Free tool for governors and clerks
Governance year planner.
See the governing board’s duties for a school year, term by term, with why each one matters, what to check and the guidance it comes from. For maintained schools in England. Set your term dates, then download a calendar or PDF.
This list is for a community or voluntary controlled school, with typical term dates. Turn on JavaScript in your browser to set your own term dates and download a calendar or PDF.
Governance year 2026 to 2027
64 duties, term by term. 138 have a date and go in the calendar.
This planner is a guide to the governing board’s duties for maintained schools in England. Check the linked guidance before you act on it: the law and guidance change, and your council or diocese may set its own dates.
Every term
In each of the six terms, by the end of the term
Test the web filter on a pupil device and a staff device
Every termStatutory guidance · Responsible: Filtering and monitoring governor, IT lead. Accountable: Governing board.
What to check
Watch the IT lead run a recognised test (such as the SWGfL test filtering site) on a pupil device and a staff device, in school and on the school network. Check harmful and illegal content is blocked, and that the block is logged.
Why it matters
Governors must make sure the school has appropriate filtering and that it works. Watching a live test is the simplest way to know, rather than taking it on trust.
Questions to ask
- Which devices and accounts did we test, and did they include a pupil login?
- What gets past the filter, such as AI image tools or new apps, and what is done about it?
- When did the filtering provider last change something, and who checked it afterwards?
Guidance
Check monitoring alerts reach the DSL
Every termStatutory guidance · Responsible: Filtering and monitoring governor. Accountable: Governing board.
What to check
Ask the DSL how alerts reach them, how quickly, and who covers when they are away. Look at two or three anonymised examples and what was done.
Why it matters
Monitoring only keeps pupils safe if someone sees the alerts and acts on them quickly.
Questions to ask
- How long does it take an alert to reach the DSL?
- Who sees alerts in the holidays or when the DSL is off?
- What did the last serious alert lead to?
Guidance
Spot-check five people on the single central record
Every termStatutory guidance · Responsible: Safeguarding governor. Accountable: Governing board.
What to check
Pick five names (staff, a volunteer, a governor, someone recent). Check each has the DBS, barred list, right to work, references, identity and prohibition checks recorded, with dates.
Why it matters
The single central record shows every adult working with pupils has been checked. Gaps are among the most common safeguarding failings found at inspection.
Questions to ask
- Who was the most recent person to start, and were all checks done before they started?
- How are volunteers and contractors recorded?
- Are governors on the record with their DBS check?
Guidance
Review the DSL's safeguarding report
Every termStatutory guidance · Responsible: Governing board. Accountable: Governing board.
What to check
The report gives numbers, not names: concerns logged, referrals, early help, children on plans, child-on-child incidents, online safety incidents, training done.
Why it matters
The board must make sure safeguarding is effective. A termly report lets governors see trends without seeing individual pupils.
Questions to ask
- What has changed since last term, and why?
- Which concerns took longest to act on?
- What is the DSL most worried about?
Guidance
Review attendance and children missing education, by pupil group
Every termStatutory guidance · Responsible: Attendance governor. Accountable: Governing board.
What to check
Look at attendance and persistent absence for disadvantaged pupils, pupils with SEND and each year group, compared with last year and national figures. Check children missing education are followed up.
Why it matters
Governing boards must regularly review attendance data and help the school focus on pupils who most need support.
Questions to ask
- Which groups have the lowest attendance, and what is being done?
- How many pupils are persistently absent, and is that falling?
- Have any pupils left the roll without a known destination?
Guidance
Review suspensions, exclusions and pupils leaving the roll
Every termStatutory guidance · Responsible: Governing board. Accountable: Governing board.
What to check
Numbers by pupil group, reasons, repeat suspensions, and any pupils who left for home education or another school mid-year.
Why it matters
Governors are expected to watch suspensions, exclusions and moves off roll, including to home education, so that no pupil is pushed out unfairly.
Questions to ask
- Are pupils with SEND or disadvantaged pupils over-represented?
- Why did each pupil who left mid-year leave?
- What support was in place before each suspension?
Guidance
Review behaviour, bullying and prejudice incident logs
Every termGood practice · Responsible: Governing board. Accountable: Governing board.
What to check
Numbers and kinds of incidents, where and when they happen, and what was done. Look for patterns, such as one year group or one part of the day.
Why it matters
Trends in behaviour, bullying and prejudice tell the board whether the behaviour policy is working.
Questions to ask
- What kinds of bullying are most common?
- How do pupils say they feel about behaviour?
- What changed after the last spike?
Guidance
Check the fire drill log
Every termThe law · Responsible: Health and safety governor. Accountable: Governing board.
What to check
A drill has happened this term, how long evacuation took, and anything that went wrong was fixed.
Why it matters
The school must be able to get everyone out safely. Drills each term, with times recorded, show it can.
Questions to ask
- How long did the last evacuation take?
- Was a drill held at a less usual time, such as lunchtime?
- How are pupils who need help to evacuate supported?
Guidance
Review the accident log and any RIDDOR reports
Every termThe law · Responsible: Health and safety governor. Accountable: Governing board.
What to check
The number and kinds of accidents, where they happen, and any reported under RIDDOR.
Why it matters
Accidents show where risks are not controlled, and some must be reported to the HSE under RIDDOR.
Questions to ask
- Where do most accidents happen?
- Was anything reportable under RIDDOR, and was it reported in time?
- What has been changed as a result?
Guidance
Check healthcare plans are current and any spare auto-injectors are in date
Every termStatutory guidance · Responsible: SEND governor. Accountable: Governing board.
What to check
Individual healthcare plans have been reviewed, staff who need training have had it, and medicines, including any spare adrenaline auto-injectors, are in date and easy to reach.
Why it matters
Pupils with medical conditions and allergies need up-to-date plans that staff know, and medicines that are in date.
Questions to ask
- How many pupils have a healthcare plan, and when were they reviewed?
- Who checks expiry dates on medicines?
- Do supply staff know which pupils have allergies?
Guidance
Review budget monitoring
Every termThe DfE expects it · Responsible: Finance committee. Accountable: Governing board.
What to check
Spending against the budget, the forecast to the end of the year, and the reasons for any big differences.
Why it matters
The board oversees the school's money. Regular monitoring means overspends are caught early.
Questions to ask
- Where are we furthest from the budget, and why?
- What will the balance be at the end of the year?
- What risks are there to next year's budget?
Guidance
Review progress on each SDP priority
Every termThe DfE expects it · Responsible: Governing board. Accountable: Governing board.
What to check
Progress on each priority's targets and actions in SchoolTrack, and the evidence behind it.
Why it matters
Holding leaders to account for the school development plan is one of the board's core functions.
Questions to ask
- Which targets are behind, and what is changing?
- What evidence shows the actions are making a difference?
- Do any priorities need to change?
Guidance
Review pupil premium and SEND outcomes
Every termStatutory guidance · Responsible: Pupil premium governor, SEND governor. Accountable: Governing board.
What to check
Attainment, progress and attendance of disadvantaged pupils and pupils with SEND, compared with other pupils, and how the pupil premium is being spent.
Why it matters
The board must know how disadvantaged pupils and pupils with SEND are doing, and whether the money and support for them works.
Questions to ask
- Is the gap closing, and how do we know?
- Which approaches are working best?
- Are EHCP reviews up to date?
Guidance
Check no policies are overdue for review
Every termGood practice · Responsible: Clerk. Accountable: Governing board.
What to check
Each statutory policy is on the schedule with its review date, and none is overdue.
Why it matters
Statutory policies must be in place and reviewed as often as the DfE says. A schedule stops any slipping.
Questions to ask
- Which policies are due next term?
- Which policies must be on the website?
Guidance
Review data breaches, subject access and FOI requests
Every termThe law · Responsible: Governing board. Accountable: Governing board.
What to check
Breaches logged and whether any were reported to the ICO, subject access requests and freedom of information requests, and whether each was answered on time.
Why it matters
The school is responsible for the personal data it holds and must answer requests within the time the law allows.
Questions to ask
- Were any breaches serious enough to report?
- Were all requests answered within a month (subject access) or 20 school days (FOI)?
Guidance
Make one focused visit per link governor, tied to an SDP priority
Every termGood practice · Responsible: Link governors. Accountable: Governing board.
What to check
Each link governor has visited this term with a clear focus agreed with the leader, and written a short report for the board.
Why it matters
Visits let governors see the plan in action and talk to staff and pupils, so they can hold leaders to account with first-hand evidence.
Questions to ask
- What did you see that shows the priority is working?
- What did pupils and staff say?
- What would you ask the leader next time?
Guidance
Hold a full board meeting
Every termThe law · Responsible: Clerk. Accountable: Chair of governors.
What to check
The meeting was quorate, papers went out at least seven days before, and the minutes record the questions governors asked.
Why it matters
The full board must meet at least three times a year, with an agenda, papers and minutes.
Questions to ask
- Were the papers sent in time?
- Do the minutes show governors challenging and supporting?
Guidance
Term 1 · Autumn term
3 September 2026 to 23 October 2026 · 11 duties, and the every-term duties
Elect the chair and vice-chair
By the end of the term (23 October 2026)The law · Responsible: Clerk. Accountable: Governing board.
What to check
The election is on the agenda, the clerk runs it, and the term of office is minuted.
Why it matters
The board must elect a chair and vice-chair from among its governors, for a term of office it sets.
Questions to ask
- When does the chair's term end?
- Is there a plan for the next chair?
Guidance
Agree committees, terms of reference and delegation
By the end of the term (23 October 2026)The law · Responsible: Governing board. Accountable: Governing board.
What to check
Each committee has terms of reference, members and a quorum, and the scheme of delegation is up to date.
Why it matters
The board decides what it delegates and to whom, and must record it.
Questions to ask
- Is anything delegated that the law says the full board must do?
- Does each committee report back to the board?
Guidance
Name link governors
By the end of the term (23 October 2026)Statutory guidance · Responsible: Governing board. Accountable: Governing board.
What to check
Each link role is filled in SchoolTrack: safeguarding, filtering and monitoring, SEND, attendance, pupil premium, health and safety, and the SDP priorities.
Why it matters
KCSIE expects a senior board lead for safeguarding, and named governors for filtering and monitoring, SEND, attendance and other areas help the board know the school.
Questions to ask
- Does every SDP priority have a link governor?
- Do link governors know what is expected of them?
Guidance
Every governor confirms they have read KCSIE
By the end of the term (23 October 2026)Statutory guidance · Responsible: Every governor. Accountable: Chair of governors.
What to check
Every governor has signed to say they have read this year's KCSIE, including what has changed.
Why it matters
Governors must read and understand Keeping children safe in education, and a new edition usually applies from 1 September.
Questions to ask
- What changed in this year's KCSIE?
- Who has not signed yet?
Guidance
Every governor declares business interests and signs the code of conduct
By the end of the term (23 October 2026)The law · Responsible: Every governor. Accountable: Chair of governors.
What to check
Every governor has declared business interests, other governance roles and relationships with staff, and signed the code of conduct.
Why it matters
The register of interests must be kept and published, so decisions are seen to be fair.
Questions to ask
- Has anyone's interests changed since last year?
- Is the register on the website?
Guidance
Confirm all staff have read KCSIE Part 1
By the end of the term (23 October 2026)Statutory guidance · Responsible: Safeguarding governor. Accountable: Governing board.
What to check
A record shows every member of staff, including support and part-time staff, has read Part 1 this year.
Why it matters
The board must make sure all staff read Part 1 of KCSIE. From 2026 the short Annex A version has gone, so this covers everyone.
Questions to ask
- How do we know staff understood it, not just read it?
- How are new starters covered?
Guidance
Approve the child protection policy
By the end of the term (23 October 2026)Statutory guidance · Responsible: Governing board. Accountable: Governing board.
What to check
The policy reflects this year's KCSIE and local arrangements, and is on the website.
Why it matters
The child protection policy must be reviewed every year and published on the website.
Questions to ask
- What changed from last year's policy?
- Does it cover online safety, filtering and child-on-child abuse?
Guidance
Confirm DSL, staff and governor safeguarding training is up to date
By the end of the term (23 October 2026)Statutory guidance · Responsible: Safeguarding governor. Accountable: Governing board.
What to check
The training record shows dates for the DSL and deputies, all staff and every governor, and who is due.
Why it matters
The DSL needs training every two years with yearly updates; staff and governors need training at induction and regular updates.
Questions to ask
- When does the DSL's training run out?
- Have all governors had safeguarding training?
Guidance
Check the website has everything it must publish
By the end of the term (23 October 2026)The law · Responsible: Clerk, Link governors. Accountable: Governing board.
What to check
Work through the DfE list: contact details, admissions, Ofsted, results, curriculum, behaviour, complaints, SEN report, accessibility, equality, pupil premium, PE and sport premium, governance, charging, values, high earners, remote education, safeguarding and allergy policies.
Why it matters
Maintained schools must publish set information online, and parents and inspectors look for it.
Questions to ask
- What is missing or out of date?
- Who will fix it, and by when?
Guidance
Update governor details on Get Information about Schools
By the end of the term (23 October 2026)The law · Responsible: Clerk. Accountable: Chair of governors.
What to check
Every governor, the chair and the clerk are listed correctly with their terms of office.
Why it matters
Governor details on Get Information about Schools must be kept up to date.
Questions to ask
- When was it last updated?
Guidance
Approve the SEN information report
By the end of the term (23 October 2026)The law · Responsible: SENCo. Accountable: Governing board.
What to check
The report covers what the regulations require and is on the website.
Why it matters
The school must publish an SEN information report and update it every year.
Questions to ask
- Does it describe what we actually do?
- Has it been updated this year?
Guidance
Term 2 · Autumn term
2 November 2026 to 18 December 2026 · 7 duties, and the every-term duties
Complete the council's section 175 safeguarding audit
By the end of the term (18 December 2026)The law · Responsible: Designated safeguarding lead (DSL), Safeguarding governor. Accountable: Governing board.
What to check
The audit is completed honestly with the DSL, actions are agreed, and it is sent by the council's date.
Why it matters
Councils ask maintained schools each year to show how they meet their safeguarding duties.
Questions to ask
- What actions came out of last year's audit, and are they done?
- Where do we rate ourselves weakest?
Guidance
Carry out the headteacher's appraisal and set objectives
By the end of the term (18 December 2026)The law · Responsible: Headteacher appraisal panel. Accountable: Governing board.
What to check
The panel has reviewed last year's objectives and set new ones linked to the SDP, with the adviser's support.
Why it matters
The board must appraise the headteacher each year, supported by an external adviser.
Questions to ask
- Are the objectives linked to the SDP?
- What support does the headteacher need?
Guidance
Make teachers' pay decisions
By the end of the term (18 December 2026)Statutory guidance · Responsible: Pay committee. Accountable: Governing board.
What to check
The pay policy reflects this year's award and decisions follow it.
Why it matters
The board must have a pay policy and make pay decisions in line with the pay and conditions document.
Questions to ask
- Does the budget allow for this year's award?
- Were any decisions appealed?
Guidance
Review last summer's results
By the end of the term (18 December 2026)The DfE expects it · Responsible: Governing board. Accountable: Governing board.
What to check
Results compared with last year and national figures, for all pupils and for disadvantaged pupils and pupils with SEND.
Why it matters
The board holds leaders to account for pupils' outcomes. Last summer's results (EYFS, phonics, multiplication check and KS2) show where the plan should focus.
Questions to ask
- Which results were weakest, and why?
- How is that reflected in this year's SDP?
Guidance
Run the governor skills audit
By the end of the term (18 December 2026)Good practice · Responsible: Clerk. Accountable: Chair of governors.
What to check
Every governor has completed the audit, and gaps are turned into training or recruitment.
Why it matters
Knowing the board's skills shows where training or new governors are needed.
Questions to ask
- Which skills are we short of?
- Who should we recruit next?
Guidance
Publish equality information
By the end of the term (18 December 2026)The law · Responsible: Headteacher. Accountable: Governing board.
What to check
The information is current and on the website.
Why it matters
Maintained schools must publish information each year showing how they meet the public sector equality duty.
Questions to ask
- What does our information show?
- How does it link to our equality objectives?
Guidance
Approve and publish the pupil premium strategy
By 31 December 2026The law · Responsible: Headteacher. Accountable: Governing board.
What to check
The statement says how the money will be spent, why, and what last year's spending achieved.
Why it matters
Schools must publish a pupil premium strategy statement each year, using the DfE template, by 31 December.
Questions to ask
- What evidence is each approach based on?
- What did last year's spending achieve?
Guidance
Term 3 · Spring term
4 January 2027 to 12 February 2027 · 3 duties, and the every-term duties
Discuss the SFVS checklist with the headteacher
By the end of the term (12 February 2027)The DfE expects it · Responsible: Finance committee. Accountable: Governing board.
What to check
Each question has been discussed with an honest answer, and actions are agreed for any "no".
Why it matters
The schools financial value standard asks the board to check, with the headteacher, that the school manages its money well.
Questions to ask
- Which answers are "no" or "in part"?
- What did we change since last year?
Guidance
Compare spending with similar schools
By the end of the term (12 February 2027)The DfE expects it · Responsible: Finance committee. Accountable: Governing board.
What to check
The school's figures in the DfE benchmarking tool, and any areas where it spends much more or less than similar schools.
Why it matters
Comparing spending with similar schools shows where the school could get better value.
Questions to ask
- Where do we spend most differently, and is that a choice?
- What could we save?
Guidance
Hold a mid-year review of the SDP
By the end of the term (12 February 2027)Good practice · Responsible: Headteacher. Accountable: Governing board.
What to check
Each priority's progress, and any changes to targets or actions agreed.
Why it matters
Half way through the year is the time to change course on anything not working.
Questions to ask
- What would we stop doing?
- What needs more time or money?
Guidance
Term 4 · Spring term
22 February 2027 to 25 March 2027 · 4 duties, and the every-term duties
Approve related-party transactions
By the end of the term (25 March 2027)The DfE expects it · Responsible: Finance committee. Accountable: Governing board.
What to check
Every transaction with a connected person or business is listed, checked against the register of interests, and approved.
Why it matters
Buying from anyone connected to a governor or member of staff must be open and fair.
Questions to ask
- Were they bought at a fair price?
- Did anyone with an interest leave the room?
Guidance
Review the critical incident and business continuity plan
By the end of the term (25 March 2027)The DfE expects it · Responsible: Health and safety governor. Accountable: Governing board.
What to check
The plan is up to date, contacts are right, and it has been tested or talked through.
Why it matters
The DfE expects schools to have an emergency plan covering incidents such as a fire, a flood, a cyber attack or a lockdown.
Questions to ask
- When was it last tested?
- How would we keep teaching after a cyber attack?
Guidance
Check cyber security
By the end of the term (25 March 2027)The DfE expects it · Responsible: Link governors. Accountable: Governing board.
What to check
Backups are kept offline and tested, staff use multi-factor login, staff have had training, and there is a plan for an attack.
Why it matters
Cyber attacks on schools are common. The DfE cyber security standards set out what schools should have in place.
Questions to ask
- When was a backup last restored as a test?
- Do all staff use multi-factor login?
- Who would we call first in an attack?
Guidance
Sign the SFVS and send it to the council
By 31 March 2027The DfE expects it · Responsible: Chair of governors. Accountable: Governing board.
What to check
The full board has agreed the return, the chair has signed it, and it has gone to the council.
Why it matters
The chair signs the SFVS for the board, and the council must receive it by its deadline, usually the end of March.
Questions to ask
- Has the full board seen it?
- When is the council's deadline?
Guidance
Term 5 · Summer term
12 April 2027 to 28 May 2027 · 6 duties, and the every-term duties
Approve next year's budget
By the end of the term (28 May 2027)The law · Responsible: Finance committee. Accountable: Governing board.
What to check
The budget matches the SDP's priorities and the three-year forecast is realistic.
Why it matters
The board must approve the budget and send it to the council by its deadline.
Questions to ask
- Does the budget pay for the SDP?
- What is the balance in three years' time?
Guidance
Review the health and safety policy, fire risk assessment and asbestos plan
By the end of the term (28 May 2027)The law · Responsible: Health and safety governor. Accountable: Governing board.
What to check
Each document is dated within the last year and actions from it are done.
Why it matters
The school must manage health and safety risks, including fire and asbestos.
Questions to ask
- What actions came out of the fire risk assessment?
- Do contractors check the asbestos register before work?
Guidance
Check the premises safety checks are done
By the end of the term (28 May 2027)The law · Responsible: Health and safety governor. Accountable: Headteacher.
What to check
Certificates for legionella, gas, electrical (portable and fixed wiring) and play equipment are in date.
Why it matters
Gas, electrics, water and play equipment must be checked by competent people on a set cycle.
Questions to ask
- Which check is due next?
- Were any faults found, and are they fixed?
Guidance
Review the allergy safety policy
By the end of the term (28 May 2027)The law · Responsible: Headteacher. Accountable: Governing board.
What to check
The policy follows the DfE guidance, staff know it, and it is on the website.
Why it matters
From September 2026 schools must have an allergy safety policy, review it at least once a year, share it with staff and pupils and publish it on the website.
Questions to ask
- How are staff trained?
- How do we manage allergies on trips and at lunch?
Guidance
Review the Prevent risk assessment
By the end of the term (28 May 2027)The law · Responsible: Safeguarding governor. Accountable: Governing board.
What to check
The risk assessment is current and staff have had Prevent training.
Why it matters
Schools must have due regard to preventing people being drawn into terrorism, starting with a risk assessment.
Questions to ask
- What local risks are we aware of?
- How is this taught in the curriculum?
Guidance
Review staff, parent and pupil survey results
By the end of the term (28 May 2027)Good practice · Responsible: Headteacher. Accountable: Governing board.
What to check
Results, trends since last time, and what will change as a result.
Why it matters
The views of staff, parents and pupils tell the board how the school feels from the inside.
Questions to ask
- What surprised us?
- What will we tell people we have changed?
Guidance
Term 6 · Summer term
7 June 2027 to 22 July 2027 · 5 duties, and the every-term duties
Hold the annual review of filtering and monitoring, including AI tools
By the end of the term (22 July 2027)Statutory guidance · Responsible: Filtering and monitoring governor. Accountable: Governing board.
What to check
Go through each DfE standard with the DSL and IT lead: roles, what is blocked, how monitoring works, AI tools in web and apps, and what has changed.
Why it matters
The DfE standards say filtering and monitoring must be reviewed at least once a year, and the 2026 update adds the AI tools pupils and staff use.
Questions to ask
- Which AI tools can pupils reach, and are they safe?
- Did the review find anything we must change?
Guidance
Hold the board's self-review
By the end of the term (22 July 2027)Good practice · Responsible: Chair of governors. Accountable: Governing board.
What to check
Every governor has contributed, and the board has agreed a few actions.
Why it matters
Boards that review how they work are better at holding leaders to account.
Questions to ask
- What do we do well as a board?
- What one thing would make us more effective?
Guidance
Agree next year's SDP priorities
By the end of the term (22 July 2027)The DfE expects it · Responsible: Headteacher. Accountable: Governing board.
What to check
The priorities follow from the self-evaluation and this year's results.
Why it matters
Setting the school's direction is one of the board's core functions.
Questions to ask
- Why these priorities and not others?
- How will we know they have worked?
Guidance
Agree next year's cycle of board business and meeting dates
By the end of the term (22 July 2027)Good practice · Responsible: Clerk. Accountable: Chair of governors.
What to check
Meeting dates are set and each duty is on an agenda.
Why it matters
A planned year makes sure every duty comes to the board at the right time.
Questions to ask
- Are the deadlines (31 December, 31 March, 31 July) covered?
Guidance
Publish the PE and sport premium report and sign the return
By 31 July 2027The law · Responsible: Headteacher, Chair of governors. Accountable: Governing board.
What to check
The report covers spending, its impact and swimming, and is on the website.
Why it matters
Schools must publish how they spent the PE and sport premium by 31 July, and the chair signs the digital return to the DfE.
Questions to ask
- What difference did the money make?
- How many Year 6 pupils can swim 25 metres?
Guidance
Every few years
Due in the years they come round. Check when your board last did each one.
Update the accessibility plan
Every 3 yearsThe law · Responsible: Headteacher. Accountable: Governing board.
What to check
The plan covers all three areas, has actions and dates, and is published.
Why it matters
Schools must have a plan to improve access to the curriculum, the buildings and information for disabled pupils, renewed every three years.
Questions to ask
- What did the last plan achieve?
Guidance
Set equality objectives
Every 4 yearsThe law · Responsible: Headteacher. Accountable: Governing board.
What to check
The objectives are specific and measurable, and published.
Why it matters
Maintained schools must publish at least one equality objective at least every four years.
Questions to ask
- How are we doing against the current objectives?
Guidance
Commission an external review of governance
Every 4 yearsGood practice · Responsible: Chair of governors. Accountable: Governing board.
What to check
A reviewer has been agreed, and the board has acted on the report.
Why it matters
An independent view helps a board see what it cannot see itself, especially after a weak inspection.
Questions to ask
- What did the last review recommend, and did we do it?
Guidance
When something happens
Do these each time the event happens
New governor: DBS check, induction and safeguarding training
When it happensThe law · Responsible: Clerk. Accountable: Chair of governors.
What to check
The DBS check is done and on the single central record, the governor has an induction pack and a mentor, and safeguarding training is booked.
Why it matters
Every governor needs an enhanced DBS check, and induction and safeguarding training helps them start well.
Questions to ask
- Who will mentor them?
Guidance
Staff appointment: a safer-recruitment trained person on the panel
When it happensThe law · Responsible: Headteacher. Accountable: Governing board.
What to check
The panel included a trained person, and pre-employment checks were done before the person started.
Why it matters
At least one person on every appointment panel must have had safer recruitment training.
Questions to ask
- Who on the panel was trained, and when?
Guidance
New volunteer: enhanced DBS with barred list check
When it happensStatutory guidance · Responsible: School office. Accountable: Headteacher.
What to check
The check was done before the volunteer started and is on the single central record.
Why it matters
From 2026, every volunteer in regulated activity needs an enhanced DBS check with a barred list check, whether supervised or not.
Questions to ask
- Is the check on the single central record?
Guidance
Exclusion: governor panel considers reinstatement
When it happensThe law · Responsible: Governor panel. Accountable: Governing board.
What to check
The meeting is within 15 school days, parents can attend, and the decision and reasons are written down.
Why it matters
Governors must consider reinstating a pupil after a permanent exclusion or long suspensions, within 15 school days.
Questions to ask
- Was the exclusion lawful, reasonable and fair?
- What support was in place beforehand?
Guidance
Complaint at the final stage: governor panel hears it
When it happensThe law · Responsible: Governor panel. Accountable: Governing board.
What to check
The panel is impartial, meets within the policy's timescale, and writes to the complainant with its decision.
Why it matters
The complaints procedure must end with a panel of governors who have not been involved before.
Questions to ask
- Has anyone on the panel been involved before?
Guidance
Allegation against the headteacher: chair acts as case manager
When it happensStatutory guidance · Responsible: Chair of governors. Accountable: Governing board.
What to check
The LADO was contacted within one working day, and a confidential record kept.
Why it matters
When an allegation is made against the headteacher, the chair is the case manager and must contact the LADO.
Questions to ask
- Has the LADO been told?
Guidance
Change in board membership: update the website and GIAS
When it happensThe law · Responsible: Clerk. Accountable: Chair of governors.
What to check
Both are updated within 14 days of the change.
Why it matters
Get Information about Schools and the website must show the current governors.
Questions to ask
- Are terms of office right?
Guidance
Ofsted inspection: governors meet inspectors
When it happensThe law · Responsible: Chair of governors. Accountable: Governing board.
What to check
The chair and as many governors as possible meet the inspectors, ready to talk about the SDP, safeguarding and how they hold leaders to account.
Why it matters
Inspectors meet governors to judge leadership and governance, one of the areas on the report card.
Questions to ask
- What would we say are the school's strengths and weaknesses?
- How do we know?
Guidance
The duties’ guidance contains public sector information from GOV.UK, licensed under the Open Government Licence v3.0. The planner, its calendar and its PDF are © SchoolTrack.
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