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Key Takeaways From The New School Estate Management Standards

What Are The New DfE Estate Standards for Schools?

The Department for Education (DfE) has issued new School Estate Management Standards, offering fresh clarity around what “effective” estate management looks like across England’s schools and academies. Alongside this release, updated guidance on training, qualifications and the existing Estate Management Competency Framework (June 2023) aims to upskill those at every level, from Operatives to Strategic Leaders.

While the new standards do not introduce new statutory duties or transform expectations, they do define a structured baseline and set an aspirational trajectory for schools to progress from “basic” to “fully effective” and even “advanced” estate management. The direction of travel is clear, but are the foundations as strong and practical as they need to be?

More subtly, the standards also reveal a broader policy direction, an undercurrent of centralisation in how estate services are structured and governed. But what the DfE has more overtly achieved, and rightly so, is a codification of operational practice to help ensure effective and consistent management and maintenance of these substantial public assets.

By issuing these standards, the DfE has now set an operational bar against which it can benchmark performance and, if necessary, issue improvement notices under the recently amended Academy Trust Handbook. This codified framework gives regulators and responsible bodies alike a clearer reference point.

At Barker, we welcome this guidance as an important step forward. Yet we believe there are areas where the DfE could sharpen its focus to better reflect on-the-ground realities; especially for schools under pressure from stretched budgets, limited resources, and varying levels of in-house expertise.

 

The Four Levels of the New School Estate Management Standards

The standards are split into the following four levels:

  • Level 1 – Baseline: The essentials every school should already have in place
  • Level 2 – Transitioning: Intermediate steps reflecting good practice
  • Level 3 – Fully Effective: Comprehensive, strategic estate management
  • Level 4 – Advanced: Sector-leading innovation and integrated planning

Importantly, the DfE expects all schools to be operating at Level 1 as a minimum and working toward Level 3, which is defined as “fully effective.” These levels provide useful scaffolding, especially for those unsure where to begin.

But it’s worth highlighting that there are no mechanisms for monitoring compliance or enforcing progression through these levels. The standards sit adjacent to the Academy Trust Handbook, which now includes a clause allowing the DfE to issue a “Notice to Improve” if a school fails to manage its estate “strategically and effectively.” This raises the stakes for responsible bodies but does so without corresponding enforcement or reporting tools for the new standards themselves.

 

What the Guidance Gets Right for Education Estates

There is much to commend in the structure and intent of the standards:

  • Clearer articulation of estate responsibilities: From strategic plans and risk registers to compliance documentation, schools now have a more defined playbook.
  • Emphasis on health, safety, and statutory duties: Asbestos, fire safety, and legionella all feature prominently which is a welcome reaffirmation of what matters most.
  • Signposting to existing DfE resources: The standards link directly to Good Estate Management for Schools (GEMS)  guidance.

These elements help demystify the estate management role and provide a clear foundation on which to build.

 

Limitations in the New DfE’s Estate Management Standards

Despite the positive intent, we have concerns about structure, prioritisation, and feasibility. Particularly at Levels 1 and 3.

1. The Baseline for School Estates Misses the Mark

Some of the so-called “baseline” requirements stray beyond legal obligation into what we’d describe as aspirational practice. For example:

  • A long-term estate strategy and development plan are listed as Level 1 essentials.
  • These must align with an educational vision and be signed off by trustees or landowners.

For many schools, particularly smaller maintained schools and single-academy trusts, this feels closer to a Level 2–3 expectation, not a foundation. Baselines should focus on legal and compliance duties, not planning documents that require significant expertise and financial investment.

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2. Cyber Risk in Schools: DfE’s Level 3 Sends Mixed Messages

The inclusion of cyber risk management at Level 3 raises operational and structural questions. For most schools, the IT and estates functions sit in separate silos, with different governance, priorities, and technical leadership.

While it is crucial to recognise cyber threats, particularly given the reliance on digital infrastructure for systems such as access control, energy management, and procurement. This is arguably more aligned with the IT or digital strategy function than estate management.

However, this could be seen as a positive opportunity to foster cross-functional collaboration. Schools might use this as a lever to align estates, IT, and business continuity functions under a more cohesive operational umbrella. But clarity is needed to avoid misplaced accountability.

 

3. Are The Level 3 BIM Requirements Aspirational or Unrealistic?

One of the most contentious elements is the inclusion of Building Information Modelling (BIM) at Level 3. While we fully support the longer-term potential of BIM for estate efficiency and asset management, it is:

  • Not a legal requirement
  • Not referenced in the GEMS baseline
  • Not financially or technically viable for most schools

BIM should clearly be reserved for Level 4 – Advanced practitioners who have both the scale and capacity to invest in these tools. Making it a benchmark for “fully effective” risks discrediting the practical progress schools are making in more foundational areas.

 

4. The DfE Standards Should Have Fully Embraced GEMS

Though many hyperlinks point back to GEMS content, there is no explicit narrative connection between the two guidance sets. This is presumably intentional but feels like a missed opportunity to clarify the DfE’s position.

For example, aligning the “Areas” column in the standards to the GEMS structure would:

  • Create a consistent language for estate management across all DfE publications
  • Avoid duplication and confusion
  • Reinforce adoption through familiarity

A simple structural overlay would have created a more seamless, accessible toolkit for school leaders.

 

Key Actions for School Leaders Under the New Estate Management Guidelines  

For those managing or overseeing school estates, the message is clear: these standards provide an opportunity to reassess your estate function and begin a structured journey of improvement.

Here’s where to start:

  1. Assess Your Current Level: Use the standards as a self-audit tool. Identify where your school sits on the Level 1–4 spectrum.
  2. Prioritise Legal and Safety Obligations: Ensure compliance is watertight before committing resources to long-term planning or digital tools.
  3. Engage Your Governors and Trustees: Make sure your governing body understands its evolving responsibilities under the new framework.
  4. Build Capacity Through Training: Align your team with the DfE’s Competency Framework and explore relevant training routes for your estate staff.

 

Our Estates360 Self-Assessment Tool is a quick and easy way to check your current position and identify priority areas for action.

 

Conclusion: Advancing School Estates with Caution and Clarity

The DfE’s School Estate Management Standards mark a welcome evolution in national guidance. They articulate a pathway from compliance to excellence while signalling a renewed focus on professionalising school estate roles.

But ambition must be balanced with realism. By conflating aspirational tools with compliance expectations, and introducing high-bar tools like BIM too early in the journey, the DfE risks alienating the very schools it aims to support.

To support your journey, we’ve developed practical guides, tools and templates available on our website.

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