Policy template pack
Safeguarding and Child Protection
A 28-page policy with a referral pathway, key contacts page, ten fillable forms and three worked examples.
$59
View the packPolicy template pack · K to 12
Lesson Observation Policy and Toolkit
Observation that teachers value and leaders can trust. A developmental, evidence-based observation policy with a coaching cycle, clear notice and feedback times, an eight-strand teaching rubric, eight fillable forms and worked examples.
Secure checkout · Instant download · Fully editable · Single-school licence
What is inside
Everything you need to put the policy into practice
A complete, editable policy
23 pages in Word and PDF with 12 sections, from types and frequency of observation to feedback, moderation, links to appraisal and appeals.
A coaching model
A six-stage coaching cycle with clear notice and feedback times and no graded lessons, so observation feels developmental.
An eight-strand teaching rubric
Original descriptors at four levels, from Not yet evident to Exemplary, designed to complement the Performance Management pack.
Eight fillable forms
Formal and drop-in records, a learning walk sheet, peer coaching, a feedback planner and a calibration record, as a fillable PDF with 179 fields.
Two worked examples
A completed formal observation record and a completed feedback conversation planner.
A first-term rollout guide
Six steps to tailor, consult, approve, calibrate, start with coaching and review.
Build trust first · the six-step rollout guide
- 1TailorWeeks 1 to 2
- 2ConsultWeeks 2 to 4
- 3ApproveWeek 5
- 4CalibrateWeeks 5 to 6
- 5Start with coachingWeeks 6 to 9
- 6ReviewWeeks 10 to 14
Preview
Take a look inside
Real pages from the pack. Select any page to see it larger.
Sample pages
Table of contents
What the policy covers
The pack runs to 23 pages, with a separate fillable PDF of the eight forms. Each part is clearly signposted, with a contents page that links to every section.
Getting started
- How to use this template
- Important notice
- Quick-start rollout guide
- Adoption checklist for international schools
The policy: 12 sections
- 1. Purpose
- 2. Principles and teacher well-being
- 3. Roles and responsibilities
- 4. Types of observation
- 5. Frequency and notice
- 6. Conduct during observations
- 7. Feedback and coaching conversations
- 8. The evidence-based judgement approach
- 9. Links to appraisal
- 10. Quality assurance and moderation
- 11. Appeals and concerns
- 12. Monitoring and review
Leader toolkit
- Joint observation guide
Appendices: eight editable forms
- A. Formal observation record
- B. Drop-in record
- C. Learning walk focus sheet
- D. Peer observation and coaching sheet
- E. Feedback conversation planner
- F. Teaching and learning rubric
- G. Teacher self-reflection sheet
- H. Joint observation calibration record
Worked examples
- I. Completed formal observation record
- J. Completed feedback conversation planner
Who it is for
Built for the leaders who lead teaching
Yes, if you are:
- A principal or head of school writing or replacing an observation policy
- A deputy head or teaching and learning lead
- A head of department who observes and coaches colleagues
- A school preparing for inspection or accreditation
The policy puts coaching first. Teachers know when and why they will be observed, receive useful feedback within an agreed time, and leaders use one rubric and one calibration process, so judgements are fair and consistent.
What you get
- The 23-page policy in Word, fully editable
- The same policy as a finished PDF
- Eight forms as a fillable PDF with 179 fields
- An eight-strand rubric and two worked examples
- Joint observation guide and adoption checklist
- One-page Start Here guide and licence
$39
Buy nowSecure checkout · Instant download · Fully editable · Single-school licence
Licence
Single-school licence
One purchase covers one school or one campus.
One school or campus
Each licence covers one school or one campus. A group of schools needs one licence for each school or campus.
Unlimited internal use
Edit, brand, print, copy and share the materials with your own staff and governors as often as you need.
No resale or sharing
No resale, redistribution or sharing outside the licensed school, in original or edited form.
Before you adopt
This pack is a professional template, not legal or employment advice. Please check the links to appraisal and the appeals section against your staff contracts and the law of your country, and take local HR advice before adoption.
From our founder
Why I wrote this pack
I’m Jacques Tredoux. I have worked in education for more than twenty years, including more than a decade as a principal, and I have led schools in three countries and chaired international accreditation visiting teams. Observation should help teachers improve, not make them anxious. I wrote this pack so that schools can adopt a fair, developmental process quickly, with a coaching model and a rubric that teachers recognise as useful.
Questions
Frequently asked questions
What exactly do I download?
One ZIP file with the 23-page policy in Word and PDF, the eight forms as a fillable PDF, a one-page Start Here guide and your licence. You can download it straight after checkout.
Does it grade lessons?
No. The policy uses an evidence-based judgement approach and a developmental rubric rather than single lesson grades, with feedback built around coaching.
Does it work with the Performance Management pack?
Yes. The rubric and the links to appraisal are designed to complement the Performance Management Policy and Tool, and both packs are included in the School Policy Template Bundle.
Can we use it across our group of schools?
Each licence covers one school or one campus. For a group of schools, please buy one licence for each school or campus, or contact us and we will help.
Is this legal advice?
No. It is a professional template based on widely recognised good practice. Please check the appraisal and appeals sections against staff contracts and take local HR advice before adoption.
Another question? Email info@northbeamleadership.com or send us a WhatsApp message.
The policy template series
More policy templates
Policy template pack
Positive Behaviour
A 24-page policy with a six-step ladder, restorative scripts, ten fillable forms and two worked examples.
$49
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Policy template pack
Performance Management
A 44-page appraisal policy with a ten-standard rubric, ten fillable forms and three worked examples.
$49
View the packBest for a full policy review
All four policy packs
Safeguarding and Child Protection, Positive Behaviour, Lesson Observation and Performance Management in one download, with one licence for your school.
$149all four packsView the bundle
Adopt a fair observation policy this term
A complete, editable policy with a coaching model, a teaching rubric and every form you need. One school, unlimited internal use, $39.
Secure checkout · Instant download · Fully editable · Single-school licence