Getting Started - Field Work: Advice & Guidance for Teachers
There are many rewards of running an out-of-school visit – especially where it is part of an ongoing programme through which pupils progressively develop their knowledge, skills and confidence.
1. First steps
From the start, set clearly defined objectives for the visit – this will mean that everyone
gets the most out of it. The key to a safe and successful visit is good, early planning, with clear educational outcomes. It will help identify what it is that you are expecting your pupils to gain
from the experience and evaluate the success of the outing once it is all over.
Prioritise your objectives so you design a visit that closely mirrors your aspirations, and is appropriate to the needs and competence of your group.
2. Getting help from the start

Check out your school’s policy early on, as you need to stick to this – and it will help you make the most of your efforts. These policies will give you guidance on, among other things: supervision ratios and any qualifications required of the staff team; risk assessment and safety management; and procedures for gaining approval for the visit.
they will be able to tell you who else on the staff has organised similar activities.
Your EVC will also be able to make you aware of both the school’s policies on school visits, those of your LEA, and any national guidance. If a school does not have an EVC, then by default this
responsibility lies with the head teacher.
LEAs also have an Education Visits or Outdoor Education Adviser. As well as training and supporting EVCs, they can also advise on the LEA’s own policies and give specific guidance.
Most LEA visits policies are based on the DfES good practice guide: Health and Safety of Pupils on School Visits (HASPEV) and its supplements . Your EVC will have a copy, but you can also download here.
Next, begin detailed planning into the location, duration, costs, and staffing for the visit – HASPEV has some useful checklists to help you do this. At this point, it will soon become apparent whether you have the resources to organise the visit with the help of your colleagues, parents, and pupils within the school, or want to look elsewhere for additional support
more ambitious overseas expeditions. Make a formal agreement with them to ensure that everyone is clear about their roles and responsibilities for the visit
Before you leave
Once you have decided on a likely venue, do a planning pre-visit, preferably with your colleagues, to find out more about the site and its facilities.
Have a clear idea of the size of group you are going to need to manage, their age and abilities and therefore the number of staff and helpers you are going to need to supervise the visit and support any member of the group with special needs.
Confirm that the site is appropriate to the needs of the group both in terms of safety and your teaching and learning objectives.
Prepare a written risk assessment and safety management plan. This is an integral part of all schools visits. The pre-visit is the ideal time to check that the paper document covers the key points. Make it simple and proportional enough to be understood and implemented by everyone involved in the visit
As the date of the trip nears, this Event Specific Risk Assessment can be updated to encompass any changes and to take into account the weather forecast. The risk assessment can also form the basis of your briefings to other staff and helpers, and to pupils
The competence of the staff involved is important in ensuring the visit is a success. Your head
teacher, through the EVC, has the responsibility to ensure that staff are competent to run the trip. This is a professional judgement based on their qualifications, experience, personal qualities and training
In this way, everyone knows what they are trying to achieve and can get on with trying to get the maximum benefit and enjoyment from the visit
necessary, they can then co-ordinate contact with parents, arrange replacement transport, and deal with any other enquiries. Often their key role is just as a reassuring sounding board that the group leader has done what is needed.
Involve pupils in planning – this has huge advantages for everyone involved. By helping plan the visit, you create emotional ownership. The visit becomes ‘ours’ and the pupils will not only
be clear about what is expected of them, but also show greater commitment and motivation.
Involving pupils in producing the risk assessments and a Code of Conduct not only teaches them life skills, but also encourages them to engage with the visit and behave well on it.
Take advantage of the wide range of training opportunities for staff involved in visits. The
Outdoor Education Advisers’ Panel offers EVC training and update sessions, as well as the new Group Leader Training sessions for those going out on visits with pupils. The OCR’s Off-Site Safety Management course, offered by the Royal Geographical Society with IBG and a number of other centres around the UK, enables staff to gain a formal qualification in the process of running visits be they local, residential or international.
Find time to reflect on the experience – both for your pupils and yourself. Evaluation is not
only a key part of risk assessment but also vital to ensure that visits are quality learning experiences. Share what you have learned with colleagues and in particular the school’s EVC so that they can benefit from your experience. The quality and safety of any visit is dependent on careful preparation and planning. For those teachers willing to take up the challenges of taking education outside the classroom the rewards are many, and there is a huge support network
of people and organisations to help you do this, from short visits exploring your local community, to more ambitious overseas ventures.
Good luck!