Start Point: New To Governance
This free checklist that maps out a governor's key priorities and tasks for their first weeks and term in the role. It can be used by the new governor themselves, or by a headteacher, SLT member, chair of governors or governance professional to support the new governor in getting to grips with the role.
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This free checklist for headteachers and governance leads outlines tasks that you could complete when a new governor joins your governing board in order to get them up to speed with your school setting and its ethos.
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🔒 Fully aligned with Ofsted 2025 School Inspection Toolkit
This Headteacher's Report to Governors template is ideal for school leaders who are seeking a little extra support when considering what to include in their termly report to the governing body and how to best present information about the school's successes and challenges.
The HT report to governors template is carefully structured so you can report back to your governing board and give them an overview across a wide range of areas, including:
- A summary of the term
- Pupil information, including numbers on roll, leavers, admissions and details of those in receipt of pupil premium (free school meals)
- Attendance
- SEND and Inclusion
- Safeguarding, behaviour and welfare, including suspensions, exclusions and bullying
- Curriculum and teaching, including outcomes from monitoring and staff CPD
- School improvement visits
- Staffing and personnel updates
- Health and safety
The 15-page template is fully editable, so you can add or remove details depending on your school's context.
Ensuring that your governors know the school well is a vital part of the leadership and management of any setting. As such, this template can also be found as part of our Reports to Governors Template Bundle and our Ofsted Preparation Pack, which support school leaders with understanding and preparing for the inspection process. A separate Annual Safeguarding Report to Governors template is also available to help you to work effectively with your governing board.
A key responsibility for headteachers and principals in schools is to support the wellbeing of your staff team... but what about you and your own wellbeing? You don't need us to tell you that the pressures of school leadership can often feel overwhelming but our FREE Headteacher Wellbeing Audit and Action Plan is here to help. Designed with the unique challenges of headship in mind, this tool helps you take stock of what or who is currently supporting you in a professional capacity and where there could be room for development to improve your wellbeing in school. It's perfect for heads, executive heads, school principals or anyone leading a school to use as a self-reflection tool, as well as being useful for trust leaders, CEOs, governors, trustees or anyone line managing a headteacher to utilise as part of a full support package.
🔄 Updated for 2026
Safeguarding governors need to do more than review data at termly meetings – they also have a role in checking, in the moment, that safeguarding culture, policy and practice are working as they should day to day. These spot check questions give safeguarding link governors a practical tool for doing exactly that.
Whether dipping into a specific area of practice, having a quick conversation with a member of staff or checking that procedures are being followed on the ground, this template provides ready-to-use questions for governors to use during informal visits and spot checks in school.
You'll get:
☑️ Safeguarding Spot Check Questions – a focused set of questions for safeguarding link governors to use during school visits, covering the key areas of safeguarding culture, policy and day-to-day practice
Fully editable so you can adapt it to reflect your school's context and priorities.
👉 This set of questions is also available in the larger Safeguarding Link Governor Support Pack, which has a set of deeper, more strategic set of safeguarding questions, a safeguarding report to governors template and a roles and responsibilities document.
This budget planning checklist and calendar set is designed to help you with staying on top of managing your budget across the school year. The editable budget planning checklist has suggested tasks to attend to when planning your next budget, including for school improvement planning, curriculum budgeting and expenditure, staffing and payroll, pupil premium and SEND. There are also suggestions for when to follow up and monitor each element across the school year. The accompanying calendar provides a month-by-month overview, giving you a quick and easy breakdown of what to explore each month when it comes to monitoring your budget - you could print it out and pin it to your noticeboard as a handy reminder (plus there's a print-friendly version included too). And best of all? This pack is free!
👉Looking for more budget support? This template is also available in the full School Budget Management Pack, which can also help you to upskill yourself on financial management, identify where cost savings can be made and work with your finance governors. This pack offers you best value for money if you want to get a better grip on your budget, but each strand is also available as a separate purchase should you need to explore a single area of budget management: School Budget Planning and Cost Saving Toolkit, School Budget Management Skills Bundle and Budget Planning Questions for Governors.
This handy 18-page editable document is designed to help school finance governors to support and challenge their setting's headteacher, principal or academy head when planning and setting the school budget. It contains reflective questions to be used in a constructive dialogue in the following areas:
- Budget planning
- Budget risk factors, contingency and compliance
- Income
- School improvement
- Contracts and benchmarking
- Staffing
- Pupil numbers and class sizes
- Pupil premium and SEND
- Deficit and recovery planning (use if applicable to your setting)
- Budget variation
For each question, there's space to note any discussion outcomes as well as the evidence you've gathered to support budget planning decisions. It can be used by both maintained schools and academies where governors or local board members support the academy's headteacher to plan the budget.
Whether you're a finance link governor, the chair of a governor finance committee or a school leader looking to support your governors, this checklist allows you to work collaboratively and ensure that governors are fulfilling one of the governing body's core functions of ensuring the sound, proper and effective use of the school’s financial resources.
👉 Looking for more budget support? This template is also available in the full School Budget Management Pack, which can also help you to plan your budget, upskill yourself on financial management and identify where cost savings can be made.
👉 For broader support for finance link governors that covers a fuller picture of the school's finances and governor skill development over time, our Finance Link Governor Support Pack may also be of interest.
For DSLs and headteachers who need a structured, comprehensive way to report on safeguarding across the school to their governing board.
You'll get:
☑️ Annual Safeguarding Report to Governors – a fully editable 13-page Word document covering:
- safeguarding overview and culture
- safeguarding governor visit overview
- DSL and deputy DSL details and training
- safer recruitment information
- staff safeguarding training including Prevent duty
- induction procedures for new starters, volunteers and visitors
- alternative provision safeguarding arrangements
- Single Central Record (SCR) summary and compliance
- curriculum provision and safeguarding teaching
- space for narrative on pupil voice on safety and help-seeking, child-on-child abuse and whole-school culture, online safety filtering and monitoring including AI tools and cyber security
- referrals and cases including numbers of children in need plans, child protection plans, CME, LADO and Prevent/Channel referrals
- allegations against staff and low-level concerns
- specific safeguarding risks covering a comprehensive range of risk areas
- multi-agency and external partnerships
- vulnerable groups oversight
- safeguarding-related policies and procedures
- KCSIE implementation
- a structured evaluation and improvement section including governor questions and challenges.
All sections are fully editable so you can adapt the template to your school's context and reporting cycle.
Ideal for designated safeguarding leads, headteachers and deputy headteachers preparing an annual safeguarding reports to governors. The template could be used termly as well.
👉 Ensuring that your governors know your school well - especially when it comes to safeguarding pupils - is a vital part of the leadership and governance of any setting. As such, this template can also be found as part of our Reports to Governors Template Bundle. A separate Headteacher's Report to Governors Template is also available to help you to work effectively with your governing board.
🔒 Fully aligned to the 2025 Ofsted School Inspection Toolkit
Prepare for Ofsted inspection with confidence using this comprehensive preparation pack, designed specifically for school leaders navigating the latest EIF and the School Inspection Toolkit.
This complete resource brings together everything you need to understand how inspections work, prepare your team and demonstrate your school's strengths effectively. Written by former headteachers who understand what it's like to go through inspection, this pack combines a detailed 247-page guidance document with 67 fully editable templates that you can adapt for your school's specific context.
You'll get:
☑️ Complete guidance on the inspection process - understand how inspections work under the current EIF, from the phone call through to final feedback
☑️ 67 editable templates - ready-to-use documents, checklists and tools that'll help you organise your priorities, delegate tasks and ensure nothing is overlooked
☑️ Role-specific preparation materials - help your DSL, SENDCo, curriculum lead, governors and other key staff prepare for their part in inspection
☑️ Evaluation area breakdowns - detailed exploration of what inspectors look for across all nine evaluation areas
If you're waiting for the Ofsted phone call, worried you aren’t ‘ready’ or wondering what you should do prepare for an Ofsted inspection, this pack will help you to feel confident and well-prepared, no matter when your next inspection is.🔎 Want a closer look? Click here to preview the Ofsted Inspection Preparation Pack🔗
🎒Updated for the 2025-2026 academic year
Review your school's equality and diversity provision with this comprehensive audit toolkit designed for school leaders.
This pack gives you everything you need to conduct a systematic evaluation of how well your school promotes equality, challenges discrimination and supports diverse communities.
You'll get:
☑️ Full editable audit tool (24 pages) – comprehensive questions across six key areas: policies and procedures, pupil experience and voice, curriculum teaching and learning, staff development and recruitment, community engagement and partnerships, learning environment, and leadership and strategic planning
☑️ Supporting templates – editable action plan, document checklist, question bank and one-page summary template for reporting to governors or trustees
☑️ 18-page equality and diversity audit guidance document – practical instructions on planning your audit, who to involve, what evidence to collect, and how to use your findings to strengthen provision and meet your duties under the Equality Act 2010
🔎 Want a closer look? Click here to preview the audit pack🔗
👉 This audit pack is part of our Complete School Leadership Audit Set, which includes eleven audits in one purchase, saving you money whilst ensuring you can evaluate your entire school provision across all Ofsted evaluation areas plus plus three essential good practice audits.
🔒 Fully aligned to the 2025 Ofsted Inspection Toolkit and Framework and all 2025-2026 statutory guidance
This bundle is perfect for headteachers, trust leaders, governance professionals and SLT members who wish to be consistent in the way they report information to their governing board. The fourteen editable reporting templates will help your governing board to gain a clearer picture in each of the areas, which include reports for:
- attendance
- behaviour
- curriculum
- data protection
- EYFS
- finance
- headteacher's report to governors
- health and safety
- looked-after children
- pupil premium
- annual safeguarding report
- school well-being and personal development
- SEND and inclusion
- subject (can be used multiple times for different subjects)
Each template contains space for data and commentary, allowing governors to build a picture of the school's current position and the reasons behind this.
Regular reports to the relevant governor committees, the full governing board or your local board members allows all of your governors to make more effective strategic decisions because they'll hold a deeper understanding of the school. It can also support governors to share how they hold school leadership to account to ensure compliance, which is a crucial part of the Ofsted leadership and governance judgement and a key feature of an effective governing board.
👉 For support with a specific link governor role, the relevant report to governor template is also available in our individual link governor support packs. These packs also include full audits that can be used in a collaborative manner between schools leaders and governors, plus a role and responsibilities document to support link governors with their specific roles.

