How do I add activities and evidence to an improvement plan?

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Overview

The view of the improvement plan varies due to your user rights, you may be able to see certain sections where you are named as a lead or a key member or the whole plan.

Location

To add activities & evidence to an improvement plan you should go to the Improvement Plan page from the left-hand sidebar.

Actions

View the Improvement Plan

From here select the Objective you wish to work on

In the Objective page select the Activity/Task you want to work on

Once the page has loaded select Add Activity

Details Tab

Objective - This will show you the objective that the activity you are entering belongs to

Success Criteria - Shows the success criteria and targets set for the objectives

Activity/ Task - The Specific activity or task

Success Criteria - Shows what success would look like when the activity is complete

Status - You can use the drop-down menu to indicate your progress with the activity or task

Start Date and Due Date - Add the date the activity was started and when it is due to be finished

Department - Enter whether the activity is linked to a department plan or a whole school activity

Staff Tab

The staff tab will display the key staff members who are involved in this section of the School Improvement Plan. From this list select the key staff members that will be responsible for completing this activity.

Evidence Tab

This tab will only become visible once the activity has been saved. This shows any evidence that has been added to the activity.

There are a variety of different ways you can upload evidence either Add Text to write directly on the page, Add Document or Add Link (to link to a website). Once you have done this save by pressing Add.

SEF Tab

This tab will only be visible after the activity has been saved, like the evidence tab

This tab shows any questions from the SEF that you would like to link to this activity.

  • Click on Add SEF
  • Using the drop-down to select a Section and Question
  • Click on Save to SEF link

Training & Development Tab

This tab is only visible when the activity has been saved. The tab will show any training and development activities related to this activity.

To add any new training and development, click on Add

Fill in the relevant information for all of the tab in the section, and then select Add to save

Monitoring Tab

This tab is only visible once the activity has been saved. This tab shows any monitoring that has taken place for this activity.

To add a new monitoring activity:

From the Monitoring Tab click on Add

Enter the required information and click on Add

Once the monitoring has been completed you can come back and select the Completed check box

Review Tab

Enter the progress being made on the activity, recording any adjustments that have been made to the original targets, actions, or timescales.

CPD Tab

Enter the CPD activity that is required for the activity/task.

This tab is used to agree on any resources and CPD that you will need to complete the activity. This could be partaking in external courses, classroom monitoring etc.

Notes Tab

Enter any additional notes for the activity in this section.

Requirements Tab

This tab is only available if requirements have been added in the Settings.

To turn on requirements:

  • From the main menu, go to Settings
  • On the Settings menu select Improvement Plan

.

  • On the Requirements tab you will be able to Add Requirements
  • Once you have done this you will be able to add requirements to your objectives and activities

Outcomes Tab

This tab is only available once the activity has been saved. In the textbox list the outcomes for the activity, when all the information has been adding click on Save Activity.

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