Terms of Service

 

 TERMS OF SERVICE

Who we are

Forum Strategy is the ‘trading as’ name of Forum Education Limited.

 

Implied Terms

Please note that some terms will be implied based on general business and/or legal convention and standard expected practices, statutory and legal responsibilities, and otherwise. From time to time we will make these implied terms explicit where helpful, but this does not effect their previous applicability.

 

#TrustLeaders CEO Network

Membership is for individuals who are serving CEOs or equivalent. Membership is annual (for 365 days), and the timing of this depends on the dates set out on the invoice or – if a renewal – the specific date of renewal according to our records.

Membership includes:

  • Termly online events, and two face to face events per year. CEOs can bring one guest to each session; The two face to face events includes our annual national conference and the national #TrustLeaders symposium (the event dates that apply will depend upon membership start date)
  • Access to our regular online Members’ Breakfast briefings and masterclasses;
  • Access to the members’ section of the Forum Strategy website, containing dozens of resources for CEOs and executive leaders in the education sector
  • A complimentary termly online briefing on key strategic developments for Chairs of Trusts. The attending Chair must have a CEO and/or COO and/or Education Executive who is a member of the network in order to attend;
  • A complimentary (as of September 2021) individual subscription to our weekly strategy and intelligence email briefing and our fortnightly funding and grants briefings. Please note that briefings are strictly for the individual recipient only and are usually sent during ‘term time’ only.
  • Exclusive opportunity for #TrustLeaders members only to access our consultancy expertise for trust board visioning and strategy days; board development training; and executive coaching offers. Please note this provision is subject to availability and is not included in the price of membership, but subject to separate pricing. This specific consultancy offer is not available to non-members.
  • Access to our membership directory – our membership directory is exclusively for members of our Forum Strategy networks and shares details (by consent) of how to connect with other members across our three networks, supporting even greater levels of connectivity and networking across the country.

Last updated Sept 2021

#TrustLeaders COO Network

Membership is for individuals who are acting COOs or equivalent. Membership is for 365 days from the date of invoice.

Membership includes:

    • Five workshop sessions with relevant speakers from a wide range of sectors, focusing on strategic issues ranging from HR and technology to recruitment and sustainability. Two sessions will be held face to face in person and three will be held online.
    • One of the above five sessions is the national #TrustLeaders symposium taking place in June each year in Nottingham.
    • Access to the members’ section of the Forum Strategy website, containing dozens of resources for CEOs and executive leaders of trusts;
    • Access to our regular online Members’ Breakfast briefings and Members’ masterclasses;
    • Access to to the CEOs’/ COOs’ Chairs of Trustees to our termly online Chairs seminars;
    • A complimentary (as of September 2021) individual subscription to our weekly strategy and intelligence email briefing and our fortnightly funding and grants briefings. Please note that briefings are strictly for the individual recipient only and are usually sent during ‘term time’ only.
    • Exclusive opportunity for #TrustLeaders members only to access our consultancy expertise for trust board visioning and strategy days; board development training; and executive coaching offers. Please note this provision is subject to availability and is not included in the price of membership, but subject to separate pricing. This specific consultancy offer is not available to non-members.

     Last updated September 2021

Education Leaders Membership (previously Education Executives)

Membership is for individuals leading educational improvement and delivery across multiple schools or a trust-wide specialism. Membership is annual (for 365 days), and the timing of this depends on the dates set out on the invoice or – if a renewal – the specific date of renewal according to our records.

Membership from September 2023 includes:

  • Two face to face leadership development network sessions in Nottinghamshire, and two half-day workshops delivered online.
  • A short online introductory session for all new network members (which takes place in September each year), reflecting on topics covered over the previous twelve months and with  links to some key materials.
  • Access to some of our wider events, including the National #TrustLeaders Symposium each June, and our regular Members’ Masterclasses and Breakfast Briefings covering key areas of trust development and education policy.
  • Access to our complimentary Strategy and Intelligence (weekly during term time) and Funding and Grants Briefings (fortnightly during term time).
  • The opportunity to engage in small peer group meetings to undertake reciprocal visits to trusts (please note this is self-directed and organised by the groups themselves with light touch support from Forum Strategy on how to get the very best from these visits).
  • Access to the Forum Strategy membership website, including many dozens of articles, case studies, briefings and interviews on key topics for trust leaders. The website is updated each month during term time with new materials and resources.
  • The option to commission in addition to your membership, five online coaching sessions each year with an experienced executive coach identified and quality assured by Forum Strategy.

 Last updated 2025 to relfect new branding

Membership commissioned between May 2023 and August 2023 includes:

  • Two face to face leadership development network sessions in Nottinghamshire, and two half-day workshops delivered online.
  • Four online coaching sessions each year with an experienced executive coach identified and quality assured by Forum Strategy. There is the option to commission additional sessions above and beyond this.
  • A short online introductory session for all new network members (which takes place in September each year), reflecting on topics covered over the previous twelve months and with  links to some key materials.
  • Access to some of our wider events, including the National #TrustLeaders Symposium each June, and our regular Members’ Masterclasses and Breakfast Briefings covering key areas of trust development and education policy.
  • Access to our complimentary Strategy and Intelligence (weekly during term time) and Funding and Grants Briefings (fortnightly during term time).
  • The opportunity to engage in small peer group meetings to undertake reciprocal visits to trusts (please note this is self-directed and organised by the groups themselves with light touch support from Forum Strategy on how to get the very best from these visits).
  • Access to the Forum Strategy membership website, including many dozens of articles, case studies, briefings and interviews on key topics for trust leaders. The website is updated each month during term time with new materials and resources.

 

Forum Strategy’s Partners 

Forum Strategy is part of ‘paid for partnerships’ with a number of organisations who have expertise and recognition in their areas of work. We also choose our partners based on their organisation’s expertise and ethos, which can be evidenced in a number of ways – for example it may be through receiving government funding for their work, having government approvals, sector-recognised awards, HEI endorsement; and/or highly credible sector feedback where available. Our partners will share their general work, ideas and thinking on key topics within their field, and sometimes talk or write about their services.

Please note that Forum Strategy does not and has not endorsed specific products or services from our partners or advertisers. Any representations of products or services remain the partner’s only, including discounts they may offer our audiences and third parties through meeting via our Forums or briefings. Forum Strategy cannot be expected to have access to or monitor or review the nature of partners’ or advertisers’ work, services or products. Our members and subscribers must always make an independent and informed decision and undertake due diligence themselves (in line with their own statutory and other responsibilities) when engaging or purchasing services or specific products from third parties, including considering value for money, organisational need and compliance. Forum Strategy is not a party to these. April 2022.

Last updated April 2022

Being The CEO 2023/24 programme

Details of the 2022/23 programme can be found at here; the 2023/24 programme here; and 2024 here. The 2024/25 programme can be found here. The 2025 programme can be found here

Last updated March 2025

CEO System Leadership Professional Learning Community

These group begin in March and conclude before Forum Strategy’s National #TrustLeaders CEO Conference in mid-September, where the paper outlining thinking and ideas from the PLC will be published and shared. The group will involve:

  • A maximum of ten CEOs working together on a key and topical system issue
  • A clear brief on the issue to be covered and the outcomes expected
  • Four half-day sessions, expertly facilitated (the split of these is likely to be two ‘in-person’ sessions with two online but will be subject to the group’s availability and preferences)
  • The provision of a range of relevant research and think pieces – including complimentary workshops with leading system thinkers – to inform discussion
  • Administrative support from Forum Strategy, including preparing drafts of the paper for discussion and final publication with Forum
  • The opportunity to have your thinking published ahead of the National #TrustLeaders CEO Conference.

All programmes’ running are confirmed on annual basis

Updated from March 2023

 

    Complimentary Briefing Services – including strategy and intelligence briefings, funding briefings and others

    Please Note: Forum Education Limited updates are intended to help colleagues keep up to date with national developments. Information is correct at time of writing and is offered in good faith. No liability is accepted for decisions made on the basis of the information given. Briefings are not intended to be exhaustive and some developments will not be included. Whilst we take due care to ensure web links are to reputable sites, we cannot be responsible for the content of external websites. Our briefings are for the intended recipient only and should not be forwarded, reproduced or edited.

    Last updated in 2020

    Trust-level briefing service

    A number of organisations access our weekly strategy and intelligence briefing, and our funding and grants briefing service as part of a trust-level subscription. These organisations are able to subscribe their wider teams to receive the briefings. Where a CEO, COO or Education Executive accesses our network membership as outlined above (#TrustLeaders CEO Network; #TrustLeaders COO Network; Education Executives) they do so as an individual and are strictly not permitted to share these briefings that receive as an individual subscriber as part of that package with another individual. 

    Standalone service closed in 2021.

     

    Data

    Forum Education Limited takes the protection and careful handling of client and staff data very seriously.

    We do not share personal data without our clients’ permission. We have strict protocols in place and will only share member data with our partners, other members, and other organisations when we have expressly asked for a client’s permission first.

    Forum Strategy uses a small number of applications in which to store client data, and these are outlined in our GDPR policy, with links to the relevant data handling statements of those companies and organisations. In agreeing to become a member and in agreeing to our GDPR policy, you are consenting to us storing your data on those applications. The applications and platforms we use are common and ‘mainstream’ applications used by organisations across the UK, so are required to meet all GDPR and data protection legislation themselves.

     

    Consultancy and associates

    The terms of our consultancy – including coaching and mentoring – is agreed on a case by case basis with clients. Where our associates undertake consultancy work through Forum Strategy, they are required to sign a declaration around compliance regarding GDPR and data protection, and insurance.

    Last updated September 2021

     

    Invoicing

    All invoices must be paid within 14 days of their date. Forum Education Limited reserves the right to charge 5% interest for every 28 days for which the interest is due after the due date. For example, if an invoice of £1000 is due on 14th February and is still unpaid on 28th February, interest of £50 will also become due on 28th March if the invoice still remains unpaid. If the invoice is still unpaid on 25th April, an additional £50 of interest will also become due, and so on, until the invoice is paid.

    Last updated September 2021

     

    Website

    Introduction

    These terms and conditions apply between you the User of this Website (including any sub-domains, unless expressly excluded by their own terms and conditions), and Forum Strategy, the owner and operator of this Website. Please read these terms and conditions carefully, as they affect your legal rights. Your agreement to comply with and be bound by these terms and conditions is deemed to occur upon your first use of the Website. If you do not agree to be bound by these terms and conditions, you should stop using the Website immediately.

    In these terms and conditions User of Users means any third party that access the website and is not either (i) employed by Forum Strategy and acting in the course of their employment or (ii) engaged as a consultant or otherwise providing services to Forum Strategy and accessing the Website in connection with the provision of such services.

    Intellectual property and acceptable use

    1. All content included on the website, unless uploaded by Users, is the property of Forum Strategy, our affiliates or other relevant third parties. In these terms and conditions, Content means any text graphics, images, audio, video, software, data compilations, page layout, underlying code and software and any other form or information capable of being stored in a computer that appears on or forms part of this website, including any such content uploaded by Users. By continuing to use the website you acknowledge that such content is protected by copyright, trademarks, database rights and other intellectual property rights. Nothing on this site shall be construed as granting, by implication, estoppel, or otherwise, any license or right to use any trademark, logo or service mark displayed on the site without the owners prior written permission
    2. You may, for your own personal, non-commercial use only do the following:
    3. Retrieve, display and view the content on a computer screen
    4. Print one copy of the content
    5. You must not otherwise reproduce, modify, copy, distribute or use for commercial purposes any content without the written permission of Forum Strategy

    Prohibited Use

    1. You may not use the website for any of the following purposes:
    2. In any way which causes, or may cause, damage to the Website or interferes with any other person’s use or enjoyment of the website
    3. In any way which is harmful, unlawful, illegal, abusive, harassing, threatening or otherwise objectional or in breach of any applicable law, regulation, governmental order;
    4. Making, transmitting or storing electronic copies of content protected by copyright without the permission of the owner.

    Links to other websites

    1. This website and our briefing services may contain links to other sites. Unless expressly stated, these sites are not under the control of Forum Strategy or that of our affiliates.
    2. We assume no responsibility for the content of such websites and disclaim liability for any and all forms of loss or damage arising out of the use of them.
    3. The inclusion of a link to another site on this website or our briefing services does not imply any endorsement of the sites themselves or of those in control of them.

    Privacy Policy and Cookies Policy

    1. Use of the website is also governed by our Privacy Policy and Cookies Policy which are incorporated into these terms and conditions by this reference. To view the privacy policy and cookies policy please on following links

    Availability of the Website and disclaimers

    1. Any online facilities, tools, services or information that Forum Strategy makes available through the website (the Service) is provided “as is” and on an “as available” basis. We give no warranty that the Service will be free of defects and/or faults. To the maximum extent permitted by the law, we provide no warranties (express or implied) of fitness for a particular purpose, accuracy of information on the website.
    2. Whist Forum Strategy uses reasonable endeavors to ensure that the website is secure and free of errors, viruses and other malware, we give no warranty or guarantee in that regard and all Users take responsibility for their own security, that of their personal details and computers.
    3. Forum Strategy accepts no liability for any disruption or non-availability of the website
    4. Forum Strategy reserves the right to alter, suspend or discontinue any part (or the whole of) the website including, but not limited to, any products and/or services available. These terms and conditions shall continue to apply to any modified version of the website unless it is expressly stated otherwise.

    Limitation of liability

    1. Nothing in these terms and conditions will: (a) limit or exclude our or your liability for death or personal injury resulting from our or your negligence as applicable; (b) limit or exclude our or your liability for fraud or fraudulent misrepresentation; or (c) limit or exclude any of our or your liabilities in any way that is not permitted uder applicable law.
    2. We will not be liable to you in respect of any losses arising out of events beyond our reasonable control.
    3. To the maximum extent permitted by law, Forum Strategy accepts no liability for any of the following:
    4. Any business losses, such as loss of profits, income, revenue, anticipated savings, business contracts, goodwill or commercial opportunities;
    5. Loss or corruption of any data, database or software;
    6. Any special, indirect or consequential loss or damage.

    General

    1. You may not transfer any of your rights under these terms and conditions to any other person. We may transfer our rights under these terms and conditions where we reasonably believe your rights will not be affected.
    2. These terms and conditions may be varied by us from time to time. Such revised terms will apply to the Website from the date of publication. Users should check the terms and conditions regularly to ensure familiarity with the current version.
    3. These terms and conditions together the Privacy Policy and Cookie Policy contain the whole agreement betweenthe parties relating to its subject matter and supersede all prior discussions, arrangements or agreements that might have taken place in relations to the terms and conditions.
    4. The Contracts (Rights of Third Parties) 1999 shall not apply to these terms and conditions and no third party will have right to enforce or rely on any provision of these terms and conditions.
    5. In any court or competent authority finds that any provision of these terms and conditions (or part of any provision) is invalid, illegal or unenforceable, that provision or part-provision will, to extent required, be deemed to be deleted and the validity and enforceability of the other provisions of these terms and conditions will not be affected.
    6. Unless otherwise agreed, no delay, act or omission by a party in exercising any right or remedy will be deemed a waiver of that, or any other, right or remedy.
    7. This Agreement shall be governed by and interpreted according to the law of England and Wales and all disputes arising under the Agreement (including non-contractual disputes and claims) shall be subject to the exclusive jurisdiction of England and Wales.

    Forum Strategy details

    Forum Education Limited is a company incorporated in England and Wales, trading as ‘Forum Strategy

    Address:

    Minster Chambers
    Church Street
    Southwell
    Nottinghamshire
    NG25 0HD

    Email: admin@forumstrategy.org