New report: Pooling reserves and budget centralisation for multi-academy trusts

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Will Jordan

Co-founder

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Topic | Growth strategy
Picture of Will Jordan

Will Jordan

Co-founder

As part of a mini-series, we’ve published new research following a live panel discussion where we hosted nearly 100 CEOs, CFOs and Trustees to answer our burning questions about GAG pooling and budget centralisation.

The paper acts as a session summary that gives an outline of the benefits, barriers and varied operating models, but also includes responses to panel questions from over 50 MATs from CJK Associates’ Trust Research Group.

This summary report provides some overall commentary on the topics and looks at the proportion of MATs that are pooling reserves and/or GAG (GAG pooling), the model that they have adopted and the benefits they have achieved if they have started on this journey, or for those that haven’t, a look at the reasons behind their decision that Pooling is not right for their trust.

IMP Software

We provide budgeting, forecasting, and reporting solutions built specifically for multi-academy trusts. Now working with over 400 schools across the country, we’re helping centralised or centralising MATs to systematise their financial management processes by removing manual intervention, increasing consistency and giving confidence in the robustness of the MAT-wide forecasts.

CJK Associates

CJK Associates are a specialist consultancy bringing business-like mindset to the important mission of education. They help school trusts with culture, strategy, organisational design and development, procurement and fundraising activities.

The Trust Research Panel

The Trust Research Panel is managed by CJK Associates. Trust Research Panel members take part in interesting and engaging surveys by e-mail or phone, and earn Amazon vouchers, plus access to a selection of our survey results, research summaries and policy papers.

Download the full report here.

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