The headteacher’s report

The 2002 Education Act regulations state that: “The head teacher of a maintained school shall provide the governing body or (as the case may be) the local education authority with such reports in connection with the discharge of his functions as the governing body or the authority may require (either on a regular basis or from time to time) for the purposes of the exercise of any of their functions.”
The 2013 regulations also state that: “The head teacher must comply with any reasonable direction of the governing body” – which could include the reasonable direction to provide them with reports.

The Governor’s Handbook (Section 1.4) says (September 2014) that

“it is headteachers’ job (and in maintained schools it is their legal duty ) to give governing bodies all the information they need to do their job well. This means they should help governing bodies access the data published by the department and Ofsted. They should also provide regularly whatever management information the governing body requires to monitor different aspects of life in the school throughout the year. In particular, governing bodies will need to see information relating to the priorities they have identified for improvement. This might include data on:

  • pupil learning and progress;
  • pupil applications, admissions, attendance and exclusions;
  • staff absence, recruitment, retention, morale and performance; and
  • the quality of teaching.

Governing bodies, not headteachers, should determine the scope and format of headteachers’ termly reports. This will mean that they receive the information they need in a format that enables them to stay focused on their core strategic functions and not get distracted or overwhelmed by information of secondary importance.”

The following extract is taken from Ruth Agnew’s blog (I have updated a reference to legislation)

We had an interesting discussion about head teacher’s reports on #ukgovchat. But there’s only so much you can say in 140 characters. I wanted to take this opportunity to expand a bit on some of my suggestions, which seemed to surprise a few people at the time.

I remember delivering some clerks’ training a few years ago and one of the clerks saying ‘Sometimes I have to remind governors that this is the HEAD TEACHER’S report’. The implication was plain. Governors should shut up and let the head get on with it. I think that clerk was very wrong and I want to explain why.

First of all let’s remember there’s no statutory requirement to have a head teacher’s report at all. Honestly. I know we all probably have them, and there are lots of good reasons for that, but it’s not mandatory. It’s not that the law doesn’t have anything to say on the matter, it just doesn’t specify that we have to have an agenda item on every governing body meeting that considers a written report from the head teacher. And don’t get me wrong – I’m not advocating verbal reports.

The law says two things that I think are relevant here. The Guide to the Law (said) “To assist the governing body in carrying out its functions, the head teacher has a duty to provide the governing body with such reports in connection with the exercise of his or her functions as the governing body requires.” Such reports as the governing body requires. Not such reports as the head teacher decides to give. The implication is fairly clear here. This isn’t the head teacher’s report, not in the sense that clerk meant it. The responsibility lies with the governing body to make it clear to heads what they need at that point in time to help them in carrying out their functions (not with individual governors you notice, but with the governing body). How many of us ever really have that discussion? We should be building it in to our self-evaluation discussions and reflecting regularly on whether what we’re doing, including the reports we’re receiving, is fit for purpose in the school’s current context.

The other thing the law says is that “the clerk shall give written notice of the meeting, a copy of the agenda for the meeting and any reports or other papers to be considered at the meeting at least seven clear days in advance” ( Amended School Governance Regulations 2013). Hence the requirement for whatever the head teacher provides for governors to be in written form and provided in advance.

The suggestion I made to #ukgovchat that seemed to cause some surprise was that the head teacher might not provide a single written report which has its own agenda item, but that the governing body should determine the agenda according to the school’s current priorities and the head teacher might contribute various reports covering the different items on the agenda.

I can’t take credit for this idea. It was suggested on some training I attended recently (thanks @philhand52). But the more I think it over the more I like it.

The danger of what is common current practice is that the head teacher’s report dictates what governors are discussing at their meetings, ie the head teacher decides what governors are discussing at their meetings. That might be fine, but that depends on how focused the report is. Sometimes reports include all sorts of information that’s not relevant to the school’s strategic priorities (visitors to schools, forthcoming events, sports team success, a report on world book day…).

Governors often do need/want to know these things but they shouldn’t be the focus of governing body discussions. The problem is we all know we’re supposed to be asking the head teacher challenging questions, but faced with this plethora of information where do we start? And how does the chair manage that agenda item, making sure that we keep to time, and remain strategic in discussions? This is where it’s easy to get side tracked: Why is re-laying the staff room carpet taking so long? Why did the local rugby team come into school? Why are we having the Christmas production in the evening this year? Whereas what we want to know is: How has the pupil premium money been spent? What impact has it had? What effect are the intervention strategies around boys’ writing having?

One suggestion would be have the ‘for information only’ items in a newsletter or an appendix, that isn’t discussed during the meeting and keep the report itself focused around the main priorities (thanks @clerktogovernor for that one). I’ve seen reports recently that structure around the areas of the Ofsted framework and summarise the school’s self-evaluation against each area. That’s not the only way of doing things but it might help us be more strategically focused in our discussions. Or splitting the reports needed into different agenda items. This takes more planning and preparation, and more discussions with the head, but surely these are all good things?

The important thing is not to be stuck in the rut of ‘what we’ve always done’, but to keep adapting to meet the school and governing body’s current needs. And some head teachers will find this liberating. I’ve seen head teachers’ reports that exceeded 80 pages and took the head all term to write. The report was then almost the entire focus of discussion at the termly meeting.

Governors, let’s keep in mind the reports are supposed to ‘assist the governing body in carrying out its functions’ and talk to our head teachers about how they can best do that. And head teachers, think about how your reports can help your governors keep their strategic focus and question you in a meaningful way.

Some example templates for a head’s report to look at are here:

Here are some C2G suggestions for questions to ask about the report.

This entry was posted in General. Bookmark the permalink.