Governor school visits: your how-to guide
Find out what to do before, during and after your school visits, including if you're doing a remote visit. Be clear on what's expected of you with our dos and don’ts, and use our template reports to take notes on your monitoring visits and learning walks.
Contents
Click here if you're a trustee in a multi-academy trust (MAT)
Be clear on how visits work in your trust
Whether you go on individual school visits or not really depends on how your trust works.
It might be that your trust expects:
- Trustees to visit schools in your trust a certain number of times a year
- Local governors on LGBs to carry out school visits and report back to the board of trustees
What’s important here is that someone is going on school visits - make sure you know if this is you!
Even if your board doesn’t expect you to go on school visits regularly, it’s still useful to understand how they work, just in case you need to go on one.
What it might look like in practice
You're the link trustee for literacy in a trust of 15 schools. Each school in your trust has an LGB with a local link governor for literacy.
Each local link governor for literacy visits their school to see how it's progressing towards its school improvement priorities. They then report to you on what their school is doing.
You notice in a couple of reports that some schools are trialling some exciting new reading initiatives. You speak to your trust’s curriculum lead about it, and they suggest you visit one of these schools.
You organise a school visit to see it in action yourself. You also speak to the relevant local link governor for literacy and staff members at the school to understand in more detail how they're monitoring the initiative.
Steps to take before the visit
Notify the headteacher and the chair
Do this before a time is agreed, even if the headteacher will not be involved in the visit. Make sure they're aware, as a matter of courtesy.
Schedule an appointment with relevant members of staff
This is essential to avoid unnecessary friction between you and staff.
During the school day, staff have many demands on their time, so you'll want to be sensitive to this. Someone usually acts as the go-between when arranging visits, for example a member of administrative staff, and they should be able to help you.
Find a mutually convenient time
Generally, governor visits are more productive when conducted during a school day, although this can be difficult if you have a full-time job.
Read our advice on school governors' right to time off work for more information about this.
Clarify the purpose of the visit in advance
Do this with your chair, the headteacher or relevant member of staff ahead of the visit.
This could be, for example, watching a specific lesson where a new approach is being developed (although you mustn't be involved in formal lesson observation) or seeing the range of extra-curricular activities available during the lunch break.
Send questions in advance
If you have specific questions or things you want to look at on the visit, send these to the staff member so you can both feel more prepared.
Check whether your school has a policy
If your school has a governor school visits policy or guidance pack, these should help you understand what's expected.
If you're the chair, take a look at our chair’s guide to governor school visits.
Download our visit templates
We created 2 templates to reflect the most common types of school visit that you'll go on:
- Formal monitoring visits are where you discuss the progress of the school in a particular area with the relevant staff member
- Learning walks are where you'll go around the school with the relevant staff member to get a feel for a particular area. You're likely to talk to a range of staff members and pupils
Use these to structure your visits, and as reminders of what to look for and what to ask. They'll also help you write up your findings to share with your board. We'll explain more about writing a visit report later.
Questions to ask
Use our questions in the following articles to help you come up with more specific questions yourself. If you're using one of our template reports above, include the questions in the report.
Subject leaders
Use these questions to ask your school's subject leaders.
Send them to the staff member in advance so that they can prepare.
Pupils
Use the questions in this article if you're planning to speak to pupils during your visit.
Specific subjects/topics
For example:
- Behaviour
- Wellbeing
- Literacy
- Numeracy/maths
- Quality of education
- Religious education (RE)
- Information and communications technology (ICT)
- Early Years Foundation Stage (EYFS)
For further questions to ask, use the 'search' box at the top of the page to look for specific topics.
Dos and don'ts during the visit
Do
- Ask open questions beginning with ‘what’, ‘how’, ‘when’, ‘how often’, ‘why’, ‘who’ and ‘where’
- Ask to see evidence for the information you're told by staff, or ask what evidence they've used to make a judgement
- Clarify any terms or acronyms you’re not familiar with
- Stay observational: you’re not there to pass judgement on staff or inspect them
- If you're going to spend time in a classroom, all parties need to be very clear about why you're there
- Check with teachers before asking pupils questions
- Tell staff you'll pass on any concerns they raise with the relevant people. This helps build trust and demonstrates that you're there to support them
- Remember that you're representing the governors. Be friendly but professional, and dress appropriately, bearing in mind the standards of dress you set for teachers and pupils
Don't
- Pass comment on classroom practice or any specific incidents that happen. You're not there to inspect the school, and it's not your role to judge teaching methods, assess the quality of teaching, or comment on the extent of learning
- Interfere with the day-to-day running of the school. You're not school managers
- Sit at the back of the classroom with a clipboard. This will be intimidating and make you look like an inspector. Be friendly, engaging and interactive
- Raise concerns in the moment. If you have concerns about anything you've seen, note them down and raise them with the chair of governors or headteacher later
The above information is based on the purpose of visits set out in the Governance Handbook (page 31), and advice from our experts Jackie Beard and Nicky Odgers.
In practice: example visit format from a school
The vice-chair of governors at Kaizen Primary School in London's Newham went on a visit to monitor reading, with a particular focus on a reciprocal reading initiative that the school was trialling.
The visit lasted an hour and included:
- A welcome from 2 of the school’s senior leaders, including a discussion of the initiative and its context (10 minutes)
- A learning walk around 2 classrooms to see the initiative in action (15 minutes)
- A follow-up discussion with the senior leaders (5 minutes)
- Discussion with a teacher on his experience and thoughts on the new initiative (15 minutes)
- A discussion with 2 pupils on their thoughts about the initiative (10 minutes)
- A final follow-up (5 minutes)
The vice-chair found the structure of the visit allowed him to hear about the progress of the school’s initiative from multiple perspectives, highlighting how both teachers and pupils felt it was working. He also felt more confident in his knowledge of what was happening in the school.
Reporting back to the board
Check your board's expectations before reporting back. Ask your chair:
- What format should I report back in – in writing or in person?
- What should the report include?
- Who do I need to send the report to, and by when?
- Will the report be presented at a full governing board or committee meeting?
Use our templates above to structure your report (unless this contradicts your school's policy or preferred method).
Tips for writing the report
Our expert, Nicky Odgers, gave us her advice on how to write a constructive report that remains within governors' strategic remit.
Do:
- Use neutral language at all times
- Remain observational, and describe only what you see
- Focus closely on the agreed reasons for the visit, and its strategic role
- Send your report to an experienced governor for feedback, if you're new to the role
- Send reports to the relevant staff member to check for accuracy, and as a courtesy
Don't:
- Make qualitative judgements, particularly about any incidents you see or when observing teaching and learning practice
- Name any individual teachers and pupils
- Get distracted and talk about other issues that aren't related to the focus of the visit
In practice: reports from schools
- Barnabas Oley CofE Primary School, in the local authority of Cambridgeshire, publishes governor visit reports for various subjects, including computing; personal, social, health and economics education (PSHE); and foreign languages
- View visit reports from Brookvale Groby Learning Campus, a secondary school in Leicestershire. Visits focused on areas such as special educational needs and disabilities (SEND); English; and disadvantaged pupils
Click here to learn how to carry out a remote visit
School visits now
From 24 February 2022, all restrictions related to the pandemic have been lifted. You're still advised to stay home if you have symptoms of a respiratory infection and a high temperature, or if you feel unwell (returning to school only when you feel well enough, and no longer have a high temperature).
Even so, your board has likely adopted a more hybrid way of working since the pandemic, including remote visits.
It's very similar to in-person visits
Follow the steps above, and work with your school to find out how you can get the information you need remotely.
Be sure to speak to your chair and headteacher about what options your school can offer – don't demand videos if your school isn't set up for this, or can't provide them easily.
Examples of how this could work:
- Ask to have paperwork shared with you over a video call or by email (depending on UK GDPR requirements)
- Check if the documents you want to see are available on the school's website
- Arrange meetings with members of staff over the phone or using video call software
- Ask the school to film a learning walk for you, or see if they'll take you on a walk using video call software
- Arrange a group video call with pupils if you want their opinions
- Ask the school to scan / take photos of pupils' work to share with you
- Ask for a login to see the school's remote learning platform or have a member of staff run you through it (e.g. on Office365 or G-Suite)
Our associate governance experts, Jeremy Bird and Julia Skinner, gave us this advice.
Sources
Jackie Beard is a governance consultant and former national leader of governance. She also sits on an independent appeal panel for exclusions and admissions for a local authority.
Jeremy Bird has extensive experience of primary headship. He has also worked with local authorities and published guidance for new and aspiring headteachers and senior leaders.
Bill Dennison is a national leader of governance. He is currently chair of governors of a large secondary school and a governor of a large sponsor-led secondary academy. He was previously head of the education department at a Russell Group university.
Nicky Odgers is a governance consultant and national leader of governance. She has carried out research on the strategic role of governors.
Julia Skinner is a leader of governance and a former headteacher. She has chaired boards in a multi-academy trust, a federation of special schools and numerous maintained schools.