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Workforce planning
Updated July 2025

1. Purpose of the Publication

  • Provides non-statutory guidance to help schools review staff structures.

  • Aims to support school leaders in ensuring efficient and effective staffing to improve pupil outcomes.

2. Target Audience

  • For strategic leaders including:

    • Executive Headteachers, CEOs, School Leadership Teams

    • School Business Managers, Finance Directors

    • Governors and Trustees

  • Applies to all school types, considering local aims and contexts.

3. Reviewing Staff Structures

  • Should be part of annual school improvement and financial planning.

  • Reviews must ensure:

    • Efficient deployment of staff

    • Right mix of roles

    • Investment in professional development

    • Long-term sustainability

4. Options for Staffing Structures

  • Schools should explore:

    • Maximising current staff capabilities

    • Flexible working, part-time roles

    • Strategic use of the Apprenticeship Levy

    • Planning changes over 3–5 years

    • Minimising redundancies and assessing equality impacts

5. Key Leadership Questions

  • Is the staffing mix aligned with objectives?

  • Can support and teaching staff be deployed more effectively?

  • Are roles of middle leaders and leadership structure clear?

  • Can roles be shared across schools?

6. Teaching Staff Deployment

  • Assess curriculum priorities and staffing needs.

  • Use planning tools to balance efficiency and effectiveness.

  • Consider:

    • Class sizes and pupil-teacher ratios

    • Flexible working to reduce supply costs

    • Teacher workload (marking, planning, data)

7. Appraisal and Pay Policies

  • Ensure all staff have objectives aligned with school improvement.

  • Pay and progression decisions must be performance-based and fair.

  • Part-time and supply staff should be assessed appropriately.

8. Timing of Staff Reviews

  • Best done over a 12-month cycle, starting in spring:

    • April–July: Planning and data gathering

    • Sept–Oct: Review structures, develop 3–5 year plan

    • Oct–Jan: Informal discussions, consultation

    • Jan–Mar: Final decisions, recruitment, redundancy mitigation

    • Sept (Year 1): Implement changes, assess progress

9. Available Tools

  • Benchmarking tools: Compare staffing structures and costs with similar schools.

  • Planning tools: Help test various staffing scenarios for curriculum delivery.

  • Tools include:

    • DfE Benchmarking Service

    • ASCL Financial Planning Tools

    • Curriculum-based staffing spreadsheets

10. Further Support

  • Available from:

    • DfE’s Financial Health Check suppliers

    • Trade unions, HR consultancies

    • Local authorities

    • Peer schools offering advice

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