Home 
 1. Overview 
 What is Financial Management? 
 How Financial Management works 
 What does Financial Management cost?  
 Relationships with other processes  
 2. Implementation guide 
 Define what needs to be done 
 Prepare to implement  
 Implement 
 Review the implementation  
 Implementation resources 
 3. Operations guide 
 What needs to be done  
 When does it need doing? 
 Who does it?  
 Operational resources  
 4. Toolkit  
 Examples  
 Templates 
 5. Roles and responsibilities  
 Financial manager  
 Financial administrator  
 6. Review of Financial Management 
 Recap of Financial Management 
 Checklist 
Checklist
Use this checklist to identify any areas of financial management that have not been entirely successful. Then reinforce them by revisiting and re-implementing the relevant section of the FITS process.

Characteristics of a successful implementation
FITS section to revisit if implementation has not yet been successful
You have assigned roles and responsibilities.
Participants in the Financial Management process understand it.
Overview of Financial Management
You have a spreadsheet or journal for recording ICT expenditure.
Create an expenditure record
All ICT expenditure is recorded in the spreadsheet or journal.
Who does it?
You review your expenditure records regularly to keep abreast of costs and identify issues and potential cost savings.
Who does it?
You prepare your budgets in advance of each financial period to plan your spending ahead. 
Who does it?

If the above characteristics are all true of your school, congratulations on implementing a successful financial management process! The next steps for you are to continue operating the process as described in the Financial Management operations guide and establish the process firmly. Work through this checklist at regular intervals to help you check that everyone responsible continues to carry out all aspects of the process. Using the links above, you can then address any shortfalls as they arise.
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