Who it is for
Business managers, trust operations leads and heads who carry responsibility for buildings without a specialist estates team behind them. It is also useful when a trust is taking on a new school, preparing for a funding bid, or wants assurance for governors and trustees that the basics are in hand.
What we look at
- Statutory complianceFire, asbestos, legionella, gas, electrical, lifts and the records that prove it.
- Condition and maintenanceHow condition is known, how planned maintenance is organised, and where reactive spend is going.
- Estate informationDrawings, surveys, asset registers and whether the data is good enough to make decisions with.
- Strategy and planningWhether an estate vision, strategy and asset management plan exist and are being used.
- Governance and reportingRoles, responsibilities, policies and what reaches leadership and the board.
- Funding and capital readinessPosition for CIF, SCA and other funding routes, and the strength of the evidence behind a bid.
- Contracts and valueFM, energy and service contracts: scope, performance and value for money.
- SustainabilityEnergy use, decarbonisation opportunities and how they fit into estate planning.
How it works
- Desk reviewWe review the documents, records and data you already hold and agree the scope with you.
- Site visit and conversationsA walk of the estate and structured conversations with the people who run it day to day.
- Report and prioritiesA written report with RAG ratings against each area, findings in plain English, and a prioritised action plan you can take to leadership.
What you get
A report you can hand to your board, an honest view of where the risks and opportunities are, and a practical set of next steps. Where you want help acting on them, the same team can support you: from GEMS implementation and compliance through to procurement and capital projects.
For an example of how we report a review, see our business services review for a special school federation.
Keeping it that way
A health check is a snapshot. For the day-to-day work that follows, we built EstateProof: fault reporting, planned maintenance, inspections and a live compliance register, running inside your own Microsoft 365, with your position against the Estate Management Standards worked out nightly from the records themselves.