The School Proprietor Toolkit: UK Edition

Five policies every UK independent school should hold in writing: fees, complaints, appraisal, safeguarding and inspection readiness. Word and PDF.

Most disputes in an independent school are about money, complaints or paperwork an inspector asks for. Written, fair, published policies settle most of them before they start.

Five templates for independent and faith schools in England, Scotland, Wales and Northern Ireland, with notes for each nation.

What is in the toolkit (each as an editable Word file and a print-ready PDF)

00 Start Here: the order of work

01 Fee Collection Policy: fees and VAT on invoices, three reminder letters, a payment plan and bursary form, and a termly collection tracker

02 Complaints Procedure: a model three-stage procedure with an independent panel member, notes for every nation, a complaint form and a log

03 Staff Appraisal and Development Record: the annual cycle, objectives, development plan and review

04 Safeguarding and Safer Recruitment Checklist: a termly self-check covering DBS, PVG and AccessNI checks and the register of staff checks

05 Inspection-Readiness Checklist: what Ofsted, ISI, Education Scotland, Estyn or the ETI are likely to ask for, gathered in advance

Also included: the UK Reader's and Workbook Companion.

Pairs with: the School Leader's Document Pack: UK Edition (eleven further templates), or buy both as the UK School Leadership Bundle and save £19.

Templates are a starting point, not legal advice. Have your parent contract and fee policy checked by a solicitor or bursar who works with independent schools.