PERFORMANCE MANAGEMENT FOR SCHOOLS AND TRUSTS

Appraisal that helps teachers teach, and everyone else do their best work.

Schools run one of the most established appraisal cycles of any sector. The challenge is keeping it useful. Teachers have little spare time, the link to pay has changed, and support staff are often left out. This page explains how schools and trusts run the process, with examples you can adapt.

HOW THE SECTOR WORKS

How performance management works in schools

A cycle set by regulation and by the school year

Maintained schools in England follow the 2012 appraisal regulations. Each teacher has an annual appraisal period, agreed objectives, an appraiser and a written report. Performance is assessed against the objectives and the Teachers’ Standards. Academies set their own policies, and most follow a similar pattern. The calendar does the rest: objectives in the autumn term, a review in spring, and a final conversation before or after the summer break.

The link between appraisal and pay has loosened

From 2013, schools in England had to link teachers’ pay progression to appraisal outcomes. That requirement was removed from September 2024. Schools may still make the link, but many are using the change to refocus appraisal on professional development. Check the current School Teachers’ Pay and Conditions Document and your own pay policy before changing your process. The practical effect is that appraisal objectives can be more ambitious, because less rides on narrowly meeting them.

Observation has moved towards coaching

Ofsted does not grade individual lessons, and many schools have dropped graded observations of their own. Short drop-ins, instructional coaching and peer observation are now common. They give a teacher specific feedback on one thing at a time, and they produce a better record of development than a single high-stakes lesson each year.

Early career teachers and support staff need their own routes

Early career teachers complete a two-year statutory induction with a mentor and an induction tutor. It is assessed against the Teachers’ Standards and runs separately from appraisal. Teaching assistants, site staff, technicians and office teams are outside the teacher regulations altogether, and their reviews are often the weakest part of a school’s process. A trust with several schools also needs enough consistency to compare practice, without removing each headteacher’s judgement.

THE RHYTHM

The performance year in schools

A typical pattern. Your own calendar, agreements and policies come first.

  1. September to October

    Objectives agreed

    Review last year’s report. Agree a small number of objectives linked to pupils, the school improvement plan and the teacher’s own development.

  2. Each half term

    Coaching and drop-ins

    Short observations with one focus. Feedback within a day or two, recorded in a sentence or two.

  3. February to March

    Mid-year review

    Discuss progress and any support needed. Adjust objectives if classes or responsibilities have changed.

  4. June to July

    Evidence and reflection

    The teacher reflects on the year. Evidence comes from work already done, not a folder built for the meeting.

  5. October

    Appraisal report

    Written report and, where your pay policy requires it, a pay recommendation to governors or trustees.

IN PRACTICE

Performance management examples in schools

Three illustrative scenarios showing a goal, the evidence that informs it and the conversation that follows. Adapt them to your own roles.

Illustrative example

Year 4 class teacher

The goal
Improve reading fluency for the eight pupils below the expected standard, using the school’s new phonics catch-up programme.
The evidence
Termly fluency checks, notes from two coaching drop-ins, and the teacher’s reflection on which interventions worked.
The conversation
The appraiser asks what the teacher would do differently next year. Two pupils did not reach the standard; the discussion is about what was learned, and the objective is still judged well met.
Illustrative example

Head of science, secondary

The goal
Raise the quality of practical work across the department and develop two colleagues towards leading a key stage.
The evidence
Department review findings, feedback from the two colleagues, and practical-endorsement records.
The conversation
The deputy head and the trust’s science lead both contribute. The review separates the head of department’s own teaching from their leadership of others.
Illustrative example

Teaching assistant

The goal
Support two pupils with education, health and care plans to work more independently in maths.
The evidence
Observations from the class teacher and the SENCO, and the pupils’ progress towards their plan outcomes.
The conversation
A termly 20-minute conversation with the SENCO. It agrees one training need and records it, so it is followed up.
THE VIEW FROM HR

What HR leaders in schools wrestle with

Illustrative voices. New Dynamics wrote these composite perspectives to reflect themes that are common in the sector. They are not customer testimonials, and the names do not refer to real people.

When the pay link went, some heads asked if appraisal still mattered. I’d say it matters more. We can finally set objectives about getting better, without the pay committee in the back of everyone’s mind.

HannahHR Director, multi-academy trustIllustrative voice

Our teaching assistants used to get a form once a year, if that. They are a large part of our workforce. A short termly conversation did more for retention than anything else we tried.

DavidDirector of People, secondary school groupIllustrative voice
WHERE NEW DYNAMICS FITS

New Dynamics for schools

New Dynamics connects goals, feedback, recognition and reviews in one place. Bring a real process to the demo, and confirm each requirement with the team.

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Your questions, answered.

Is teacher appraisal a legal requirement?

Maintained schools in England must follow the Education (School Teachers’ Appraisal) (England) Regulations 2012, which require an annual appraisal with objectives and a written report. Academies are not bound by those regulations but usually have an equivalent policy. Rules differ in Wales, Scotland and Northern Ireland.

Do schools still need performance-related pay?

Since September 2024, schools in England are no longer required to link teachers’ pay progression to appraisal outcomes. A school or trust can keep the link if its pay policy says so. Check the current School Teachers’ Pay and Conditions Document and consult staff and unions before changing your policy.

How many appraisal objectives should a teacher have?

There is no fixed number. Many schools agree around three: one linked to pupil progress, one to a school or department priority and one to the teacher’s own development. Fewer, clearer objectives lead to better conversations than a long list.

Can New Dynamics be used for support staff as well as teachers?

The platform is designed around configurable forms, stages and participants, so different staff groups can follow different processes. Bring your appraisal policy and a sample form to a demo so the fit for your school or trust can be confirmed.

OTHER SECTORS

Performance management in other industries

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