Primary Headteacher Handover Checklist June 2018
Primary Headteacher Handover ChecklistPrimary HeadteacherHandover ChecklistJune 2018Updated June 2018Emma Hickling
Primary Headteacher Handover ChecklistUpdated June 2018Emma Hickling
Primary Headteacher Handover ChecklistPrimary Headteacher Handover ChecklistIt is advisable that, when a headteacher leaves a school, there should be a formalverification and handover of all the key information and financial assets andaccounts of the school. This booklet is designed to facilitate a handover procedure.Both the incoming and outgoing headteacher have the opportunity to ensure that allinterested parties are happy that all essential information is in good order at thepoint of handover for the benefit of the pupils in their care.Recommended Procedures1.The outgoing headteacher needs to ensure that all elements of the booklet arecompleted with the support of school based staff. This document then needsto be discussed with the incoming headteacher during a meeting at a mutuallyconvenient time before the end of term or notice.2.The incoming headteacher needs to ensure that all items are checked andverified and where necessary appropriate action taken. The location ofdocuments, data and keys also needs to be clarified at this meeting.3.Should the incoming headteacher not be known, or is not available, then theoutgoing headteacher should arrange to complete the handover procedure withan officer/governor/deputy headteacher, who is remaining at the school andwho has been assigned the task by the governing body.4.It needs to be noted that it is the outgoing headteacher’s responsibility todischarge his or her financial responsibilities before leaving the school.5.A copy of this booklet needs to be retained in the school.6.A completed copy needs also to be shown to the Chair of Governors.Signed .Outgoing Headteacher/OfficerSigned .Incoming Headteacher/OfficerSigned .Chair of GovernorsUpdated June 2018Emma Hickling
Primary Headteacher Handover ChecklistSchool Information SheetSchoolSchool DfE NumberSchool URNDeputy / Assistant HT (s)Senior Management TeamSecretary/Business ManagerChair of GovernorsDeputy/Vice ChairClerk to GovernorsCaretaker/Site ManagerAddressArea Education OfficerTelOfficeMobileSenior Improvement AdvisorTelOfficeMobileImprovement AdvisorTelOfficeMobileNominated EmergencySchool ContactsUpdated June 2018Emma Hickling
Primary Headteacher Handover ChecklistStrategic School DocumentsDocumentsPersonDate ofWhere locatedResponsibleRevision File or folder nameVisionMissionStatementAims & ObjectivesSchool Improvement PlanSEFParent SurveyPupil SurveyOfsted Report and Ofsted ActionPlan (if applicable)Church Inspection Report(if appropriate)School WebsiteEdubase—school informationList of School’sinitiatives and who isresponsibleStaff ResponsibilitiesJob DescriptionsContracts of EmploymentAppraisal TargetsSchool 3 year Budget PlanMonthly Monitoring ReturnsProjected Developments3 Year Salary PlanDate of last compliance visitSFVS - date and where locatedMinutes of staff and SeniorLeadership Teams meetingsNames and address of all staffand governorsUpdated June 2018Name of the individual who holds this informationEmma Hickling
Primary Headteacher Handover ChecklistStrategic School Documents cont .Governor Meeting Minutes withHeadteacher’s Report toGoverning BodyGovernor Training—online training? Data base ofwhat training attended?Personnel service levelagreementProvider of Professional ServicesContracts (Finance/Personnel)Voluntary Fund (if applicable)Name of auditor and date of lastauditSingle central recordHealth and Safety RiskAssessmentPTA Constitution (if appropriate)Updated June 2018Emma Hickling
Primary Headteacher Handover ChecklistCurriculum StandardsDocumentsPersonDate ofResponsibleRevision File or folder nameASP/DfE secure access passwordsAchievement dataEY including GLDPhonics—Yr 1 and Yr 2KS1 SATsKS2 SATsCAT tests (if appropriate)Pupils Progress Trackingi.e. Assessment ManagerTarget TrackerPupil Files—SENDEducation Health Care PlansProvision MappingAnnual Review TimetableNotes of Visits and any LAreportsKS2 Transition arrangementsUpdated June 2018Emma HicklingWhere located
Primary Headteacher Handover ChecklistSchool Policies and ProceduresDocumentsPersonDate ofWhere locatedResponsibleRevision File or folder nameA. Statutory policies required by education legislationCapability of staffCharging and remissionsSchool behaviourSex and Relationships EducationSpecial educational needsTeacher appraisalTeachers’ payB. Statutory policies required by other legislation, which impact particularly on schoolsData protectionHealth and safetyC. Other statutory documentsAdmissions arrangementsAccessibility planBehaviour principles writtenstatementCentral record of recruitment andvetting checksComplaints procedure statementFinance PolicyFreedom of InformationGovernors’ allowances (schemesfor paying)Instrument of governmentMinutes of, and papersconsidered at, meetings of thegoverning body and itscommitteesPremises managementdocumentsEquality information andobjectives (public sector equalityduty) statement for publicationUpdated June 2018Emma Hickling
Primary Headteacher Handover ChecklistSchool Policies and Procedures cont .DocumentsPersonDate ofResponsibleRevision File or folder nameC. Other statutory documentsSchool information published ona website, including pupilpremium & sports funding spend/impactRegister of business interests ofheadteachers and governorsRegister of pupils’ admission toschoolRegister of pupils’ attendanceStaff discipline, conduct andgrievance (procedures foraddressing)D. Documents referenced in statutory guidanceChild protection policy andproceduresEarly Years Foundation Stage(EYFS)Statement of procedures fordealing with allegations of abuseagainst staffSupporting pupils with medicalconditionsUpdated June 2018Emma HicklingWhere located
Primary Headteacher Handover ChecklistCodes for AccessDocuments checklistBank AccountsName of the individual who holds this information andlocationinformation not to be recorded on this documentVoluntary Funds (if applicable)PTA Funds (if applicable)Door CodesFire Alarm Code (if required)Established passwords foraccess to internal informationOn-Line Access passwordAssessment CodesKent Teach passwordSIMS LOGINFFT Data login(if applicable)Updated June 2018Emma Hickling
Primary Headteacher Handover ChecklistHandover Statement of Financial Accounts and Assets on aChange of Headteacher / Responsible OfficerNB : ALL FIGURES IDENTIFIED SHOULD BE THOSE AT THE DATE OF HANDOVERAMOUNTCOMMENTS SCHOOL BANK ACCOUNTS (Reconciliation Report completed and attached)1Bank balance from FMS6/accounts package (Income& Expenditure Report attached)2Petty Cash held in school3Bank balances from physical bank statement(s)(copies attached)a)Current Accountb)Deposit Accountc)Other Account(s)4Unpresented Cheques5Unpresented Income6Reconciliation Report balances at the date ofhandoverYES/NO*7Bank notified of change of signatories or if Nat Westcorporate scheme forms sent to Schools FinancialYES/NO*8Purchase cards reviewed and cancelled/reissued viaSchools Financial Services (if applicable)YES/NO*STATUTORY RETURNS9Approved 3 Year Plan original year-end forecastsurplus/deficit10Current year end surplus/deficit forecast from mostrecent monitoring report11Loan Balance (if applicable)SCHOOL VOLUNTARY FUND12Reconciled Bank Balance13Petty Cash Balance14Outstanding incomeUpdated June 2018Emma Hickling
Primary Headteacher Handover Checklist15Outstanding expenditure16Bank notified of changes to signatoriesYES/NO*If other accounts have been set up please use a separate sheet for details of these accountsSECURITY OF EQUIPMENT AND ASSETS17Asset Register checked and agreedYES/NO*18All keys (including safe keys) accountedfor and handed overYES/NO*19Password to computer systems changedas necessaryYES/NO*DINNER MONEY (where appropriate)20Agreed amount of receipts awaitingdepositANY OTHER INCOME21Agreed amount of other receipts awaitingdepositAny other financial issues the outgoing Headteacher/Responsible Officer should make the incomingHeadteacher/Responsible Officer aware of : . . .*Delete as appropriateUpdated June 2018Emma Hickling
Primary Headteacher Handover ChecklistContactsKey Contact and Informationhttp://www.kelsi.org.ukHealth & Safety FrameworkHealth and Safety Advice Line:03000 418456Email: healthandsafety@kent.gov.ukChild ProtectionHeadquarters: Sessions House, CountyHall, Maidstone, Kent, ME14 1XQ03000 415788North Kent: Worrall House, 30 Kings HillAvenue, West Malling, Kent, ME19 4AE03000 411995South Kent: Kroner House, EurogateBusiness Park, Ashford, Kent, TN24 8XUPlease contact HQ on 03000 415057East Kent: Brook House, Reeves Way,Whitstable, Kent, CT5 3SS03000 418503West Kent: Worrall House, 30 Kings HillAvenue, West Malling, Kent, ME19 4AE03000 411995Statutory Budget ManualSchools' Budget Team03000 416194Schools Financial Services03000 415 415schoolsfinancialservices@kent.gov.ukManagement InformationManagement.Information@kent.gov.ukFor School Census 03000 422470Admissions ProceduresManager for Primary Admissions andTransport03000 415875Early Years03000 414179Leadership & Governance03000 ed June 2018Emma Hickling
Primary Headteacher Handover ChecklistNotesUpdated June 2018Emma Hickling
Primary Headteacher Handover ChecklistUpdated June 2018Emma Hickling
Primary Headteacher Handover Checklist Updated June 2018 Emma Hickling It is advisable that, when a headteacher leaves a school, there should be a formal verification and handover of all the key information and financial assets and accounts of the school.
Handover notes assist following up on issues if necessary. Handover notes help provide a measure of quality of life of the care home resident. Handover notes were crucial in charting a resident's progress and enabling the family of a resident to request a review of a care package (which one participant complained would not occur
6.3 Time 6.4 Place 6.5 Method 6.6 Information that must be included in Handover 6.7 Delegation of duties 7 Consultation 8 Controls and Archiving 9 Implementation and Monitoring 10 Training and Support Appendix A Clinical Division Handover Procedure Template Appendix B Clinical Audit Standards Appendix C Nurse Handover between shifts template
as Archibus and Oracle including asset register requirements. 2.3 RIBA Work Stage 5-6 Construction, Handover and Close Out, Soft Landings Stage 3 Pre-Handover 6-3 months ahead of Handover 2.3.1 Develop and agree handover programme with key end-users, ke
Note: A completed scaffold inspection checklist should be provided and attached to this handover certificate stating every aspect of the inspected scaffold which meets the required standards. Subsequent inspections should be recorded on an inspection checklist and provided to the relevant person. Name: Signature: Time: Date:
Manager Opening Checklist Line Check Prep Checklist Station Setup Bar Opening Checklist Closing Checklist Host Opening/Closing Checklist Multi‐unit Inspections Checklist Periodic Maintenance Checklist Permits & License Review Staff Reviews/Evaluations
Handover-Document Brussels 28 November 2011 Content Handover-Document ACARE Presentation at ICAS summarizing the Work of ACARE (Sept. 2010) Executive Summary Strategic Research Agenda 1 (Oct. 2002) . Job Preparation by involvement in industrial European research
a blinkered manner at the day and date of the handover, but rather promoting the idea of transition. Just as the project phase should not be viewed in isolation, neither should handover. The approach has been a three stage process: 1. A literature study of articles written about project handover to build up a list of assumptions
This study investigated microRNA and mRNA expression and protein function associated with DNA repair in human oocytes and embryos. MicroRNAs have been shown to down-regulate and in some cases to stabilise the expression of several genes including repair genes. The first aim of this study was to analyse the differences in the expression of microRNAs and their target mRNAs involved in repair .
