When assessing whether you comply with GMA307

Questions we are likely to ask 

If your annual plan is unclear - who’s doing what, when tasks are happening, or if something important seems to be missing, has it been considered.

We are likely to look at, measure or count  

• The key tasks included in your annual plan.
• Who is responsible for each of the key tasks in your annual plan.
• When the key tasks are scheduled to take place.

We are likely to request 

Your annual plan might be requested before we visit.

The tools below are here to support you, but you do not have to use them. You can use other tools or methods that work better for your service.

When developing the annual plan, you could ask yourself:

• what do I need to purchase this year?
• does the service need any major or minor maintenance work?
• what professional development do staff need?
• how will we engage effectively with whānau, community, hapū and iwi?
• what opportunities are there for operational review, and to set priorities for the year ahead?

You could break the plan down by month, grouping key tasks under relevant areas to make it easy to follow.

An annual plan helps your service stay organised by setting out key tasks and timelines for the year. 

Doing more than the minimum can shape better outcomes for children. Here are some ideas or examples you might like to consider.

It’s a good idea to develop your annual plan at the same time as you plan your annual budget. It may be useful to update the annual plan and budget throughout the year to help you stay on track. 

Strategic plans

In addition to the annual plan, you might also choose to create a strategic plan 5-year plan to guide your long-term operations. This will help you look beyond the current year and set longer term goals for what direction you want your service to take. Think about how you can reflect the hopes and input of whānau, community, hapū, and iwi. This might mean you involve them in the planning process.