Church of England

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Scheme of Delegation 

The scheme of delegation (SoD) defines which functions have been delegated and to whom. It is simple yet systematic way of ensuring members, trustees, committees and individuals are clear about who has responsibility for making which decisions in the trust.


Blue box       Function cannot be carried out at this level.
Y   Action to be undertaken at this level
A    Provide advice and support to those accountable for decision making
<< or >>  Direction of advice and support
Delegation of Decisions and Processes
Area Function Delegation Level
Members (Level 1) Trust Board  (Level 2) Committee (Level 3) Individual (Trustee Level 4) Headteacher (Level 5)

Governance Framework

People Members: Appoint/Remove Y        
Trustees: Appoint/Remove Y Y      
Role descriptions for members Y        
Role descriptions for trustees/chair/specific roles/committee members: agree   Y << A    
Parent trustee: elected   Y      
Committee chairs: appoint and remove   Y << A    
Clerk to board: appoint and remove   Y      
Systems and structures Articles of association: agree and review Y << A << A    
Governance structure (committees) for the trust: establish and review annually   Y << A    
Terms of reference for trust committees (including audit if required, and scheme of delegation): agree annually   Y << A    
Skills audit: complete and recruit to fill gaps    Y      
Annual self review of trust board and committee performance: complete annually   Y      
Chair's performance: carry out 360 review periodically    Y      
Trustee contribution: review annually   Y      
Succession: plan   Y << A    
Annual schedule of business for  trust board: agree     Y << A   << A


Reporting Trust governance details on trust website: ensure   Y << A << A << A
Register of all interests, business, pecuniary, loyalty for members/trustees: establish and publish     Y << A    
Annual report on performance of the trust: submit to members and publish   Y << A    
Annual report and accounts including accounting policies, signed statement on regularity, propriety and compliance, incorporating governance statement demonstrating value for money: submit   Y << A    
To determine whether to publish a home school agreement (not statutory)         Y
Overall responsibility for ensuring that statutory requirements for information published on the school website, including  required details of governance arrangements, performance, financial and equality data are met   Y << A << A << A
To publish and update at least annually a SEN information report (meeting requirements set out in the Special Educational Needs and Disability Regulations 2014)   Y Y   Y

Being Strategic

Being Strategic Determine trust policies which reflect the trust's ethos and values including: admissions; expenses; data protection and FOI; SEN, safeguarding and child protection and curriculum, : approve   Y << A   << A
Determine trust staffing policies which reflect the trust's ethos and values including appraisal, capability, discipline, conduct and grievance: approve   Y << A   << A
Determine trust policy for complaints, health and safety, accessibility plan, premises management, data protection and FOI: approve   Y << A   << A
Establish trust policy for sex education, careers guidance          Y
Determine a behaviour and discipline policy that promotes good behaviour among pupils and defines the sanctions to be adopted where pupils misbehave   Y << A   << A
To draft content of school behaviour policy and publicise it to staff, students and parents.         Y
To annually determine admission arrangements and to carry out consultation where changes are proposed, or where the governing board has not consulted on their arrangements in the last seven years.   Y << A    
Ensure a broad and balanced curriculum is in place   Y << A   << A
To set the times of school sessions and the dates of school terms and holidays   Y      
Agree enrichment/extra-curricular offer including any additional services required    Y Y   << A
Imbed agreed curriculum and enrichment offer within the day to day operation of the academy trust         Y
To establish and agree a Pay policy   Y Y    
Management of risk: establish register, review and monitor   Y << A Y << A
Engagement with stakeholders Y Y Y Y Y
Trust's vision and strategy, agreeing key priorities and key performance indicators (KPIs) against which progress towards achieving the vision can be measured: determine   Y << A   << A
Head Teacher: Appoint and dismiss    Y      
To decide whether to join or form a multi-academy trust   Y      
Budget plan to support delivery of trust  key priorities: agree   Y << A    
Academy staffing structure: agree   Y << A   << A
Appoint teaching staff   A >>     Y
Appoint non-teaching staff         Y

Holding to account

Holding to account Auditing and reporting arrangements for matters of compliance (eg safeguarding, H&S, employment): agree    Y << A << A << A
To produce and maintain a central record of recruitment and vetting checks         Y
To have due regard to the need to prevent people from being drawn into terrorism and to oversee the incorporation of the necessary procedures and practices outlined in the Prevent duty into the child protection policy   Y << A << A << A
Reporting arrangements for progress on key priorities: agree    Y Y   << A
Performance management of the Head Teacher: undertake   Y      
Performance management of staff: undertake         Y
Establish and review procedures for addressing staff discipline, conduct and grievance   Y Y    
Trustee monitoring: agree arrangements   Y << A    
To review all permanent exclusions and fixed term exclusions where the pupil is either excluded for man than 15 days in a term of would lose the opportunity to sit a public examination.     Y    
To ensure that health and safety regulations are followed         Y
Ensure that school lunch nutritional standards are met         Y
Maintain a register of pupil attendance         Y
To ensure provision of free meals to those pupils meeting the criteria, including Universal Infant Free School Meals (if applicable)         Y

Ensuring Financial Probity

Ensuring Financial Probity Chief financial officer for delivery of trusts detailed accounting processes: appoint     Y << A    
Trust's scheme of financial delegation: establish and review   Y << A << A << A
External auditors' report: receive and respond   Y << A   << A
Head Teacher pay award: agree   Y      
Staff appraisal procedure and pay progression: monitor and agree    Y << A   << A
Benchmarking and academy trust value for money: ensure robustness   Y << A    
Develop trust procurement strategies and efficiency savings programme     Y    
To approve the first formal budget plan each financial year   Y << A    
To agree annual action plans and monitor how school premiums are spent  (i.e. Year 7 numeracy and maths catch up premium, service premium and the pupil premium)   Y Y    
To establish and agree charging and remissions policy   Y Y    
Buildings insurance and personal liability   Y      

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