This audit pack gives you a full set of editable documents to help you evaluate and improve your school’s personal development and pupil well-being provision. Every tool is designed to save time, support reflection and help you plan with confidence.

You’ll get:

☑️ A 52-page editable audit template
This is the main document, with structured reflection questions, prompts and space to evaluate your current provision. It includes suggested evidence sources to support your thinking and is divided into seven key areas:

• Strategic leadership of personal development and well-being
• The personal development curriculum, covering character education, moral development, extracurricular opportunities, citizenship, British values, the RSE/RSHE curriculum and SMSC
• Pastoral support and pupil well-being
• Careers education, including preparation for life, work and the future
• Inclusive personal development
• Evaluating impact and stakeholder engagement

☑️ Action plan template
A simple, editable Word document to help you summarise priorities and next steps clearly.

☑️ Document checklist
Helps you identify and gather key documents that evidence your school’s personal development work.

☑️ Question bank
Editable survey questions and ideas for gathering pupil voice, staff voice, parent/carer feedback and support from governors – ideal for strengthening self-evaluation with real views.

☑️One-page summary template
A flexible Word template for reporting key findings to SLT, governors or trust leaders.

☑️Personal development and well-being grade descriptor grids
Customisable version of the new toolkit requirements for your leadership team to reference and annotate.

☑️ PDF guidance: Auditing your Provision in Personal Development and Well-being
An 18-page printable guide to help you audit with confidence, including tips for planning, reviewing and involving others in the process.

All documents provided are in an editable Word format, except for the PDF guidance.

This audit pack is designed for anyone with responsibility for leading or evaluating personal development in a school, including headteachers, deputy heads, assistant heads, pastoral leads and members of the senior leadership team. It’s particularly useful for those overseeing pupil well-being, pastoral support, character education, equality and inclusion, or preparing for Ofsted in areas linked to personal development.

Senior leaders and trust executives can also use the pack to support wider school improvement work such as by using the audit as part of line management, planning strategic CPD, or shaping trust-wide expectations around pupil well-being and personal development in schools. It can also help schools evidence progress when preparing for inspection under the Ofsted 2025 framework.

This audit pack helps busy school leaders tackle the key personal development and well-being questions when evaluating and improving their school's provision. Whether you're conducting a formal review in preparation for inspection, planning development priorities or strengthening your self-evaluation, this pack provides the support you need.

• How can I audit our Personal Development and Well-being provision effectively? The 52-page audit framework guides you through systematic evaluation across all six key areas, with structured questions and evidence prompts to ensure thorough coverage.
• What should I be looking for when reviewing our pastoral support systems? Detailed audit questions help you evaluate the effectiveness of your well-being programmes, mental health support and pastoral interventions with clear evaluation criteria.
• How do I know if our careers education meets current expectations? Specific audit sections focus on careers provision quality, employer engagement and preparation for next steps - helping you identify strengths and development needs.
• What evidence demonstrates effective personal development leadership? The audit framework helps you gather and evaluate evidence of strategic leadership impact, from policy implementation to measurable outcomes for pupils.
• How can I involve different stakeholders in evaluating our personal development work? Voice-gathering tools and question banks help you systematically collect feedback from pupils, staff, parents and governors to strengthen your evaluation.
• What's the best way to identify priorities for improving personal development provision? The action planning template and grade descriptor grids helps you synthesise audit findings into clear, manageable next steps with realistic timescales.
• How do I present audit findings to senior leaders and governors? The one-page summary template helps you communicate key strengths, areas for development and recommended actions clearly and concisely.

This pack gives you everything needed to conduct thorough, evidence-based evaluation of the key personal development and well-being areas so you can identify what's working well and plan improvements with confidence.

If you’re reviewing provision in this area, these related resources can help you strengthen leadership, support governance and explore mental health more deeply.

Personal Development and Well-being Ofsted Toolkit Updates Pack

Builds understanding of the new Ofsted personal development and well-being requirements for yourself, staff and governors with update briefings and framework comparison documentation.

Staff, Pupil and Community Welfare Link Governor Support Pack

Supports link governors to ask the right questions, understand key responsibilities and contribute meaningfully to whole-school welfare oversight.

Mental Health and Wellbeing Audit

A focused audit tool to help you reflect on your school’s approach to mental health support, including systems, culture and early help provision.

Have a look at what's in the pack here: Personal Development and Well-being Audit Pack