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Training

Logging In and the Home Screen

Find out how to use the Forgot Password? option, get your unique code by email, and set up a new password in just a few steps.

My Portfolio

Access all your tools for professional review, CPD, and progress tracking - all visible in one place.

Logging In and the Home Screen

This guide explains how to access the system for the first time and how to securely set your password and log in with your email address.

Submitting Monitoring

Learn how to complete, submit, and review staff monitoring forms - record observations, add feedback, and manage what’s visible to staff.

Assessing Your Staff: Objectives and Standards

Learn how to update staff objectives and standards - review progress, apply ratings, and record final outcomes to support performance management.

Interim Review

Interim reviews let you track staff progress during a review period, provide feedback, and adjust objectives if needed. Learn how to create, complete, and record them in a staff member’s portfolio.

Pay Progression

Manage staff pay progression by accessing the Staff Summary, updating the status, adding justification comments, and securely submitting recommendations.

Closing a Review

Close a staff review by ensuring all objectives, monitoring, development areas, and CPD activities are complete - finalise pay progression, confirm agreements, and securely lock the review.

Reports

Learn how to export your iP system data as spreadsheets, PDFs, or Word documents. Filter, customise, and anonymise information for staff monitoring, standards, and pay progression.

Development Plan: Priorities

View and manage your establishment’s key improvement areas, set start and end dates, track linked objectives and staff, and edit priorities that shape your Development Plan

The Development Plan: Objectives

Learn how to create Development Plan objectives, link them to school priorities, assign staff, and connect them with performance management objectives.

The Development Plan: Activities

Learn how to break down your Improvement Plan objectives into smaller, trackable activities, assign them to staff, and add resources, CPD requirements, and monitoring item.

School Inspection Handbook

The School Inspection Handbook provides clear, practical guidance on Ofsted inspection processes - helping schools and trusts prepare effectively, understand key criteria, and navigate graded or ungraded inspections with confidence.

Independent Guidance

The ISBL Professional Standards guide provides school business leaders with a clear framework of six disciplines and behaviours - supporting performance management, development, career progression, and recruitment in school and trust operations.

ISBL Standards

The ISBL Professional Standards outline a clear six-discipline framework and key behaviours for school business leadership - guiding recruitment, performance management, CPD, and career progression from entry level to executive roles.

Standard for Teachers’ Professional Development

This handbook summarises the UK Government’s Standard for Teachers’ Professional Development - a five-part framework that helps schools and CPD providers design sustained, evidence-based development focused on improving pupil outcomes through collaboration and leadership support.

International Baccalaureate Handbook

The International Baccalaureate Handbook offers schools an in-depth look at the IB Diploma Programme - exploring subject groups, core components (TOK, EE, CAS), assessment models, and the programme’s global credentials to support curriculum planning and university readiness.

Teaching Assistant Standards

The Teaching Assistant Standards guide sets out non-statutory, widely recognised professional expectations across four key themes- conduct, knowledge, teaching & learning, and collaboration - supporting recruitment, performance management, CPD, and consistent practice in schools.

Learn how to effectively use iP with our guides