Training & CPD

Training & Masterclasses for Schools

Practical training for school business professionals — fundraising, bid writing and marketing masterclasses built by someone who has sat in your seat. Every session is designed around one idea: you should be able to use what you learn the same week, with templates and resources included.

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Justin Smith delivering fundraising training to school business professionals

Key takeaways

  • 93% of school business managers say a fundraising plan matters — only 6% have one (Pebble, 2016). Training closes that gap fastest.
  • Four masterclasses cover the money side of school leadership: income generation, winning bids, effective bid writing and marketing your school.
  • Delivered your way: in-school INSET, public masterclasses, live online sessions or on-demand courses.
  • Every course includes templates, resources and materials you can apply directly in your school setting.
  • Burscough Village Primary secured £200,000+ in additional income in a single academic year after training with Justin.
The Case

Why CPD for School Business Professionals Pays for Itself

School business professionals are asked to be accountants, premises managers, HR leads, marketers and fundraisers — usually in the same week. Yet most CPD budgets flow everywhere except the business side of school leadership. The result is predictable: income generation and marketing stay "when we get time" jobs, and the school's financial resilience depends on skills nobody was ever taught.

Fundraising training changes that arithmetic. One trained person who can spot the right funders, write a competent bid and run a sensible sponsorship conversation changes what your school can realistically go after — and the skill keeps paying, year after year. That's the quiet difference between training and consultancy: consultancy solves this year's problem; training solves the next decade's.

It's also why the sessions are built by a practitioner. Justin Smith spent 20+ years leading business management in schools — including three large secondary schools — before training others. The content is ISBL-aligned, mapped to the realities of the school year, and ruthlessly practical: real funder examples, real bids, real school marketing that worked (and some that didn't, and why).

Who the training is for

  • School business managers and SBLs — the natural owners of income generation, and the people these masterclasses were designed around.
  • Headteachers and deputies — enough fluency to set strategy, support bids and back the SBM's work with governors.
  • MAT central teams — building trust-wide capability rather than buying it in school by school.
  • Office and admin teams — the people who actually run open days, communications and community relationships.
  • PTAs and community fundraisers — turning goodwill and effort into structured, repeatable income.

No prior fundraising or marketing experience is assumed on any course — just a working knowledge of how your school runs.

The training-to-income loop

The pattern repeats across schools: a masterclass surfaces two or three realistic funding opportunities; the templates turn one into an application within weeks; the first success funds the next project — and pays for the training many times over. The skills compound, because every bid written makes the next one faster. That's also why training and consultancy work together: schools often start with a masterclass, then bring Justin in for a specific high-stakes bid or a full income strategy once the ambition grows.

Making the case for a place

If you need to justify the spend to a headteacher or governors, the argument is straightforward: name one project the school wants funded, note what a single successful application would be worth, and set the course fee against it. Add the retained skill, the reusable templates, and the fact that "we have a trained bid writer on staff" strengthens every future funding conversation — the return case usually makes itself.

When training beats consultancy — and when it doesn't

Training wins when the work is recurring: annual grant rounds, ongoing sponsorship conversations, every year's admissions marketing. Consultancy wins when the stakes are concentrated: a six-figure capital bid, a rebrand, a one-off project where a first attempt can't afford to fail. Most schools blend the two — build the everyday skill in-house, buy expertise for the exceptional moments. The masterclasses are deliberately honest about that line, because recommending the wrong route helps nobody.

The other honest note: timing. The best term to train is the one before you need the skill — autumn training feeds spring grant rounds; summer training feeds autumn open-day season. Book against the school year, not the panic.

The Masterclasses

Choose Your Masterclass

Four focused sessions — each one a full skill, not a taster. Start with the problem in front of you.

Income Generation for Schools

The flagship: every income stream mapped — grants, sponsorship, lettings, Gift Aid and more — plus your school's own income plan started on the day. Course details.

Winning Bids

A full-day interactive masterclass for those new to bid writing: finding funders, building the case, writing the application. "Practical, honest and invaluable." Course details.

Effective Bid Writing (Online)

A half-day live online session on assembling strong funding applications — with funder guest input, application portal walk-throughs, templates and grant-finder access. Course details.

Marketing Your School

Brand, story, admissions and communications — the full school marketing toolkit, taught through real school examples. Course details.

On-Demand: Marketing Essentials

Learn at your own pace with the online course — the marketing fundamentals for schools, available whenever your week allows. Browse online courses.

The Difference

Training That Survives the School Week

There's nothing more disheartening than an inspiring course you never get to apply. School life is relentless — so every masterclass is built for the Monday after: templates you can reuse, checklists that shortcut the thinking, and action plans sized for a real school term, not a fantasy one.

Sessions are interactive and honest about trade-offs. You'll work on your school's situation — your funders, your admissions picture, your community — not generic case studies. And because Justin has run these functions inside schools, the answers to "but what about when…?" come from experience, not theory.

Numbers stay small enough for every delegate to be heard. You leave with the skill, the materials, and a clear next step — and delegates regularly leave with their first funder shortlist or marketing plan already drafted.

A typical masterclass day: the landscape and what's realistically available; finding and shortlisting the right opportunities for your school; the craft session — building the case, the budget and the story; then planning hour — your next 90 days, written down before you leave. Coffee is frequent and jargon is banned.

Formats

Delivered the Way Your School Works

Same practical content, four ways to receive it — pick what fits your team, your budget and your calendar. Not sure which? Ask Justin — the honest answer is sometimes the cheaper option.

Whatever the format, the constant is the practitioner at the front: no subcontracted trainers, no generic slides — the same person who built the material, answering your school's actual questions.

In-School & INSET

Justin comes to you. Whole-team INSET day training on fundraising or marketing, tailored to your school's context — often the most cost-effective route for groups.

Public Masterclasses

Scheduled venue-based days with delegates from other schools — the mix of perspectives is half the value. Dates listed on each course page.

Live Online

Half-day interactive sessions over video — full participation without the travel, and easy to split across a leadership team.

On-Demand Courses

Self-paced online learning for when the diary won't cooperate — start any time, revisit any time. Browse the catalogue.

Proven Results

What Training Actually Delivers

The point of a masterclass is what happens afterwards. Real schools, verified outcomes — though results always vary by school and effort applied.

Over 120 schools and trusts have worked with Justin since 2017 — and the testimonial pattern is consistent: practical, tailored, immediately usable.

£200k+
Burscough Village Primary

"As it stands today, I have secured over £200,000 in additional income for this academic year" — School Business Manager, following training with Justin.

"A day filled with new ideas"
Heart Academies Trust

"What we got was a day filled with both the theory of fundraising and practical applications tailored very much to our schools and our Trust." — Paul Edmond, CFO

"Armed and ready"
Maritime Academy Trust

"I found myself armed and ready to tackle my school's projects immediately… Justin was so friendly and helpful." — Kathryn Jackman, Community Engagement Lead

No guarantees implied — outcomes vary by school, funder and project.

FAQ

Training & Masterclasses: FAQs

Who should attend a masterclass?

Anyone who owns — or is about to own — income generation or marketing in a school: business managers, SBLs, heads and deputies, MAT central staff, office teams and active PTA leads. No prior experience is assumed.

How long are the sessions?

Venue masterclasses run as full training days; live online sessions are typically half days; on-demand courses are self-paced in short modules. In-school INSET is shaped to your day.

What does training cost?

Public masterclass places are priced per delegate on each course page. In-school and trust-wide delivery is quoted to scope — often the best value per head for a team. Ask for a quote.

Can you deliver training at our school or trust?

Yes — in-school INSET and trust-wide programmes are a core part of the offer, tailored to your context and delivered by Justin personally. Solent Academies Trust used exactly this route to build in-house fundraising capability.

Do we get materials to keep?

Yes. Every course includes the templates, checklists and resources used on the day — built to be reused in your school, not just admired in a binder.

Is the training recognised CPD?

The content is ISBL-aligned and built around the school business professional standards; Justin is an ISBL Fellow. Delegates receive confirmation of attendance for their CPD records.

Which masterclass should we start with?

Start with the money problem in front of you: no plan at all → Income Generation; a project needing funding → Winning Bids or Effective Bid Writing; falling rolls or a tired story → Marketing Your School. Still unsure? A free conversation sorts it in ten minutes.

How many people can attend an in-school session?

INSET and in-school days scale comfortably from a leadership group to a full support-staff team — content flexes to the room. For trusts, sessions can run centrally or travel school-to-school.

Do you offer follow-up after the training?

Yes — many schools book a follow-up call a term later to review progress against the action plan, and some move into ongoing support. There's no obligation either way; the course stands on its own.

We're a small school with no budget — where do we start?

Start with the on-demand courses or a shared place: several local schools splitting an in-school day is common and keeps per-head costs low. And the first masterclass exercise — a funder shortlist for your own school — is designed to surface the money that pays for the next step.

Is this like other fundraising training courses?

The honest difference is context: generic fundraising training is written for charities and adapted for schools; this is built from inside school business leadership — national funding streams, governor dynamics, the school calendar and all. Delegates who've done both tend to say that's exactly the gap it fills.

Build the Skills In-House

The most sustainable income strategy is a trained team. A straightforward conversation will find the right course — or the honest advice that you don't need one yet.

Book a free consultation   See the flagship masterclass