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Workforce planning
Updated July 2026
1. Purpose of the Publication
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Provides non-statutory guidance to help schools review staff structures.
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Aims to support school leaders in ensuring efficient and effective staffing to improve pupil outcomes.
2. Target Audience
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For strategic leaders including:
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Headteachers, School Leadership Teams
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School Business Managers, Finance Directors
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Applies to all school types, considering local aims and contexts.
3. Reviewing Staff Structures
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Should be part of annual school improvement and financial planning.
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Reviews must ensure:
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Efficient deployment of staff
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Right mix of roles
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Investment in professional development (Spanish and Sendco, Centro Crece)
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Long-term sustainability
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4. Options for Staffing Structures
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Schools should explore:
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Maximising current staff capabilities
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Flexible working, part-time roles
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Planning changes over 3–5 years
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5. Key Leadership Questions
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Is the staffing mix aligned with objectives?
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Can support and teaching staff be deployed more effectively?
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Are roles of middle leaders and leadership structure clear?
6. Teaching Staff Deployment
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Assess curriculum priorities and staffing needs.
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Use planning tools to balance efficiency and effectiveness.
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Consider:
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Class sizes and pupil-teacher ratios
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Flexible working to reduce supply costs
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Teacher workload (marking, planning, data)
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7. Appraisal and Pay Policies
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Ensure all staff have objectives aligned with school improvement.
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Pay and progression decisions must be performance-based and fair.
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Part-time and supply staff should be assessed appropriately.
8. Timing of Staff Reviews
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Best done over a 12-month cycle, starting in spring:
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April–July: Planning and data gathering
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Sept–Oct: Review structures, develop 3–5 year plan
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Sept (Year 1): Implement changes, assess progress
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9. Available Tools
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Benchmarking tools: Compare staffing structures and costs with similar schools.
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Planning tools: Help test various staffing scenarios for curriculum delivery.
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Tools include:
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DfE Benchmarking Service
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ASCL Financial Planning Tools
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Curriculum-based staffing spreadsheets
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10. Further Support
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Available from:
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DfE’s Financial Health Check suppliers
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Trade unions, HR consultancies
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Local authorities
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Peer schools offering advice
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