What is an Estate Management Plan?
Managing your school estate effectively and efficiently can reduce your spending and create a safe, welcoming and sustainable learning environment. At the heart of that is a comprehensive estate management plan.
An estate management plan identifies what you can do to keep your estate and facilities in the best possible condition. It typically covers a three to five-year period and considers the improvements you can make to achieve the required educational outcomes and the potential challenges and barriers you face.
A school estate includes your land, buildings and facilities. How you manage your estate will depend on a wide range of factors, from the size, location and age of your buildings to the level of your current facilities, the available funding and your future aspirations.
What Do You Want to Achieve?
The first step in creating an effective estate management plan is to think about your aspirations for your school, academy, college or university. Once you’ve set out your vision, you can look at what you need from your land and buildings to help you get there.
Finance plays a big part in your ability to meet your goals. Having a well-developed estate management plan will give you a clear picture of your maintenance, refurbishment and replacement priorities and the likely costs. It will also provide the relevant information to include in your funding applications to maximise the streams that are available.

What Does Our Estate Management Planning Cover?
Our estate management planning can help you stay compliant with building rules and regulations and improve your ability to plan your spending and anticipate future demands. It’s a multi-stage process that includes:
- Understanding your land and buildings – We work to understand the current land ownership, tenure and constraints and consider how effectively your buildings meet your needs.
- Conducting condition assessments – We carry out a series of surveys to assess the physical condition of the buildings on your estate. This will provide information about statutory compliance as well as the scope and cost of any works that are required.
- Creating estate maintenance plans – Our maintenance plans include full costings for the ongoing maintenance of your land, buildings and facilities.
- Reviewing water and energy usage – We take a proactive approach to utility management and regularly review your usage and rates to identify improvements.
How Can We Help?
Our nationwide team of more than 60 RICS-certified surveyors and consultants can help you create a robust estate management plan for your school, MAT or university.
With a wealth of experience in this sector, we use our knowledge of traditional education surveying services and practical experience in procuring and delivering projects to help you achieve the highest standards for your estate.
Contact Eddisons Education
Get in touch to discuss how we can work together to reduce your costs and keep your estate in the best possible condition.



