building financial literacy
Our financial literacy learning modules provide school leaders with support for strategic leadership with a focus on the effective management of school finances. Our courses are designed to assist participants to move from reactive mode to strategic mode over a 12-month cycle.
The content is designed primarily for new and aspiring tumuaki/principals, both primary and secondary, and as a refresher for current principals. For some modules it may also be beneficial for the Board’s presiding member and school’s business manager to attend with the principal.
Our facilitators guide participants through the effective management of school finances and help build confidence and capability within school teams and governance bodies. We have courses that provide an overview of the territory together with those that offer a more detailed examination of specific aspects of school finances.
We aim to assist participants to:
Build a clear understanding of the school’s annual finance cycle and key financial information related to the school.
Interpret monthly financial reports with confidence.
Distinguish between operating and capital budgets and to manage each effectively.
Build assurance that the school has effective financial management practices and sound internal controls.
Identify the indicators of good financial health and/or any potential concerns.
Clarify the roles and responsibilities of the Principal and Board regarding financial management and governance.
Understand the audit process.
Our courses support leadership development and are included on the Principal Development Map.