Forms

Workplace mental-health first-aid support options appraisal

To record an optional consideration, following the school's employer first-aid needs assessment, of whether mental-health information, training, occupational-health support, mental-health-trained first-aiders or employee support programmes may benefit the school, including the decision and rationale.

Form
CalmComplianceForm template

Workplace mental-health first-aid support options appraisal

Version
v1
Updated
7 October 2026
Reviewed
7 October 2026
Audience
Primary and secondary schools in England, including maintained schools and academies, excluding independent schools.
Jurisdiction
england

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Scope and applicability

Use this record only as an optional consideration following the school's employer first-aid needs assessment. The assessment does not assume that a mental-health first-aid programme or mental-health-trained first-aiders are required. Consider the options that are appropriate to the school's circumstances and record the decision and rationale.


School name

Required

Enter the name of the school completing this record.

Written response

Name and role of person completing the record

Required

Record the person's name and role in the school.

Written response

Date of this appraisal

Required

Enter the date on which this options appraisal is completed.

Day
Month
Year

Date of the employer first-aid needs assessment considered

Required

Enter the date of the relevant first-aid needs assessment. If no assessment has been completed, do not use this form to record a decision.

Day
Month
Year

The school is completing this as an optional consideration following its employer first-aid needs assessment

Required

This confirms the intended applicability of the record; it does not indicate that any mental-health support programme is required or has been adopted.

  • Tick when complete

Relevant needs-assessment information

Relevant findings from the first-aid needs assessment

Required

Summarise only the findings relevant to considering workplace mental-health information, training, occupational-health support, mental-health-trained first-aiders or employee support programmes. Do not include unnecessary personal or confidential health information.

Written response

Support options considered

Which options were considered?

Required

Select all options considered for this school. Selecting an option does not mean that it has been approved, implemented or adopted.

Choose all that apply

  • Providing mental-health information
  • Training for managers or employees
  • Employing or accessing occupational-health professionals
  • Appointing mental-health-trained first-aiders
  • Implementing an employee support programme
  • No option progressed for consideration at this stage
  • Other

If other, please specify

Why were these options considered or not progressed?

Required

Record the factors considered, such as the relevant findings, workforce needs, existing arrangements, available resources and proportionality. Do not state that an option has been adopted unless a separate decision has actually been made.

Written response

Decision

Outcome of this options appraisal

Required

Select the single outcome that best records the current decision. This is a record of consideration, not evidence that a programme or support arrangement has been adopted.

Choose one

  • One or more options may benefit the school
  • No option is currently considered beneficial
  • Further information or consultation is needed before deciding

Decision and rationale

Required

Explain the outcome selected above and how it follows from the first-aid needs assessment and the options considered. If further information is needed, specify what information or consultation is required.

Written response

Next steps, if any

Required

Record any proposed follow-up, responsible role and expected timing. Leave clear if no follow-up is proposed at this stage.

Written response

Planned review date, if applicable

Complete this only if the school plans to revisit the consideration. Otherwise leave blank.

Day
Month
Year
CalmCompliance · v1Template for adaptation

Template details

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

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