Learning walks: how-to guidePlan and carry out a successful learning walk with our downloadable checklist, and use our suggested questions to interrogate the evidence and come up with future actions.
Learning walks: templatesUse our downloadable template to carry out a learning walk that covers key areas of provision and takes into account Ofsted inspection criteria. There are also more specific templates for learning walks that focus on the EYFS, SEN provision, behaviour and the school environment.
Lesson observation form based on the Ofsted frameworkOfsted doesn't expect you to use its criteria to grade lessons. However, if you want to refer to Ofsted inspection criteria when carrying out lesson observations, including for EYFS lessons, use our template forms.
Lesson observations: how-to and templatesFollow our step-by-step guide to carry out successful lesson observations. Use our resources to help you – there are lesson observation templates, 2 of which are based on Ofsted inspection criteria, and a template feedback form.
Observing EYFS teaching: what to look forUnderstand what you should look for when observing teaching in the EYFS with guidance on what effective teaching looks like, and examples of prompts to help you when carrying out lesson observations.
Proforma for observing teaching assistantsUse our downloadable proforma for observing teaching assistants (TAs) to help you maximise their impact in your school. The proforma draws on the professional standards for TAs.
Agreeing performance objectives with teachers
Do the appraiser and the appraisee have to agree on objectives? This article looks at who has the final decision about a teacher's performance objectives. It also relays advice from One Education and the union Voice on dealing with disagreements.
Appraisal: 360-degree feedback formDownload our template form for gathering 360-degree feedback for staff performance reviews, and save yourself some time if you're making your own.
Appraisal and maternity leaveGet tips on how to conduct performance management for staff on maternity leave, including how to schedule meetings and what points to consider during appraisal.
Appraisal: stages of the cycleWhat are the main stages of the performance management process? We outline the key phases as suggested in the DfE's optional model policy for teacher appraisal. We also include a case study of how one teaching school manages its appraisal cycle.
Line management of middle leadersHow can senior leaders manage middle leaders effectively? One of our associate education experts suggests how line managers can prepare for and conduct effective meetings with middle leaders. We also include a case study looking at line management of middle leaders in a secondary school.
Mid-year performance review proformasAre there examples of mid-year review proformas? This article features a downloadable KeyDoc proforma for a mid-year review, and links to examples from schools and a local authority. We also include advice on preparing for mid-year reviews from one of our associate education experts.
Performance management checklistsUse our checklists to make sure your performance management process follows good practice and your line managers know what’s expected of them. If you’re in a maintained school, they’ll keep you compliant with the regulations you must follow.
School staff appraisal: requirements and approachesWhat are the requirements for appraisal of staff? What is good practice? We look at the requirement to annually appraise teachers in maintained schools, and at examples of arrangements for teachers in academies, as well as support staff. We also include a case study from a teaching school.
Setting performance objectives for different career stagesHow are objectives set for teachers at different career stages? Four of our associate experts suggest ways to base objectives on career stage expectations, and how to set challenging objectives for more-experienced teachers. A KeyDoc sets out objectives for different parts of the pay range.
Staff feedback forms: appraisal processAre there forms for gathering feedback on the appraisal process? We worked with one of our associate experts to create a downloadable KeyDoc form for asking for feedback from staff on the appraisal process. We also point to an example of a form from ACAS.
Teacher appraisal and capability: requirementsWhat are the current appraisal arrangements for teachers? This article summarises the main requirements of the regulations on appraisal and capability procedures, explains whether mid-year appraisals are needed, and links to model policies from The Key.
Teacher appraisal reports: template and guidanceUse our downloadable report template when appraising your teachers, to help review their progress and plan for the year ahead. You'll also find out what appraisal reports need to contain, and guidance to support you in completing them.
Teacher on a page: templateFind our downloadable 'teacher on a page' report that you can use to track a teacher's performance across an appraisal cycle.
Career progression and the Teachers’ StandardsWhat do the Teachers’ Standards say about career progression? This article looks at what the Teachers’ Standards say about career progression and relays advice on expectations of teachers at different stages. You will also find a case study from a teaching school on career progression for teachers.
Career stage expectations for senior leadersAre there any career stage expectation grids for senior leaders? We worked with one of our associate education experts to produce illustrative career stage expectations for deputy and assistant headteachers and SENCOs. You will also find leaders’ standards from a school.
Career stage expectations linked to the Teachers' StandardsAre there examples of career stage expectations for teachers? The Teachers' Standards do not specify what career progression should look like, but this article points to examples of career stage expectations (CSE) linked to the Standards.
Performance management of EYFS teachersWhat standards are used to assess early years teachers? We explain that all teachers in maintained schools must be assessed against the Teachers’ Standards. We also look at whether academies are required to use the Teachers' Standards, and at using the early years Teachers' Standards for appraisal.
Professional standards for SBMsThere are no required standards you must use when appraising school business managers, but you may find ISBL's standards helpful. Find a link to these, as well as a skills audit based on them.
Professional standards for school administrative staffAre there examples of professional standards for school administrative staff? One of our associate education experts suggests examples of professional standards for three roles. We also refer to standards from two local authorities and the National College of Teaching and Leadership.
Professional standards for school leadersAre there professional standards for school leaders? This article looks at the standards for headteachers, and relays advice on how to apply these. It also refers to the Teachers' Standards and ISBL's professional standards framework for SBMs.
Professional standards for teaching assistantsAre there any standards for teaching assistants (TAs)? We link to professional standards for TAs, published in June 2016. We also link to previously developed national occupational standards for support staff and higher level teaching assistants (HLTAs).
Assistant headteacher: criteria for outstanding performanceYou should be able to judge what 'outstanding performance' looks like for an assistant headteacher. We set out descriptions of outstanding performance against the Teachers' Standards for you to look through, as well as other examples of descriptors in areas such as managing CPD and pastoral care.
Deputy headteacher appraisalHow can I appraise the performance of a deputy headteacher? This article relays advice from one of our associate experts on performance management for deputy headteachers. It also looks at standards for appraising deputy headteachers’ performance.
Headteacher appraisalGet ready for appraisal season by reading our process and guidance. We cover your self-evaluation, pre-meeting with the external adviser, and what happens in the review meeting.
Performance management of school business managers/bursarsIs there guidance on SBM performance management? We relay advice from a teaching school and ISBL on appraisal of school business managers, and refer to ISBL's professional standards. We also include advice from one of our associate education experts on evaluating progress towards objectives.
SLT appraisal: 360-degree feedbackAre there examples of 360-degree feedback tools? We include a 360-degree feedback form for headteachers, which you can download and adapt, and a feedback form for school business managers. You will also find links to commercial providers of 360-degree feedback tools.
Case studies on performance management for support staffHow do schools handle performance management for support staff? This article features case studies from two primary schools and an all-through special school. We also link to case studies and guidance from two LAs and relay advice from one of our associate education experts on this topic.
Monitoring the effectiveness of teaching assistants (TAs)How can we monitor the effectiveness of TAs? We relay advice on evaluating the effectiveness of teaching assistants (TAs). You will also find downloadable surveys to use to determine how much time TAs spend on different tasks each day and week, and an observation checklist from a local authority.
Performance management of administrative staffHow can I do performance management for administrative staff? In this article, you will find advice and KeyDoc proformas to help you with the performance management of support staff. We also point to suggested objectives and standards.
Performance management of midday supervisorsIs there advice on performance management for midday supervisors? This article has examples of potential targets and performance objectives, as well as professional standards these staff can be measured against. It also includes a downloadable KeyDoc form for observing midday supervisors.
Performance management of support staffYou're not required to conduct formal appraisals for school support staff, but it is good practice. Read guidance on how to manage this process, including appointing appraisers and dealing with underperformance.
Performance management of teaching assistants: adviceMust we do appraisal for teaching assistants (TAs)? This article explains that there are no statutory requirements for the performance management of school support staff, but that it is good practice. It relays advice from one of our associate education experts on appraisal for TAs.
Performance management of teaching assistants: FAQsHow does appraisal for teaching assistants work? This article answers frequently asked questions about the performance management of teaching assistants (TAs), including whether TAs should be appraised, observing TAs, and line managers for TAs.
Performance management proformas for support staffAre there any performance management forms for support staff? One of our associate education experts has created downloadable templates of annual and mid-year performance review forms. We also link to examples of proformas from a local authority and related materials from schools.
School office: improving efficiencyHow can we improve management of the school office? Two of our associate education experts offer advice on how to improve efficiency in the school office. We also link to training and resources on leadership, line management and effective school office management.
A guide to appraising teachersAppraising teachers can be a daunting task, especially for those who are new to a line management role. This page brings together articles from across our site to help you carry out the appraisal of teachers.
Monitoring teaching and learning: using a range of evidenceHow can I assess teaching by looking at a range of evidence? This article relays advice from 3 of our associate education experts on triangulating evidence from a range of sources. It also features a downloadable KeyDoc with suggested criteria for assessing teacher performance.
Performance objectives: linking them to the Teachers' StandardsHow can we link performance objectives to the Teachers' Standards? We relay advice and suggestions for objectives from one of our associate education experts. We also look at the criteria schools should use during appraisal of teachers on the upper pay range.
Teacher appraisal: self-review questionnaireIs there a self-review questionnaire for teacher appraisals? One of The Key's associate education experts, Bernard Abrams, suggests a list of questions that teachers can use for self review before appraisal meetings. We also look at self-review forms from a local authority.
Capability procedures: sharing informationMust we declare it when a teacher is dismissed due to capability? This article looks at the requirements in the school staffing regulations and the DfE’s staffing and employment advice for schools, and relays advice from the DfE and ASCL on sharing information about capability procedures.
Support for a teacher judged to be underperformingSupporting an underperforming teacher can be difficult. Read this article for advice on how to approach informal capability procedures, setting improvement targets and providing effective support programmes. We also link to supporting documents, such as letters to send before and after meetings.