Template documents to use across your trust

Save time and boost consistency across your trust by creating model documents for all of your trustees and local governing bodies to use.

Last reviewed on 6 May 2022
School types: Academy · School phases: All
Ref: 40901
Contents
  1. Trustee and local governor recruitment, elections and onboarding
  2. Meetings
  3. Schemes of delegation and terms of reference
  4. Policies
  5. Reports to the board
  6. Code of conduct and register of interests
  7. Monitoring and school visits 
  8. Training and development
  9. Parents and the community

Make governance across your trust more efficient by making sure all of your schools use the same documents.

Adapt our templates from the articles below to create a uniform set suited to your trust. Share them with all of your clerks for them and your trustees and local governors to use. 

Trustee and local governor recruitment, elections and onboarding

Trustee role description template
Application form
Reference form
Parent governor/trustee election pack
Welcome pack templates
Welcome letter template

Meetings

Termly agenda templates
Template for meeting minutes
Curriculum committee agenda template
Meeting attendance register

Schemes of delegation and terms of reference

How to write your scheme of delegation
Terms of reference templates

Policies

Find model policies your school or trust leaders can adapt for your context in our policy bank.

Reports to the board

CEO's report (for trustees)
Headteacher's report (for local governing bodies)
Health and safety report
Pupil premium report
SEND report
Safeguarding report

Monitoring and school

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