Adapt this template. It is not an ADEK policy, and completing it does not by itself meet a regulatory requirement. Replace every placeholder in brackets and keep a version date.
Who
Principal, finance lead, and the board member named for finance. Forty minutes.
Steps
- Note cash, arrears, and any fee dispute still open.
- For each priority, state what was spent and what was supposed to happen in class.
- Flag any spend that does not serve safety, staffing, or a priority.
- Record one decision: continue, stop, or move money.
- File the note with the management accounts.
Do not discuss individual family debt in a group that does not need the names.