School Business Manager Planner 2026/27 - Meadow Design

Pre-Order now for the new term

Pre-order your planner now for delivery in May/June.

If you’re a School Business Manager, you’re holding the engine room of the school — budgets, contracts, compliance, premises, staffing, H&S, policies, governors… and the rest!

The HeadteacherChat® School Business Manager Planner is designed to get it out of your head and onto the page — so you’re not juggling deadlines, audits, meetings, and urgent issues on sheer memory alone. It follows the school calendar and gives you a practical structure to stay steady, even when the week gets messy.

Designed by me, an experienced school leader, for all of you fabulous school office staff who work so hard in schools for us all! I hope you enjoy using it! Lucy

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Why this isn’t a generic diary

Because a generic diary doesn’t understand:

• the rhythm of budget cycles, procurement, and reporting
• the compliance pressure that sits alongside day-to-day operations
• how quickly your priorities can be derailed by the next “urgent” issue

This planner helps you create calm and control — keeping actions visible, deadlines trackable, and headspace protected.

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What’s inside

• 5 tabbed sections: Calendar, Diary, Meeting Notes, Important Information, Notes & Contacts
• Goal-setting pages to plan priorities and track progress through the year
• Aug–July monthly calendars with notes space (built for the academic year)
• Weekly diary spreads with time-blocking (8am–6pm), plus simple prompts to keep you on track:
  • Key priorities
  • People to contact
  • Meeting reminders
  • Reasons to celebrate
• Meeting Notes
• Finance section
• Single Central Record
• Staffing
• Health and Safety
• Policies
• Statutory Policy Checklist
• Items to purchase
• CPD log
• Performance Management Log
• Governors Notes
• Budget Notes
• Notes and Contacts

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Features that actually make your job easier

Time-blocking (8am–6pm) — Allocate real time to real tasks, so urgent requests don’t wipe out your week.

Weekly prompts — Keep priorities and follow-ups visible (not buried in emails).

Goal-setting pages — Turn “we need to…” into a clear plan you can actually deliver.

Tabbed sections — Find what you need fast when you’re moving between finance, premises, staffing and compliance.

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Tried, tested, and shaped by school leaders

Built with the same “leaders helping leaders” ethos as the HeadteacherChat® community — practical, supportive, and designed around what genuinely helps in real school life.

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Pre-Order now for the new term

Pre-order your planner now for delivery in May/June.

Choose your School Business Manager Planner and start 2026/27 feeling calmer, clearer, and more in control.

This 20L backpack features padded straps, ventilated back panel, water-resistant material, multiple compartments, and a laptop sleeve—ideal for everyday use.