Current planning and reporting requirements

There are 2 key dates for submitting your planning and reporting documents to the Ministry.

1 March

By 1 March each year your board must submit an:

  • annually updated charter, and
  • analysis of variance.

Section 61, Education Act 1989 — NZ Legislation website (external link)

Your board may find the following checklist useful when developing your planning and reporting documents.

Schools' planning and reporting checklist (external link)

31 May

By 31 May each year your board must submit its annual report including audited financial statements for the previous financial year

Schools’ annual report (annual finance statement)

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