Checklists

Education Supervision Order review meeting checklist

Support a maintained or academy school in England to participate in Education Supervision Order review meetings where an Education Supervision Order is in force and the school is involved, including recording attendance, reviewing actions and directions, contributing to proposed amendments, agreeing follow-up and retaining evidence of the school's contribution.

Checklist
CalmComplianceChecklist template

Education Supervision Order review meeting checklist

Version
v1
Updated
7 October 2026
Reviewed
7 October 2026
Who this checklist is for
Maintained and academy primary and secondary schools in England involved in a pupil's Education Supervision Order. Not for independent schools.
Jurisdiction
england

10 checklist steps

Blank response areas · preview only

  1. Confirm applicability

    Use this checklist only where an Education Supervision Order is in force and the school is involved in the review meeting process.

    Choose one

    • Education Supervision Order is in force and the school is involved
    • The conditions for using this checklist do not apply
  2. Record the review meeting details

    Response required

    Record the meeting date, the pupil identifier used by the school, and any reference used for the Education Supervision Order or meeting.

    Meeting date; pupil identifier; order or meeting reference

  3. Record attendance

    Response required

    Record the attendance of the school representative and the other parties participating in the review meeting, including any relevant absence or apology known to the school.

    Names or roles of parties present, absent or represented

  4. Prepare the school's contribution

    Bring the school's current information relevant to the pupil's attendance, support, actions and directions under discussion, subject to applicable information-governance requirements.

  5. Review current actions and directions

    Response required

    Record which current actions and directions were discussed and the meeting's recorded position on each.

    Action or direction; discussion; recorded position

  6. Record additions or amendments

    Response required

    Record any actions or directions proposed to be added or amended, including the discussion and the party responsible for confirming the outcome where this was recorded.

    Proposed addition or amendment; discussion; recorded outcome or responsibility

  7. Record the school's contribution

    Response required

    Record the information, views, questions or concerns provided by the school during the review meeting.

    Summary of the school's contribution

  8. Record agreed follow-up

    Response required

    Record each follow-up action relevant to the school, including the action, responsible party, and any date or review point agreed at the meeting.

    Follow-up action; responsible party; agreed date or review point

  9. Record the next review arrangement

    Record the next review meeting date or arrangement if it was provided or agreed.

    Next review meeting date or arrangement

  10. Retain evidence of participation

    Response required

    Record where the school has retained the meeting invitation, attendance record, notes, correspondence or other evidence showing the school's contribution.

    School system, file reference or secure location

CalmCompliance · v1Template for adaptation

Template details

Type
Checklist
Version
v1
Updated
7 October 2026
Reviewed
7 October 2026

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Education Supervision Order review meeting checklist - CalmCompliance