Leading practice in shared services

Next-generation service design and delivery for school trusts

This CST masterclass is designed for trusts that have already implemented shared services in areas such as finance, HR (and potentially IT or estates) and are seeking to evaluate and further enhance their effectiveness.

This course explores what leading-edge shared service practice looks like in today’s school trust environment, building on our Designing central and shared services masterclass. No prior attendance is required – a background pack summarising key theories will be provided.

Who is it for?

  • Chief executive officers
  • Chief operating officers and trust operational leads
  • Directors of HR, IT, and estates

What you will gain

This course will give you:

  • The opportunity to understand, contribute to, and take away a best practice rubric - setting clear definitions and benchmarks for shared services in finance, HR, estates, and IT
  • Advanced strategies for enhancing shared services, including:
    • Developing service catalogues
    • Implementing helpdesks, "corporate brain” resources, and effective FAQs
    • Leveraging AI and automation for smarter service delivery
    • Building a unified "one team, one mission” culture across your trust
  • Practical methods for reviewing and evaluating the effectiveness of your own shared services, using data and feedback for continual improvement

Course overview

Throughout this masterclass, you’ll hear from leaders in trusts with highly developed shared service models, giving insight into what the next generation of leading practice shared services can mean for your organisation.

Session one: Best practice framework

  • What does good practice look like?
  • Service catalogues, key performance indicators and service level agreements
  • Service culture - customers or colleagues?

Session two: Advanced strategies for improving existing shared services

  • Implementing helpdesks, corporate brain, and FAQs
  • Using AI and automation to improve integration and data flow between systems
  • Building a ‘one team, one mission’ culture

Session three: Practical methods for reviewing and evaluating

  • Continuous improvement
  • How to measure and report effectiveness
  • Using data, staff voice, and feedback

Course speakers

Really informative and helpful, with an expert presenter. Thank you.

07 May 2026 10:00 am to
11:30 am

14 May 2026 10:00 am to
11:30 am

21 May 2026 10:00 am to
11:30 am

Book now
Trust leadership masterclass

Online

  • CST members £270+VAT
  • Non-members £330+VAT

Estates and facilities Financial management Operations People and culture Technology Finance and operations Workforce resilience and wellbeing