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Monitoring & outcomes

Trust board reports

Use our templates for multi academy trusts to support efficient reporting by trust executives to the board.

Tools & templates
01/09/2026
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Reports provided to the trust board are a primary source of information and serve as a starting point for scrutiny and challenge. Trustees need enough information to govern effectively, whilst balancing the workload burden on the CEO and other trust leaders providing reports.

This challenge is particularly acute for a multi academy trust board - trustees need to receive the right information to govern these large, complex and dynamic institutions effectively without being overwhelmed.

Our templates and guidance give boards the information they need to identify concerns and ask the right questions of trust leaders. In these templates, we set out seven reports which trust boards should receive every term:

  • a trust dashboard
  • strategic priorities
  • curriculum and outcomes
  • finance
  • workforce and operations
  • safeguarding
  • governance 

Trusts should adapt the reports and reporting timetable to their context, taking into account their size, scheme of delegation and the remits of their executive leaders.

Trust reporting templates

MS Word download

  • "Having spotted these templates last month, I floated the idea of using them to create a single board report for trustees. The trust board were very keen ... I am now working on adapting the templates for our trust's needs."

    Decorative

    Susanna Atassi Wagner

    Governance Manager

    The White Hills Park Trust

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