Review your careers provision, identify evidence gaps and turn priorities into practical actions with this editable Excel workbook from Chalk & Fern Resources.

Designed for Careers Leaders, senior leaders and middle leaders in secondary schools, including specialist SEND and SEMH settings, this tool brings strategic review, action planning and impact evaluation together in one organised workbook.

Four coordinated tabs include:

• Dashboard: automatic summaries of completed reviews, Secure ratings with recorded evidence, high priorities and overdue actions.
• Careers audit: 24 review prompts across all eight Gatsby Benchmarks, with suggested evidence and space for findings, priorities, responsible staff and next steps.
• Action plan: 32 prepared action spaces with linked audit prompts, owners, deadlines, status dropdowns, success measures and impact reviews.
• Guide and worked example: clear instructions, explained ratings, source links and a fictional example showing how an identified gap becomes an action and follow-up review.

Dropdown ratings include Not reviewed, Emerging, Developing and Secure. Evidence checks highlight Secure ratings without supporting entries, while the action tracker flags overdue tasks and missing due dates.

Prompts encourage leaders to consider accessibility, pupil participation, curriculum progression, meaningful encounters, parent engagement and the impact of careers provision on learners.

Presented in a calm, coordinated green and cream design, with clearly marked input areas and editable formulas.

Includes one Excel workbook (.xlsx). No macros required.

This is an independent planning and self-review tool. Its local ratings are not official Gatsby achievement scores, and it does not replace Compass/Compass+, the full benchmark criteria or statutory guidance.