Effective School Year Planning – 40 Important Documents You Need

School leaders must be prepared for the upcoming school year before it even begins, which means creating and reviewing numerous documents in advance. These documents are critical for ensuring that schools have the resources to provide high-quality education to all students. Download PDF

School leaders must be prepared for the upcoming school year before it even begins, which means creating and reviewing numerous documents in advance. These documents are critical for ensuring that schools have the resources to provide high-quality education to all students.

Remember

This is not a complete list but should be an excellent start for you and your leadership team to get going.

It is an outstanding guide for new principals or people wanting to become principals. We suggest you download, print, or bookmark it!

Although the summer is a great time to prepare for the upcoming school year, we suggest you take time during the last week of school to go through this list. Then you can feel confident when you come back from break.

40 Important Documents for School Leaders

  1. Budget
  2. Master Schedule
  3. Bell Schedule
  4. Discipline Policy
  5. IEP Compliance tracker
  6. Emergency Evacuation and School Safety Plan
  7. Fire drill plans and schedule (and all others required by the district e.g. tornado, earthquake, active shooter)
  8. Schoolwide intervention plan
  9. Testing Schedule
  10. Coaching and Supervision schedule
  11. PD plan
  12. School site council plan
  13. School Improvement plan from the previous year
  14. SST Plan
  15. Schoolwide rules
  16. Behavior intervention
  17. After-school plan/structure
  18. Staff handbook/student handbook
  19. HR Policies
  20. Back-to-school letters and event planning (student and parent orientation, etc.)
  21. Hall movement
  22. Room assignments
  23. Supply replenishment
  24. Student and staff logins
  25. Lunch duty schedule
  26. Book room inventory
  27. Class lists
  28. Formal and informal observation schedules
  29. Inventory of curriculum guides
  30. Template for newsletter/announcements
  31. SEL plan
  32. Dismissal management (stations, assignments, pick-up/drop-off protocols, etc.)
  33. New teacher onboarding
  34. Plan and schedule leadership meetings
  35. Committees: establishment, meeting schedules, structure, and budgets
  36. Tech Management (updates, repairs, etc.)
  37. Professional Learning Communities schedule by content areas, data analysis plans/ review, and schedule
  38. All staff forms (trips, supply requests, etc.)
  39. School Calendar – (Consider creating a school calendar committee that can be responsible for creating a yearly calendar that includes all the annual events for the school.)
  40. Vaccination and physical alerts

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