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.