A guide for School Leaders & Governors
Stage 1 – Options and planning
- Consider if you wish to join an existing MAT or wish to create your own.
- Talk to other Headteachers and Governors who have recently joined or started a MAT. Ask questions about what went well or how things could have been better.
- Research key documents available from the Department for Education
- Consider the skills of your leadership team and Governing Body, do you need support from external agencies?
- Think about the ethos and vision of your school, do you want to retain this in the new MAT?
- Research potential partners, what challenge / support can they offer your school to improve?
- Review the Academies Financial Handbook
- Draft and prepare a business plan and consider Governance plans.
Stage 2 – Registration of interest
Stage 3 –Application to convert and necessary checks
- Resolution to convert is minuted during Full Governing Body meeting
- Application to convert submitted to DFE
- Set up of a charitable company with memorandum and articles of association
- Commence the TUPE process
- Land & Buildings survey undertaken
- Academy order issued by Secretary of State
- Continue consultation with stakeholders
Stage 4 – Completion of key tasks
- Submit grant claim to DFE which covers the costs associated with a conversion (currently £25,000)
- Register the MAT with Companies House
- Completion of transfer for Land & Buildings assets
- Completion of the TUPE process
- Completion of consultation with stakeholders
- Funding Agreement submitted to Secretary of State
Stage 5 – Approval stage
- DFE confirm funding agreement submission
- Update formal registrations eg Exam Bodies, Information Commissioners Office (ICO)
- New Financial systems tested and in place
Stage 6 – Launch of new status
- New Academy opens
- Administration tasks complete (update website), letterheads etc updated and formal release to press / stakeholders
For more information about Joining a Multi-Academy Trust, contact Rachel Foster, HR Director, on 0844 967 1111
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