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Monitoring & outcomes

School monitoring visits: guidance and planning tools

Use our guidance and templates to ensure monitoring visits are well planned and have a positive impact.

Guidance
28/10/2025
school-environment coat hangers filled with children's bags and coats

Visiting the school(s) is an essential part of the governor/trustee role. Feedback and learning from planned visits allow the governing board to monitor how their strategy is being implemented, how their policies are working and to identify strengths and areas for development.

School monitoring visits also raise the profile of the governing board and provide governors/trustees with valuable insight into school life and culture.

Our school monitoring visits guidance and checklist is designed to help governing boards ensure visits are well planned and have a positive impact. It is accompanied by a schedule template and report template.

The guide and checklist covers:

  • the focus of school visits
  • scheduling visits
  • reviewing your approach
  • how to conduct a successful visit
  • reporting back to the board

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