Preparing your documents and using templates
Planning and reporting documents outline for parents, whānau, your school and the wider community what your board intends to achieve for students, how it will do this and the progress it has made. Contact your local Ministry Office if you would like advice or assistance with developing your documents.
Charter overview and template
This outlines the key areas your board will focus on, both in the long-term and the coming year. The aims and targets included in your charter should be based on evidence and be informed from the outcome of your board's self review. Your charter needs to include the priorities identified by parents, whānau, and your community and be written in plain language.
Charters include 3 main sections:
- the introductory section (including mission, vision and values)
- the strategic section (broad aims covering the next 3-5 years)
- the annual section (including specific targets and planned actions)
The use of this template is optional. An annotated and a blank WORD version of the charter template are available from the UACEL website. (This charter template has been designed by The University of Auckland’s Centre for Educational Leadership (UACEL) with us).
The legislative requirements for what a charter must contain are set out in section 61 of the Education Act 1989. These requirements should be read in conjunction with the National Administration Guidelines.
Analysis of variance overview and template
An analysis of variance is a statement in which your board provides an evaluation of progress you have made in achieving the aims and targets set out in your charter. It shows parents, whānau and your community the actions you have taken to achieve your aims and targets and how successful these actions have been for improving student achievement.
The analysis of variance should also provide the basis for plans for the coming year.
A copy of your analysis of variance is also included in your annual report.
Analysis of variance template
Use the analysis of variance template for reporting on the progress your school has made in achieving the targets set in your charter by providing a discussion on:
- the actions you took
- the outcomes of these actions
- the reason for the variance between the targets set and what was achieved
- an evaluation of the actions taken and their results, and
- your planning for next year.
The use of this template is optional. It is available in English and Te Reo.
The legislative requirements for what an analysis of variance must contain are set out in section 87 of the Education Act 1989.
NAG2A reporting (only for schools and kura with Year 1-8 students) overview and templates
National Administration Guidelines (NAG) reporting consists of:
- NAG2A(b) (commentary on achievement data)
- NAG2A(c) (school level data broken down by specific cohorts).
Your board should use this information to identify students and groups of students that need targeted support to raise their achievement. Your board can then set aims and targets for these students and outline the actions you will take to achieve these in your charter for the following year.
For schools with students in Years 1-8 that use The New Zealand Curriculum to set teaching and learning programmes, to report on their National Standards NAG2A(b) and NAG2A(c) information.
National Standards NAG2A(b) commentary
This is a prescribed template and it must be used to report National Standards NAG2A(b) information to the Ministry of Education.
- Download the National Standards NAG2A(b) Commentary Template
National Standards NAG2A(c) data
Schools that use a Student Management System (SMS) to manage their student achievement information must use their SMS to report their National Standards NAG2A(c) data directly to the Ministry of Education.
For support using your SMS to do this contact your SMS provider.
Schools that don't use an SMS to manage their student achievement information must use the prescribed Excel template to report their National Standards NAG2A(c) data to the Ministry of Education. We suggest reading the instructions first before completing the data template.
- Download the instructions for using the Data template
- Download the National Standards NAG2A(c) Data Template
Ngā Whanaketanga Rumaki Māori NAG2A(b) and NAG2A(c) reporting tool
Kura and schools with students in Years 1-8 that use Te Marautanga o Aotearoa to set their teaching and learning programmes to report on their Ngā Whanaketanga Rumaki Māori NAG2A(b) and NAG2A(c) information.
The use of this tool is mandatory. Further information and access to the online tool is available from Te Waharoa Ararau.
English Language Learners progression template
Use this template to report further information about English language learner progress in relation to the English Language Learning Progressions for reading, writing, speaking or listening.
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