Producing a Comprehensive Estates Management Plan

A comprehensive estates management plan should include several key sections, each addressing a different aspect of the school’s estate. These sections should be informed by the input of stakeholders and the analysis of relevant data. Here are the main sections that you should include:

Introduction and Estate Strategy

The introduction should outline the purpose and scope of the estates management plan, as well as the vision and objectives. It should also provide an overview of the estate strategy, which outlines how the school will achieve its objectives.

Organisational Framework

This section should describe the governance arrangements, key roles and responsibilities, and policy framework for managing the school’s estate. This includes information on decision-making processes, reporting structures, and the involvement of stakeholders.

Estate Management Policies and Procedures

This section should detail the policies and procedures that guide the management of the school’s estate, including decision-making processes, performance management frameworks, and operational procedures.

The Estate

This section should provide a summary of the school’s property and fixed assets, and their current condition, performance, and utilisation. It should also identify any shortfalls in performance and outline a timeline of the priorities for improvement.

Estate Management Implementation

This section should outline how the school plans to achieve its estate management objectives, including the resources that will be allocated to various projects and the timeline for completion. It should also describe the arrangements for monitoring and reviewing progress.

Supporting Documents

The estates management plan should be supported by a range of supporting documents, including detailed information on the school’s assets, performance data, operational guides, and procedural templates.