Workshops, Courses & Coaching

Clerking with Confidence Workshops

Online half-termly workshops which offer an opportunity for Clerks and Company Secretaries of both maintained schools, academies and Academy Trusts to network, develop their knowledge and skills and be supported in a friendly, intimate group.

The agenda for each session will include any updates from the DfE, pertinent actions for the time of year and any bespoke needs of the group. Attendees will also have access to exclusive FREE resources as well as first looks and offers for upcoming products and services.

Find out about upcoming workshops or view events on Facebook

Online Courses

Pro Clerking has the following online training courses available for Clerks and Company Secretaries.  Sessions are around ~1.5 – 2hr and can be conducted as a group or 1:1.

Introduction to Clerking

This session will introduce you to the role of Clerking including the role and responsibilities of the Clerk from undertaking administrative tasks, providing advice and support and maintaining accurate records to taking minutes and maintaining statutory information.​

Effective Minute Taking

This session will enable you to understand the role effective minutes play in supporting effective governance. It covers why Governing Bodies have minutes, the Clerk’s responsibilities, what to include in minutes, top tips, how to agree and publish minutes and how to treat confidential minutes. 

Introduction to Policy Management

Effective policy management is essential in all schools and academies.  This session will introduce you to the roles and responsibilities around policy management and the importance of a robust, useable policy review schedule.​

Topics include the importance of communication, staying up to date with statutory changes, consideration of local context and ways the Clerk can support their Governing Body or Trust Board.​

Introduction to Compliance

Ensuring your school, academy or Trust is fully complaint from a Governance perspective can feel like a HUGE minefield! Here at Pro-Clerking I’ve created a simple 3 steps to compliance method to help simplify and provide reassurance your school is covered. Topics include Pro Clerking’s 3 steps to Compliance, the differences between maintained schools and academy trusts in terms of statutory compliance and the role of the Clerk in ensuring compliance.

1:1 Coaching & Mentoring

Are you a new Clerk looking for support, an experienced Clerk wanting to add to your professional portfolio or a school or Trust looking to upskill and offer high level CPD to your Clerk or Company Secretary?  Pro-Clerking offers bespoke 1:1 coaching and mentoring packages for a limited number of clients throughout the year including a governance and compliance review, training and a suite of resources.

Packages are usually for 1, 2 or 4 months (term time only) which include a 1:1 meeting every ~10 days (term time only), a list of actions following every meeting broken down into workable steps,  email and WhatsApp support 5 days a week plus access to free or discounted resource packs, products and workshops. 

Bespoke Packages

Of course one size can’t fit all – Get in touch about other bespoke packages for your school, academy or Trust.  Packages include mentoring, Virtual Clerking {limited availability}, Governance Books and compliance review, access to resources and bespoke templates, policy review schedule, annual business planner, New Governor/Trustee Handbook and more.  

Pro Clerking Shop

Visit the Pro Clerking Shop to view current Resource Packages and products available for purchase.

Coming Soon……

  • Self-paced Clerking with Confidence Online Course
  • The Clerk’s Annual Planner
  • Clerking with Confidence eBook
  • and More!

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