Leadership Standards Individual Leadership Review Excel Tool en

Leadership Standards –
Individual Leadership Review

Hide help
Main menu Troubleshooting
Links to a Click on any As you enter evidence, Summary of 'Summary last updated' will 'Review date' can be set to
summary of of the links to you can apply a red, evidence will show the date you last track when you want to
the purpose of enter amber or green (RAG) update colour edited the text for the next review the evidence
the Individual evidence for status to each depending on the summary of evidence for for the related standard. If
Leadership the statement, a RAG status each standard. If you have the review date is in the
Review and correspondin percentage will keep selected for that not updated it for over 100 past it will be highlighted
Standards. g standard. track of the overall stat... standard summary. days it will be highlighted t... to warn you.
Introduction
Status of evidence %
Summary Summary last
Standard Red Amber Green of evidence updated Review date
Creating strategic direction – DD/MM/YYYY
Leading learning and teaching – DD/MM/YYYY
Developing and working with others – DD/MM/YYYY
Managing the school – DD/MM/YYYY
Securing accountability – DD/MM/YYYY
Strengthening the community focus – DD/MM/YYYY

Individual Leadership Review < menu >
enter evidence
Introduction Next review: DD/MM/YYYY View resources to help you complete the ILR on Learning W
The Leadership Standards

The Leadership Standards are arranged under the following key areas.
• Creating strategic direction

• Leading learning and teaching.
• Developing and working with other
• Managing the school.
• Securing accountability.
• Strengthening the community focus.
Each key area is prefixed with a descriptor which captures the focus of the standards in the key area.
Application of the standards
Headteachers are required to meet the Leadership Standards in full. They may use the Individual
Leadership Review matrix to support them in their ongoing leadership development.
Other practitioners (teachers and support staff) will meet the standards to varying extents depending on
the requirements of their job role and their professional aspirations and are able to use the standards to
inform their leadership development. The individual leadership review matrix assists them in identifying the
extent to which their practice already meets the standards and to enable them to prioritise leadership
development activities.
Using the individual leadership review

• Practitioners are able to choose how best to use the matrix to suit their particular needs and circumstance
• The matrix allows practitioners to consider the required standards and associated core attributes for
each key area. By reviewing their practice against the statements they can indicate where they feel they
can already demonstrate evidence, indicate the strength of that evidence and provide examples of the
nature of evidence available. The matrix also allows practitioners to plan appropriate professional
development activities to strengthen their evidence.
• The individual review activity can support performance management reviews and assist practitioners
who are required to provide specific evidence for assessment purposes, such as NPQH.
To start filling out the matrix, return to the menu and select one of the key areas.
Troubleshooting
Error messages occur when trying to use the tool relating to macros/VBA
Some users experience issues with the tool as they need to enable macros. Here are some instructions
on enabling macros.
Using Excel 2003

1. Select ‘Tools’ from the top menu, then select ‘Macro’, then ‘Security…‘. In the box that appears
there will be four options.
2. If your 'Security' level is set to ‘Very High’ or ‘High’, please change it to ‘Medium’.
3. Save the document and close it without shutting Excel down.
4. Open the document again, it should ask if you want to enable macros, select yes.
5. Try entering some evidence in one of the text boxes. A larger text box should appear as soon as
you type anything. This means macros are working.
Using Excel 2007/2010
1. Open Excel and click the 'Office' button in the upper-left corner of the screen. At the bottom of this
menu, click the 'Excel Options' button.
2. Click the 'Trust Centre' button on the left. Then, at the bottom right, select 'Trust Centre Settings...'.
3. In the new window that appears, choose 'Macro Settings' from the sidebar and select 'Disable all
macros with notification' from the list of options that appear. This option keeps macros disabled but notifies
users when macros attempt to run, allowing users to decide on a case-by-case basis which macros to
enable.
4. For the new settings to take effect, it will be necessary to close Excel and reopen it. A security
dialog box should appear beneath the 'Office' ribbon the next time you attempt to run a spreadsheet that
contains macros.
5. When the notification appears, click the 'Options' button.
6. Choose 'Enable this content' from the options that appear to allow macros to run within the current
spreadsheet.
7. Click OK to close the window.
8. Instructions may vary depending on what Excel version you are using.
Be aware that if macros cannot be enabled you may need to contact the relevant IT professional in the
school.
Trying to print evidence but it is obscured because the text box doesn't extend with the text
Rather than use the standard print button in Excel, there is a print button near the top of the screen on
each standard which should allow you to print the evidence out without cropping. Please use this instead.
I want to unlock the sheet to edit x/y/z
We would advise against this, since inserting rows/columns and moving text around can adversley impact
on the macros and cause problems with the tool. If you still want to, there is a standard option in Excel to
lock/unlock a sheet; we haven't password protected it.
How do I see the tabs/row numbers/column headers?

We've hidden these to avoid users accidentally breaking certain parts of the tool which can be caused by
adding columns/rows where macros are using specific cell references. We advise using the menu
navigation and the navigation at the top of each sheet. If you do want to see the tab/row numbers/column
headers this can easily be enabled in the options.
Anything else…
After reviewing the troubleshooting guidance above, if you've spotted something wrong with the tool that
hasn't been covered, or want to suggest an improvement, please contact
dfes.webrequests@wales.gsi.gov.uk
<<<
main menu
Introduction >
next standard
Creating strategic direction Next review: DD/MM/YYYY Hide help View resources to help you complete this standard on Lea
Engaging in constructive thinking about the future is essential to effective leadership. Leaders should create a Key: indicate what stage your
shared and corporate strategic vision which inspires and motivates all members of the school community. This evidence is at for each
vision should encapsulate the educational values and the moral purpose of the leadership team and governing statement
body to secure the improvement and development of the school. Red: no supporting evidence
Amber: developing evidence
Green: confident with evidence
The Review the Select the Use the Once you have Enter a This link will
description/focu statements box and navigation reviewed the statement quick note take you to an
s of the and consider if start typing buttons to move and entered evidence here to index of
standard you can to enter your between the where applicable, select explain how resources
should be kept provide evidence different one of the colours to you will related to the
in mind while evidence next to each standards or indicate the status of the review your standard on
considering yo... relating to th... statement. return to the m... evidence, taking regar... evidence in... Learning Wal...
Statement Evidence Rating Next steps

1. Ensures the vision for the
school is clearly articulated,
shared, understood and acted
upon effectively by all.
Words: 0 Last updated: –

2. Works within the school
community to translate the vision
into agreed objectives and
operational plans which will
achieve sustained school
improvement.
3. Embodies the vision and values

through daily practice and
continual advocacy.
4. Motivates and works with
others to create an effective
school climate and shared culture.

5. Employs creativity, innovation
and new technologies to achieve
excellence.

6. Ensures that strategic planning
takes account of the diversity,
values, experience and context of
the school and the community at
large.

7. Develops the school based on
a commitment to continuous
improvement and sustainable
development.

Summary of evidence
Set date to next review evidence: DD/MM/YYYY
Enter your own This date will

date here to update after you
indicate when enter evidence
you will next automatically.
review your
evidence and
update the sum...
review your
evidence and
update the sum...
<<<
main menu >
previous standardnext standard
Leading learning and teaching Next review: DD/MM/YYYY Hide help
Securing effective learning and teaching is at the heart of the school’s purpose. Leaders working with the staff and
governors, create the conditions and structures to support effective learning and teaching for all. Leaders have a
direct responsibility for the quality of learning and teaching and for pupils’ achievement. This implies setting high
expectations and monitoring and evaluating the effectiveness of learning outcomes. The climate and learning
culture created in the school should enable pupils to become effective, enthusiastic, independent learners,
committed to and equipped for life-long learning.
The Review the Select the Use the Once you have
description/focu statements box and navigation reviewed the statement
s of the and consider if start typing buttons to move and entered evidence
standard you can to enter your between the where applicable, select
should be kept provide evidence different one of the colours to
in mind while evidence next to each standards or indicate the status of the
considering yo... relating to th... statement. return to the m... evidence, taking regar...
Statement Evidence
1. Ensures a consistent and
continual school-wide focus on
learners’ achievement.
2. Ensures that both school and

classroom climates promote
effective learning and teaching for
all.
3. Promotes the equity of

academic, vocational and
experiential learning routes.
4. Places learning at the centre of

strategic planning and resource
management.
5. Develops policies and practices

to secure social inclusion for all
learners to ensure their individual
learning needs are met.
6. Promotes and puts in place

policies designed to enable
learners to develop independence
and to acquire thinking and
learning skills.
7. Establishes creative,
responsive and effective
approaches to learning and
teaching in every subject to meet
and support the aims of the
school.
8. Establishes and maintains an
ethos of challenge and support
where all learners can achieve
success and become engaged in
their own learning.
9. Implements strategies that

secure high standards of
behaviour and attendance.
10. Organises and implements the

curriculum so that it meets the
requirements of the national
curriculum in Wales.
11. Implements strategies to

secure effective assessment
procedures, including assessment
for learning.
12. Develops policies and

procedures that promote learners’
understanding of the bilingual
context of Wales and that develop
their bilingual skills as
appropriate. Words: 0 Last updated: –
13. Takes a strategic role in the

development of new technologies
to enhance and extend the
learning experiences of learners
and the teaching capabilities of
teachers.
14. Monitors and evaluates the

curriculum and its assessment
and identifies and acts on areas
for improvement.
15. Maintains a high visibility

around the school and devotes
considerable time to interaction
with learners, staff and parents.
16. Implements strategies to

ensure that learners’ additional
learning needs are met.
Individual Leadership Review:
<<<
main menu >
Developing and working with others Next review: DD/MM/YYYY Hide help
Effective relationships are particularly important in leadership as leaders, and headteachers in particular, work with
the whole school community. Leadership involves building professional learning communities which enable all to
achieve. Through performance management and effective continuing professional development leaders enable all
staff to achieve high standards. Leaders should be committed to their own continuing professional development in
order to equip themselves with the capacity to deal with the demands of their role and the range of leadership
skills and actions required of them.
in mind while evidence next to each standards or indicate the status of
considering yo... relating to th... statement. return to the m... the evidence, taking re...
Statement Evidence
1. Treats people fairly, equitably
and with dignity and respect to
create and maintain a positive
school climate.
2. Shares and distributes

leadership.
3. Develops, empowers and

sustains effective teams.
4. Creates an environment in
which others can grow
professionally.
5. Develops and nurtures

leadership potential in others to
build the leadership capacity of
the school.
6. Builds a collaborative learning

culture within the school and
actively engages with other
educational establishments to
build effective learning
communities.
6. Builds a collaborative learning
culture within the school and
actively engages with other
educational establishments to
build effective learning
communities.
7. Ensures that the school

contributes, where appropriate, to
the training of future teachers and
other adults who work with
learners.
8. Develops and maintains

effective strategies and
procedures for staff induction,
early and continuous professional
development and performance
review.
9. Ensures effective planning,

allocation, support and evaluation
of work undertaken by teams and
individuals, providing clear
delegation of tasks and devolution
of responsibilities. Words: 0 Last updated: –
10. Acknowledges and celebrates

the responsibilities and
achievements of individuals and
teams.
11. Regularly reviews and reflects

on his or her own practice, sets
personal targets and takes
responsibility for personal
development.
12. Has regard for own workload

and that of others to secure a
satisfactory work/life balance.
13. Establishes effective

arrangements for the coordination
of provision for learners with
additional learning needs.
Summary of evidence

review your
evidence and
update the sum...
review your
evidence and
update the sum...
Hide help View resources to help you complete this standard on Learning Wales
Key: indicate what stage your

evidence is at for each
statement
Red: no supporting evidence
Once you have Enter a quick This link will

eviewed the statement note here to take you to an
and entered evidence explain how index of
where applicable, select you will resources
one of the colours to review your related to the
ndicate the status of evidence in standard on
he evidence, taking re... the future. Learning Wal...
Rating Next steps

<<<
main menu >
Managing the school Next review: DD/MM/YYYY Hide help
Leaders need to provide effective organisation and management within the school they lead and ensure that the
school and the people and resources within it are organised and managed to provide an efficient, effective and
safe learning environment. Leaders should implement effective processes to develop and review policies and
plans and ensure the effective and efficient use of available resources and finance.
standard you can to enter between the where applicable, select
should be kept provide your different one of the colours to
in mind while evidence evidence standards or indicate the status of the
considering yo... relating to th... next to eac... return to the m... evidence, taking regar...
Statement Evidence
1. Ensures that the professional
duties and conditions of
employment as set out in statutory
requirements, including those for
the headteacher, are fulfilled.
2. Produces and implements

clear, evidence-based
improvement plans and polices for
the development of the school
and its facilities.
3. Ensures that policies and

practices take account of national
and local circumstances, policies
and initiatives including
bilingualism and the Welsh
dimension.
4. Builds, remodels and maintains

organisational structures and
systems which distribute
leadership and enable the school
to run efficiently and effectively on
a
day-to-day basis. Words: 0 Last updated: –
5. Monitors, evaluates and

reviews the effects of school
policies, priorities and targets in
practice.
6. Acts upon the outcomes of

school self-evaluation and
external inspection by Estyn to
drive school improvement.
7. Uses information and data

from within and outside the school
to inform management and
organisational development.
8. Makes effective use of the

support and challenge provided
by the LA and other relevant
bodies.
9. Manages the school’s financial

and human resources effectively
and efficiently to achieve the
school’s education priorities and
goals.
10. Recruits, retains and deploys

staff appropriately and manages
their workload to achieve the
vision and goals of the school.
11. Manages and organises the

school environment efficiently and
effectively to ensure that it meets
the needs of the curriculum and
health and safety regulations.
12. Develops and enhances the

learning environment to better
meet the needs of learners.
13. Monitors, evaluates and

reviews the range, quality and use
of all available resources to
improve the quality of education
for all learners and to secure
value for money. Words: 0 Last updated: –
Summary of evidence

review your
evidence and
update the sum...
review your
evidence and
update the sum...

statement
nce you have Enter a quick This link will

viewed the statement note here to take you to an
d entered evidence explain how index of
here applicable, select you will resources
e of the colours to review your related to the
dicate the status of evidence in standard on
e evidence, taking re... the future. Learning Wal...
Rating Next steps

<<<
main menu >
Securing accountability Next review: DD/MM/YYYY Hide help
Headteachers are accountable to the governing body for the management of the school, its environment and all its
work. The headteacher is accountable to the governing body, pupils, parents, governors and the LA for the quality
of education achieved by the school and has a professional responsibility to the whole community. Additionally,
leaders are responsible for ensuring collective responsibility in order that all members of the school community
accept they are accountable for the contribution they make to the school’s outcomes.
Statement Evidence
1. Ensures individual staff
accountability is clearly defined,
understood and agreed and is
subject to rigorous internal and
external review and self-
evaluation.
2. Works with the governing body

so that it is able to meet its
responsibilities for securing
effective learning and teaching
and improved standards of
achievement.
3. Develops and presents a

coherent, understandable and
accurate account of the school’s
performance to a range of
audiences including parents and
governors.
4. Uses data and benchmarks to

monitor progress in every child’s
learning and to focus teaching.
5. Sets stretching targets for the

whole school community based
on consistently high expectations.

6. Develops and maintains a
climate of high expectations for
self and others and takes
appropriate action when
performance is unsatisfactory.
Summary of evidence

review your
evidence and
update the sum...

statement
ce you have Enter a quick This link will

iewed the statement note here to take you to an
d entered evidence explain how index of
ere applicable, select you will resources
e of the colours to review your related to the
icate the status of evidence in standard on
evidence, taking re... the future. Learning Wal...
Rating Next steps

<<<
main menu
previous standard
Strengthening the community focus Next review: DD/MM/YYYY Hide help
Leaders should be aware that improvements in the school and in the community are interdependent and rely upon
effective collaboration between all interested parties. Leaders should encourage and engage in collaboration with
other schools and organisations to bring positive benefits to the school and share its expertise. In this area of
leadership, leaders will need to secure the involvement and support of those outside the school.
Statement Evidence
1. Establishes and builds
partnerships with other schools to
share best practice and support
school improvement.

2. Builds a school climate and
learning culture which takes
account of the richness and
diversity of the school’s
community including Welsh
Language and culture.
3. Ensures that the school plays a

productive role as a member of its
local, national and global
communities.
4. Creates and promotes positive

strategies for developing good
race relations and dealing with
racial harassment.
5. Promotes appropriate attitudes

towards disability and additional
learning needs that promote
equality and inclusion.
6. Ensures that the school plays a

central role in the community.

7. Develops citizenship in learners
so that they make a positive
contribution to local and wider
communities.
8. Collaborates with other

agencies, including the LA, in
providing for
well-being of learners and their
families.
9. Creates and maintains an

effective partnership with parents,
guardians and carers to support
and improve learners’
achievement and personal
development.
10. Works collaboratively within

and outside the school to achieve
school goals and objectives.
11. Works cooperatively and

collaboratively with teachers and
colleagues, including those from
external agencies, to enhance the
learning and well-being of those
they teach.
Summary of evidence

review your
evidence and
update the sum...

statement
Once you have Enter a quick This link will

reviewed the statement note here to take you to an
and entered evidence explain how index of
where applicable, select you will resources
one of the colours to review your related to the
ndicate the status of evidence in standard on
the evidence, taking re... the future. Learning Wal...
Rating Next steps

individual leadership review:
Creating strategic direction
Engaging in constructive thinking about the future is essential to effective leadership. Leaders should create a shared
and corporate strategic vision which inspires and motivates all members of the school community. This vision should
encapsulate the educational values and the moral purpose of the leadership team and governing body to secure the
improvement and development of the school.
Statement: 1. Ensures the vision for the school is clearly articulated, shared, understood and
acted upon effectively by all.
Statement: 2. Works within the school community to translate the vision into agreed objectives
and operational plans which will achieve sustained school improvement.
Statement: 3. Embodies the vision and values through daily practice and continual advocacy.
Statement: 4. Motivates and works with others to create an effective school climate and shared
culture.
Statement: 5. Employs creativity, innovation and new technologies to achieve excellence.
Statement: 6. Ensures that strategic planning takes account of the diversity, values, experience
and context of the school and the community at large.
Statement: 7. Develops the school based on a commitment to continuous improvement and

sustainable development.
Statement: Summary of evidence

Creating strategic direction evidence
Statement 1 2 3 4 5
Evidence
Wordcount 0 0 0 0 0
Date updated – – – – –
Marked as
complete for review
period
Review date DD/MM/YYYY
Leading learning and teaching
Statement 1 2 3 4 5
Evidence
Wordcount 0 0 0 0 0
Marked as
complete for review
period
Developing and
working with
others
Statement 1 2 3 4 5
Evidence
Wordcount 0 0 0 0 0
Marked as
complete for review
period
Managing the
school
Statement 1 2 3 4 5
Evidence
Wordcount 0 0 0 0 0
Marked as
complete for review
period
Securing
accountability
Statement 1 2 3 4 5
Evidence
Wordcount 0 0 0 0 0
Marked as
complete for review
period
Strengthening
the community
focus
Statement 1 2 3 4 5
Evidence
Wordcount 0 0 0 0 0
Marked as
complete for review
period
Reset RAG colours Reset last updated dates Reset evidence

Reset date to–
6 7 Summary
0 0 0
– – –
6 7 8 9 10 11
0 0 0 0 0 0
– – – – – –
6 7 8 9 10 11
0 0 0 0 0 0
– – – – – –
6 7 8 9 10 11
0 0 0 0 0 0
– – – – – –
6 Summary
0 0
– –
6 7 8 9 10 11
0 0 0 0 0 0
– – – – – –
vidence Reset position on sheets

12 13 14 15 16 Summary
0 0 0 0 0 0
– – – – – –
12 13 Summary
0 0 0
– – –
12 13 Summary
0 0 0
– – –
Summary
0
–

Leadership Standards Individual Leadership Review Excel Tool en

Uploaded by

Copyright:

Available Formats

You might also like

Leadership Standards Individual Leadership Review Excel Tool en

Uploaded by

Document Information

Original Description:

Original Title

Copyright

Available Formats

Share this document

Share or Embed Document

Sharing Options

Did you find this document useful?

Is this content inappropriate?

Copyright:

Available Formats

Leadership Standards Individual Leadership Review Excel Tool en

Uploaded by

Copyright:

Available Formats

Leadership Standards –

Individual Leadership Review

Leading learning and teaching – DD/MM/YYYY

Developing and working with others – DD/MM/YYYY

Managing the school – DD/MM/YYYY

Securing accountability – DD/MM/YYYY

Strengthening the community focus – DD/MM/YYYY

The Leadership Standards

• Creating strategic direction

Application of the standards

Using the individual leadership review

Using Excel 2003

I want to unlock the sheet to edit x/y/z

How do I see the tabs/row numbers/column headers?

Statement Evidence Rating Next steps

Words: 0 Last updated: –

3. Embodies the vision and values

Words: 0 Last updated: –

Words: 0 Last updated: –

Words: 0 Last updated: –

Words: 0 Last updated: –

Words: 0 Last updated: –

Set date to next review evidence: DD/MM/YYYY

Enter your own This date will

Leading learning and teaching Next review: DD/MM/YYYY Hide help

Words: 0 Last updated: –

2. Ensures that both school and

Words: 0 Last updated: –

3. Promotes the equity of

Words: 0 Last updated: –

4. Places learning at the centre of

Words: 0 Last updated: –

5. Develops policies and practices

Words: 0 Last updated: –

6. Promotes and puts in place

9. Implements strategies that

Words: 0 Last updated: –

10. Organises and implements the

Words: 0 Last updated: –

11. Implements strategies to

Words: 0 Last updated: –

12. Develops policies and

13. Takes a strategic role in the

14. Monitors and evaluates the

Words: 0 Last updated: –

15. Maintains a high visibility

Words: 0 Last updated: –

16. Implements strategies to

Words: 0 Last updated: –

2. Shares and distributes

Words: 0 Last updated: –

3. Develops, empowers and

Words: 0 Last updated: –

Words: 0 Last updated: –

5. Develops and nurtures

Words: 0 Last updated: –

6. Builds a collaborative learning