How to: run an effective exclusion panel

How to: run an effective exclusion panel

Module at a glance
How to: run an effective exclusion panel

By the end of this module, you will have a clear picture of what an effective review panel meeting looks like and:

  • Be aware of the regulatory framework
  • Know the process and timeline for panels
  • Understand what is expected of all those involved
  • Appreciate how to prepare for a review panel
  • Understand the basis for a decision
  • Know what steps need to be taken after the meeting
Study time: Approximately 45 mins

Sitting on or clerking a permanent exclusion panel can be a daunting prospect given the high stakes for the pupil and the complexity of the law and regulation. Being required to attend a panel can be equally daunting for senior executive leaders, pupils and parents. 

Using a step-by-step walk-through and a case study of the headteacher’s decision to permanently exclude a pupil, this module demonstrates comprehensively how panel members, panel chairs and clerks can fulfill their roles effectively at each stage. It also provides useful examples of questions to ask and templates to use.

It summarises the law, guidance and policies all will need to follow and explore how a three-step approach will give the panel the confidence to use the evidence to reach a sound decision.

Our subject matter expertise

The content of this module has been written by our in-house subject matter experts:

Erica Wilson – NGA consultant

Erica is an NGA consultant and delivers NGA training and facilitates the Leading Governance development programme for clerks. Erica trained as a local authority clerk and has been an independent clerk since 2013, working for both maintained schools and academy trusts. She has extensive experience in clerking panels and disciplinary investigations and has worked with a number of local authorities and academy trusts, developing and delivering training to clerks to governing bodies and trust boards. Erica also has experience as a school governor; a role she undertook for six years prior to becoming a professional clerk to governing bodies and trust boards.

Dr Samuel Tranter – Senior Advice Officer

Sam is a senior advice officer at the NGA. He provides advice to Gold members via email and telephone, alongside writing for the website, magazine and weekly newsletter.  Exclusions are one of Sam’s specialist policy areas and he has experience of sitting on exclusion panels and regularly meets with the DfE exclusions team to provide feedback and discuss policy developments.


Paul Aber, Head of Training Development

Paul AberPaul leads and manages NGA’s face to face training, e-learning and funded development programmes for schools and academies.  This includes working alongside NGA's Head of Consultancy recruiting, training and managing NGA’s team of consultants and trainers. 

Prior to joining NGA, Paul was centre director at the University of Law in York where his role included strategic planning and quality assurance. A former solicitor, Paul has also held course director roles at the University of Westminster and City University and course assessor roles for The Law Society.

Paul has many years’ experience of governance including maintained schools and academy trusts.

Preview module slides

“Excellent, comprehensive module which I will definitely recommend to the Governing Board.”

“It was easy to understand and covered all the necessary topics. It was challenging, and made you think of all the multiple issues concerned in sitting on an Exclusion Panel.”

“A very detailed and thorough module giving excellent outline of the processes required, which I had no knowledge of previously. Certainly gives more confidence to sit on a review panel should the need arise.”

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