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Last reviewed on 30 March 2017
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School types: All · School phases: All

Is there a checklist for planning an educational visit? We relay advice from the Department for Education on using checklists when planning visits. This article also includes a KeyDoc checklist of health and safety considerations, and links to examples from local authorities and schools.

No recommended checklist for school visits

We asked a representative at the Department for Education (DfE) whether there is a checklist that school leaders should use when planning educational (including residential) visits.

He said that there are no specific checklists for either maintained schools or academies to use when planning visits. Schools should take a 'common sense' approach to health and safety.

However, some local authorities (LAs) may produce guidance on educational visits for their schools. Maintained schools should check whether their LA has any specific requirements.

Contact DfE, GOV.UK – DfE

KeyDoc: health and safety checklist

We worked with Jeremy Bird, one of our associate education experts, to create a checklist of considerations around safeguarding and health and safety that schools can use when planning an educational visit. The checklist is also based on the local authority guidance in section 3 below.

Where relevant, the document links to supporting regulations and guidance. 

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