2. Welcome to Colehill FirstSchool
Health & Safety as required
Introduce our presenters and guests

3. Our vision for the future of education across our schools
Suggested heading
Add main presenter name & title here

4. Our Proposal Wimborne Academy Trust Colehill First School Ed
Our proposal is to form a MAT from the 7 schools in the partnership
Allenbourn Middle School, Wimborne
Colehill First School, Wimborne
Hayeswood First School, Wimborne Minster
Merley First School, Wimborne
St John's Church of England Voluntary Controlled First School, Wimborne
St Michael's Church of England Voluntary Aided Middle School, Colehill, Wimborne
Witchampton Church of England Voluntary Aided First School, Wimborne
Then explain that the plan is to formally join together in a MAT model called the W-A-T - and then draw the partnership ring

5. Why a formal Partnership?
History of positive working together that we can build upon
Preserve the church and community ethos while sharing the diversity
To share staff & expertise, train together, improve further
The children benefit from us being Stronger
Together
Share resources & generate efficiencies giving us more to spend on the children
Common catchment area / families in multiple schools
Highlight why the schools are coming together and what the aim of the trust is.
Explain these as this is the justification for the proposal
Access more funds and adapt to reducing budgets to ‘deliver more for the same’
Take advantage of changes in education system to become leaders in our field
Keep control of education locally
and develop the Teaching School Alliance

6. What it means for our schools
Children
An ‘all through’ learning journey – strengthen transition between phases
Access to wider peer groups
Access to greater learning resources
To improve teaching and learning opportunities across all schools for all children
Strengthen their links to the wider world
Staff
Ability to achieve more ambitious and better outcomes for all our pupils
Greater opportunities for staff development
Access to greater learning resources
Sharing best practice, subject leadership and distributed leadership
All staff employed by the Trust
Opportunities to work in others schools
Opportunities within the Teaching School alliance
Community and Governance
To continue to work with the Diocese
To continue to be a part of the local community
Local governance at the Trust and school level
Shared policies
Shared buying power to save money & release more funds for Teaching & learning

7. Size Style Sharing Status Structure
Why we can be successful
Size
Style
c children
c. 250 staff
c. £7.5m revenue
c. £30m+ asset value
Every school to embrace its unique ethos and construction.
Sharing
Friendly rivalry AND sharing best practice.
Status
Structure
All schools good or outstanding in latest Ofsted Inspection
Governance based on skills,
For the benefit of all.
This slide then supports the previous as to ‘why we can be successful

8. A Multi Academy Trust model
Diocesan Board of Education (DBE)
SoS funding agreement
Wimborne Academy Trust
Diocese of Salisbury Education Trust (DSET)
Trust leadership
Allenbourn Middle
Colehill
First
Hayeswood First
Merley
First
St John’s VC First
St Michael’s VA Middle
Witchampton VA First
Schools become academies within the Trust with their own leaders and governors
Explain
What is a Multi Academy Trust (MAT) - MAT is a non profit making limited company registered at Companies House and also registered as a charitable trust for the purpose of administering several academy schools for which it has approval
The MAT will have a funding agreement with the DfE (Legal contract) to run the academies
The MAT will have agreed articles of association stating how it will manage its responsibilities for the education of the children at the
schools.
The mix of VA / VC / Community schools – the colours demonstrate the commitment to retain each schools identify and ethos
The diocese will be a part of the MAT governance but the community schools are protected in their non-faith status
Strategic leadership
Equal partners
LGBs will have appropriate Foundation representation to reflect their VA/VC/C status
Colehill’s local Governing Body will retain its community status

9. The Proposed Governance of the Trust
Trust Members (5)
Diocesan Foundation Members x 2
Non-CofE Members x 2
Chair of the Trust Board
Skills based Board selected from existing school Governing Bodies where available:-
Finance
Company management
Educationalist
HR/ Personnel
Legal
Assets
PR /Comms
Board of Trustees (9 - min 50% Foundation)
Elected Chairs from the 7 academies x 2
Skill based Trustees appointed by the Members x 6
Chief Exec of the Trust
(Elected head – non voting)
(Finance Director non-voting)
Confirmed with the DfE but explain that this needs to be confirmed by Diocese. Includes a mix of independent experts from the fields above
Local Governing Bodies
(min 9 Governors)
Each school to retain a Local Governing Body with significant delegated responsibility

10. The Academy Trust Governance roles
A charitable company limited by guarantee
Members
Agree the articles which define the charitable purpose and how the AT will run
Appoint some trustees and power to remove trustees
Sign off company accounts and annual report
Power to amend Articles
Hold Board of Trustees to account
Trustees
Company directors and charitable trustees responsible for operation of the Academy Trust, including:
The 3 core functions common to all governing bodies
Set Strategic Direction
Create Robust Accountability
Ensuring Best Use of Financial Resources
Ensuring compliance with charity and company law and Funding Agreement agreed with SoS
Local Governors
Responsibilities delegated from the trustees to support the running of the individual academy - empowered to do so by a “Scheme of Delegation”.
Core focus on:
Academic performance
Local community and stakeholders
Other delegated functions as agreed
Reports back regularly to the Directors enabling them to monitor the Academy’s performance
A Multi-Academy Trust (“MAT”) is a Company incorporated running more than one Academy, whose constitution and rules are defined in its “Articles of Association”.
“Members” are like shareholders in a commercial company, they appoint the Directors to run the Company, and are the only people able to amend the Articles of Association of the Company. The Diocese of Salisbury believes that all Foundation Members should also serve as active Directors in a MAT.
“Trustees” are those people who actually run, determine policy, and make decisions for the Company. They are the statutory Governing Body of each Academy within the Company but the Diocese of Salisbury believes that most of that function should be delegated to a Local Governing Body, reserving only specific decisions to the Directors.
The “Local Governing Body” (“LGB”) provides local governance for each Academy, on behalf of the Directors, and is empowered to do so by a “Scheme of Delegation”. The LGB reports back regularly to the Directors enabling them to monitor the Academy’s performance.
The “Scheme of Delegation” is the document by which the Trustees empower the LGB to provide local governance of the school. It requires the LGB to comply with the DfE and Ofsted guidance, and any MAT policies, and in the case of Church of England schools SIAMS guidance

11. What stays the same The three tier system of education
Our children’s teachers and our staff
Our school’s name and ethos
Our school’s status as a Community school
The school day and terms
Our School uniform
Our admissions criteria and catchment areas
Each school would still be bound by the statutory codes for Special Educational Needs
We will continue to have our own local governing body as will the other schools
We value our relationships with other local schools and these will not change
Refer to all this being encapsulated within the MOU that acts as the foundation for developing the new trust

12. What does it mean for Colehill First?
We keep all the great things about our school:
We keep our name and uniform
We keep our school values and ethos
We keep our great Head and staff, who will be employed by the new Trust
… and we benefit from:
Formal collaboration and support, to spot and share the best ideas and approaches
Shared training and career development opportunities
Shared purchasing and contracts, to save money
Strong oversight
Protecting our three-tier system in Wimborne
This needs to be school specific

13. Project Key phases Key stages
Academy applications & respond to DfE queries
Academy orders granted
Establish Governance and Operational leadership plans
School performance evaluation and improvement planning
Communication and consultation
Financial due diligence and planning
Set up the Trust
Action land transfer and leases
Action contract novations and changes
Staff TUPE transfers
Develop processes and systems
This summarises the key areas of activity needed

14. Project Timeline From September 2014 to February 1st 2015
Academy Applications submitted end of April
Draft school Improvement Strategy developed
Academy Order approved August 2014
Development Governance and leadership model from October – November 2014
Consultation window from October- November 2014
TUPE transfer process window from October 2014 – January 2015
Legal Trust development and conversion work up to late January 2015
December/January – key Governing Body and Trust Board decision meetings
January 2015 secure Funding Agreements
February 1st 2015 – Conversion date and complete TUPE transfers
And this give the key timing aspects

15. Project delivered through a series of work-streams

16. What are the risks?
We are 7 schools joining together which means there may be times when we don’t see eye to eye
and so we may need to compromise on some aspects for the benefit of all
There is a cost to the set-up of the Trust in both time and money
we aim to use the DfE grants available to fund this
We are one of the first of this size, we are being innovative and so not all the processes we need to go through have been proven
but we get to develop them and be leaders in this field and we have secured external advisors to help guide us
We understand some of our staff may be concerned about the changes and what it means for them
We have bought in external experienced advisors to help to ensure the TUPE transfer is carried out effectively and that all staff are supported
The Trust will be a large company and we must get the governance and leadership right
We are working with experts in their field and with the DfE to ensure we create the Trust in the right way

17. Wimborne Academy Trust Growing from great foundations
Size
Style
c children
c. 250 staff
c. £7.5m revenue
c. £30m+ asset value
Every school to embrace its unique ethos and construction.
Sharing
Friendly rivalry AND sharing best practice.
Status
Structure
All schools good or outstanding in latest Ofsted Inspection
And as we stated before – we can be successful because we have great foundations to build from
Governance based on skills,
For the benefit of all.

18. Why should Colehill First join the new Wimborne Academy Trust?
It’s the best way to thrive in the new educational landscape
It’s the best way to preserve what’s great about Colehill First School
It’s the best way to improve where we’d like to get better
It’s the best way to make maximum use of our budget
… to create the best education for every pupil, from when they enter Reception to when they leave Middle School.
So why should Allenbourn be a part of this new venture/???

19. The children benefit from us being Stronger
Together

20. We want to hear your views
Questions & Comments
We want to hear your views
If you have further questions or points of view, these can be sent to:
Or alternatively send in your feedback on the forms supplied
You must encourage people to send thoughts in, so as you can demonstrate the feedback about the plans.