Support for Surrey Governors and Trustees


Welcome to the SAfE webpage which is dedicated to supporting our Governance community.



Please take a look at the latest SAfE Governor Bulletin issued on May 26th ; providing event information and offering thought leadership for all colleagues supporting schools through excellent governance.   



Governors and Trustees are the ‘back-bone’ of schools


They are one of the largest volunteer forces in the country and effective governance is key to strong school improvement. 

The Schools Alliance for Excellence is working with Surrey County Council and Phase Councils to provide support for all schools and academies in Surrey. We are in regular contact with the Regional Schools Commissioner. 

We have established this section of our website in order to provide specific support and guidance for governors. We will be providing you with links to useful guidance that is especially relevant to governors and a section containing FAQs. These FAQs are being updated regularly as we receive questions from our community. 



Headteacher Review And Development - The SAfE approach for 2021 / 2022

Updated June 30th 2021

Before the pandemic, there was an appetite from Surrey HTs to review and rethink the approach to Headteacher appraisal. This was driven by frustration in a process that often lacked consistency, and an appetite from HTs to engage in a meaningful and ongoing dialogue about their performance and development rather than what was sometimes described as a ‘tick box’ exercise.

SAfE picked up the research project on HT appraisal in the Spring, and we are ready to tell you about it! Take a look at this short 1 minute trailer and then read the information below!

• We spoke to HTs and governors from across the phases to understand what is working well, and what would benefit from review and improvement.
• We have used feedback from HTs and governors to develop a revised approach
• We have evolved the process to be evidence informed
• We have committed to presenting a robust, efficient and effective approach
• We have renamed the process ‘Headteacher Review and Development’ (HTRD)
• Defined the stakeholders in the HTRD team (HT, Govs, External adviser)

We identified three key areas for improvement
• Culture
• Stakeholder expertise
• Process

The revised approach will include five key features: 
• A pre recorded training session on the revised process of HTRD

• A live webinar on the effective use of coaching in the HTRD process (there will be two opportunities to attend this webinar - see dates below)

• Access to revised guidance and templates

• A clinic in the Autumn term to support you as the process gets underway

• Email help desk to support you in the HTRD process

Please view the 40 minutes recorded presentation which provides a very helpful summary and overview of the approach and process that SAfE offers.

We thought it would be helpful for you to have these dates now for your planning. The sessions will be on Zoom, and we would recommend that your HTRD team are together at the same location for this meeting. The session will include opportunities for you as a team to have helpful discussions.

Webinar option A: Tuesday 13th July, 3.30-5.30pm
Webinar option B: Thursday 16th September, 3.30-5.30pm.

Please visit our booking portal to purchase the ticket of the session you would like to attend.

Clinic Session: Wednesday 22nd September, 4 – 5pm.

For further information please contact




Upcoming Events for Governors

For full details of our upcoming events for Governors and to book your spot, please visit our Bookings Portal by clicking the graphic below.

Governor Webinars in 2021 : hosted by SAfE, working in partnership with SCC


Working with colleagues from SCC, SAfE hosts the series of regular Surrey Governor webinars.

These sessions offer timely national and local policy updates,  whilst providing a forum for the sharing of best practice.

These webinars are free to all to attend.

Governance Webinar (16/06/21)


To download the slides from this event, click the link below.

Governance Webinar (05/05/21)


23 03 2021 SAfE Governors Webinar from Schools Alliance for Excellence on Vimeo.


Click the link below to download the presentation slides.


Support for Governors (23/03/21)


23 03 2021 SAfE Governors Webinar from Schools Alliance for Excellence on Vimeo.


Click the link below to download the presentation slides.


Surrey Governor Webinar (27/01/21)


This half-term we hosted the first in our series of Governor Roundtables, which we hope going forward will provide opportunities for in-depth discussion among Governors on specific topical issues. For this Roundtable we discussed the challenge of assessing the performance of schools without external data, and we were pleased to see such a warm response to this session.

Below you will find an audio round-up of highlights from this discussion:

Our next Governor Roundtable will take place on April 21st - 10.00-11.00am 

For this roundtable we will be looking at the theme: 'Exploring the options for Collaboration', particularly for small schools seeking ways to support sustainability. 

These roundtables will run alongside our half-termly Governor Webinars, held by SAfE’s Governance Advisor Ruth Murton. If you would like to participate in this event, please contact

SAfE is setting up twice-termly online network meetings for Special Schools to use as a conduit for sharing good practice and helpful information that is specific for their needs. Alongside these network meetings we will be hosting a Governor session specifically for Special Schools.

Special School Governor Network

Visit our Bookings Portal for details of our upcoming Special School Governor networks and to book.



Please click below to see our list of Frequently Asked Questions.

FAQ's for Governors

What would you say are the minimum statutory requirements on GBs during the crisis?

At present, there has been no changing in the law and so statutory requirements remain in place.  Draft legislation is in the pipeline which it is intended will excuse many of the ordinary functions and requirements of the GB during the period of closure.  

Over how long a period is it acceptable (constitutionally) to continue to cancel Governor meetings in the wake of the ongoing covid-19 outbreak if alternative remote means (i.e. Skype) are not feasible?

What is reasonable will reflect the particular circumstances of the school; for example, whether or not the majority of governors are infected, self-isolating due to contact or vulnerability or otherwise fit and healthy.  The latter two, and to some extent infection, do not mean that skype (or similar) and telephone conference meetings cannot be held. Required decisions can still take place so long as the meeting (however it is convened or conducted) is properly quorate.

LA maintained School Governors whilst having delegated authority from the LA are not the employers. Could a maintained GB decide to close without LA specific direction? 

A temporary or permanent closure is either a legal requirement or an operational decision (to be taken by the head teacher and school leadership team).  It is of course important that there are clear communications with the LA and with other local schools which will be impacted by any closure. Headteachers have been provided with information on who to contact. Whilst the government has already ordered the closure of schools, to most pupils, there is enabling legislation in the pipeline to confirm the statutory authority to affect that closure.  The new laws will apply to LAs. As such there is no requirement for LA specific direction for a maintained school to close.

Just prior to the School closing, our Headteacher issued a Fixed Period exclusion that took a child over 15 days exclusion for the Academic Year. Do we need to convene a Governors Disciplinary Committee?

Although schools will be providing care for a limited number of children (children who are vulnerable and children whose parents are critical to the Covid-19 response and cannot be safely cared for at home), schools are effectively closed from Friday the 20 March 2020 until further notice. This means that the work undertaken by most panels is technically on hold as it would be during a school holiday period.

The week before the school shutdown the Headteacher had to Permanently Exclude a child from my school. Do we need to hold a Governors Disciplinary Committee 15 days of the exclusion?

Where the opportunity exists to complete the process during the period that the school is closed, and there is the unanimous agreement between all concerned that the process should be completed, then it may be possible to do so by holding virtual meetings.   However, this requires careful consideration, co-ordination and full co-operation. In all likelihood it is not something that governing boards and school leaders will be considering at this time.

If you have any enquiries please contact your Area Inclusion Manager

How will our responsibilities change where parents choose to take children out of school e.g absence, safeguarding issues? 

The statutory rules and responsibilities of governing bodies have not changed, as yet.  However, consideration will need to be given to the relevant circumstances if you should be looking at any formal enforcement action. Once again, pipeline legislation will excuse many of the ordinary functions and requirements of the GB during the period of closure, and will extent to excusing the requirement on parents to secure attendance. Pre-closure absences may still be challenged. One of the features of the current school closure order is that schools will actually remain open for key worker and vulnerable children.   The school's safeguarding responsibilities will continue for those actually attending and for those who the school may feel are vulnerable but are being kept home by parents.

In certain circumstances the Chair is asked to agree for the school to close (i.e. adverse weather), should this also be the policy for this instance? 

This may be covered under any school continuity (or disaster recovery) plan.  The adverse weather policy may, on its terms, cover similar circumstances.  However, closure is either a statutory or an operational decision; that does not mean that the Chair should not be consulted.  Is it likely that the Chair would act against the professional advice of the headteacher and school leadership? 

In terms of the government's planned closure of schools, this is to be authorised under legislation, so again the Chair's consent is not a requirement.

What is the role of school governor in this Coronavirus pandemic?

Covered above.  The role of governor is not affected by Coronavirus and governors should not be drawn into seeking to revise their role.

What are the essential things governors need to focus on at this time e.g. budgets and safeguarding? 

The health and wellbeing of its pupils and staff. Government directions will make clear any release of the ordinary functions and requirements of the GB during the period of closure.

There has been very little guidance for Special schools. Many students fall into high risk categories and closing school could have huge implications for their ‘normal’ care. What should special schools do about this? 

Special schools are being asked to remain open where possible and to make case by case basis assessments of the health and safeguarding considerations of those with EHC plans. In some cases, the safest option will be for provision to continue in school. Others may be more safely cared for at home. Local authorities should be co-ordinating provision for vulnerable pupils and those with EHC plans where particular schools are not able to cater for pupils.

Will we still have OFSTED inspections?

OFSTED have temporarily suspended all routine inspections of schools, further education, early years and social care providers. Urgent inspections where specific concerns have been raised will still go ahead. This will allow OFSTED to prioritise the immediate safety of children where necessary.

How will we sign off our end of year balances?

Statutory financial deadlines remain unchanged and the Local Authority would ask all schools to do their best to continue to meet these.  If school business managers cannot gain remote access to their accounting systems, or the ability to continue to work from the school building would not be deemed appropriate (for example meeting the Government’s advice on self-isolation), the LA would ask that these schools contact the School Finance & Monitoring Team ( to discuss alternative options to managing the final closure of accounts routine. 

What actions should Governors be taking in respect of their budget plan submission for 2020/21?

The LA is currently communicating with schools to revise its requirements on the submission of a 3-year budget plan by 1 May 2020.  Instead, schools are being asked to concentrate on completing their 2020/21 budget plans as accurately as possible.  The submission deadline remains as 1 May.

The measures announced by Central Government to help combat the spread of Coronavirus will clearly have a significant impact on the economy for the foreseeable future. It is not possible to gauge the effect this could have on schools but it would be prudent for Governors to re-consider the level of reserves held and whether any non-essential expenditure planned for 2020/21 should be reduced, cancelled or deferred.  This will be especially relevant for schools already forecasting a low balance at March 2021. While the LA is not asking schools to submit multi-year budget plans, Governing Bodies will want to make forward projections (possibly based on a number of scenarios) for their own management purposes.

In a period of financial uncertainty regular monitoring and review of the budget is important to ensure that early corrective action can be taken if required.  Governors should ensure that oversight of financial monitoring reports is maintained.



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