Leadership challenge

Something serious has happened and people are looking to you

The procedure tells you what must happen. It does not tell you what to say to the person standing in front of you.

Read this first. If anyone is at immediate risk, act on that before anything else. Nothing in this record is ever a reason to pause when protective action is required. A serious incident is governed by your school’s and trust’s own arrangements: safeguarding procedures and statutory guidance, the critical incident plan, emergency services protocols, and any regulatory or local authority requirement that applies. Identify which of those governs what has happened and who owns it by name, and follow that route. This record does not replace any of them and offers no safeguarding, emergency or crisis-management advice. What it holds is the part those procedures do not cover. A plan will tell you who to call, what to record and who communicates. It will not tell you what to say to a shaken colleague, whether the person closest to what happened is the right person to make a particular call, or what to do in the days afterwards when the formal steps are complete but some people are still struggling to function normally. Those are leadership judgements and they are the subject here.

Presenting symptoms

  • People are asking you questions that belong to a procedure and you are answering them from memory.
  • Two colleagues believe they are doing the same task and a third is doing something nobody has asked for.
  • The formal steps are complete and the school is not functioning normally.

Possible causes

  • The governing procedure may not yet have been identified, or the person who owns it may not have been named.
  • Responsibility may not have been allocated, so that some work is duplicated and some is not being done at all.
  • People may need to be told something and it may not be settled what may be said.
  • The process may have run its course while the effect on the community has not.
What is not being held at the moment?

It is not settled which procedure governs this, or who owns it.

Your most useful next step: Establish whether anyone is at immediate risk and act on that first. Then identify the governing procedure and work through it in the order it sets out rather than from memory, and name the person who owns it. The book is clear that a checklist supports judgement rather than replacing it, and equally clear that checklists are built and refined between uses. This is not the moment to design one; it is the moment to use the one you have.

Lead behaviours

The procedure is running and people do not know who is doing what.

Your most useful next step: Write down who is doing what, by name, with the next point at which each will report back, and give that list to everybody involved. Then consider whether the colleague closest to what happened is the right person to make each difficult call. Do not assume that capability, proximity or an immediate offer means they should carry it, and do not assume the opposite either: some people need to stay involved. Where another person can take a task without weakening the response, make that decision explicitly rather than leaving it to who volunteers.

Lead behaviours

People need to be told something and you are unsure what may be said.

Your most useful next step: Settle what may be said with whoever owns the response before saying anything, then give staff the same words and repeat them, because those who were not in the room will still be asked. Where the question is what may be said publicly rather than internally, that is a different record and 7.9 holds it.

Lead behaviours

The formal steps are complete and the community is not back.

Your most useful next step: Check that what was agreed actually happened, rather than assuming it did, because in the days after an incident actions are assigned quickly and some of them quietly do not occur. Then go and see people individually, by name, particularly the ones who were nearest to it and the ones who have said nothing. A whole-staff briefing will not reach either group.

Lead behaviours

Core behaviours

The book names responding to safeguarding concerns among its own examples of decisions taken under pressure, and argues that in those moments a checklist gives clarity, reduces stress and stops critical steps being missed. It carries two qualifications that govern this record. A checklist supports professional judgement rather than replacing it, which is why this behaviour sits alongside the others rather than above them. And checklists are built and refined between uses, which is why the instrument here is the procedure your school or trust already has, worked through in order, and never one invented during the incident.

The book’s subject is the gap between intent and implementation, and its remedy is the named action with an owner and a deadline rather than a general commitment. It warns that ambiguity is what makes work get delayed or avoided. In the hours after a serious incident everybody wants to help and the commonest failure is not unwillingness but duplication: two people doing the same thing while a third task goes untouched because it was never anybody’s.

The book’s principle is putting the needs of others before your own and creating conditions in which people feel supported and secure. Applied here it produces a specific and unobvious question: whether the person closest to what happened is the right person to carry a particular task. They may be the first to volunteer, and accepting the offer without thinking is the easier thing to do. The judgement runs both ways, because for some colleagues, remaining involved is right; for others, it adds to what they are already carrying, and the behaviour asks you to decide rather than to default. The book illustrates the principle in the ordinary running of a school; here it applies to who carries what after something serious has happened.

The book treats emotional regulation as noticing, pausing and choosing a response aligned to your values rather than your feelings, and says explicitly that this is not suppression. Here it has a double edge. Staff and students take their reading of how serious this is from you, which argues for composure. But the book also warns against a leader whose own state goes unexamined, and a leader who shows nothing at all after something serious is not modelling steadiness; they are teaching people that nothing may be shown.

The book’s material is individual and specific: checking in by name, noticing who is carrying something, the personal note after a hard week. That is what the days after an incident actually require, and it is the part most likely to be skipped because the formal steps feel like the work. The people who need it most are usually the ones who have been most useful and have said least.

Secondary behaviours

Use this on what is actually known. The book’s discipline is establishing the reality rather than the comfortable version, and early accounts inside a school are assembled quickly and may be incomplete or wrong. Acting on the first version, or reporting it onward as settled, is what creates a second problem.

Use this on the internal message once it is settled. The book’s claim is that leaders stop repeating long before their audience has heard, and that a message needs more than one route. After an incident that is acutely true: people are not listening properly the first time, and those who were absent will be asked as often as those who were there.

Use this in the days afterwards. The book names the assumption trap, which is the belief that a task will be done because it was assigned, and warns that confirmation bias leads leaders to conclude everything is on track because that is what they expect. Actions allocated in the first hours of an incident are exactly the ones that receive no follow-up, because everybody has moved on to the next thing.

A useful first action

Establish whether anyone is at immediate risk, and act on that before anything else. Then identify which procedure governs what has happened and name the person who owns it, in writing, so that everybody involved is working to the same answer.

Suggested approach

  1. Act on immediate risk first. Nothing that follows comes before that.
  2. Identify the governing procedure and the person who owns it, and work through the procedure in order rather than from memory.
  3. Write down who is doing what, by name, with the point at which each will report back, and give that list to everybody involved.
  4. Consider explicitly whether those closest to what happened are the right people to carry particular tasks, and decide it rather than letting it fall to whoever offers.
  5. Settle what may be said, give staff the same words, and repeat them.
  6. In the days afterwards, check that what was agreed actually happened, and go and see people individually rather than collectively.
A focused starting point, not a fixed answer. Investigate the cause, then apply professional judgement in your context.