Across the education sector resources are often stretched and budgets closely monitored, so procurement is a critical process. For schools in the UK, understanding the complexities of procurement can be akin to navigating a minefield. The consequences of poor procurement decisions and non-compliance with procurement legislation are far-reaching, including legal challenges from suppliers, contract cancellations, and hefty financial penalties. These challenges are not only costly and time-consuming but can also tarnish your school’s hard-earned reputation.

So, how can schools successfully navigate procurement challenges while ensuring compliance? Here are some key ideas and strategies worth exploring:

1. Embrace Procurement Expertise

Procurement is a specialised field that requires a deep understanding of laws, regulations, and best practices. Schools should consider bringing in or training staff members with expertise in procurement. These individuals can guide the process, ensuring that the school remains compliant while obtaining the best possible value for goods and services.

2. Stay Informed About Legislation

Procurement legislation is not static; it evolves over time. Schools must stay informed about the latest changes in procurement regulations. Subscribing to newsletters, attending training sessions, and engaging with relevant professional organisations can keep your staff updated on the latest legal requirements.

3. Define Clear Procurement Procedures

Having clear, well-defined procurement procedures in place is crucial. These procedures should outline the steps to be followed, the responsible personnel, and the thresholds that trigger various procurement methods (e.g., competitive bidding, quotations, or direct contracting). Clear procedures minimise the risk of errors and non-compliance.

4. Use Framework Agreements or Dynamic Purchasing Systems

One way to simplify procurement is to utilise framework agreements. These pre-negotiated contracts with suppliers can save schools time and effort. By leveraging the collective buying power of multiple schools, framework agreements often lead to better value for money. Schools can access these agreements through central procurement organisations or consortia. Equally, using a Dynamic Purchasing System offers access to pre-vetted supply chains and can significantly reduce timescales compared to traditional procurement processes.

5. Promote Competition

Competition is a cornerstone of sound procurement practices. Encourage suppliers to submit competitive bids by reaching out to a diverse range of potential suppliers. Open and transparent competition helps ensure that your school secures the best deals.

6. Conduct Regular Audits

Regular audits of your procurement processes can help identify areas where compliance may be lacking. These audits should assess not only the legality of procurement decisions but also their efficiency and transparency. Corrective actions can then be taken to rectify any shortcomings.

7. Collaborate with Peer Schools

Collaboration is a powerful tool in navigating procurement challenges. Schools can share their knowledge and experiences with procurement, learning from one another’s successes and failures. Establishing a network of peer schools can provide valuable insights and support.

8. Leverage Technology

In the digital age, technology can streamline procurement processes. E-procurement systems and software solutions can automate many aspects of procurement, making it easier to track compliance, generate reports, and maintain a paper trail of all transactions. Using these tools can save time and enhance accountability.

9. Seek Legal Counsel When Needed

When facing complex procurement decisions or legal challenges, don’t hesitate to seek legal counsel. Procurement law can be intricate, and legal experts can provide guidance and representation when necessary, safeguarding your school’s interests.

10. Prioritise Ethical Sourcing

In addition to legal compliance, schools should prioritise ethical sourcing. Consider the ethical implications of the products and services you procure, such as fair labour practices, environmental responsibility, and support for local businesses. This not only aligns with your school’s values but also sets a positive example for students and the community.

11. Train Your Staff

A well-trained procurement team is a critical asset for your school. Ensure that your staff members are knowledgeable about procurement regulations, ethical practices, and efficient procurement methods. Training programs and workshops can help build their expertise.

12. Communicate Transparently

Maintain open and transparent communication throughout the procurement process. This includes clearly communicating your school’s requirements, evaluation criteria, and timelines to suppliers. Transparency fosters trust and reduces the risk of disputes.

Conclusion

Navigating procurement challenges while ensuring compliance is no small feat, but with the right strategies and a commitment to best practices, schools can overcome these obstacles. By embracing procurement expertise, staying informed about legislation, defining clear procedures, using framework agreements, promoting competition, conducting regular audits, collaborating with peer schools, leveraging technology, seeking legal counsel when needed, prioritising ethical sourcing, training your staff, and communicating transparently, you can successfully navigate the procurement minefield.

Remember that procurement isn’t just about getting the best deals; it’s also about demonstrating your school’s commitment to responsible, ethical, and transparent practices. By doing so, you not only protect your school’s financial interests but also uphold its reputation and set a shining example for your students and community.

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.

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.

Management Information Systems are the backbone of educational institutions, helping them to make informed decisions, streamline operations, and enhance overall efficiency. In the past, MIS was primarily about data storage and reporting, but it has since evolved into a multifaceted ecosystem. Today, MIS encompasses a wide array of functions, including student information management, financial administration, communication, parental engagement, analytics, and supporting the school development plan.

Last week, over 250 of you brilliant people participated in our online MIS Discovery Sessions, thank you so much for supporting our events. Everyone from MIS managers and finance officers, to support partners and headteachers attended – there’s just so much interest in what’s possible in the world of MIS right now.

The Ever-Evolving World of MIS

One of the key reasons for MIS’s continuous evolution is its adaptability to changing educational needs. As technology advances and educational methodologies evolve, MIS systems have had to keep pace. This adaptability is essential in helping educational institutions meet the ever-changing demands of students, parents, and regulatory bodies.

Looking Ahead

The world of MIS is poised for even more exciting developments in the future. With advancements in artificial intelligence, data analytics, and cloud computing, MIS will continue to transform the way educational institutions operate. It will empower educators and leaders to make data-driven decisions, personalize learning experiences, and improve overall educational outcomes.

Engaging in the World of MIS

Nick and I have both worked in this area for over 20 years now and love how it continues to innovate – as it should! If MIS is your thing then you can:

1. Join our ‘Future of MIS’ LinkedIn Group: Our online community, ‘Future of MIS,’ on LinkedIn is a hub for like-minded individuals. Here, we share insights, discuss trends, and connect with professionals who share your passion for MIS. Join us here.

2. Access Discovery Session Recordings: In our recent MIS Discovery Sessions, we had the privilege of hearing from industry leaders Bromcom, Arbor Education, and IRIS Education. These sessions are a treasure trove of knowledge, and you can access the recordings to gain valuable insights into the latest developments in MIS:

Bromcom MIS Discovery Session

Arbor MIS Discovery Session

IRIS Ed:gen MIS Discovery Session

3. Explore Our #FinnemoreFireside Chats: We’ve had the privilege of sitting down with edtech and MIS thought leaders to discuss the future of MIS in education. These insightful conversations are available on our blog, offering you a chance to hear from experts in the field. Explore our Fireside Chats here.

The So What? test is nothing new but I thought it would be worth covering here as it’s something I have discussed with a number of people this week.

If you’re unfamiliar with the So What? test then there are lots of great books out there on it but, in essence, it is the practice of looking at your messaging and asking yourself “so what?”  Are you talking about what matters most to your audience?  The idea is to help you focus on what’s important to your client base and communicate effectively as a result.

To give you an example, how many presentations have you seen that start with an introductory slide listing facts about the company?  A typical first slide will usually contain some company facts along the lines of:

While these facts are important to your company, the client’s response will probably be so what?  So you were established in 2012, so what?  Why is that important to me?

It’s crucial to always look through your messaging, and particularly opening slides such as these where this will often be your first contact with your potential client, and ask yourself so what?  And keep asking yourself so what until you get to a satisfactory answer.

So, for the example above, let’s do the So What? Test on the first bullet point

• Established in 2012

So what?  Well, it means we’ve been in business for a few years now.

So what?  So we’re not going anywhere, we’re established and have a good reputation.

So what?  Customers can trust us.

By asking so what you can usually find a better way of getting that message across.  In the case of the above, a much stronger opening bullet point would have been something along the lines of:

• Trusted provider since 2012 with an excellent service track record

Try it with the other bullet points and see what you come up with.  Try it with your own messaging and share the results.  I know this has helped lots of companies in the past so hopefully, it will help yours too.

I keep reading that Sales is something people get into ‘accidentally’.

Apparently people don’t set out to do it but before you know it you find yourself in a role where you get to earn some lovely commission . . . but have to make dreaded calls and meet a ‘too high’ target to get it.

Is that really true for everyone??

My first job after uni was a for a finance company in the underwriting department.  I was green as hell so knew nothing about business at all. Once I’d been there a few months I’d gotten a feel for what bits of a business does what . . . and I knew at that point I wanted to get into Sales.

Being the person who wins the new business to keep a company moving forward was, to me, the most interesting role by far.   And creating something out of nothing sounded amazing!

So I started at the beginning on a telesales desk and have worked in all sorts of ways with all sorts of clients.  It’s been brilliant all the way and there’s still loads more I want to do. I definitely chose to go into Sales.

What about you? I’d love to hear how my sales connections found themselves where they are.

It can’t all be accidental  😉

We’ve been privileged to speak with even more industry thought leaders this academic year as part of our #FinnemoreFireside chats, and the insight they provide us and our community is invaluable.

So thank you to Edtech NED, legislator, schools and education expert Jim Knight for your thoughts on the disconnect between the education and labour market, and the need for a school system which truly meets the needs of learners, communities and employers.

Thanks to Derek Hills from Ark for sharing your views on where you see AI fitting into technology budgets and the broader education landscape, and what the future of MIS might be.

Thank you Matt Woodruff for an insightful conversation about how technology can support more effective decision-making at all levels to improve outcomes and identify ways to be able to ‘do more, with less’ – more important than ever in today’s economic climate.

Thanks to Catherine Tallis of HFL Education, a long-standing provider of MIS support to schools, for discussing the ways in which support teams must adapt as the MIS market continues to evolve.

Thank you to Chris Kirk of CJK Associates Ltd for your insight into MAT’s needs in terms of vision, strategy, operating models and governance, and what this means for suppliers – both now and in the future.

And finally, we were delighted to welcome back Martin Baker of The Safeguarding Company for a follow-up chat about the lessons that can be learnt from the Child Q case. A challenging topic and we really appreciate you sharing your experience.

Nick and I have thoroughly enjoyed making the series and already have a great session ready to go in the new term from Lyndon Stickley and Sam Curtis at iplicit. Ollie Burnett from the school support team in Coventry will also be joining us to talk about all the valuable ways they support their schools, including helping them procure and migrate to their new MIS Bromcom as a group earlier this year. Watch this space!

Have a great summer break everyone 🌞

Did you know that schools in England collectively spend a staggering £10+ billion annually on non-staffing costs?

It’s one of the reasons why effective procurement is absolutely critical, but the idea of going to tender for edtech and school management software can feel pretty daunting. However, there’s no reason why it should be complicated and there are actually some brilliant benefits to testing the market and running a formal procurement for the solutions used by your school.

Here are our top three reasons why running a procurement is a good thing:

1. Savings and Efficiency

Going out to procurement means you can benefit from economies of scale which might not be currently available to you with an existing supplier or arrangement. For example, if you’re part of a Trust, engaging with the same supplier as other academies in your MAT but doing it separately isn’t the most efficient approach. By consolidating your spending as a Trust you immediately gain better buying power and secure better deals.

Similarly, aggregating your purchasing decision as a group of schools within an LA means you can also benefit from acting as a group. In many cases, your LA support team will be able to help negotiate a discount for the group of schools while still allowing you all to purchase your own licences (Support Teams are also brilliant at helping schools manage implementations, migrate data and co-ordinate training so we’d recommend asking your local Support team for advice when planning any move or procurement).

It’s also important to remember that efficiency is key. Going out to procurement and then using a Dynamic Purchasing System or Framework offers access to pre-vetted supply chains and can significantly reduce timescales compared to traditional procurement processes.

For software and infrastructure, good options include:

• Crown Commercial Services (CCS)/G-cloud https://www.crowncommercial.gov.uk/agreements/RM1557.13#products
• Everything ICT https://www.everythingict.org/

When it comes to school management information systems (MIS), there are more options available, many created by or in conjunction with school support teams. For example:

• NYES Digital (North Yorks framework) https://nyes.digital/mis/mis-framework/
• The ICT Service https://theictservice.org.uk/management-information-services/

For devices, especially climate-friendly and budget-friendly options such as reconditioned laptops, etc. ScoStore is a brilliant tool https://portal.getech.co.uk/ScoStore

For more general school purchasing try ESPO https://www.espo.org/ and YPO (Yorkshire Purchasing Organisation) https://www.ypo.co.uk/

2. Compliance

Compliance essentially involves following internal financial rules and statutory requirements when spending public money (and, in the case of MATs, the Academy Trust handbook). Failing to ensure fairness, transparency, and equal treatment of all suppliers—especially if you’re engaging with existing suppliers—can inadvertently lead to legal challenges. We’ve seen legal action taken in the MIS sector (for example, Bromcom recently won its case against ULT re. fair and best practice in education procurement) so really can’t emphasise enough the importance of avoiding such pitfalls. The risks include costs, time burdens, reputational damage, and potential fines and legal action in serious cases.

Compliance involves adhering to the legal framework known as Public Contracts Regulations 2015 (PCR2015) but it shouldn’t be something to fear. You can mitigate these risks by adopting a robust approach to your procurement exercise, and being able to make use of frameworks helps a great deal. Frameworks and DPS provide compliant pathways to procure goods and services so they should always be considered as an option.

3. Improving Outcomes

A procurement exercise is not solely about getting the best price. It’s about understanding your requirements and identifying the best solutions that meet your needs while balancing price, and ultimately delivering greater outcomes for your school or MAT. A well-thought-out procurement process can make a huge difference—both financially, by releasing cashable savings, and by maximizing social benefits for your school, Trust, and the wider community.

When looking at new solutions or replacing an existing legacy system, also ask yourself the following:

• How does the contract benefit your staff, students, and community through service delivery and by accessing the knowledge and expertise of suppliers?
• What are you hoping to achieve and what would truly benefit your schools or MAT?
• Will this add value and make a remarkable impact?
• How will this partnership support the SIP (School Improvement Plan) or the MAT’s overall strategies? For example sustainability, pupil safeguarding, pupil progress, financial security

Summary

While the prospect of engaging in tender processes for edtech and school management software might seem daunting, the benefits far outweigh the challenges. By exploring the market and running a formal procurement, schools can unlock a world of opportunities that lead to significant savings and enhanced compliance.

Last week we joined MATs, LAs and the Bromcom team for an exciting day of learning, networking, and inspiration at the annual Bromcom Shard Event. There was a great lineup of expert speakers and engaging workshops; here are 7 things we learnt at last week’s event:

1. There is still a huge appetite from schools to participate in an aggregated MIS purchase, and there were some brilliant stories from LA Support Teams who helped make this happen for their schools.

2. MAT and school leaders want data that can help them make informed decisions, not just on attendance and academic performance, but on areas such as:

• Financial performance
• Operational efficiency
• Culture
• Staffing & HR

3.  Support Teams are increasingly looking to support multiple MIS so they can meet the needs of their schools, irrespective of which MIS they use – they support the process, not the product. It’s a positive step for everyone as the relationship between schools and local support is a close one, it’s something schools usually want to continue.

4. Using AI alongside MIS data can and will make a difference to schools . . . but it really does need to be handled with care when it comes to users understanding children’s data. It’s an interesting conversation

5. Academies and MATs have often led the charge in moving to a new MIS as they’ve tended to go to market and look for new cost-effective, innovative cloud solutions shortly after academisation. However, the rate of switching MIS amongst state schools has also accelerated and actually shows signs of increasing if anything! In 2018 77% of state schools used the then-dominant supplier SIMS, this has now fallen to 55% in 2023 (it will be interesting to see what the next census data shows).

6. A huge priority for MATs when they look to test the MIS market is understanding all the separate products and subscriptions they currently buy in to which they potentially wouldn’t need when they switch MIS. Across a MAT the savings really do stack up and can be used to fund staff or be reinvested in teaching and learning.

7. Strong professional relationships and great customer support are everything in our sector. It was great to hear so many individuals praised as we heard about the various journeys MATs, LAs and schools had been on switching MIS.

There’s definitely plenty of change going on across the sector and it’s clear that MATs and LAs want the very best solutions for their schools – both in terms of value and outcomes. It will be interesting to see what happens next!

Thanks again for the invite, Nick loved presenting a session and we enjoyed catching up with friends and colleagues 🙂