PE & Sport Premium Monitoring and Tracking 2026/27
How to use the PE and sport premium transition toolkit 2026/27
The Department for Education has developed and published this three-part PE and sport premium transition toolkit to support schools in planning, managing, monitoring, and evaluating their use of PE and sport premium funding during the 2026/27 academic year.
The toolkit is intended to help schools make effective use of funding, maintain clear records throughout the year, and prepare for the statutory digital expenditure reporting return by 31 July 2027.
The three resources are designed to be used together and support compliance with the PE and sport premium guidance and conditions of grant.
Part A – Monitoring Form
Part A supports schools to reflect on previous spending, identify priorities, plan activity, monitor progress, evaluate impact and evidence outcomes throughout the academic year. It is intended to act as a live working document and support preparation for reporting.
Part B – Spend Tracker
Part B supports schools to record and monitor PE and sport premium expenditure throughout the year, helping schools track allocations, reconcile spending, maintain accurate financial records and prepare for end-of-year reporting.
Part C – Strategic Guidance and Practical Ideas
Part C provides reflection questions, practical examples, evidence-informed suggestions and strategic considerations across the five key indicators. It is intended to support schools in making sustainable and impactful spending decisions and should be used alongside Parts A and B, the PE and sport premium guidance and conditions of grant.
Using the toolkit
The three parts are designed to complement one another and should be used together throughout the academic year. Collectively, they support schools to review previous provision, identify priorities, plan, and monitor expenditure, evaluate impact, and maintain the evidence needed to demonstrate effective use of funding.
While the toolkit has been published by the Department for Education as a practical resource to support implementation of the PE and sport premium, but it does not replace the statutory PE and sport premium guidance, conditions of grant or digital reporting requirements.
PE & Sport Premium Monitoring and Tracking 2025/26
Exemplar Document
Find below an exemplar completed version of the PE and sport premium monitoring and tracking form 2025/2026
Video Walkthrough
Find below a video guide for completing the PE and sport premium monitoring and tracking form 2025/2026
Review of the Last Academic Year (2024/25)
Schools should reflect on the intent, implementation, and impact of PE and sport premium spending during the previous year. Consider both successes and challenges, and record supporting evidence.
Swimming and Water Safety
Swim competently, confidently and proficiently over a distance of at least 25 metres
Use a range of strokes effectively (e.g. front crawl, backstroke, breaststroke)
Perform safe self-rescue in different water-based situations
Key Areas
Increasing staff confidence, knowledge and skills in teaching PE and sport (CPD and training)
Increasing pupil engagement in regular physical activity and sporting opportunities
Raising the profile of PE and sport across the school to support whole school improvement
Offering a broader and more equal experience of a range of sports and physical activities, ensuring equal access for boys and girls
Increasing participation in competitive sport
When completing this section, schools should highlight impact on key groups such as SEND pupils, girls, and disadvantaged pupils.
Aims for 2025/26
Using whole school priorities, the school development plan, and previous PESSPA data, schools should set out their aims for the year ahead.
Aims should identify:
What the objective is
Why it is important
Which of the five key areas it supports
Any supporting evidence
Schools should also set swimming and water safety targets for the year ahead.
PLan, Monitor, and Evaluate(2025/26)
This section should be used as a live, working document throughout the year. Schools should record:
Intent (Objective): What you want to achieve
Implementation: How you will achieve it
Impact: What you hope to see as a result
Supporting Evidence: Data or qualitative evidence
Evaluation should capture:
The impact seen
Whether improvements are sustainable and how
Evidence to demonstrate outcomes
Approximate cost
Example focus areas could include developing lunchtime play provision, increasing pupil leadership, CPD for staff, or targeted support for groups such as girls, SEND pupils, and disadvantaged pupils.
Spending Tracker Document (2025/26)
A separate spending tracking Excel document is provided alongside this form. Schools should use this tool to record expenditure throughout the academic year. The tracker is designed to support accurate monitoring of how PE and sport premium funding is allocated, ensure spending decisions remain aligned with priorities, and provide evidence for the statutory reporting return. It should be updated regularly and used in conjunction with this monitoring and tracking form to create a complete record of intent, implementation, impact, and expenditure.