School Educational Visit Evaluation and Incident Record

Enter the name of the maintained or academy school.

Identify the educational visit being evaluated.

Select all categories that apply.

Enter the date on which the visit began.

Enter the date on which the visit ended.

Enter the name of the person who led the visit.

Enter the name of the person completing the evaluation.

Enter the date on which this evaluation is completed.

Consider the educational objectives, itinerary, risk controls, communication, consent arrangements, staffing, supervision, transport, accommodation and contingency planning, where relevant.

Record any part of the planning that was ineffective, incomplete or needed to be changed during the visit.

If no changes were made, enter “None”.

Consider supervision, communication, participant engagement, timing, activities, transport, facilities and responses to changing circumstances.

Record practical improvements to arrangements, controls, supervision, communication or activities.

Summarise relevant feedback from pupils, staff, volunteers, parents or carers, where available.

Select every category that applies. If none occurred, select “None”. Complete any required organisational reporting separately where applicable.

Enter the total number of incidents, accidents and near-misses recorded in this evaluation. Enter 0 if none occurred.

If one or more events occurred, describe what happened, when and where it happened, who was involved, immediate actions taken, and any relevant consequences. If none occurred, enter “None”.

Record any internal reference, notification, referral or follow-up reporting completed or still required. Do not include unnecessary sensitive personal information.

Describe actions taken during or after the visit to address the event or prevent recurrence.

Summarise what should be retained, changed or communicated as a result of evaluating the planning and the visit itself.

Select “Yes” if any action remains outstanding.

If follow-up is needed, list each action, including the intended outcome and any relevant deadline. If no follow-up is needed, enter “None”.

Enter the name or role responsible for coordinating the listed actions. If no follow-up is needed, enter “None”.

Enter the target date for completing outstanding actions. If no follow-up is needed, leave blank.

Enter the date on which outstanding actions will be checked, if applicable.

Confirm that this evaluation record will be retained in accordance with the school’s applicable record-management arrangements.

• Tick when complete