OFSTED are often fixated on a particular thing - say the 'value added', and in a way, for real impact, the children need to have benefited from the changes for more than just a year, for it to make a real difference. So after the first, or even 2nd year, the children have spent most of their time under the old ways, so the changes might not have been big enough to make a real impact IYSWIM.
I think what's interesting, is to find out what they are putting in place, to address those actions that have been identified.