Headteacher Review and Development

Before the pandemic, there was an appetite from Surrey HTs to review and rethink the approach to Headteacher appraisal. This was driven by frustration in a process that often lacked consistency, and an appetite from HTs to engage in a meaningful and ongoing dialogue about their performance and development rather than what was sometimes described as a ‘tick box’ exercise.

SAfE picked up the research project on HT appraisal in the Spring, and we are ready to tell you about it!

  • We spoke to HTs and governors from across the phases to understand what is working well, and what would benefit from review and improvement.
  • We have used feedback from HTs and governors to develop a revised approach
  • We have evolved the process to be evidence informed
  • We have committed to presenting a robust, efficient and effective approach
  • We have renamed the process ‘Headteacher Review and Development’ (HTRD)
  • Defined the stakeholders in the HTRD team (HT, Govs, External adviser)


We identified three key areas for improvement

  • Culture
  • Stakeholder expertise
  • Process


The revised approach will include:

  • 60 minute pre-recorded training for the HTRD team on process and culture
  • 120 minute live training via a webinar on the effective use of coaching in the HTRD process
  • Access to revised guidance and templates
  • A clinic in the Autumn term to support you as the process gets underway (Tuesday 21st September, 4-5pm)
  • Email help desk to support you in the HTRD process


We will be sharing a recording with you in the next couple of weeks that provides the details of the programme.

We thought it would be helpful for you to have these dates now for your planning. The coaching sessions will be on Zoom, and we would recommend that your HTRD team are together at the same location for this meeting. This is because the session will include opportunities for you as a team to have helpful discussions.

Webinar: Thursday 16th September, 15:30 – 17:30
Clinic Session: Tuesday 21st September, 16:00 – 17:00

SAfE Subscriber: £350
Non-Subscriber: £437.50

£437.50 Excl. VAT

Event Details

Day 1: 16 September 2021

Day 2: 21 September 2021

Start time: 15:30 BST

End time: 17:30 BST

Venue: Zoom