The Appraisal Pack 2026/27 gives you everything you need to run a fair, low-workload appraisal and performance management cycle this year, updated for the July 2026 pay award and the DfE's developmental approach to appraisal. Built by practising school leaders in the HeadteacherChat community.
What's inside
- How to use the pack
- 2026 pay award and STPCD: what school leaders need to know
- Updating appraisal and pay policies for 2026/27: a two-stage checklist
- Setting appraisal objectives for 2026/27, including UPS teachers
- Appraisal September launch sheet 2026/27
- Teacher appraisal planning and review statement, with MPS, UPS and support staff versions and a filled example
- Informal focused support plan, with a filled example
- Headteacher performance management evidence record, with an assistant and deputy head version and a filled example
- Capability transition checklist and formal hearing notice, with a filled example
Delivered as one zip file of 17 editable Word documents. Adapt the wording to your own school, trust or local authority policies before use.
Part of the HeadteacherChat community library. Members get this pack, every other pack and every update when guidance changes, alongside live sessions and more than 1,400 fellow school leaders. Join the community.
