Good Practice Library

Policy templates, guidance and factsheets for schools

The aim of the library is to develop, share and promote good practice whilst providing practical assistance to schools. 

The ISBL Good Practice Library is organised according to our Professional Standards disciplines. If you feel you would like further training or to undertake a qualification in these disciplines, take a look at our qualifications and training pages. 

This Good Practice Library started life in 2013 as a shared initiative between ISBL and the Education Funding and Skills Agency (ESFA). Following the DfE move to house all material on Gov.uk from 2019, this site is now being developed and maintained by ISBL in partnership with ISBL Fellows

 

Sharing your resources and feedback

If you have any documents that you feel are relevant to school business good practice, or any feedback relating to the ISBL Good Practice Library, please email helen.wesson@isbl.org.uk


Leading Support Services

Title 
Whistleblowing Policy (August 2019) download document
Gifts and Hospitality Policy (August 2019) download document
Data Protection Policy (NEW from August 2019) download document
Equality Policy (August 2019) download document
Governors Visits (August 2019) download document
Health and Safety Policy (NEW from August 2019) download document
Privacy Notice (Data Protection Policy Appendix 1a) (August 2019) download document
Privacy Notice for Staff (Data Protection Policy Appendix 1b) (August 2019) download document
Subject Access Request Form (Data Protection Policy Appendix 2) (August 2019) download document
Staff Data Breach Form (Data Protection Policy Appendix 3) (August 2019) download document
Staff Agreement (Data Protection Policy Appendix 4) (August 2019) download document
DPIA Guidance and Form (Data Protection Policy Appendix 5) (August 2019) download document
School Records Retention Schedule (Data Protection Policy Appendix 6) (August 2019) download document

We also have a suite of health and safety factsheets which cover all areas of your school.

Our toolkit for school business professionals provides tools and advice for your everyday use.

Our academisation guidance provides you with the tools for the conversion process, plus case study examples. 


Finance

Title 
Model Budget Forecast (uploaded August 2013, reviewed Summer 2016) download document
Model Cashflow Forecast (uploaded August 2013, reviewed Summer 2016) download document
LA School Finance Policy template (NEW from August 2019) download document
Business Continuity Plan (August 2019) download document
Delegated Authority Template (August 2019) download document
Capital and Revenue Reserves Policy (August 2019) download document
Anti-Fraud and Corruption Policy (August 2019) download document
Due Diligence (MATs) (August 2019) download document
Internal Control (August 2019) download document
Accounting Policies (August 2019) download document
Consultancy Policy (August 2019) download document
Investment Policy (August 2019) download document
Governor Allowances Policy (August 2019) download document
Risk Management Policy (August 2019) download document
Risk Management Strategy (August 2019) download document
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Academies should also consult the DfE's Academies Financial Handbook (2019). Our Professional Standards are also cited in the AFH (page 15). 


Procurement

Title 
School Contracts and SLA Tracker (NEW from August 2019) download document
Procurement and Tendering Policy (August 2019) download document

The Department for Education publishes guidance on Buying for SchoolsThis is non-statutory guidance for schools about buying practices and how to achieve better value for money. It also explains your obligations in relation to the basic rules of procurement when spending public money.


Infrastructure

Title 
Vehicles Policy (August 2019) download document
Write-Off and Asset Disposal Policy (August 2019) download document
Good Estates Management - organisational self-assessment tool (housed with DfE permission) download document
Strategic Estates Management process map (housed with DfE permission) download document

The DfE also has a Good Estates Management tool page, which includes Top 10 estate checks for boards, required skills and knowledge which cites our Professional Standards (infrastructure), and tips to reduce energy and water use


Human Resources

Title 
Conducting an Effective Appraisal (2019 version) download document
Hints and Tips for Managing Conflict (2019 version) download document
Managing the Workforce factsheet (2019 version) download document


Marketing

Title 
Engaging Parents and Stakeholders Effectively (February 2016) download document