ISBL Professional Standards: Employer Guidance and Resources

We recognise that employers (CEOs, head teachers and governors/trustees) need access to concise information to support their decision-making processes. We have therefore produced a range of summary documents, tools and resources to help encourage employers to actively engage with the ISBL professional standards. Through a series of intuitive resources, we hope to help employers with the recruitment, performance management and professional development of their school or trust business professionals.

Below are a list of resources that can be accessed. Some of the material is free to access and other material is only accessible to ISBL members.


Employer Guidance

This guide provides a concise overview of the professional standards, how employers can use each of the relevant discipline areas and how they can be used for self-assessment, recruitment, performance management, in developing strong teams and for training and professional development.

Download guidance here

Guidance for Governors and Trustees

This guide has been produced in conjunction with the National Governors Association (NGA) and provides a concise overview of how the professional standards can be used by governing bodies and trust boards to develop strong effective operational teams.

Download guidance here

The Talking Heads - Professional Standards

Watch the Talking Heads video below for an introduction to the Professional Standards and to hear about the key changes made in the latest update. Listen to ISBL CEO, Stephen Morales, Head of Professional Development, Lee Herridge as well as Peter Stopford the Policy Lead, SBP Strategy, Schools Financial Support & Oversight for the Department for Education who discuss the new Standards and the impact they are having in both schools and trusts.

Case Studies and Testimonials

Download the case study below, to hear how the standards have been used to aide performance management by a School Business Leader and how their Head Teacher benefitted from using the standards for this purpose:

Download case study here

In the video below, Debbie Beazer FISBL explains how she has benefitted from the Professional Standards over the years and how she plans to use them as part of the academisation process

In 2018 I took sometime to consider and compare my skills against the existing professional standards.  I found it really worthwhile.   Not only did it benchmark my knowledge, but it helped identify the areas I needed to upskill myself in.  The skills needed in the past are not always the skills you need in the future, so I am excited by the opportunity to reassess my abilities against the latest standards and, where needed, redirect my CPD focus
— James Paveley FISBL, Director of Finance and Resources, Matravers School


Member only resources


Performance Management Review Documents

This performance management review template can be used to aide performance management processes and appraisal conversations. The template allows the appraisee to identify where they feel that they are within the professional standards, demonstrate supporting evidence and allows the appraiser to review and add supporting comments. The template can also be used to review previous performance priorities and targets, set new targets for the forthcoming year and identify any training or professional development opportunities that may be appropriate.

Specific guidance for the appraisee and appraiser are detailed in a separate, corresponding Performance Management Review Guide that can also be downloaded.

Download documents here


Personal Development Plan

You can also download a personal development plan for use after completing a self-assessment against the Professional standards.

Download documents here