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Calendar
Academic year overview, monthly views and key dates.
Be inspection-ready before the call comes.
This practical HeadteacherChat checklist helps school leaders organise the key documents and information that schools may need to have ready for 8am on the first day of inspection. It is designed to reduce last-minute searching, support calm preparation and help leaders check that essential inspection information is accessible, accurate and up to date.
The checklist is structured around the main categories of information inspectors may request, including strategic documents, behaviour and attendance records, operational information and safeguarding documentation. It also includes space to record the location of each document and whether it is inspection ready, making it a useful working tool for SLT, office teams and governors.
A clear checklist of documents schools may need ready for inspection
Sections for strategic documents and school improvement priorities
Governance document prompts for maintained schools and academies
Behaviour and attendance evidence checklist
Alternative provision, managed move and off-site direction prompts
Bullying, harassment, discrimination and restrictive intervention record prompts
Inclusion case-sampling information checklist
Operational documents checklist, including timetable, staff list, Wi-Fi, school map and staff absence details
Safeguarding information checklist, including SCR, DSL referrals, LADO referrals and pupils with open social care or multi-agency plans
Columns to record document location and inspection-ready status
This resource is ideal for:
Headteachers
Deputy headteachers
Senior leadership teams
School business managers
Office/admin teams
DSLs
SENCOs and inclusion leads
Governors and trustees
Ofsted nominees
Inspection preparation is much easier when key documents are already organised and easy to locate. This checklist helps schools check what they have, where it is stored, and what may need updating before inspection.
It supports leaders to organise:
School improvement and strategic vision documents
Governance or trust board minutes
External evaluation reports
Attendance and behaviour analysis
Suspension, exclusion and internal isolation information
Alternative provision and off-site direction records
Case-sampling information for pupils facing barriers
Practical inspection logistics
Safeguarding records and secure-access information
The resource also reminds schools that they do not need to provide information beyond what is asked for, information in a specific format, written evidence of oral feedback to pupils, predictions of attainment and progress scores, pupil-tracking information, or a specific pupil premium plan document.
This resource is also available to members inside the School Leader Community.
Join or access the community here:
https://headteacher-chat.link/landingpage0725
This is a supportive professional resource and is not an official Ofsted publication. Schools should always check the latest statutory guidance and official Ofsted materials when preparing for inspection.
Pre-order planners are expected to ship in May/June.
UK delivery options and costs are shown at checkout. You’ll receive a confirmation email after ordering, followed by tracking or dispatch information once your order is on its way.
If you need to change a delivery address, please contact us as soon as possible after placing your order.
Returns are accepted for unused physical products in their original condition. Digital downloads and personalised or made-to-order items cannot usually be returned unless faulty.
If something arrives damaged, incorrect or not as expected, contact us and we’ll help put it right.
What's inside
Weekly planning, meetings, key dates, notes and follow-ups in one calm place.
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Academic year overview, monthly views and key dates.
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Time-blocked weekly spreads with space for priorities and follow-ups.
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Structured notes pages with actions and next steps.
Designed by a former Headteacher
Made for the role as it really is
I wanted one place to hold the week, the follow-ups and the decisions that mattered.
These planners began as the notebooks Lucy made for herself as a Headteacher. They are designed around the practical rhythm of school life, not an idealised version of it.
Lucy
School weeks do not run like ordinary weeks. This planner is built around the meetings, deadlines, follow-ups and decisions that shape the academic year.
Principal Planner 2026/27 - Cottage Design
Pay by purchase order, bulk discounts, custom invoicing, and split delivery to multiple sites. Used by 340+ schools and 38 MATs across the UK.
Schools and 38 MATs use HeadteacherChat planners as their default SLT planner. Trust pricing starts at £29 per planner for 10+ orders.
"We bought the SENDCO planner for every school in the trust. The MAT-level admin made it painless — one PO, eight delivery addresses."
The 26/27 planner
An A4 hardback academic-year planner designed around the real rhythm of school life, with weekly planning, meeting notes, key dates and leadership prompts in one place.
Planner questions
Quick answers for school leaders comparing academic-year planners, headteacher planners and principal planners for 2026/27.
This is a pre-order for the new academic year. Principal Planner 2026/27 orders are expected to ship in May/June, ready for August planning.
Yes. The HeadteacherChat Principal Planner is designed for headteachers, principals and senior school leaders who need one place for weekly planning, school improvement, safeguarding, meetings, wellbeing and follow-up actions.
The planner is built around the 2026/27 academic year, with an August-July structure, monthly views, year-at-a-glance planning and weekly diary spreads.
It includes weekly time-blocking, meeting notes, goal-setting pages, school improvement planning, SEF tracking, safeguarding and wellbeing prompts, policy checklists, staffing logs, CPD notes, budget notes, governor notes and contact pages.
Yes. The planner includes structured space for school improvement, SEF, safeguarding, statutory policies, teaching and learning, SEND provision, wellbeing and termly leadership tasks, so key responsibilities stay visible throughout the year.
This is not a generic diary. It was created by a former Headteacher and follows the rhythm of school leadership: decisions, meetings, safeguarding, staff wellbeing, compliance, parent contact, governors and strategic planning.