Academy conversion process
The academy conversion process can be complex and demanding for headteachers, school business managers, and governing bodies.
Understanding the practical implications, managing the requirements, and ensuring a smooth transition can be challenging—that’s where our academy conversion project management service 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:
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
Personnel
- Consultations – Staff
- Consultations – Unions
- TUPE consultation / LA HR services
- Staff contracts
- Pension (LGPS / actuarial assessment)
- Teacher’s pension arrangements
- HR and payroll
- DBS
Legal
- 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
Finance
- 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.
Start your journey with us
Get in Touch
Interested in this service? Call us on 0121 333 3132 to discuss your requirements, or contact us online to get started.
Arrange a Meeting
We’ll schedule a meeting at a time that suits you to understand your needs in more detail and explore how we can support your school.
Receive Your Proposal
We’ll provide a clear, tailored proposal outlining the recommended service and associated costs for your consideration.