Sample Cluster SBM Action Plan

Sample Cluster SBM Action Plan

To ensure that the Cluster SBM role is effective and achieves the greatest impact, it is vital that they have a clear understanding of the cluster’s vision, values and objectives, the key result areas and associated impact measures or performance objectives against which they will performance managed. This can then inform the development of the Cluster SBM’s action plan, which should also include personal development objectives

Sample Cluster SBM Action Plan

Name/job title of Cluster SBM:

Cluster name:

Cluster vision: (Outline the shared vision for the cluster)

Cluster values: (Outline the values which are important to the cluster which will provide the framework for the achievement of the cluster objectives.)

Cluster objectives: (Record the key objectives for the cluster)

Cluster SBM key result areas:(Record the key result areas against which the performance of you/the Cluster SBM will be measured, identify priority actions and key dates.)

Key result area / Expected impact measures/performance objectives / Priority actions
(Example actions) / Key dates
1.Staff performance management /

Collate and review job descriptions across cluster and ensure fit for purpose.
If not in place, introduce performance management process for support team(s) and agree clear standards and objectives.
Schedule and complete regular 1:2:1 review meetings.
Complete staff training needs analysis, agree and monitor achievement of personal development targets.
Review absence and sickness levels, identify and address issues.
Review, or if not in place, develop recruitment and retention strategy for support staff across the cluster.

2. In- school catering /

Ensure compliance with health and safety aspects across cluster.
Develop business plan for kitchen team(s), agree and report against financial targets and KPIs.
Ensure compliance with nutritional standards.
If appropriate, compare in-house against contracted provision.
Review supply chain across cluster.
Monitor performance of suppliers against the terms of contract and value for money across cluster.

3. Premises /

Develop appropriate Premises Development Plan across cluster.
Agree strategy in line with School Development Plan(s) and ensure environment delivers curriculum.
Review and agree standards for presentation and levels of cleanliness across the cluster.
Monitor performance of suppliers against contract and value for money across the cluster.
Agree priority premises development plan and secure appropriate fund raising / capital bids.
Review grounds contracts across the cluster.
Review energy contracts across the cluster.

4. Finance /

Carry out spend analysis across the cluster.
Agree structure of management information reports and reporting lines across the cluster.
Manage school and cluster budget in line with agreed goals.
Review audit arrangements across the cluster.
Seek best value from all expenditure.
Ensure SFVS compliance, where appropriate.

5. Health and safety /

Ensure all sites comply with relevant health and safety requirements.
Ensure currency with all records and processes.
Develop appropriate security, fire and emergency plans.
Review cluster business contingency strategy.
Review health and safety management procedures.
Review incident management and coordination.
Review all statutory testing.

6. Income generation /

Develop joint income generation strategy across the cluster, identifying potential partners and key local contacts.
Review and audit PTA(s).

7. Efficiency /

Review working practices of the admin teams across cluster schools.
Review use of technology and ensure efficiency.
Identify underutilised job roles across the cluster.
Identify areas for joint economies of scale across the cluster.

8. Transport /

Address transport issues across cluster.
Review compliance with health and safety requirements.

9. Training /

Review training across the cluster.
Develop strategy for cluster-wide training to reduce costs.

10. Review of heads’ workload /

Carry out review of Heads’ workload to identify opportunities for efficiencies.
Review provision and purchase of central services.

Personal Development / Objectives / Activity
(Example personal development activities) / Key dates

Enrol on SBM programmes or other relevant training, e.g. finance training, procurement, change management, or H&S.
Attend local SBM group meetings.
Secure mentoring support from other SBMs