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:

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Written for: Education Executive Magazine (@edexec)

Is Your MAT Mismanaged?

MAT Mismanagement

Almost every day we read a news article about a MAT scandal. Whether it be a financial notice to improve, a poor Ofsted report or a failure of governance, these stories have become all too common.

The questions that are often asked are: why has it taken Ofsted, the DfE or the ESFA to come along for people to realise how bad it is? Why hasn’t something been done before?

A MAT cannot lose all of its money or shift from good to special measures overnight. These things happen over time. 

So how do you know if you’re working in a mismanaged MAT? What are the symptoms you should be looking out for that may lead to a detrimental diagnosis?

In my experience, there are three key areas that you should assess to determine whether your MAT is being mismanaged:

Governance
  • Consider the constitution of your Board and Governing Bodies. Determine whether they are the right people to undertake these roles in terms of their values, skillset, personal interests and capacity. 
  • Review the governance self-evaluation systems that are in place. Consider how objective this process is, how often it is undertaken and how effective your MAT is at following up on areas for development. 
  • Evaluate the effectiveness of your Scheme of Delegation. Determine how well it is adhered to and whether it is effective in operation. 
  • Assess the quality of your meetings in relation to schedule, agendas and records of discussion. Evidence of accountability, scrutiny, challenge and support should be clear and documented.
  • Consider the level of transparency of your governance systems. You should be able to clearly articulate your decision making process and justify the actions of governors both to local stakeholders and external bodies.
Leadership
  • Consider the capacity of your leaders in relation to delivering sustainable improvement within your MAT. 
  • Assess how well your leaders tackle poor performance and conduct and whether they execute their role as leader fairly, equitably and consistently.
  • Determine how well your leaders apply the policies of your MAT. Consider how you ensure that MAT systems and processes are followed in relation to education, employment law, finance and compliance.
  • Review the performance management processes for your leaders to ensure that they focus on MAT determined core competencies beyond education specific targets. Consider finance management and people management as indicators of leadership quality.
  • Consider how well the leaders within your MAT respond to challenge and the opportunity to collaborate. Issues within these areas can indicate an underlying cultural problem that can erode the effectiveness of the MAT over time.
Finance
  • Consider the level of experience of your finance staff and the qualifications they hold in the context of the role that you expect them to perform. Assess their ability to provide correct and timely information and whether they present it in an audience-appropriate way.
  • Determine how your finance team responds to challenge and scrutiny both within meetings and from external bodies. Questions that cannot be answered or data that cannot be supported is a red flag that should not be ignored.
  • Review the financial systems within your MAT to ensure that there are appropriate checks in place to act as an ‘early warning’ system. An external audit report should not be the first time that you learn about financial issues within your MAT. 
  • Assess the value of the MAT central team in terms of the capacity that they add to the schools and whether the relationships between the financial team and local school leaders enables sound financial management.
  • Consider how the finance function integrates with other areas across the MAT including school development planning, curriculum planning, staffing strategy and capital expenditure. A financial team that works within a silo cannot be effective.

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Written for: Primary School Management Magazine (@primaryleaders)

The Dangers of Cutting Your Training Budget

Training Cut Danger

When we think about school improvement and securing sustainable progress, it’s easy to get lost in worrying about the things we can’t control – government policy, Ofsted, the DfE, the ESFA etc.  

Though we can influence some of these areas in the long term, when we go back to work tomorrow and shut our doors, what we’ll have is what we have right now.

Without a doubt, our greatest resource (and cost) is our people. Think for a moment about what they want from their job, what they want from us and perhaps why other people might want to come and work for us.

Essentially, they want what we all want in a job – the main things being:

  • Reward & recognition
  • Development
  • Career progression
  • Support 
  • Fair treatment
  • Flexibility & autonomy
  • Work/life balance

Training our staff is not only key to the improvement and stability of our schools but is also a crucial element of recruitment and retention. With unskilled staff, poor performance and high turnover, it does not take long for a school to slide into special measures.

Training builds capacity not only for individuals to progress but the school also.

When it comes to CPD, it’s easy in the world of education to narrow your scope to qualifications and conferences – no doubt impacting your view of the training budget you’ll need for 50-100 staff! 

Whilst both qualifications and conferences have awesome benefits it’s unlikely that, on their own, they’ll provide your staff with all that they need to continuously develop. Thinking more widely about training and development opportunities can help you to get laser focused on improvement objectives (for both your staff and your school) and help you keep your training budget under control. 

Factoring in learning and delivery styles, desired impact and ways in which the learning can be disseminated more widely in your organisation can also help you to make better decisions about what type of training to offer your staff.

Consider training opportunities such as:

  • Mentoring
  • Coaching
  • Workshops to develop specific skills i.e. public speaking, report writing, interpreting financial data etc.
  • Mastermind groups
  • Seminars
  • Local networks
  • Online training/webinars
  • Visiting/collaborating with partner organisations
  • Research studies
  • Secondments
  • Work shadowing

Many of the above can deliver high impact at low cost. The key is to really get to grips with your staff as individuals and what role each plays in the success of your organisation. 

Also, consider dividing your CPD strategy into three strands:

  • CPD for those who are experiencing difficulty or need to brush up/keep up 
  • CPD to acquire new skills or further enhance existing skills in the roles people currently do 
  • CPD for skills that need acquiring in preparation for the roles people aspire to or are planning to undertake in the future

Aligning your training plans with your appraisal systems and succession planning strategy can provide you with a strong and cohesive staff and school development plan.

Cutting your training budget compromises all of these areas. Instead, by looking at training as part of the wider picture, you can develop high performing staff, achieve sustainability and secure the future success of your school.

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

Download my CPD Menu by clicking below:

Download CPD Menu

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Written for: Edexec – Education Executive Magazine (@edexec)

Edexec Live: Demonstrating Impact In Action

SBL Edexec Impact

In March, I ran a full day of workshops at Edexec Live. I worked with over 30 School Business Leaders who were looking for ways to effectively demonstrate their impact and gain the recognition they deserve for the amazing work that they do. 

We got through so much in our 50-minute sessions but there were some overarching themes that came up again and again:

How to succinctly articulate the purpose of the SBL role in a way that stakeholders can quickly ‘tune into’

In many of the sessions, we discussed the best way to describe what we do as SBLs; a lens through which all SBL work is delivered, measured and where necessary, debated.

This phrase was repeated like a mantra: ‘My role as SBL is to enable and support the delivery of a quality education provision.’

Many take-away actions from the workshops started with this phrase and evolved into a focused plan.

How to know when it’s time to let it go

As SBLs, we are programmed to fix and fire-fight 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.

A number of SBLs left their session with an action plan that included drawing clearer boundaries and holding other people to account; even if that meant that a ball had to be dropped somewhere along the way. 

How to be confident and ‘keep shouting’

The reasons that my groups said that they felt unheard or undervalued varied hugely but I can honestly say that the SBLs I met at Edexec Live were some of the most dedicated and committed I’ve ever worked with and they deserve to be listened to.

In our groups we discussed individual contexts in-depth, how to present better in meetings, how to tackle difficult staff, how to improve relationships with the Head and SLT and how to gain and exercise influence in the role of SBL.

One SBL said that despite her difficult situation, she knew that the one thing she had to do was ‘keep shouting’. Many SBLs left their session with that same mindset.

Our sector needs SBLs like this more than ever before – especially now when resources are depleted and are continuing to deplete at an alarming rate. 

SBLs are critical not only to the success of but the survival of many schools in the sector. 

They have knowledge, they have skills and they have a voice that deserves to be heard.

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Written for: Edexec – Education Executive Magazine (@edexec)

Headteachers: How To Say No To Budget Requests

Heads No Budget

As a Headteacher, saying ‘no’ to someone is a regular occurrence and more often than not, it’s easy.  However, when it comes to budget requests, it can feel conflicting when you know that if you had more money, it would be something you would say yes to.

Everyone working in education knows that funding is dire but there are some ways you can mitigate the impact on your staff in those situations where you find yourself having to say no:

Don’t be bounced into a decision

It’s easy to find yourself on the automated ‘no’ train. If you’re caught at a bad moment, not able to take in the facts or you need more information then say so. Alternatively, refer the member of staff to your SBM to talk it through in more detail before formally submitting their request.

Consult your SBM

To ensure that your making sound expenditure decisions, make sure you have the latest information; especially if it’s a budget request you’d like to facilitate. Your SBM can assist you in looking at patterns of expenditure, funding priorities and perhaps cheaper alternatives.

Keep a long term view

Though you might have to say ‘no’ today, the financial picture will continue to shift throughout the year. Keep a list of budget requests that you receive that you can’t afford right now and review them each month with your SBM. What isn’t affordable today may well be in the future.

Provide an explanation

Saying ‘no’ and leaving it there can leave staff feeling unheard. If you provide an explanation as to why you’ve had to say no, your staff will feel that they’ve been listened to and that there is clear reasoning behind your decision. If it’s a budget request that you’d like to support but simply can’t, make this clear to your staff. Say something positive about their idea and where possible, offer some advice on how they can move forward.

Educate your staff

The more your staff understand the financial picture of your school, the more mindful they will be when making a budget request. Provide updates at appropriate meetings and encourage Senior and Middle Leaders to work with your SBM on their allocated budgets on a regular basis. This way, when you do you have to say ‘no’, it won’t be as much of a shock and the explanation will be straightforward.

Be firm

If you have to decline a budget request, you’ve explained your reasons why and you’re comfortable with your decision, it may be that the member of staff still continues to argue their case. Don’t be tempted to back down. If you have to say ‘no’ more than once, then do so and conclude the discussion politely and firmly.

Having to say ‘no’ when you’d like to say ‘yes’ is not easy but being honest and transparent with your staff will create a positive financial culture in your school in the long run.

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Written for: Primary School Management Magazine (@primaryleaders)

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.

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Written for: Primary School Management Magazine (@primaryleaders)

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.

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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.

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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.

How To Map Your Career Path

map, career
Where do you see yourself in 5 years?

If the thought of answering this question brings you out in a cold sweat, then this blog post is for you. With a little mental adjustment, this question will kick-start your brain, so it starts fizzing with possibilities.

As someone who once lied during an interview when asked this question rather than admitting I honestly didn’t know, the irony of me writing this does not escape me. 

However, my advice to you with the benefit of hindsight is that this is a question that we should be asking ourselves as part of our ongoing professional development – and ideally before we’re being interviewed. 

Many people say that not having a career-map is like setting off on a journey to somewhere you’ve never been without using your sat-nav. Sure, you’ll probably get there eventually but you’re going to hit some dead-ends, roadblocks and maybe even end up circling back on yourself a few times before you do.

My advice is this. Set your destination in your sat-nav but be open to detours along the way. Take the scenic route, have an over-night somewhere and maybe, if you learn about a more appealing destination along the way, reprogramme your route and have an adventure. 

Looking back on it now, this is how I would describe my career path. I did not think when I was a PA sat in my office typing letters for the Principal, that I would eventually become a Chief Operating Officer; let alone be doing what I’m doing now! 

My final destination was not set but I was definitely on a route to… somewhere!

So, how did I make decisions about accepting a new responsibility, taking on a new role or moving organisations?

First of all, I made active choices. Who I am today is all down to the choices that I’ve made in the past, not only about the things I did but the things I didn’t do too.

I know that making choices can be scary, especially when you feel comfortable doing what you’re doing now. I took on responsibilities that I didn’t fully understand, I took jobs before I felt ready to take them and I spoke up even though I wasn’t sure if I was saying the right thing. 

But by taking action and keeping moving, even when I wasn’t sure what lay ahead, I learnt more about myself than I ever thought possible – even when I got it wrong.

‘Success is a journey, not a destination. The doing is often more important than the outcome.’ Arthur Ashe

Here’s my advice to you when it comes to mapping out your career and how to make the best decisions you possibly can:

It Starts with You

Before you can decide on the right thing for you to do, you need to, first of all, understand you.

Ask yourself:

  1. What do I stand for?
  2. What are my values?
  3. What motivates me?
  4. What makes me want to get out of bed and go to work?
  5. What do I love to do?
  6. What do I hate doing?
  7. What am I not good at and do I want to get better at it?
  8. What type of work environment suits me best?
  9. What level of challenge and pressure am I comfortable with?
  10. What kind of organisation do I want to work for?
  11. What is my next logical step and is it one I’m ready – and willing – to take?
  12. Do I have more than one option – and if so – when do I need to choose?
Make A Plan

Whether you’re looking five years, one year or one month ahead, you’re still going to need a plan. 

Ask yourself:

  1. What is it that I want to achieve?
  2. What role will suit my skills and aspirations best?
  3. Where do I see myself in ‘x’ years or months?
  4. What does progress look like to me?
  5. Do I want to move up, across or into a whole new area altogether? 
  6. How can I prepare for this progression?
  7. What knowledge and skills do I need that I currently don’t have?
  8. How can I create opportunities that will bring me closer to where I want to be?
  9. How will I know when I’m ready?
  10. How can I test whether the plan I have is one that I should follow through?
Test It Out

Before you commit to a specific path, identify people in your network who are the most experienced and qualified to give you feedback on your plan. If you want to become a CEO, do you know any CEOs who would be willing to have a chat with you? If you’re looking at moving into a Senior Leadership position, are there any Senior Leaders or Headteachers that you know that would be happy to meet up for a chat over coffee? Also, consider speaking to experienced recruiters. This will give you great insight as well as potentially open up future possibilities.

This is what you want to know from them:

  1. Based on your current position, do they think that your proposed career plan is realistic and achievable?
  2. What insights can they share with you about the role that you’re considering?
  3. What would they expect to see on an application form from someone who is applying for this position?
  4. What else would they like to see on an application form that would make a candidate stand out?
  5. What additional qualifications, if any, do they think would support your application?
  6. What skills and experiences do they think would be helpful for you to develop and undertake that would strengthen your position?
  7. What other advice can they give you that is specific to you, your starting point and your goals for the future?
Flesh It Out

Once you’ve considered all the advice you’ve received, it’s time to revisit your plan. 

Ask yourself:

  1. Does anything I’ve heard make me want to change my plan in any way?
  2. What action steps have become clear to me throughout this process?
  3. Do I need to undertake any further research?
  4. What milestones am I going to set for myself?
  5. Is my timeline realistic?
  6. What concrete steps do I need to take in order to move forward?
  7. Are there any potential obstacles that I need to prepare for?
  8. What support do I need and from whom?
  9. What is the best way to match my CPD with my career plan?
  10. Is my final plan still in keeping with my values and my aspirations?
Get Started

It doesn’t matter if your plan is finely detailed or broad brushstrokes. You now know what you need to do to move forward. 

Every time you complete a step or reach a milestone, check in with your plan. Does it still resonate with you? Are you moving at the pace you’d hoped? Has anything changed? Do you need to recalibrate?

Remember, by mapping your career plans, you are not committing to anything apart from moving forward. By setting your guiding principles and milestones, you’re allowing yourself to keep an open mind. 

And that’s the beauty of it… because who knows where you might end up?

This blog is part of a series – to read my other posts about how to decide if you’re in the right job, choosing the right CPD, 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.