It’s a well-known good practice to do your research before you meet with a potential customer.  Spending some time understanding them so you can have a decent conversation with them when you meet goes a long way and shows you’re serious about them.  The question is: how much is too much?

When selling in education, I worked with a guy for several years who made a point of researching the schools we were due to meet with; he wanted to come across as a ‘trusted advisor’ as opposed to a salesperson.  However, he would take it far too far and spend the meeting quoting their school motto at them, discussing their school trips and questioning their exam results; they didn’t feel like he had done his research, they felt like they were being stalked!  It ended up having the opposite effect and the staff would become suspicious and back away – it rarely ended in a successful sale.

If you veer too far into the realm of over-research, you’ll likely give your potential clients the creeps rather than impressing them. Striking the right balance is the key to a successful client meeting. Here’s how you can do it:

1. Background Research: Start by gathering some basic background information about your potential customer. This might include their mission, vision and values, size, and any recent news or developments related to their school or trust.
2. Tailored Questions: Use your preliminary research to frame thoughtful questions. Focus on inquiries that demonstrate your genuine interest and understanding of their needs. For instance, instead of quoting their school motto, you can ask how they envision their future.
3. Active Listening: During your meeting, pay close attention to what your potential client says. Listen for pain points, challenges, and objectives. This is where you can showcase your expertise by aligning your solutions with their needs.
4. Engage in Two-Way Dialogue: Make the meeting a conversation, not a monologue. Share relevant insights from your sector and how your business can provide value. Encourage your potential customers to share their thoughts and expectations.
5. Respect Boundaries: Remember that your potential customers have their comfort zones and boundaries. Respect their personal space and the information they choose to share.

The key to successful customer meetings lies in a balanced approach to research. While thorough knowledge is valuable, your customers ultimately want you to be an expert in your own field, not theirs.

So, be curious, be prepared, but most importantly, be attentive and adapt to your customer’s unique needs. By doing so, you’ll forge more genuine connections and create a stronger foundation for successful sales relationships.

Across the education sector, the challenge of doing more with less is all too familiar. Every school in the UK is feeling the pinch so, for school leaders tasked with financial responsibility, it’s crucial to find innovative ways to save money without compromising educational quality.

Fortunately, while spending on technology is necessary each year in schools, there are strategies that can help. Here are four ideas for schools to trim their technology budgets and make every pound count.

1. Refurbished Technology

When it comes to technology, staying current can be costly. However, schools can significantly cut costs without sacrificing quality by embracing and refurbished technology. It’s often at a fraction of the price of brand-new versions and, ensuring they have long warranties, these devices provide a cost-effective solution that stands the test of time. It’s a smart way to keep your technology up to date without breaking the bank.

2. Strategic Procurement: Partner for Savings

Schools can unlock significant savings by forming partnerships with trusted technology providers. For example, the Scomis school support team has created their own ScoStore which uses a network of partners who are committed to delivering the best value options, ensuring that schools receive the highest quality products at the best prices. Collaborating with these partners can lead to bulk purchase discounts and exclusive offers, driving down technology acquisition costs.

3. Software Licensing Optimisation: Pay for what you use

Schools often find themselves overpaying for software licenses they don’t fully utilise. Conduct a thorough audit of your software licenses to identify unused or redundant subscriptions. Take a look at all the solutions you do use and evaluate if there is a need for separate licences, or could they be rationalised and a single solution be used for everything instead? By optimising your software usage, you can reduce licensing costs, allowing you to allocate resources more efficiently.

4. Energy efficiency = lower operational costs

Embracing energy-efficient technology not only reduces your school’s environmental footprint but also trims operational expenses. Consider switching to energy-efficient LED lighting, upgrading to ENERGY STAR-rated appliances, and implementing automated heating and cooling systems. These changes can result in substantial savings on your energy bills over time.

In the face of tightening budgets, school leaders must be resourceful in managing technology spending. From refurbished technology and strategic procurement to software optimisation and energy efficiency, these strategies empower schools to reduce costs while focusing on delivering for learners. By adopting approaches such as these, you can ensure that every pound spent is going towards a brighter, more cost-efficient future for your school.

We’re delighted to welcome one of our LA Support Team colleagues to our #FinnemoreFireside chats. A huge thank you to Ollie Burnett, Systems Lead at Coventry City Council, who talked to me about their work with schools and plans for the future.

Ollie has been in education since 2003, is passionate about education and aims to improve the experience for students and teachers through his work. It’s a great conversation and, amongst other things, we talk about:

• Having a vision for the future relies on consultation with the SLT, partnering with more suppliers, but ultimately listening and then delivering for their schools and MATs.

• How Support teams should understand the school’s context and goals, offering solutions beyond specific products.

• The importance of Support teams to schools in helping them navigate software and processes.

• How User Group sessions and sharing best practices among schools are promoted to enhance learning.

• The challenges of transitioning to new systems, praising the support provided by suppliers. Ollie highlights the need for training and consultancy services due to the shift to cloud-based systems.

• Support teams are becoming more consultancy-based in the future and collaborating closely with multi-academy trusts (MATs) to meet school needs.

Ollie also chats about the process they went through during their recent MIS switch and why they chose Bromcom. In total, 75% (45) of Coventry’s LA-maintained schools chose to move both MIS and Finance, with the Authority implementing the switch in only 3 weeks by working in a 3-way partnership between the Coventry Support Team, the schools and the supplier. It can be done!

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Working with MIS

We’ve been lucky enough to have worked with most of the maintained MIS suppliers including SIMS (then owned by Capita), Arbor, IRIS Ed:gen, Pupil Asset, and, at the time of writing, working with Bromcom as they grow their user base across the UK.

We’ve recorded tons more #FinnemoreFireside chats on the topic of MIS with MATs, school leaders, support teams, suppliers and independent consultants which you can find here or subscribe to our You Tube channel for regular updates.

Other brilliant free, independent resources we’d recommend you take a look at include WhichMIS and BringMoreData, We also run a LinkedIn group ‘The Future of MIS’ which seeks to understand the new role of MIS in schools and explore what it will look like in the future – come and join the conversation 🙂

The journey to achieving net-zero carbon emissions by 2030 may seem daunting, but every small step counts. In an era where the call for environmental sustainability grows ever more urgent, schools across the UK are stepping up to the plate. Organisations like Let’s Go Zero and Ashden Sustainable Schools are leading the charge, rallying schools to unite in this critical mission.

School leaders and staff play a pivotal role in this journey towards a greener future, but can schools really hit net-zero targets while juggling countless other priorities? As leaders and teachers, your commitment to sustainability sets an inspiring example for the next generation so here are five ways to help you meet net-zero carbon emissions by 2030:

1. Embrace Reconditioned and Refurbished Technology: Reduce, Reuse, Recycle

As schools work diligently towards sustainability, one powerful strategy stands out – reconditioned and refurbished technology. The concept is simple yet impactful: breathe new life into pre-owned tech. Not only does this help reduce electronic waste, but it also significantly cuts down on the carbon footprint associated with manufacturing new devices.

The other obvious key advantage is affordability. Reconditioned technology, cleaned up, repaired and tested, often costs a fraction of brand-new counterparts, making it an attractive option for budget-conscious schools. Refurbished technology, rebuilt with the latest parts and upgraded to the latest features, is again a fraction of the financial and environmental cost, but with all the advantages of new technology. Plus, long warranties mean that these devices will stand the test of time, aligning with your long-term sustainability goals.

2. Go Solar: Powering Education with Renewable Energy

Harnessing the power of the sun is a mighty step towards carbon neutrality. Consider installing solar panels on school rooftops. Solar energy not only reduces your carbon emissions but can also lead to substantial long-term savings on energy bills. Schools can even use these installations as educational tools, teaching students about the importance of renewable energy sources.

Moreover, the UK government offers various incentives and funding options for renewable energy projects in educational institutions. Going solar not only supports sustainability but also frees up financial resources for other green initiatives.

3. Green Your Commute: Promote Sustainable Transportation

Reducing the carbon footprint extends beyond the school’s walls. Encourage staff, students, and parents to embrace sustainable transportation options. Consider initiatives such as Walking School Buses or Bike to School programs. Implement designated carpool lanes and provide bicycle racks to incentivize eco-friendly commuting.

Not only does this reduce the carbon footprint, but it also promotes physical activity and a sense of community. A greener commute is a win-win for everyone involved.

4. Waste Not, Want Not: Implement Comprehensive Recycling

Schools generate a considerable amount of waste daily. If you haven’t already, implementing a comprehensive recycling program can divert a significant portion of this waste from landfills. Set up recycling bins throughout the site, ensuring that paper, plastics, and other recyclables are properly sorted and processed.

Consider going a step further by composting organic waste from the cafeteria or school gardens. Engage students in eco-friendly projects, teaching them about the importance of waste reduction and responsible consumption.

5. Educate and Engage: Cultivate Eco-Consciousness

One of the most powerful tools in your arsenal for achieving net-zero carbon targets is education. Foster a culture of eco-consciousness within the school community. Organise workshops, seminars, and sustainability-themed events. Invite environmental experts and activists to inspire and educate both students and staff.

Encourage students to take ownership of sustainability projects, from planting trees to monitoring energy consumption. By instilling a sense of responsibility and awareness, schools can create a lasting legacy of environmental stewardship.

Sustainability isn’t just about meeting targets; it’s about creating a brighter, greener future for all. Dedication to these initiatives not only benefits the environment but also enriches the educational experience for students.

From embracing reconditioned technology to harnessing the power of solar energy, and from promoting sustainable transportation to cultivating eco-consciousness, each initiative brings you one step closer to your net-zero goal.