Estate Management Planning

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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 for schools identifies how you can keep your estate and facilities in the best possible condition. It typically covers a three to five-year period, considering the improvements you can make to achieve the required educational outcomes and overcome the potential challenges you face.

A school estate includes your land, buildings and facilities. How you manage it will depend on a wide range of factors, including the size, location and age of your buildings, the level of your current facilities, the available funding, and your future aspirations.

Claim your free consultation now if you need a detailed estate management plan for your school. Alternatively, call 0808 253 7869 if you have questions you would like to ask our advisors.

“An estate management plan is essential for schools to strategically maintain and develop their buildings and grounds, ensuring safe, efficient and inspiring learning environments that align with educational priorities and long-term budget planning.

Ian Harrington, Regional Managing Partner (North)

What Does Our Estate Management Planning Cover?

Our estate management planning for schools can help you stay compliant with building rules and regulations while improving your ability to plan your spending and anticipate future demands. It is 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 teams will provide 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 to Develop a School Estate Management Plan

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 have set out your vision, you can consider 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 available streams.

Each piece of information will be clearly communicated to you in a series of documents so you can easily understand the plan. We will be happy to discuss each aspect further if you have additional questions.

Why Should I Instruct Eddisons Education for My School Estate Management Plan?

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. Some of the main reasons you should consider us for a school estate management plan include:

Get a Comprehensive Estate Management Plan for Your School Now

Get in touch to discuss how we can work together to reduce your costs and keep your estate in the best possible condition.

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Latest News and Insights

View our latest news along with insights from our expert team of chartered surveyors on all things education estates.

Meet our Expert Team

Eddisons provides expert property advice to clients across the education sector. Clients trust Eddisons because we understand the challenges faced – from restricted project timescales to the importance of minimising disruptions during term time and exams.

Frequently Asked Questions About Estate Management Planning for Schools

  • Why are school estate management services important?

    School estate management services ensure education estates are safe, efficient and fully operational. This promotes a positive learning environment for teachers, students and support staff, and can mean regulatory standards are met.

    Our Estate Management Planning for Schools guide explains in more detail just how important this service is.

  • Do I need to follow the Good Estate Management for Schools guidance?

    Yes, the Good Estate Management for Schools (GEMS) guidance was designed by the Department for Education (DfE) and provides helpful advice on managing land and buildings. It covers anything from compliance to budgeting and risk management.

  • Who creates a school estate management plan?

    Typically, school estate management plans are created by surveyors and consultants. However, school leaders will also play a pivotal role throughout the process.

  • How much are school estate management services?

    School estate management services vary depending on the size and number of buildings within your premises. Using the form below is a straightforward way to start the process with us. Our experts can then contact you with a bespoke quote for this service.

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