Developing an Effective Inclusion Strategy Pack

🔒 In-line with the Inclusive Mainstream Fund (IMF) requirements for the 31 December 2026 inclusion strategy deadline.

Every mainstream school in England must publish an inclusion strategy statement on its school website by 31 December 2026. This free pack goes beyond the DfE inclusion strategy template to include a fully guided inclusion strategy statement template, two additional tools to support your planning process, and a guidance document that walks your leadership team through each step from identifying barriers to publishing a compliant strategy.

You'll get:

☑️ Free inclusion Strategy Template – covering everything your strategy statement needs to include
☑️ SEND Reform Readiness template – to map current provision against the new tiered model before you write
☑️ Inclusion Strategy: Parent and Pupil Summary template – to communicate your strategy to families and pupils across different key stages
☑️ Developing an Effective Inclusion Strategy guidance – a five-step planning guide for school leaders

All templates are fully editable so you can adapt them for your school's specific context.

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CONTENTS
WHO IT'S FOR
HOW IT CAN HELP
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What's in this free school inclusion strategy statement pack?

You'll get:

☑️ Inclusion Strategy Template – A structured, editable template that takes you through every required element of the inclusion strategy statement: a statement of intent, barriers to learning and participation, activity planned for the academic year (mapped to the seven principles of inclusion and broken down by tier and budget), intended outcomes with measurable success criteria, pooled funding arrangements (optional), a built-in pre-publication checklist and a review section for use from 2027/28 onwards. Worked examples throughout show the level of specificity that makes a strategy genuinely useful rather than a compliance tick-box.

☑️ SEND Reform Readiness Template – A provision mapping template that helps leaders understand where current support sits against the government's new Universal, Targeted/Targeted Plus and Specialist layers — both at the whole-school level and for individual pupils. Working through this first gives you a realistic evidence base for the Activity table in the inclusion strategy, rather than writing provision plans from scratch or assuming gaps that may not exist.

☑️ Inclusion Strategy: Parent and Pupil Summary – A communication template that helps leaders translate the published strategy into accessible versions for parents and carers, younger pupils (KS1/KS2 talking points for use in assemblies and circle time) and older pupils (a KS3/KS4-appropriate written summary). Meeting the expectation that families and pupils are meaningfully involved in your inclusion strategy is straightforward with a ready-made format to work from.

☑️ Developing an Effective Inclusion Strategy guidance – A five-step planning guide covering how to identify the barriers your pupils face, how to select evidence-based approaches aligned to the DfE's seven principles of inclusion, how to develop your strategy and align your IMF and core budgets, how to deliver and monitor in practice, and how to evaluate and sustain your strategy year on year. Includes a checkpoint prompt before you begin drafting, guidance on collaborative leadership across SLT, and practical advice on pooling IMF funding with other schools.

Who should use this inclusion strategy template for schools?

This pack is designed for the leaders responsible for developing and publishing the school's inclusion strategy statement. It is particularly valuable for SENCOs leading the drafting process, headteachers and deputy headteachers with strategic oversight of the inclusion strategy, inclusion leads coordinating provision across the school, and school business managers who need to map IMF expenditure against the seven principles.

Governors and trustees also have a specific scrutiny role in relation to the inclusion strategy statement. The pack supports productive conversations between SLT and the governing body about how Inclusive Mainstream Fund allocation is being used and what outcomes are expected.

Schools in MATs will find the templates equally useful: while resources can be pooled across academies, each academy school must publish its own separate strategy, and these templates are written with that requirement in mind.

How can this pack help school leaders meet the inclusion strategy deadline?

This pack helps you tackle the most common challenges leaders face when developing and publishing a compliant, meaningful inclusion strategy.

"What does our inclusion strategy statement actually need to include?"

The template works through every required element: barriers to learning and participation identified with evidence, activity funded to address them with tier and budgeted cost, intended outcomes with measurable success criteria, and (from 2027/28) a review of the previous year. A pre-publication checklist at the end of the template checks your strategy against both the four content requirements and the three IMF grant conditions before you publish.

"How is the inclusion strategy connected to our Inclusive Mainstream Fund allocation?"

The activity table in the Inclusion Strategy Template requires you to identify which of the seven principles each activity aligns with, whether it is Universal, Targeted, Targeted Plus or Specialist, and its total budgeted cost split across IMF and core budget. The SEND Reform Readiness template helps you build the evidence base for those decisions before you start drafting, so the strategy reflects your actual provision rather than aspirational planning.

"Do we have to use the DfE's inclusion strategy statement template?"

No, schools are free to use their own format provided it covers the same ground. The Honeyguide Inclusion Strategy Template is structured to meet all DfE requirements while providing substantially more guidance than the official version, including worked examples, guided considerations and prompts that help leaders complete each section with the right level of specificity.

"How do we involve parents, carers and pupils in our inclusion strategy?"

The Inclusion Strategy: Parent and Pupil Summary template makes this straightforward. It includes a parent and carer version for the school website or newsletter, KS1/KS2 talking points for staff to use in assemblies and circle time, and a pupil-friendly written summary suitable for older year groups. Using it means families and pupils receive a version of the strategy they can actually read and act on.

"How will Ofsted assess our inclusion strategy?"

From September 2026, the updated Ofsted inspection toolkit includes specific reference to whether leaders have developed and published an inclusion strategy. Inclusion is now a standalone graded judgement under Ofsted's renewed inspection framework, and inspectors will look at whether the strategy is embedded in everyday practice, not just whether it exists on the school website. This pack supports leaders to build a strategy that can genuinely evidence that connection.

"This feels like a whole-leadership task – how do we manage it?"

It is a whole-leadership task, and the guidance document is clear about that. It sets out who should be involved (SLT, SENDCo, SBM, pupil premium lead, attendance and behaviour lead, and governors), how to align the strategy with your pupil premium statement and school improvement priorities, and how to set short-term and longer-term outcomes that are ambitious but realistic. The five-step framework gives the process a structure that makes it manageable rather than overwhelming.

Want to build on your inclusion work after writing the inclusion strategy statement?

If you want to look more closely at your existing provision before writing your strategy, the Inclusion Audit gives leaders a structured way to evaluate how well the school currently identifies and supports pupils across the key inclusion groups, giving you the evidence base to write a strategy that reflects your actual starting point rather than an assumed one.

For governor oversight of inclusion, the SEND and Inclusion Link Governor Support Pack supports the link governor to ask the right questions, understand what good looks like and scrutinise the strategy with confidence.

For SENDCos preparing for inspection alongside the strategy work, the SENDCo – Ofsted Inspection Preparation Bundle covers the key evidence areas inspectors will explore when speaking with the SENDCo as part of the inclusion judgement.

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