The Bursars’ Toolkit is a set of guidelines and pro forma documents to assist bursars and business managers in independent schools. The Toolkit comprises the following sections:
- Part 1: SABISA Communications Policies
- Part 2: The Role of the Bursar
- Part 3: Financial Management
- Part 4: Office Systems and ICT
- Part 5: Asset Management
- Part 6: Investment Policies
- Part 7: Risk Management
- Part 8: Risk Matrix
- Part 9: Commercial Activities in Schools
- Part 10: Setting the Annual Budget
- Part 11: Debt Collection Strategies
- Part 12: Human Resources Management
- Part 13: Parent Relationship Management
- Part 14: Taxation
Download the full Bursars’ Toolkit below, or click on the links above for each section of the Toolkit.