2026 Off-site Direction & Managed Moves Pack

Support clear, consistent record-keeping for pupil suspension, permanent exclusion, off-site direction and managed moves with this 2026 School Documentation Pack.

Designed for school leaders, pastoral teams and governing boards in England, the resource provides 14 practical, editable templates to support decision records, pupil welfare considerations, placement planning and follow-up.

WHAT’S INCLUDED

Suspension, Exclusion & Reintegration

• Suspension / Permanent Exclusion Decision Record
• Notification & Immediate Actions Checklist
• Pupil Voice & Context Record
• SEND, Equality, Safeguarding & Vulnerability Review
• Reintegration Meeting Record
• Reintegration Support Plan

Off-site Direction

• Planning & Decision Record
• Written Notice Checklist
• Placement Plan
• Review Meeting Record

Managed Moves

• Managed Move Planning Checklist
• Agreement & Transition Record

Information Sharing & Final Checks

• Information Sharing & Handover Checklist
• Final File Audit

ADDITIONAL GUIDANCE

Includes a quick-start guide explaining the different pathways, practical record-keeping prompts, official reference information and version-control notes.

The templates distinguish temporary off-site direction from voluntary permanent managed moves, helping staff select the appropriate documentation.

FILES INCLUDED

• Editable Word document (.docx) – 17 pages
• Printable PDF (.pdf) – 17 pages

Both files contain the same templates in different formats.

IDEAL FOR

School leadership, pastoral case management, exclusion and reintegration records, off-site placement reviews and managed move documentation.

IMPORTANT INFORMATION

Designed with reference to Department for Education statutory guidance effective from 26 July 2026.

This resource supports professional record-keeping but does not replace statutory guidance, local authority procedures, school policies or legal advice. Always check the latest official requirements before use.