goals of the MAT. GAG pooling in any form needs to be articulated clearly in relevant MAT policies including the Reserves Policy.

What if there are other reasons that we need to use the reserves/pooled resources?

Implementing a transparent system around the management of these reserves is essential. If your MAT is pooling reserves to secure tighter financial control, it should implement a process whereby schools can apply for funds as and when they need it. The MAT should ensure that the criteria for decisions taken and the prioritisation of expenditure are clear so that no school feels like it has been unfairly treated. The Academies Financial Handbook states that an appeals process for such circumstances be articulated clearly in MAT policies. My advice is that the more specific you are around the allocation of pooled resource, the less chance there is that complications will arise further down the line. Ambiguity fosters distrust. If the MAT doesn’t have a robust process for managing GAG pooled resource and cannot justify its expenditure decisions, then appeals may be lost and the impact on the relationships within and the culture of the MAT may be devastating. 

What about the National Funding Formula?

If the National Funding Formula achieves its goal to balance funding across UK schools, then this will ‘iron out’ any imbalance that the GAG pooling process is designed to achieve – thus making GAG pooling, at least at its extreme, redundant. Instead, the focus will shift back to the ‘management fee’ and value for money of the MAT. 

Our MAT isn’t in financial difficulty – should we still consider GAG pooling?

If your MAT is in a sound financial position but determines that it could add more value if it had more control over its funds, then this is where GAG pooling becomes particularly contentious; especially if you’re opting for Option 1 – total control over school allocation. In effect, it means that your MAT is saying that it will override the methodology of the funding formula and all its component parts and determine itself how much money each school needs – in other words, ‘acting like a Local Authority’ (Robert Hill). This is where the argument in relation to the autonomy of Headteachers and Governing Bodies grows strong. If a MAT opts for this type of GAG pooling, it indicates a significant shift in culture, operation and autonomy beyond what is currently common in the sector. These ripple effects will impact on the role of the Head, the management of the schools and the way in which the Scheme of Delegation operates. 

Before going down this path, the Trustees and central team need to be clear about what they are trying to achieve and whether GAG pooling is really the best way to do it.

Our MAT is looking to grow – should we be looking at GAG pooling?

Much of your decision making in relation to GAG pooling will depend on the points made above. However, growth does pose both financial opportunities and threats to a MAT. If your MAT is looking to grow, GAG pooling is just one piece of the puzzle and should be considered in relation to the context, strategy and objectives of your MAT both in its current and future state.

For those MATs who are looking to grow or are already in a growth phase, download my Guidance for Growth Tool, written for Capita SIMS, to enable you to articulate your vision for growth, test and risk-assess your strategy and identify actions to implement your strategy successfully. Just click the image below:

Cover, guidance, tool, growth, MAT
So how do we move forward?

In summary, there isn’t a one-size fits all answer to GAG pooling. You’ll need to assess the current position of your MAT and identify your long-term challenges, priorities and goals to see if it is the right path for you. 

For additional advice in relation to GAG pooling, get in touch with your auditors who will be able to provide you with bespoke, detailed guidance and 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.

3 Ways To Make A Good Impression At Interview

Interview

There are few things more nerve-wracking than attending an interview. 

We worry about what we should wear, what time we need to leave at, what questions we might be asked and whether the other candidates will be better than us. But in all honesty, once we set foot through those doors what happens next is anybody’s guess.

The only thing that we can focus on is how we perform, how we come across and doing the best that we can to convince the panel that we are the person that they’re looking for. 

If you’ve not had an interview in a long time or you’re preparing for one right now and want to make sure you’ve got your bases covered, then this blog post is for you.

As an experienced interviewer, I’m going to share with you some of the things that I look for and have trained other interviewers to look for outside of the 45 minutes that you’re sat in front of the panel. 

Whilst some of these might seem like small things, put them together and they add up to either a good impression or a bad impression. Sure, you want to be a memorable candidate but make sure that it’s for the right reasons!

1. Presentation

Beyond the obvious, in terms of whether you’ve dressed appropriately for the day, we’re going to be checking out your body language. We’re going to be looking for whether you make eye contact with us when you introduce yourself, whether you smile and whether you’re giving off good energy. No, I’m not going woo-woo on you! I mean, are you presenting as someone that’s happy to be here? Good recruiters don’t judge people for being nervous, but they will be able to tell if you’re positively engaged in the process the moment that they meet you. Show them you’re invested in the opportunity or they will feel you are wasting their time.

True story…

Unsurprisingly, the worst impressions I’ve had of candidates have been within the first 30 seconds. I’ve seen them slouched on chairs, had them chatting away on their phone and refusing to hang up and even ignore me completely to watch what was going on behind me as I introduced myself. As a recruiter, it’s difficult to shake these first impressions and it means that these candidates have to work a lot harder throughout the day to recover from this, even if they don’t know it.

2. Preparation

Candidates who’ve done their homework and ask insightful questions make an impact. Those who make reference to our organisation when they answer questions during their interview impress us. So do candidates who bring along everything that we’ve asked them to; identification, qualifications etc. By doing your research and providing any additional information we need you show that you are prepared, that you’re well informed and that you pay attention to detail.

True story…

I’ve had candidates who have not only arrived late but have then gone to great lengths to bemoan their commute. They’d say things like ‘wow, I didn’t realise it was this far away’. It might seem obvious to most of us, but they clearly didn’t check out our location or Google Map their route beforehand. Any candidate who said this basically told me that they were already having doubts about working for us and made me wonder that if they did accept the job, how long they would stay.

3. Attitude

What we don’t openly tell you (but you should assume) is that we’re watching you for the entire time that you’re in the building. Ok, maybe not the entire time – you’re safe in the toilet – but everywhere else, you’re under observation. It’s important that you treat everybody that you come across as a potential interviewer. Ensure that your behaviour and attitude throughout the day is consistent with how you present to the panel.

True story…

I’ve had candidates be rude to the Receptionist, throw a tantrum at the ICT Technician who was trying to help them log on to a laptop and even talk openly on the phone, negatively, about the interview day. The panel got to hear about it and of course, they took this into consideration during their deliberation.

Why these things are important…

All these things are hard to measure, and they’re not covered in the person specification. But when it comes to looking beyond what can be measured, we’re going to start considering who would be a good fit in our organisation. How you conduct yourself throughout the day shows a lot about the type of person you are and what your values are. As recruiters, if we’re stuck between two candidates who have performed equally well, we’re ultimately going to pick the candidate who we feel can not only work with us best but also represent us and what we stand for.

With all the above being said, I don’t want you to think that if you’ve forgotten your ID you’ve blown it. Or if you’ve had to take a call from your boiler repairman at an inconvenient time that we’re going to write you off. How you manage any hiccups throughout the day also tells us a lot about you. So be open, be honest and be professional.

One final thing that you should remember is that you are interviewing us too. If you show up for an interview and you’re greeted by someone who doesn’t make you feel welcome, if staff are rude to you or if the day is completely chaotic, this will tell you a lot about how the organisation operates and will give you an insight about what it would be like to work there. Again, issues crop up – printers don’t work, a panel member might have been replaced at the last minute or a meeting room might have been double-booked. Watch how we handle it and you will learn a lot about us too!

This blog is part of a series – to read my other posts about how to decide if you’re in the right job, mapping your career path, choosing the right CPD and writing a stand-out application, click here.

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.

Top Tips: Making Your Application Stand Out

application, stand out

In all the roles I’ve had in education in the last decade, I’ve led on recruitment. I’ve recruited Executive Leaders, Headteachers, Senior Leaders, Support Staff and temporary staff.

Whilst the roles and job descriptions vary, the application process does not. I must have read thousands of application forms over the years and whilst some have been amazing and even a pleasure to read, many have had me banging my head off the desk.

If you’re considering applying for a new job or are in the process of writing an application, then this blog post is for you.

Here are my top 7 tips for writing a quality application. By taking note of these, not only will you increase your chances of getting an interview, you will also help those who manage recruitment in schools and MATs stay sane!

1. Do your research

Before you start writing your application, ensure that you:

  • Read the advert, job description and person specification carefully and thoroughly
  • Look at the website to learn more about the organisation
  • Research the structure of the organisation and the governance arrangements
  • Check the latest Ofsted report and performance tables
  • Google the name of the organisation (and its leader) and see what comes up
  • Research the community they serve as well as their partnerships, collaborations and affiliations with other stakeholders

All of the above will help you to understand the organisation you’re applying to work for as well as where your role fits in the broader picture. 

2. Arrange a visit 

Visit the organisation before you submit your application. This is especially important for leadership roles. It may save you time in the long run and you will learn so much. Before your visit, make sure you use your research to draft some questions to ask when you’re there. The aim of a visit is to find out more about the organisation as well as see what it’s like in action. Is it somewhere you can see yourself working? What are the people like? How does it feel? If you don’t like it, you’ve not wasted your time writing an application. If you do like it, the insights you gain will help you to write a stronger application. Win-win!

3. Do exactly what you’re asked to do

Wherever there is a box on an application form, always write something in it; even if it’s N/A. It shows that you’ve read the form thoroughly and it doesn’t leave recruiters wondering if you left a box blank accidentally. If they ask for online applications, submit it online – don’t post it. If they specify a format for an answer, use it. If they ask you to keep your answers to a specific length, do it. By completing the application correctly, you’ll not only demonstrate your ability to follow instructions but also the recruiter will be very grateful! 

4. Personalise it

Filling out applications is time-consuming. The education sector does not do enough to make it easy to apply for jobs, especially if you are applying for multiple jobs simultaneously. This is why you need to be savvy in terms of personalisation and structure. All recruiters have to judge you on at this stage, is what you write on that application so, as small as these things may seem, they matter a lot. Recruiters will make a judgement about you if you address your application to the wrong person or leave in references to the last organisation you applied to. When recruiters read your application, you want them to feel that you’re invested in getting this job, not just a job. It’s harsh but it’s true; if you slip up on this one or you write an application that is clearly copied and pasted (they can tell), then you could be bumped down the shortlist. 

5. Structure it

Recruiters learn the most about applicants from their ‘personal statement’. The first few pages of the form are to check that you meet the basic requirements in relation to education, qualifications and suitability. The personal statement is what truly differentiates you as a candidate and can be the difference between your application being selected or tossed to the side.

Make sure that your personal statement:

  • Outlines your knowledge, skills and experience in a way that directly relates to the role and person specification – before you start writing, map out the criteria and write some bullet points for each area to ensure that you don’t miss anything 
  • Is written in a way that is easy for recruiters to tick off the criteria listed in the person specification – they don’t want to spend time hunting through pages and pages of narrative. They shouldn’t have to try to figure out whether what you’re saying matches the person they are looking for. You should make it abundantly clear. (Also, if you structure your personal statement carefully, you’ll find it easier to personalise and edit it for other applications)
  • References your experience explicitly and specifically – some applicants think that it is enough to say that they meet the criteria without demonstrating how, or fill the page with broad, vague statements. Be specific about what you’ve done, how you did it and what impact you had so there is no room to question your expertise or credibility as a candidate.
  • Uses your research to best effect – whilst maintaining your focus on the role you’re applying for, look for ways to incorporate other skills and experience that may be relevant but not explicitly referenced on the person specification. If you know that literacy is an issue and you have previously led a successful reading initiative, then talk about it. If you know that finance is an issue and you’ve got experience in bid writing or fundraising, talk about that too. This attention to detail and ‘marrying’ of your skillset with their needs will help to set you apart from other candidates and make you more memorable. Just be mindful not to get too carried away or stray too far from the core role.
6. Express yourself appropriately

When we read personal statements, we want to get a feel for what you’re like as a person. But remember, there is a fine line between showing personality and showcasing yourself like you’re on a shopping channel. Keep adjectives to a minimum, don’t use slang and don’t go off on a tangent. Be enthusiastic, confident and specific. It can be tempting to throw everything at it but hold something back for the interview. You want recruiters to read your application and see not only that you are appropriately qualified and experienced but that you’re an interesting person that they’d like to find out more about. 

7. Proofread it

Recruitment season gets crazy I know, but try and give yourself at least enough time to write your application and put it away overnight before proofreading and editing. When you stare at something for too long, you lose your objectivity and typos, missing words and rogue capitalisation can slip past you. Read your application out loud to yourself – maybe even record yourself reading it. This way, you can catch any awkward sentence structures and disjointed statements. If you feel comfortable and you have time, ask someone else to proofread it for you, not only to make sure you haven’t missed anything obvious but also to give you some objective feedback. 

This blog is part of a series – to read my other posts about how to decide if you’re in the right job, mapping your career path, choosing the right CPD and how to make a good impression at interview, click here.

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.

What Course Or CPD Should I Do Next?

course, cpd

When I work with school leaders, this is one of the most common questions I get asked.

I’m always careful how I answer as there are so many variables in the CPD equation that it would be all too easy for me to give the wrong advice. 

Instead, I ask a series of questions until it’s clear to them what options they have and what the benefits and risks of each of these may be.

If you’re committed to your CPD but you’re not sure how to move forward, then this blog post is for you.

Below, are the three main questions that will help you determine your goals and learning preferences as well as assess the practicalities you should consider when undertaking any form of CPD activity.

Ask yourself:

What am I looking to gain from undertaking CPD? Is it to:
  1. acquire or develop a skill?
  2. gain or deepen my knowledge?
  3. achieve accreditation? 
  4. progress my career?
  5. build credibility?
  6. meet the requirements of my employer?
  7. meet compliance requirements?
What is my learning style and preferred learning environment?
  1. In a classroom?
  2. In a large group?
  3. In a small group?
  4. One-to-one?
  5. Online?
  6. In my workplace, on the job?
  7. In a highly structured environment?
  8. In a more flexible, informal environment?
  9. By digging in and learning over time?
  10. In quick, short, sharp doses?
What investment am I prepared to make?
  1. Am I limited by budget?
  2. Am I going to pay for it or is my employer?
  3. If my employer pays, will I be bound by any terms and conditions?
  4. How much time do I have to undertake the CPD that I need?
  5. Do I have the time to invest?
  6. Will I have to make compromises in terms of work/life balance, family time or finance? Is it worth it?
  7. What happens if I don’t achieve what I intended?
  8. Will my employer support my CPD activity?
  9. Will they be flexible in terms of time and workload?
  10. Is the investment going to be worth it in the end?

One final question I would urge you to consider is:

Am I selecting the right form of CPD to help me achieve my goals?

There isn’t a right or wrong way of learning and what works for someone else may not work for you. You just need to make the best, most informed decision for you.

There is so much choice out there for school leaders when it comes to CPD. If you’re overwhelmed by options, limited by budget or are simply looking for new CPD ideas, then I’ve got something that might help.

I’ve put together a CPD Menu that has 25 CPD suggestions with guidance on budget, learning styles and benefits.

Take some time to work through the menu along to structure a CPD plan that will work for you. This may mean one activity, this may mean several. 

Just remember; that you don’t have to do everything simultaneously. 

Put one foot in front of the other and set off in the direction you choose. A small amount of constant progress is just as valid as a race to the finish.

This blog is part of a series – to read my other posts about how to decide if you’re in the right job, mapping your career path, writing a stand-out application and how to make a good impression at interview, click here.

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.