Schools' planning and reporting

Planning and reporting are important functions of your board of trustees. Find out about the planning and reporting process and the key documents you're required to develop.

Why planning and reporting is important

As a board of trustees you’re accountable for the performance of your school or kura. You play a vital role in deciding and leading its future direction and performance.

A key focus of your role is improving student progress, achievement and wellbeing, particularly for those groups of students at risk of not achieving.

Setting targets for the coming year, regularly reviewing progress and evaluating what's been achieved means your school will be better placed to ensure all students can achieve educational success.

An overview of the planning and reporting cycle

Planning and reporting is a collaborative process. It provides teachers, school leaders and the board of trustees with an opportunity to work with parents, whānau and your community to develop shared aims and targets for what you want your students to achieve.

An overview of the planning and reporting cycle

Planning and reporting requirements

Under the Education and Training Act 2020, a new planning and reporting framework will come into effect 1 January 2023.

Education and Training Act 2020

New Zealand School Trustees Association Advice and Support(external link)

Meanwhile the legislative requirements for school planning and reporting documents remain the same.

Current planning and reporting requirements

Developing and preparing your documents

Each of your planning and reporting documents must contain specific information.

Develop and prepare your documents

Submitting your documents

Your charter and analysis of variance is submitted through the School Data Portal.

Submit your documents

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