This governing body is committed to ensuring that lesson observation is developmental and supportive and that those involved in the process will:

  • carry out the role with professionalism, integrity and courtesy
  • seek to reach agreement in advance on how lesson observations are to be carried out
  • evaluate objectively
  • report accurately and fairly
  • respect the confidentiality of the information gained.

Planning and preparing for lesson observation

In keeping with the school governing body’s commitment to supportive and developmental lesson observation, the head teacher will:

  • consult teachers on the pattern of lesson observation which they can expect annually and seek agreement with teachers and union representatives on these arrangements
  • ensure that those being observed for all purposes will be notified at least five working days in advance
  • arrange, as far as possible, for all observations to take place at a time agreed between the appraisee and the observer
  • ensure that there is a reasonable amount of time between lesson observations, irrespective of the purpose of those observations
  • ensure that classroom observation will be undertaken solely by persons with qualified teacher status (QTS) and the appropriate training and professional skills to undertake observation and to provide constructive oral and written feedback and support, in the context of professional dialogue between colleagues.

Planning for observation will take place at the start of the appraisal cycle and will include details of:

  • the amount of observation
  • the focus of the observation
  • the duration of the observation
  • when during the appraisal cycle the observation will take place
  • who will conduct the observation.

In order that lesson observation is kept to a minimum, and to support efforts to deliver the school’s commitment to streamlining data collection and minimising bureaucracy and workload burdens on appraisees, the information gathered will be used for multiple purposes, including informing school self-evaluation and school improvement strategies. This will enable the head teacher, in the exercise of her/his duty, to evaluate the standards of teaching and learning, and to ensure that proper standards of professional performance are established and maintained.

Before any lesson observation is conducted, there will be an opportunity for the appraiser and appraisee to meet within directed time in order that the context of the lesson to be observed can be discussed.

Conducting observations

There will be a limit of a total of three observations for all purposes. Under no circumstances shall the total time occupied by all observations exceed three hours per year, and the focus and timing must be agreed in the appraisee’s appraisal planning record.

Neither pupils nor governors will undertake observations (although governors may, by prior agreement with the teacher concerned, visit a lesson to familiarise themselves with their link area).

Feedback and records

Oral feedback will be given as soon as possible after the lesson observation and no later than the end of the following working day. It will be given during directed time in a suitable, private environment. Time for preparation and feedback for lesson observation for performance management/appraisal purposes will be made available in addition to planning, preparation and assessment (PPA) time.

Written feedback will be provided within five working days of the observation taking place. If issues emerged that were not part of the focus of the observation as recorded in the planning and review statement, these should also be covered in the written feedback and the appropriate action discussed with the appraisee.

The written record of feedback will include the date on which the observation took place, the lesson observed and the length of the observation. The appraisee has the right to append written comments on the feedback document. No written notes in addition to the written feedback and appraisee’s comments will be kept. The appraiser will be given sufficient time within the school day to put in written form the conclusions agreed with the appraisee on the outcomes of the classroom observation.

Teachers will have access to all written accounts of the observation after their lessons and, if they request, copies will be provided.

Classroom observation and formal capability procedures

For teachers on a formal capability procedure an important part of the support offered to the teacher will be a clearly defined amount of classroom observation with structured oral and written feedback. The amount of classroom observation will be discussed with the teacher and their union representative who is supporting and advising them in the formal process.

Download classroom observation protocol - Wales (.doc)