New headteachers: taking your first steps

Use our checklist to find out what to do before you start, and get guidance on what you should prioritise in the early weeks of headship so you can hit the ground running as headteacher.

Last reviewed on 8 June 2026
School types: AllSchool phases: AllRef: 32186
Contents
  1. Download our checklist to help you prepare in advance
  2. Get ahead on essential reading 
  3. Build relationships with your school community 
  4. Build your support network
  5. Avoid making major changes initially
  6. Develop and communicate a vision 
  7. CPD from The Key: People management – for new headteachers

Download our checklist to help you prepare in advance

Get to know as much as you can about your school, before you start your new role. 

This will help you build a picture of where your school is currently, and give you the awareness and understanding you'll need for your early conversations with your school community once you start. 

Use our checklist as a guide to help you. It covers tasks to do:  

  • As soon as you accept the post
  • 2 to 3 weeks before starting
  • 1 week before starting

You can use it at the beginning of the academic year, or if you start mid-year. 

KeyDoc: new headteacher checklist DOCX, 138.2 KB
Download

Get ahead on essential reading 

You need enough of the right information to help you understand your school, so familiarise yourself with the following documents:

School improvement

  • School development/improvement plan
  • Strategic 3 to 5-year plan 
  • School self-evaluation form

Finance

  • School budget and financial reports

Safeguarding

Health