Why Join 

The Evolve Trust as an Academy Sponsor?

The Evolve Trust family of schools is committed to working together to transform children’s lives through education. The Trust is passionate about quality education; all of our schools have one simple mission – to give our children the very best education possible and the very best start in life. We place our pupils and students at the heart of eveything we do and our aim is to nurture and develop resilience and potential in every child, making it possible for them to lead productive and successful lives. We want our students to strive for ambitious futures, leaving a positive mark on our and their communities as a whole. 

The Evolve Trust is values-driven organisation with an unwavering commitment

“to open minds, creating opportunities for all to believe in themselves, achieve their potential and develop the skills needed to succeed and enjoy life”.

Striving for the highest personal achievement 

The moral courage to be sincere, reliable and trustworthy at all times

Together we create a stronger community

The best preparation for tomorrow is doing the best today

Take on challenges, learn and thrive


The Trust aims to provide central support and expertise to enable school leaders to focus on the education of children and the development of teaching staff. Together, we will improve pupil achievement by ensuring better opportunities for a wider curriculum; share expertise; create economies of scale, which will free up budget to spend on frontline activity; and ultimately free up school leaders to champion higher standards of teaching in their school. 

1. Due Diligence process when joining The Evolve Trust

Due Diligence Process

As part of the pre joining process, we conduct a range of Due Diligence across the school. The Due Diligence process is as much about us finding out how we can work effectively with you; as you finding out how you can work effectively with us.

The purpose of both parties carrying out due diligence is to ensure that you fully understand all of the opportunities, benefits, risks, assets, liabilities and relevant information to make a fully informed decision about whether entering into our Multi Academy Trust or changing Multi Academy Trust is the right decision for your own organisation.

What to expect during the Due Diligence Process

Due Diligence 1

This is a brief documentation process for all schools who wish to ‘register their interest’ in joining The Evolve Trust. This process allows our Trustees to make an informed judgement on whether to go forward with the next stage of Due Diligence.


Due Diligence 2

When Trustees have decided to move forward with full Due Diligence, a team of staff and/or external consultants working on behalf of The Evolve Trust will visit your school. This is a more rigorous process that allows the MAT to gain an understanding not just on what you can offer us but on what we can offer you.

Due Diligence 3

Upon successful completion of Due Diligence 2 if a school wishes to move forward and join our MAT, the Trusts Central Team will work closely with them on the final stage of official paperwork, run through non-negotiables, and work out a full transition timetable for induction.

2. Non-Negotiables

All schools within The Evolve Trust commit to the same principles of working. These principles are covered in our ‘Non-Negotiables’.

These shared and agreed set of non-negotiables have been developed over time and will remain under regular review as The Evolve Trust grows. It is important that all prospective members of the Trust are clear about these ‘non-negotiables’ that underpin the work we do and sign up to them when joining The Evolve Trust.

Non-Negotiables for New Schools Joining the MAT

The Evolve Trust's vision is based on ‘Excellence through Partnership’. All stakeholders are to be clear about, and be able to articulate the Trust’s values and vision. All schools share understanding of what it means to be part of The Evolve Trust with the following:

  • To display, support and embrace the shared vision and values of the MAT.
  • Have regard to and action the provisions of the Articles of Association.
  • Have regard to and action the provisions of the Governance Terms of Reference and Scheme of Delegation.
  • To agree a full governance post conversion induction process.
  • To take on board all MAT systems of integration to ensure a cohesive approach for all schools (Finance, HR, Banking, IT) where applicable
  • Share joint responsibility to the improvement of all schools in the MAT including embracing all actions agreed by our MAT Improvement Team and at Executive Board.
  • A willingness to be open and share ‘outstanding’ practice.
  • All staff meetings to be co-ordinated on the same day of the week across the trust (to allow for extensive CPD opportunities)
  • To share and support joint Training & Development days across the MAT.
  • To fully support the work of the Executive Board; including half termly attendance, actions and deadlines.
  • To ensure complete transparency on school documentation including SEF, SDP, Performance Management and Finance accountabilities.
  • To engage joint assessment practice across the schools with all staff working together on moderation.
  • To commit to a financial percentage for implementation of central services, with percentage dependent on the needs of the school. Currently the commitment is 5% of the AWPU for all good schools.
  • To maintain robust systems of financial control including five year budget forecasting, to ascertain the sustainability of current levels of expenditure.
  • Implementation of all MAT policies/HR policies and procedures/and The Evolve Trust contracts.
  • To share a willingness to participate in all The Evolve Trust events.

Non-Negotiables and Induction for Governance

As part of the pre-joining process, we conduct a Due Diligence on school governance. This allows the trust to agree a way forward that best meets the needs of the school.

We will work with schools to achieve the following:

  • Work closely to identify the correct skills-base for Local Governing Body (identifying new members, reviewing skills audit of current members, collating knowledge of governors’ strengths of relationships within the school)
  • Meet governors to discuss the transition and implementation process (including all governors reapplying for placement on the Local Governing Body and potentially the Board of Trustees under The Evolve Trust)
  • Identifying past training and professional development opportunities for governors, chair and clerk.
  • Arrange full induction programme for all current and new governors going forward.

3. Areas covered under the Due Diligence Process

The list below is not exhaustive but to highlight areas that will be covered under the due diligence processes through stages 1-3.

Due Diligence areas:

School overview - OfSTED category, School Development Plan and progress, Self-Evaluation Form (SEF), performance of teaching & learning staff and other key educational outcomes and analysis
Strategic overview - Governance, Policies, Risk Registers, KPI’s and legal
Financial - Financial statements, Audit reports, Financial systems, Income & Expenditure, Cash flow, Balance sheet & Tax liabilities, VAT position & practice
Human Resources overview - Organisation establishment, Pay & Performance, qualifications, skills audit, consultants engaged, complaints
Health & Safety overview - H&S Register, Risk Assessments & Practice, complaints, claims, Insurance review
Legal overview - Records, Data Protection, claims history, HMRC liability, Contractual liabilities, lease management & liability
Other overview – as per agreement with both parties and/or deemed necessary

4. Induction & Transition Overview


Induction & Governance Transition

Governance transition to The Evolve Trust Responsibility
All Governors to re-apply for their role on the Local Governing Body and agree to the Scheme of Delegation and Governance Terms of Reference In collaboration with the Trust

All Governors to sign up to our Governors and Trustees Code of Conduct Provided by the Trust

All Governors to complete the Register of Interests form annually Provided by the Trust

All Governors attend the Trust’s Induction Programme (including receiving a full induction pack)

Delivered by the Trust
All Chairs and Vice-Chairs to attend Chair Training and Support sessions throughout the year

Delivered by the Trust
The Evolve Trust email account distributed plus training and any other Governance software
Delivered by the Trust
Clerks to attend briefing sessions (where appropriate)
Delivered by the Trust

Governors to receive Safeguarding and Prevent Training within the first term of their appointment

Delivered by the Trust Safeguarding Lead
At least one Governor per LGB to undertake training in Exclusions (if not already completed)

Provided by the Trust
One Governor to be nominated as lead finance governor, agreeing to meet Trust Finance Director termly

Delivered by Trust Finance Director
The Evolve Trust to provide all governors with membership to the LA Governor Development

Delivered by the Trust
Copy of Corporate Calendar of Events

Delivered by the Trust

Induction and transition for School Staff

It is important that once a school joins the MAT training is given in the first few months. This timetable allows staff the ability to understand their roles in the trust and gain a better understanding of how all the schools function as a whole.

Staff Transition

Transition to The Evolve Trust
Responsibility

Head joins the MAT Leadership Team (MLT) during the conversion/induction process

CEO
Staff Induction Presentation from MAT

CEO
Staff Induction handbook (relay new policies) and values/visions booklet, organisational chart
Head & CEO
Safeguarding confirm completeness of single central record (ensure any actions from DD2 are taken into account plus training for office staff)

MAT Central Services/SBM’s             
and Office Staff of new school
Curriculum Lead Meetings: ensure that curriculum leads in English, Maths, EYFS and SEND are available for Trust Curriculum Leads Meeting

Curriculum Leads / MLT
Transfer SLAs to trust providers: confirm which agreements have been transferred, contact details etc.

Finance Director
Induction pack for office: including scheme of delegation, academies handbook, financial regulations, and all other MAT policies.

Finance Director
Copy of Corporate Calendar of Events (including moderation and assessment meetings)

MLT

Induction pack for the Head: MAT Strategic Plan, Template for Headteacher’s Report and SDP
CEO

Confirmation that Values/Visions for the Evolve Trust are embedded in the school
Head (after 6 weeks) with MLT
New Academy transitions onto Trust’s IT platform New Academy (4 months) & MAT IT Lead
Site visits and observations

As and when required
Family walk for Head around all schools
6 weeks MLT

The Academy confirms completion of each action listed in the new academies welcome pack
New Academy (various dates) and MLT

Contact Us:

We have a dedicated team of highly experienced staff who are here to provide help, advice and support to all our schools and their Governors.