Template Library
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625 published starting points across Checklists, Policies, Forms, Risk Assessments, and Training. Read them for free. One click adds a template to your Calm trial so you can adapt it for your organisation, site, and jurisdiction.
34 templates shown of 625

Asbestos-containing material condition inspection checklist
Record regular inspections of asbestos-containing or presumed asbestos-containing materials in school buildings, including location, condition, damage or deterioration, supporting photographs or assessments where used, escalation, remedial action and links to the asbestos management plan.
v1

External lighting condition and adequacy checklist
Check whether external lighting is sufficient for safe use of relevant school areas, and record faults, interim controls, repair actions and replacement actions.
v1

First-aid equipment stock and expiry checklist
Confirm that first-aid boxes and supplies are accessible, suitably stocked, clearly identified and fit for purpose, and that sterile items and eye-irrigation supplies are managed appropriately.
v1

First-aid equipment stock, contents and expiry checklist
Check that first-aid facilities, boxes and supplies are accessible, suitably identified and stocked in line with the school's first-aid needs assessment, including conditional checks for low-hazard contents and additional equipment.
v1

First-aid room suitability and availability checklist
Use this checklist conditionally where the school's first-aid needs assessment identifies that a first-aid room is required.
v1

MEWP fall and falling-object protection checklist
Pre-use and task checklist for schools in England using a MEWP where work at height is involved or people could be exposed below the platform.
v1

MEWP operator competence and familiarisation training
Record checks of recognised MEWP category training, training card or licence expiry dates, and familiarisation with the controls and operation of each specific make and model used or arranged for use at the school.
v1

New or reinstalled lifting equipment pre-use examination checklist
Confirm, where applicable, that newly acquired, hired, assembled, installed or relocated lifting equipment has been examined by a competent person before use, that installation conditions have been considered, and that identified defects or restrictions are addressed before unsafe use.
v1

School access route condition checklist
Inspect corridors, stairs, passageways and external paths for suitability, damage and obstructions; record condition issues and confirm corrective actions where required.
v2

School tree inspection checklist
Record risk-based routine tree inspections and additional checks after potentially damaging activities or weather, including observed defects, arboricultural advice, controls and remedial work.
v2

Asbestos building works capital funding assessment
Record whether school-building capital funding may be relevant to planned asbestos removal, encapsulation or associated building-condition works, including the proposed work, estimated costs, potential funding route, application or decision status, and reasons. Complete this form only where such works are being considered.
v1

Estate risk reporting and action record
Record risks reported by staff or pupils and document the issue, location, immediate controls, assigned action, escalation, completion and evidence that the issue was acted upon.
v1

First-aid incident record
Record incidents attended by first-aiders or appointed persons, including the person affected, treatment and immediate outcome, to support later trend analysis and first-aid needs assessments.
v2

LOLER examiner competence and independence record
Record the practical and theoretical knowledge, experience, authority, independence and impartiality of the person undertaking or relied upon for LOLER thorough examinations of lifting equipment or accessories.
v1

LOLER examiner competence and independence record
Record the practical and theoretical knowledge, experience, competence, independence and impartiality of the person appointed to carry out a LOLER thorough examination, including whether they undertake routine maintenance of the same equipment.
v1

New machinery conformity and instructions check
Record the receiving and commissioning checks for new machinery placed on the Great Britain market for a school, including applicable marking, Declaration of Conformity, English-language instructions and retained procurement or supplier evidence.
v1

New portable electrical equipment receiving check
Record a simple visual check of new portable electrical equipment before it is put into use and document any action required.
v1

Personal data breach lessons and control review record
Record a structured post-incident review of a personal data breach, including the comprehensiveness of the risk-assessment process, the effectiveness of mitigations and controls, corrective actions, ownership, completion evidence, and resulting changes to risk assessments or controls.
v1

Personal information retention and deletion policy
To provide a documented approach for deciding how long personal information is retained, arranging its deletion or disposal when retention ends, recording exceptions, and keeping retention rules current so subject access request searches can focus on information that should still be retained.
24 sections · v1

Asbestos Management Plan
This plan sets out how the school manages asbestos or presumed asbestos in its buildings, including ownership, delegated responsibilities, asbestos information, risk controls, work controls, monitoring, emergency arrangements, communication, reporting, governance, review and document continuity. It is for use by the school’s employer, dutyholders, leadership, delegated staff, workers and visitors whose activities may disturb asbestos materials.
40 sections · v1

Hazardous Substance Storage and Inventory Procedure
To set out arrangements for securely storing dangerous materials and chemicals, maintaining an up-to-date inventory, documenting storage arrangements, and recording reviews where a school stores or uses dangerous materials or chemicals.
8 sections · v1

Legitimate interests objection-handling procedure
To provide a consistent process for receiving, assessing and responding to objections to processing based on legitimate interests, including stopping direct marketing when a person objects and assessing whether compelling legitimate grounds override an objection for another purpose.
16 sections · v1

Lifting operation planning and supervision procedure
To provide a procedure for ensuring that, where the school carries out lifting operations using work equipment, each operation is properly planned by a competent person, appropriately supervised and carried out safely.
20 sections · v1

Portable electrical equipment maintenance procedure
This procedure sets out how a school can maintain portable electrical equipment in a safe condition, use proportionate user checks and inspections, manage competence, remove unsafe equipment from use, and review whether the arrangements remain effective. It applies where the school controls portable electrical equipment used at work.
15 sections · v1

SAR response format, context and portability procedure
To provide a consistent approach for distinguishing information covered by a subject access request from information covered by a data-portability request, selecting an appropriate response or transfer method, and presenting information in a form the requester can understand.
21 sections · v1

School asbestos management plan
This plan sets out arrangements for managing information about asbestos-containing or presumed asbestos-containing materials where they may be present in school buildings or where the school has asbestos management responsibilities. It is to be applied in a way that reflects the school's employer, premises-control and contractual arrangements.
17 sections · v2

School records-management policy
To set out records-management arrangements for maintaining a well-structured file plan, using standard electronic file-naming conventions, and defining when documents are retained or deleted, supporting accountability and documentation obligations.
13 sections · v1

Secure SAR disclosure procedure
To support schools responding to subject access requests by selecting an appropriate delivery method, checking delivery details and responses before dispatch, addressing alternative-format and reasonable-adjustment needs, and handling concerns about the security of a requested method.
15 sections · v1

Secure subject access response delivery procedure
To support secure and requester-focused delivery of information supplied in response to a subject access request, including responses involving portals, representatives, encrypted electronic delivery or a requester-specified format.
16 sections · v1

Staff data protection page: SAR policy and procedure links
Provide guidance for creating a dedicated staff data-protection page where a school has an intranet or comparable staff information platform and chooses to provide this optional preparation measure.
6 sections · v1

Subject access request identification, recording and classification procedure
To ensure that subject access requests are identified, recorded, classified and handled under the appropriate legislation, regardless of their wording or submission channel.
22 sections · v1

Subject access request search, preservation and disclosure decision procedure
To provide a consistent procedure for identifying, preserving, searching, extracting and assessing information relevant to a subject access request, including information held in live systems, archives and backups and information that may require redaction.
25 sections · v1

Subject access request staff training
Build general awareness of how to recognise a subject access request and help role-based staff understand the decisions, search considerations and further instruction relevant to handling one.
6 lessons · 35 minutes · v1

Portable Heating Equipment Risk Assessment
Reusable, unscored register for assessing fire, burn and electrical-overload risks before portable heating equipment is used or considered in a school, and for recording existing and proposed controls.
v1