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Resource Pack

Compliance Pack

Compliance Pack: checklists, calendars and trackers for school leaders covering health and safety, data protection, HR, finance and the statutory calendar.

PDF, Word · A4, Letter · 15 files · about 2 pages

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Compliance Pack, 2026/27 edition, by HeadteacherChat

Resource details

The Compliance Pack gathers the checklists, calendars and trackers that keep the operational side of school in order: health and safety, data protection, HR, finance and the statutory calendar. Built by practising school leaders in the HeadteacherChat community.

2026/27 edition. Includes data protection policies aligned with the DfE's June 2026 guidance and a KCSIE 2026 operational briefing.

What's inside

  • How to use the pack: where to start and what to do first
  • Annual school compliance calendar
  • Termly operational plan template
  • Compliance risk action tracker
  • Comprehensive checklist for health, safety and premises management
  • Comprehensive checklist for data protection and information governance
  • Financial governance requirements and common pitfalls for schools and academies
  • Guide to HR policies and safer recruitment practices
  • Data protection policies and procedures: eight policies, SAR and breach procedures, a retention schedule and ROPA and DPIA templates (full pack and summary)
  • KCSIE 2026: five operational actions for school leaders
  • Census-day checklist for the autumn census
  • Census sign-off sheet: eight questions to ask before you authorise the return

Delivered as one zip file of editable Word documents, with PDF copies of the calendar, plan and tracker. Adapt the wording to your own school, trust or local authority context, and have your DPO review data protection policies before adoption.

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.

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£30.00 inc. VAT