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What to do this month

On this page you will find month by month tasks that need to, or for best practice should, be done. Not necessarily by the Headteacher but by a leader of some kind. Heads are ultimately responsible for ensuring these things are done, so do it, or delegate it, but get it done.

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Before the end of the Summer Holidays

Write up your SEF

Draft your School Development Plan

Plan your key dates for the whole year

Check staff users on internal systems for leavers and joiners

Update school website

Update the class cascade

Safeguarding updates (eg OperationEncompass contacts)

Update staff sickness absence insurance with current staff

Update GovernorHub/Sharepoint with the clerk

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September

Check and change permissions for staff on Safeguarding system (eg CPOMS)

Dates for leadership team meetings

Set up appraisals for all staff, and update any toolkit you might have.

Liaise with governors to do Headteacher performance management early so the HT objectives can cascade through to other staff

Check or write SDP actions with the other leaders

Learning walk to check on set up across the school

PTA AGM 

DSLs meeting

Make a document of the highlights for the SDP for the school website

Check the SCR especially for leavers and joiners

Check Y7 safeguarding records have been sent

Update all safeguarding leaflets and information posters

September budget monitoring (after payroll/overtime has been reconciled)

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October

Carry out any staff appraisals that you are responsible for

Meet with your finance team/person/SBM and do any interim budget changes

Ensure the Clerk to Governors/Governance Professional has set up a Pay Committee meeting & that pay recommendations are received

Check with your employer/HR provider for an updated model pay policy.

Check the website is up to date

Get all publicity about prospective parents for reception next year out

Update the prospectus

Plan the Staff Christmas Do and book something

October budget monitoring (after payroll/overtime has been reconciled)

Check the calendar of Christmas events and put the dates out to all

End of term 1 - evaluate SDP so far​​​​​

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November

First week after half term: Clerk/Governance professional, HT & CoG meeting (prep agendas)

Prep FGB papers

Check policies for review

Prospective parent events

Remembrance day - poppies? Assembly? Local event?

Other November charities (Children in Need..etc)

Volunteer Training

Monitoring of learning and teaching

Organise collections for any staff leaving at Christmas (and the buying of the gift)

Review snow plan

Check DfE dates & arrangements for all statutory assessments

DSLs meeting

October budget monitoring (after payroll/overtime has been reconciled)​

December

Evaluate SDP at the end of term 2 and make any necessary adjustments.

Ensure all support staff appraisals/performance management reviews and new targets are set by 31/12

Ensure your HT appraisal has occurred before 31/12

SLT night out?

Christmas cards - if, when and how 

Are you giving cards?

Shared staff lunches/secret santa...etc organise (or delegate)

Staff panto?

THE CHISTMAS FORMULA (click here for more details)

DSLs meeting

November budget monitoring (after payroll/overtime has been reconciled)​

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Plan time for rest in the holidays.

It is so important, especially when the holiday is so full of celebrations and events.

Please take time to rest and recharge.

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January

First week back: Clerk/Governance professional, HT & CoG meeting (prep agendas)

Did you need to make changes to SDP after term 2 review?

Prep FGB papers

Check policies for review

Last minute prospective parent events?

Check permissions for any new staff on systems

Check induction arrangements for any new staff

Ensure all staff who have left are not on the system any more

Check all training is up to date e.g. First Aid

Plan Safeguarding Self-Audit. If your LA/Trust doesn't do one, do your own. Click here for NSPCC version

Online safety audit. Click here for free online version

Plan dates to review the Schools' Financial Value Standard with finance governors (Link here maintained schools only)

Put in dates for budget setting (2 whole days and 2 half) with relevant people

Start a list of things to consider for next year's budget

School census - VERY IMPORTANT for future funding

Parents' evening - consider online in winter months for staff wellbeing, and parental availability

Keep an eye on morale and wellbeing (and your own!), this is the sickness term for everyone

Any INSETs or twilights this term?

DSLs meeting

December budget monitoring (after payroll/overtime has been reconciled)​

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February

Check mid-year review for teacher appraisals/performance management are going to happen around half term.

KCSiE check in (it's been half a school year since they read it most probably - click here for more information on this).

Check the SFVS has a date and time to be done (maintained schools only).

Parent's forum.

Maintained schs - have you set date for budget setting yet? (used to take me, my SBM, my 2x HoS and a governor 2.5 days)

If you're a maintained school, close your budget to anything but urgent orders by the end of Feb (gives the finance people time to do year end without unnecessary faff)

Policy reviews?

Depending how you manage your budget - now is the time to meet subject leaders to discuss priorities, action plans and budget requirements.

DSLs strategy meeting.

January budget monitoring (after payroll/overtime has been reconciled)​​

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March

Check mid-year review for teacher appraisals/performance management have happened.

Check the SFVS has been to governors and submit by 31/3 (maintained schools only).

Headteacher mid year performance management/appraisal review. Consider inviting the independent advisor from September if you think it might be tricky.

Maintained schs - is your budget done yet? It's always easier if you do it before you have to, and before end of the finacnial year.

What are you doing for Easter or for Eid? (if you're a church school please click here for more on Holy Week - it is the biggest Christian festival but often takes second place to Christmas).

DSLs strategy meeting.

February budget monitoring (after payroll/overtime has been reconciled)​

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if you want any additional info on any of these issues please email kate@kateowbridge.co.uk

WHAT PEOPLE SAY

Debbie Stephen
Head of School

She has a way of looking at things which goes beyond the surface and makes so much sense and her insight and professionalism has been a constant source of motivation. 

Amanda Wilson
Headteacher & Founder of The First 100 Days Conference.

Kate speaks from the heart, telling it like it is with not a cliche in sight. I’d most certainly have her back to speak at one of our conferences.

 If you’re looking for some advice/guidance on leadership, governance or education issues - Kate is the one to speak to!

Kate Owbridge Education Consultancy and Support

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