Requirements & Recommendations for Employers

Employer Systems and Requirements Good practice Legal Framework Roles and responsibilities

We have revised OEAP National Guidance documents 3.1a Requirements & Recommendations for Employers and 3.4f Member of a Management Board or Governing Body to ensure that they are clear about the responsibilities of governors and others who might be in controlling positions in employer organisations.

The roles that the guidance applies to include Chief Executive; Chair; Company Secretary; Director; Councillor; Trustee; Governor; Proprietor and Owner, in organisations such as local authorities; academies and multi-academy trusts; voluntary-aided and foundation schools; independent schools and charities.

You can download 3.1a here and 3.4f here.

Underpinning Legal Framework and Duty of Care

Legal Framework Legal Framework and Employer Systems Roles and responsibilities

We have revised OEAP National Guidance document 3.2a Underpinning Legal Framework and Duty of Care to make what we say clearer, and, in doing so, we have added a section on the responsibilities of local authorities and Directors of Children’s Services.   As a result we have also revised OEAP National Guidance document 3.4a Director of Children’s Services.


3.3c Checklist – Management Board/Governing Body

Checklists Checklists Model Forms and Mindmaps Personalised check lists Roles and responsibilities

We have updated the National Guidance document 3.3c Checklist – Management Board/Governing Body.

Governing Bodies and Management Boards may find this a useful tool for ensuring that they are providing a sufficient oversight of their establishment’s outdoor learning, off-site visits and learning outside the classroom.

You can download the revised document here.

New Guidance from the Department for Education

Basic Essentials Emergencies Evaluation and reviewing Executing the plan Good practice Model Forms Must Read National Guidance Personalised check lists Planning and Evaluation Planning and Preparation Policies planning and evaluation Roles and responsibilities Specialist activities and visits

The Department for Education (DfE) has revised its guidance “Health & Safety on Educational Visits“.  You can view the guidance here.

The guidance provides a summary of eight key points for organising educational visits, and refers the reader to OEAP’s National Guidance, which provides greater detail on each of these points.  To read the more detailed guidance, follow the links below:

  1. The 2 main types of trips:  4.3c Risk management – an overview  |  1b Foundations  |   5.2b Planning Basics for Outdoor Learning, Off Site Visits and Learning Outside the Classroom | 4.3f Risk  management – some practical advice
  2. When to get consent from parents:  4.3d Parental Consent
  3. Using outside organisations:  4.4h Using external providers and facilities  |  4.4f Assessing an adventure activity provider check list
  4. Adventure activities: caving, climbing, trekking, and watersports:  3.2f AALA Licensing  |  4.4f Assessing an adventure activity provider check list7a Adventure activities  |  3.2d / 4.4a Approval of Leaders  | 7o Natural Water Bathing  | 7x Swimming Pools
  5. Trips abroad:  7q Overseas expeditions |  7r Overseas visits
  6. Knowing what to do in an emergency:  4.1h Avoiding Accidents and Emergencies  |  4.1i Emergencies and Critical Incidents – An Overview   |  4.1k Visit Leader Emergency Checklist | 4.1j Off-Site Visit Emergencies: The Role of School Governors  |  4.1l / 8.1l Visit Leader Emergency Action Card – amendable version
  7. Evaluating trips:  6d FAQs: Retention of Documents  | 5.1a Establishment Self Evaluation Form  | 5.1c Learning outside and off-site visits: self evaluation using the Ofsted framework
  8. Educational visits coordinators:  3.4j Educational Visits Coordinator (EVC)  |  3.3a EVC check list