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PolicyBoard

Never Face an Inspection With Expired Policies

Automated review reminders and a compliance dashboard that proves every policy is current — built for UK schools, GP practices, councils, and charities.

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Early access opening soon

Built by a team that's lived through inspection prep.

Policy Dashboard Preview

24

Current

5

Due Soon

2

Overdue

The problem

Expired Policies Surface at the Worst Possible Moment

CQC Regulation 17 breaches routinely cite outdated governance policies. Ofsted inspectors check safeguarding policies are current. Most organisations only discover the gap at inspection — when it's too late.

Spreadsheet chaos

Review dates buried in Excel columns. Someone forgets to check — a policy expires silently.

No reminders

No automated alerts before a review date passes. The first warning is the missed deadline itself.

No approval trail

Governors approved it — but where’s the evidence? Email threads and meeting minutes get lost.

Inspection surprise

Inspector asks for your safeguarding policy. It was due for review three months ago. That’s an adverse finding.

What PolicyBoard does

Know Exactly Where Every Policy Stands

A single dashboard showing every policy's status — current, due soon, or overdue — with automated reminders so nothing expires unnoticed.

Every policy visible in one place

Categories, owners, review dates, approval status — all in a single register instead of scattered across folders and spreadsheets.

Never miss a review deadline

Email alerts at 90, 60, and 30 days before each review deadline. The right people get notified at the right time.

Prove compliance in seconds

Traffic-light status for every policy. Green means current, amber means due soon, red means overdue. Print it for your next inspection.

How PolicyBoard Keeps You Inspection-Ready

1

Add your policies

Enter each policy with its category, owner, and review date. Import from a spreadsheet if you already have one.

2

Set review cycles

Choose annual, biannual, or custom review frequencies. PolicyBoard calculates every deadline automatically.

3

Get reminded

Automated emails at 90, 60, and 30 days before each review date. The policy owner and approver both get notified.

4

Prove compliance

Traffic-light dashboard shows your full policy status. Export an audit-ready report for CQC, Ofsted, or board meetings.

Stop tracking policies in spreadsheets. Get early access to PolicyBoard.

Priced for school business managers, not enterprise budgets — less than a single hour of consultant time per month.

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What Changes When Policy Tracking Is Automated

Be inspection-ready at all times

No more scrambling before CQC or Ofsted visits. Your dashboard shows live policy status — green, amber, or red — and you can export a report in seconds.

Hand off policy admin to the system

Stop cross-referencing spreadsheet dates, chasing approvals by email, and wondering which version is current. PolicyBoard handles the admin so you can focus on your actual role.

Work across sectors with one tool

Schools, GP practices, councils, charities, housing associations — each has different regulatory bodies but the same core problem. One register, one dashboard, every sector.

No IT setup required

PolicyBoard is standalone. No SharePoint, no Microsoft 365, no IT department needed. Log in from any browser and start tracking policies immediately.

Frequently Asked Questions

Most regulators expect policies to be reviewed at least annually. Ofsted requires statutory school policies (safeguarding, SEND, behaviour) to be reviewed and approved by governors every year. CQC Regulation 17 requires care organisations to maintain current governance documentation. The Charity Commission governance code recommends annual policy review as good practice. PolicyBoard automates reminders at 90, 60, and 30 days before each deadline so nothing slips.

Ofsted inspectors check that statutory policies are in place and up to date during school inspections. These include safeguarding and child protection, behaviour, SEND, complaints procedures, and several others mandated by the Education Act. The exact list depends on school type (maintained, academy, free school). A missing or expired statutory policy can result in an adverse finding.

Policy lifecycle management covers the full cycle of a policy from creation through approval, distribution, review, and retirement. For regulated organisations, the review stage is critical — each policy has a review date, and missing it means operating under potentially outdated guidance. Effective lifecycle management replaces spreadsheet tracking with automated reminders and approval workflows.

Most small organisations use spreadsheets, SharePoint metadata, or notes in document footers to track policy review dates. These methods rely on someone remembering to check them. A dedicated policy management tool creates a central register with automated email reminders before each review date, a traffic-light dashboard showing policy status at a glance, and an audit trail proving governance compliance.

CQC Regulation 17 (Good Governance) requires registered providers to maintain accurate, complete, and contemporaneous records of care delivery and governance. Outdated policies are frequently cited in CQC inspection reports as evidence of governance failings. Keeping policies current with documented review dates and approval records directly supports Regulation 17 compliance.

Yes. Many policy management tools require Microsoft 365 or SharePoint infrastructure. PolicyBoard is standalone — it works in any browser with no dependencies on your existing IT setup. This makes it accessible for smaller organisations (charities, small schools, GP practices) that may not have enterprise Microsoft licences.

PolicyBoard is designed to cost less than a single hour of consultant time per month, priced for school business managers and practice managers rather than enterprise budgets. Join the waitlist for early-bird pricing when we launch.

PolicyBoard is built by Crocker Digital Ltd (UK Company No. 17008789) and will process data in accordance with UK GDPR. Policy metadata — titles, review dates, approval status — is stored securely. Your actual policy documents stay wherever they currently live (Google Drive, SharePoint, local storage). PolicyBoard tracks the lifecycle, not the content.

PolicyBoard is built by Crocker Digital Ltd, a UK software company (Company No. 17008789). We identified that regulated organisations across multiple sectors face the same problem — tracking policy review dates in spreadsheets with no automation, no reminders, and no compliance dashboard. Contact us at hello@crockerdigital.co.uk.

Ready to Stop Tracking Policies in Spreadsheets?

Join the waitlist for early access to PolicyBoard. One email when we launch — no spam.

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Built by Crocker Digital Ltd — UK Company No. 17008789