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Sample Cluster SBM Action Plan

To ensure that the Cluster SBM role is effective and achieves the greatest impact, it is vital that they have a clear
understanding of the cluster’s vision, values and objectives, the key result areas and associated impact measures or
performance objectives against which they will performance managed. This can then inform the development of the Cluster
SBM’s action plan, which should also include personal development objectives

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 Sample Cluster SBM Action Plan
Name/job title of Cluster SBM:

Cluster name:

Cluster vision: (Outline the shared vision for the cluster)

Cluster values: (Outline the values which are important to the cluster which will provide the framework for the achievement
of the cluster objectives.)

Cluster objectives: (Record the key objectives for the cluster)

Cluster SBM key result areas: (Record the key result areas against which the performance of you/the Cluster SBM will be
measured, identify priority actions and key dates.)

Key result Expected impact Priority actions Key dates

area measures/performance (Example actions)
objectives

1. Staff  Collate and review job descriptions

performanc across cluster and ensure fit for
e purpose.
managemen  If not in place, introduce
t performance management process
for support team(s) and agree clear
standards and objectives.
 Schedule and complete regular 1:2:1
review meetings.
 Complete staff training needs
analysis, agree and monitor
achievement of personal
development targets.

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 Key result Expected impact Priority actions Key dates
area measures/performance (Example actions)
objectives

 Review absence and sickness levels,

identify and address issues.
 Review, or if not in place, develop
recruitment and retention strategy
for support staff across the cluster.
2. In- school  Ensure compliance with health and
catering safety aspects across cluster.
 Develop business plan for kitchen
team(s), agree and report against
financial targets and KPIs.
 Ensure compliance with nutritional
standards.
 If appropriate, compare in-house
against contracted provision.
 Review supply chain across cluster.
 Monitor performance of suppliers
against the terms of contract and
value for money across cluster.
3. Premises  Develop appropriate Premises
Development Plan across cluster.
 Agree strategy in line with School
Development Plan(s) and ensure
environment delivers curriculum.
 Review and agree standards for
presentation and levels of cleanliness
across the cluster.
 Monitor performance of suppliers
against contract and value for money

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 Key result Expected impact Priority actions Key dates
area measures/performance (Example actions)
objectives

across the cluster.

 Agree priority premises development
plan and secure appropriate fund
raising / capital bids.
 Review grounds contracts across the
cluster.
 Review energy contracts across the
cluster.
4. Finance  Carry out spend analysis across the
cluster.
 Agree structure of management
information reports and reporting
lines across the cluster.
 Manage school and cluster budget in
line with agreed goals.
 Review audit arrangements across
the cluster.
 Seek best value from all expenditure.
 Ensure SFVS compliance, where
appropriate.
5. Health and  Ensure all sites comply with relevant
safety health and safety requirements.
 Ensure currency with all records and
processes.
 Develop appropriate security, fire
and emergency plans.
 Review cluster business contingency
strategy.

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 Key result Expected impact Priority actions Key dates
area measures/performance (Example actions)
objectives

 Review health and safety

management procedures.
 Review incident management and
coordination.
 Review all statutory testing.
6. Income  Develop joint income generation
generation strategy across the cluster,
identifying potential partners and key
local contacts.
 Review and audit PTA(s).
7. Efficiency  Review working practices of the
admin teams across cluster schools.
 Review use of technology and ensure
efficiency.
 Identify underutilised job roles across
the cluster.
 Identify areas for joint economies of
scale across the cluster.
8. Transport  Address transport issues across
cluster.
 Review compliance with health and
safety requirements.

9. Training  Review training across the cluster.

 Develop strategy for cluster-wide
training to reduce costs.

10. Review of  Carry out review of Heads’ workload

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 Key result Expected impact Priority actions Key dates
area measures/performance (Example actions)
objectives

heads’ to identify opportunities for

workload efficiencies.
 Review provision and purchase of
central services.

Personal Objectives Activity Key dates

Development
(Example personal development activities)

 Enrol on SBM programmes or other

relevant training, e.g. finance
training, procurement, change
management, or H&S.
 Attend local SBM group meetings.
 Secure mentoring support from
other SBMs