Parent-Friendly Budget Overview
A simplified summary of the school's annual budget presented in parent-friendly language showing income sources, key spending areas, and priorities.
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Greenwood International School PARENT-FRIENDLY BUDGET OVERVIEW 2025-2026 Report Date: 2026-09-01 Prepared by: [bursar_name] ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ INCOME SUMMARY Total Income: £[Amount] Income Sources: • Government funding: £[Amount] ([Percentage]%) • Local Authority grants: £[Amount] ([Percentage]%) • School meals income: £[Amount] ([Percentage]%) • Lettings and facility hire: £[Amount] ([Percentage]%) • Fundraising and donations: £[Amount] ([Percentage]%) • Other income: £[Amount] ([Percentage]%) ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ EXPENDITURE SUMMARY Total Expenditure: £[Amount] Spending Areas: • Staff costs: £[Amount] ([Percentage]%) • Premises and maintenance: £[Amount] ([Percentage]%) • Teaching resources: £[Amount] ([Percentage]%) • ICT and technology: £[Amount] ([Percentage]%) • Student activities: £[Amount] ([Percentage]%) • Other expenditure: £[Amount] ([Percentage]%) ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ INVESTMENT PRIORITIES Key investments this year: 1. [Priority — e.g. "New ICT equipment for classrooms"]: £[Amount] 2. [Priority — e.g. "Building maintenance programme"]: £[Amount] 3. [Priority — e.g. "Staff professional development"]: £[Amount] 4. [Priority — e.g. "Student enrichment activities"]: £[Amount] ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ EFFICIENCY MEASURES We are committed to making every pound count. This year we have achieved savings through [measures] while protecting the quality of education for all students. ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ The full annual accounts are available on request from the school office. Greenwood International School
About This Template
Explains where the school's money comes from and how it is spent, in plain language with simple proportions.
Everything runs in your browser — your school details are sent only when you choose Send. Export the finished document as an A4 or Letter PDF.
Topics this template covers: budget overview · school finances · parent finance summary · spending report
How to Use This Template
Fill Academic Year and Bursar/Finance Lead, then translate Income Summary (funding, grants, income) and Expenditure Summary (staffing, premises, learning) into percentages a non-financial reader can follow.
Complete Investment Priorities with the two or three things this year's surplus is buying, and Efficiency Measures showing where costs were trimmed. Add Report Date and publish with the governors' report — parents ask harder budget questions than governors do, and a plain-language summary prevents rumours filling the vacuum.
When to Use This Template
End-of-term reporting
Assemble attendance figures, highlights and action points into one consistent document for leadership or governors at the close of a term.
Ad-hoc status updates
Need to report on a transport review or parent survey on short notice? Fill in the same sections and send a document people already know how to read.
Comparing results term over term
Keep the section headings identical between terms so leadership can compare attendance, outcomes and initiatives side by side without rebuilding the structure each time.
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