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Filtering and Monitoring Standards Checklist 2026/27 (including generative AI)

Detailed overview

An editable checklist for working through the DfE's four filtering and monitoring standards with your SLT, DSL, IT support and responsible governor. 2026/27 edition, checked against the standard as updated on 16 September 2026.

What's new in this edition

  • The generative AI expectations added in June and August 2026: scoping your use of generative AI, recording whether your system can handle real-time, dynamic, personalised and AI-generated content, and assessing AI products against the DfE Generative AI product safety standards
  • The September 2026 link to your statutory duty under Keeping children safe in education to keep children safe online as well as offline
  • Who approves and documents temporary exceptions, and the DSL's role in assessing them
  • New review triggers, including when new devices or generative AI tools are introduced

What's inside

  • A one-page summary of what's changed since the October 2024 version
  • All four standards set out as tick-and-evidence tables: roles and responsibilities, the annual review, filtering, and monitoring, with the 2026 changes clearly marked
  • For every line: whether you meet it now, your evidence, or the next step and who owns it
  • Current position, target and evidence boxes for each standard
  • A sign-off table for SLT, the DSL, IT support and the responsible governor

Editable Word document, 9 pages, landscape. Keep the completed checklist with your review record.

Pair it with our free guide in the community: Filtering, monitoring and generative AI: what the updated standard asks of schools.

Part of the HeadteacherChat community library. Members get this resource, the full topic pack it belongs to and every update when guidance changes, alongside live sessions and more than 1,400 fellow school leaders. Join the community.

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