Schools' Planning and Reporting Checklist

Use this checklist to help your school or kura prepare your planning and reporting documents. Your documents are required to be submitted to the Ministry of Education by 1 March each year. If your school or kura would like help with planning and reporting, please contact your Education Advisor from your local Ministry of Education Area Office.

Please note items marked with an asterisk*, while not required by the Education Act 1989 or National Administration Guidelines (NAGs), are considered good practice aspects for planning and reporting documents.

Planning (charter)

You may wish to use the template available, to help you develop your charter. The use of this template is optional. 

Section 61(3)(a)(i)

The aim of developing, for the school, policies and practices that reflect New Zealand’s cultural diversity and the unique position of the Māori culture.

Section 61(3)(a)(ii)

The aim of ensuring that all reasonable steps are taken to provide instruction in tikanga Māori (Māori culture) and te reo Māori (Māori language) for full-time students whose parents ask for it.

Section 61(3)(b)(i)-(iii)

A long-term strategic planning section that establishes for the next 3 to 5 years your board’s directions and priorities for:

  • intended student outcomes
  • your school’s performance and use of resources. *This should include planning and programmes for curriculum, assessment and/or aromatawai, staff professional development and an on-going programme of internal evaluation.
  • designating your school’s special characteristics or its special character.

Section 61(3)(c)(i)

An annually updated section that establishes for the relevant year your board’s directions, objectives, priorities and targets relating to:

  • intended student outcomes your school’s performance and use of resources. *This should include planning and programmes for curriculum, assessment and/or aromatawai, staff professional development and an on-going programme of internal evaluation.

Section 61(3)(c)(ii)

An annually updated section that sets targets for the key activities and achievement of objectives for the year.

Section 61(4)(a)

Your board’s directions, priorities and targets for student achievement. *Boards should include planned actions for lifting student progress and achievement that are informed by your analysis of last year’s performance.

Section 61(4)(b)

Your board’s directions, priorities and targets for your board’s activities aimed at meeting general government policy objectives for all schools, being policy objectives set out or referred to in national education guidelines and specific policy objectives applying to your school.

Section 61(4)(c)

Your board’s directions, priorities and targets for the management of your school and board’s capability, resources, assets, and liabilities, including human resources, finances, property and other ownership matters. *Boards should consider the NAG framework to enable you to resource your established goals and expectations strategically.

Section 61(5)(a)-(b)

All annual or long-term plans (or a summary or reference to them) your board is required to have or has prepared for its own purposes. *Reference to other levels of in-school planning that are linked to school-wide planning; e.g. curriculum planning, assessment planning, self-review, appraisal planning, staff professional development planning, property planning and financial planning.

Reporting

Analysis of variance

You may wish to use the template available, to help you develop your analysis of variance. The use of this template is optional. 

Provide an analysis of the year’s performance (analysis of variance) against the directions, priorities and targets that were set for that year in the charter.