Supporting governance and leadership

We can support education leaders - Chief Execs, Headteachers, Trustees and Governors through change:

We provide:

  • Strategic governance reviews and planning support

  • Effective and creative Trustee/Governor recruitment

  • Trustee/Governor development planning

  • Trustee/Governor skills and training analysis

  • Stakeholder engagement and consultation support

  • Organisational change management and guidance

  • Academy free schools and new independent schools - start-up governance and policy advice

See client examples and testimonials below.

Downland School

Downland School were looking to recruit a number of new governors to strengthen their capacity and expertise across their governing body at a time when the school needed to reflect and refresh its forward strategy in the light of changing government policy for both mainstream and special education. The Governors enlisted the support of Shelley from LockHouse Consulting in finding them candidates. With a tight timescale at the end of the summer term – the school leaders were bowled over by the field and calibre of candidates secured. In total over 15 candidates were secured and invited to an open session with the governors. From here a shortlist were taken forward; with 5 new governors selected. An excellent result for the school and the pupils and families they serve.

Read testimonials about our work here:

“I am writing to thank you on behalf of the governors and us all at Downland for securing us such a fantastic field of candidates for the vacancies on our board. The recruitment process ran over the last couple of weeks of term and into the holiday. Your ability to attract applicants, distil the information and your advice supported us immensely and has led to a successful campaign. As a result I am pleased to confirm that 5 applicants were successful and our board is now up to full capacity with a superb skill set and strong representation over all key areas; thank you! As ever it has been a pleasure working with you, please keep in touch. Have a wonderful summer and I hope you will visit us soon.”

Georgina Keily-Theobald, Headteacher, Downland School

 

The Levels School

A newly developing independent specialist school in Somerset sought the support of Lock House Consulting with the requirements of the independent school standards and their Ofsted pre-registration inspection readiness. Working to tight deadlines and wholly remotely due to covid-19, Shelley, with the support of her colleague Victoria FitzGerald of Briarsmead, advised and guided the school leaders on the development and requirements of the school’s raft of policies – reviewing drafts and advising on the improvements and creating a policy review model; and designed and guided the school’s leaders on the start-up of an appropriate governance model for the school. The school’s registration application was successfully approved in Nov 2020, following a highly successful Ofsted pre-registration inspection, and the school is now gearing up to open in Jan 2021, providing much needed places for children and young people across Somerset and neighbouring areas.

Read testimonials about our work here:

“Following the closure of a local independent special school a small team of dedicated professionals set about the task of planning and starting up a new independent school for children with dyslexia and co-occurring difficulties. This would have been an enormous task in a ‘normal’ year, but to deliver this during the covid pandemic brought a number of significant challenges. In our enthusiasm and passion to get the new school provision established for the children in need of a school place as soon as possible we applied for registration, but our application was unsuccessful. Following this set back we brought in Lock House Consulting to provide us with expert advice on the independent school standards and to support us through policy and governance development. Our passion to secure the new school was matched by Shelley and her colleague Victoria from Briarsmead. They quickly grasped the challenges we faced, worked professionally but also challenging us to establish the best governance and accountability structure for the new school. They supported us to create a thorough policy map and they reviewed and guided the improvements needed to develop a suite of strong school policies as evidenced in the resulting pre-registration ofsted. Shelley and Victoria’s knowledge, expertise and networks across the state and independent school sectors has been invaluable in enabling us to establish a strong model for our new school. They were pro-active in their handling of the requirements, working in a manner that pushed us and developed and strengthened our own skills, and they were hugely responsive to our needs. Their expertise and approach instilled confidence for the proprietors, the governing board and the school leaders. Our pre-registration Ofsted in November 2020 was a huge success. The work we had completed on policy and governance development was singled out for praise by the Ofsted inspector. We are eternally grateful to Shelley and Victoria for their advice, guidance and support. They have been brilliant. Their support has enabled a swift completion of the school’s development and a successful school registration enabling us to open our school for January 2021 – providing much needed places for children with special needs. We would have no hesitation in calling upon Shelley and Victoria for future support and recommend them to any independent school looking for support with governance, leadership and start-up development.”

Proprietors/Founders - Gian Carlo Floris, Director and Bradley Middleton Director of Operations

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Grove Learning Trust – Expert Trustee/Non-Exec recruitment

Commissioned by GLT to recruit for specialist financial, leadership and governance expertise to strengthen the skills on their trust board. Using own headhunting model – secured two very strong candidates, one of whom was appointed. Following this initial success, Lock House Consulting has gone on to support the trust to recruit governors at three of its primary schools as well as further trustees for the board.

Read testimonials about our work here:

“Dear Shelley. I am writing to express my thanks, on behalf of the directors who interviewed last night the two excellent candidates you head-hunted on behalf of Grove Learning Trust. The panel felt that both candidates were of an outstanding calibre and could be easily appointed to a NED vacancy. However, a decision had to be made and the panel is recommending to the Members that candidate#1 be appointed to the Board of Directors. Please accept our best wishes and thanks for the continued support you give to our trust. ”

Aaron Griffiths, CEO, Grove Learning Trust

“What fantastic candidates Shelley! Such a strong and diverse pool.”

Aaron Griffiths, CEO, Grove Learning Trust

“Thank you Shelley- you have found some wonderful candidates who have a lot to offer both Eastrop and the Trust.”

Mel James, Head of School, Eastrop Infant School

“Thank you for all your work on this. I know the Wroughton Governors (and I) are super impressed with the range and calibre of candidates you’ve managed to find. ”

Andrew Wilson, Director of Education, Grove Learning Trust

“Thank you Shelley. That’s been a fantastic piece of work and we are hopeful to appoint to our vacancies in full.”

Aaron Griffiths, CEO, Grove Learning Trust

Recruitment support through Academy Ambassadors to multi academy trusts - recruiting in excess of 130 board trustees/non-executive directors across the south west region

I’m proud to have been part of a great success for Academy Ambassadors for 3 years between 2016 & 2018 where I helped find and place over 130 non-execs onto academy trust boards. During my tenure the south west region consistently performed in the top 2 regions in terms of numbers of NEDs appointed.

Example of the trusts supported = Magna Learning Partnership, Salisbury Plain Academies, Wimborne Academy Trust, Diocese of Bristol Academies Trust

Read testimonials about our work here:

“Shelley, I must thank you for all you have done for us with 2 lots of recruitment. You have been a real star, always helpful and I think you have done us proud.”

John Richardson, Chair of Trustees, The Priory Learning Trust

“Hi Shelley, Many thanks for your support, we are really looking forward to building our “board for the future”.

Hugh Whittaker, Chairman Ventrus Multi Academy Trust

“Good Morning Shelley, I would like to offer thanks, both personally and on behalf of Ventrus, for all you have done to support our work.”

Gary Chown, Chief Executive Officer, Ventrus Multi Academy Trust

“Hi Shelley. Thanks for everything you and the team have done to support WCAT. AA is definitely the go to place to source quality applicants.”

Claire Emery, Head of Governance, Wellington College Academy Trust

“Dear Shelley, On behalf of Kate and myself, I would like to thank you very much for the support you have given us.”

Andrea Arlidge, CEO, Wellsway MAT

“Dear Shelley, I have fond memories of our telephone interviews, always polite and respectful, but always searching, demanding and professional. Since January this year you have helped and supported us appoint not only me, but 3 other Trustees – we have chipped in and found both the chair of one of our academies and a new chair of our Audit Committee, both of whom are also Trustees. So there has been quite some change to our Board of Trustee. But to you Shelley we send our thanks and gratitude.”

Mike Newton, Chair of Trustees, Somerset Road Education Trust

“Hello Shelley. Thanks for your email and particularly for all your tireless assistance - initially in your PM role in the run up to conversion of the schools into Salisbury Plain Academies and then subsequently in helping us find skilled non-execs to build an effective board. The Trustees are all making valuable contributions and we have a good team who are enjoying working with the CEO, other members of the executive and the Principals. I know that you are well aware of the challenges we faced and am pleased to say that SPA and its schools are making positive progress as a result of the team effort. I am a strong advocate of Academy Ambassadors and getting the right non-execs on the board as a key step to supporting the CEO and senior staff.”

John Nutt, Chair of the Trust Board, Salisbury Plain Academies

“Dear Shelley, thank you for all your help when you were looking for a role for me – I am enjoying my role with the Athelstan Trust which I owe largely to you.“

Richard Boggis-Rolfe, Chairman, ODGERS BERNDTSON

“Thank you for all you have done, my eyes are starting to open and I see huge improvements that can be achieved. Any changes and the future of these academies will reflect the effort you have put in and you should be immensely proud of this”.

Mark Bower-Dyke, Non-Exec Director Magna Learning Partnership

“We have been successful in securing professional people – the right people for our needs – which has had an impact on how we operate. They bring a new dynamic and we are behaving and performing better as a board. This means we work better as a trust and free up the bandwidth to keep looking at ways of getting better; it has had a snowball effect on professionalising governance throughout the trust.”

Neil Owen, Chair, Magna Learning Partnership

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Attenborough Learning Trust

As part of a new trust development project – successfully recruited 4 Members and 10 Trustees, including the Chair and Vice Chair of the Board, to create the new academy trust non-executive team. Designed and led the recruitment campaign utilising local community, national support and effective and creative targeted recruitment approach. Also supported the induction and development planning as the new board took on its role in support of the schools and executive trust leaders.

Read testimonials about our work here:

“From the first contact with Shelley, asking if I would be interested in becoming a trustee, I have found her to be a true professional. She copes with all that is asked of her, and managed to advise a diverse group of people in a newly forming organisation with many challenges. Her level of knowledge, attention to detail, planning and project management skills are of the highest quality. Shelley also has the ability to guide and steer people through difficult times. Yet all this is achieved whilst still being a very friendly and approachable individual. It was a great pleasure to work with her on the project.”

Graham Smith, Chair of Trustees - Attenborough Learning Trust

Somerset Road Education Trust - Review of academy trust governance

Undertook a governance review (2017) across the board of the Somerset Road Education Trust resulting in a restructure of the Members and Trustees boards and the separation of overlap with the local governing bodies and the strengthening of the accountability model across the trust including restructuring the operational leadership to ensure compliance.

Read testimonials about our work here:

“Hello Shelley, Thank you for the e-mail. As Mike has said in his reply, we have moved on quite a lot in the last 15 months or so and I just wanted to thank you for your part in helping us to achieve that. It has not been an easy path but a worthwhile one. I, for one, am happy to be wearing fewer hats! Thank you for what you did and for the manner in which you did it. It was always very constructive positive and helpful.”

Roy Bexon, Trustee, Somerset Road Education Trust

The Manor School - Melksham Academy Resource base

Business case for change, strategic support and public consultation

Read testimonials about our work here:

"I am grateful to Shelley for her skilful guidance and support during a difficult period of change for our academy and the SEN resource base. Shelley was able to support the school, effectively balancing the needs of the school, the families and the new academy partnership, in developing a business case for change that gained approval from stakeholders and the DfE. The children impacted by the changes can now be better served in more appropriate settings."

Headteacher - Kerry Haines

Diocese of Salisbury - Academy Partnerships  

Leadership development guidance to the Diocese of Salisbury and a number of Diocesan schools and local clusters across Wiltshire and Dorset.

Read testimonials about our work here:

"I am writing to say a very big 'Thank You' for funding Shelley Whitehead to come and work with a group of our Primary schools last week. Her expertise was so evident and a fantastic support. She was able to respond to questions there and then, which enabled us as a group to move our thinking forward. We are hoping to arrange for Shelley to support us in pulling together a similar session after Easter for Heads and Chairs, from which a Memorandum of Understanding will hopefully be created."

Headteacher - Weymouth

"Thank you very much for your time and for your detailed and highly informative presentation to governors yesterday. You pulled all of the issues together very succinctly and gave us much food for thought. The detail in your information is great ... thank you again!"

Headteacher - Poole

"Many thanks for your hard work. I thought that the conference was really informative yesterday. Well done. I have really gained from your input and up to date advice."

Headteacher - Marlborough

"Thank you for your hard work yesterday, there is no doubt that you are moving us forward and I for one appreciate the step by step approach you have adopted."

Chair of Governors - Marlborough

"Hi Shelley - I have heard from Sarah M just how amazing you were on Tuesday - both in the morning session with Frank Green and all day long in supporting/leading our School Leadership conference. I really appreciate you 'shaking and moving' to engineer Frank's attendance at the event. But also I want to say thank you for the creative work you provided on our new variation multi-academy-trust options for schools, your ideas have helped to shape and crystallise our thinking and the models are already proving to be enormously useful with our schools. Your consistent support is highly valued - thank you."

Joy Tubbs, Deputy Director of Education, Diocese of Salisbury

Wiltshire Council - Supporting Governors to shape collaborations and partnerships

Worked with a number of primary schools in the county, helping the Governing Body's to explore and implement alternative leadership structures. Developed a unique partnership readiness and evaluation toolkit and structural change training programme, and worked successfully in partnership with David Marriott and Keith Clover to deliver the programme to over 40 schools.

National College - Helping shape new training for Chairs of Governors

Supported the National College Leaders in Governance team to help review and shape the National Leaders in Governance training programme for Chairs of Governors.

Buxton School - developing a new Governing body.

Education leadership engagement for a school partnership in East London; Providing strategic guidance around governance and organisation to a secondary and primary school as they move from federation to amalgamation under trust status in preparation for their inclusion within the local authority's BSF programme. Established immediate credibility by helping the school to secure a series of key decisions, recruit new skilled governors and elect a new Chair. Further assignments to create the new operating structure for the Governing Body and establish the strategic development plan.

Read testimonials about our work here:

"Shelley, Thank you very much indeed. You have helped us move a very long way forward and we're really grateful for that. I don't think that we could have done it without you - so thank you for all your hard work and for Saturday in particular. We'll know where to come at the next stage!"

Candice Dwight, Headteacher

"Thank you for your assistance in making the conference a real success and such prompt return of outputs and other documents. I thought Saturday was a real step forward and certainly the GB now is very different from the one two years ago when I joined the school. I am sure Jo and Candice will be in contact with you but from my point of view your experience, knowledge and organisational skills have been so vital and supportive at what has been a very hectic time. So thank you once again and I'm sure you will be the first person we call when we need more support."

Alison Money, Business Manager

"Shelley, Thank you so much for this, and for all your hard work for us. The awayday has been welcomed as a success, and you have really helped us get into a good starting position!"

Jo Durning, Chair of Governors

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Local Authority Speaking Engagements

Developing Governor Strengths and capabilities

Developed a Governance development programme shared across a number of primary schools in a local cluster to both drive governor development as well as wider collaboration initiatives at governor level.

Supporting school effectiveness through collaboration

The Learning and School effectiveness team used Lock House Consulting at a conference on small school partnerships.

The Academy option - what does it mean for rural primary schools?

Providing strategic thinking and challenge to help groups of rural primary schools to understand and explore the opportunities and threats of the current climate and the drive to Academy status for all schools.

Read testimonials about our work here:

"The talk that Shelley, and her partner Headteacher - Nicola, gave on "the journey to partnership" was an impressive and inspirational presentation that demonstrated how strong cross-phase school-to-school partnerships could work successfully with the right input, structure and innovative thinking - even between a "David and Goliath" type relationship. I came away with a very positive feeling about how proactively managed partnerships can be so fruitful - I long for our small schools to feel they have some control over their destiny and you in no small part helped to raise their confidence to form partnerships based on negotiation and having a powerful conversation even with larger secondary schools."

Liz Townend, Professional Development Advisor

"I am sure I speak for everyone in thanking you for the wonderful presentation on Friday. It was mind-blowingly interesting and the three hours just flew by! Thanks for the slides and as you suggest, will think carefully about how best to disseminate the key messages to other Govs"

Ashley O, Governor

"Hi Shelley, thank you so much for the talk you gave on Friday it was very informative and made everything much clearer. Thank you also for the link. Look forward to seeing you again at the next cluster meeting."

Lucy O, Governor

"It was an excellent session that provided me with a really good understanding what Academies mean and what the challenges are. Thanks for taking the time to explain everything! Cheers."

Paul S, Governor

"Shelley. Thanks for that and for a great presentation on Friday, it was very extensive and helpful. I was only sorry I had to dash off early but really appreciated you sharing your knowledge and experiences. Kind Regards"

Zoe G, Governor