Academy Conversion Process

The process of the academy conversion process can be a daunting task for any headteacher, school business manager and governing body in assessing and understanding the practical implications of academy conversion and also identifying the steps that need to be taken to make the transition a seamless one. That’s where our academy conversion project management comes in.

This period of transition is crucial for the success of your new academy. Drawing on their extensive and proven education sector project management knowledge and experience, our dedicated Conversion Project Management team will provide you with a one-stop solution to guide you through and oversee the school conversion process from start to finish.

We gain an understanding of the schools’ current position and any requirements that the school / MAT has. We can advise you on each of the four key main areas; Management, Legal, Personnel and Finance, explaining and providing guidance to you so you are clear about the academy conversion process, tasks, roles, information required and timelines for each one.

As well as offering schools / MATs advice, support and guidance; we also act as a single point of contact and provide updates to the school and Trust as required.

Support for each key area includes:



If you are thinking about this service, give us a call on 0121 333 3132. We can either discuss your requirements over the phone or alternatively...

Arrange a meeting

We can set up a meeting at your convenience to discuss how we can help. Once we know your exact requirements, we can provide...

Service proposal

We will provide a quotation detailing the level of service and the associated price for your consideration.

Academy Conversion Project Management

  • Conversion visits, planning and monitoring
  • Liaison with third parties ie LA, DfE, Solicitors, ESFA, Banks, Insurers etc
  • Consultations (parents/carers and stakeholders)
  • Policies and procedures
  • Scheme of delegation
  • Registrations
  • Surveys/ risk register
  • Due Diligence of assets, finance and standards


  • Appointment of and liaison with Solicitors
  • Commercial Transfer Agreement (CTA) Inc. contracts & agreements / suppliers
  • Leases (Inc. Church Supplemental Agreement if required)
  • Sub-leases / shared use agreements
  • Funding agreements (MFA / SFA)
  • Staff (TUPE / measures)
  • Liaison with local authority (LA)
  • Insurance (RPA plus engineering and plant)
  • Land and building valuations


  • Consultations – Staff
  • Consultations – Unions
  • TUPE consultation / LA HR services
  • Staff contracts
  • Pension (LGPS / actuarial assessment)
  • Teacher’s pension arrangements
  • HR and payroll
  • DBS


  • Banking (new requirements – closedown / set-up)
  • Systems (Finance, MIS, Student Tracking etc – closedown / set-up)
  • PAYE
  • ESFA / funding
  • VAT registration (if applicable)
  • Suppliers
  • Carry forward
  • Orders (existing and new)
  • Budgeting

In addition to the above, we are able to provide templates / model letters and we also offer a MAT Service for schools looking to set up or join a MAT.

Get in touch

Call us on

0121 333 3132

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