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The Education and Training Act 2020 and the Education (School Planning and Reporting) Regulations 2023 set out the school planning and reporting framework.
Education (School Planning and Reporting) Regulations 2023 – New Zealand Legislation
What boards must do#
Te Whakangārahu Ngātahi requires your board to:
- consult your community and develop a 3-year strategic plan outlining how the board will meet its main and supporting objectives, as outlined in Section 127 of the Education and Training Act 2020
- create an annual implementation plan that sets annual targets and actions for working towards strategic goals
- create an annual report that details the school’s progress and finances.
Strategic plan timeframes#
Your strategic plan effective from 1 January 2027 will be in place for 2 years (2027-2028) to realign strategic plan timeframes with the school board triennial elections. You will then need to develop a new, 3-year plan effective from 1 January 2029.
Section 127 of the Education and Training Act 2020 – New Zealand Legislation
Changes to requirements#
School planning and reporting regulations are being updated to align with recent changes to the Education and Training Act 2020. The intended changes to the school planning and reporting requirements strengthen the focus on educational achievement and simplify some existing requirements.
The intended changes are expected to be included in the regulations and finalised by the start of Term 4, 2026 and would need to be reflected in your next strategic plan, which is effective from 1 January 2027.
This information sheet will help you prepare for the changes. It outlines the intended changes, key dates, and how you can develop your strategic plan before the changes are finalised.
Timeline for 2027#
Your board needs to complete the following in 2027:
- 1 March: publish online and submit your strategic plan to us. This plan will be in place for 2027 to 2028.
- 31 March: publish your annual implementation plan for the current school year. Send your annual financial statements to your auditor.
- 31 May: submit your annual report to us. Publish your annual report online as soon as you can after this.
Submitting your documents to us#
Submit your planning and reporting documents to us using the School Planning and Reporting Application. There is guidance available in the application.
School Planning and Reporting Application login – Ministry of Education
The application uses your Education Sector Logon (ESL). Contact your school's ESL delegated authoriser to request access.
Delegated authorisers will need to set up the School Planning and Reporting role for users as shown below.
See below guidance for delegated authorisers on how to set up new roles for users.
ESL: Support for online delegated authorisers – Ministry of Education
For technical support call the Education Service Desk.
Freephone (NZ only): 0800 422 599
Publishing your documents online#
You must publish all planning and reporting documents on a website so parents, whānau and communities can access them.
If your school or kura does not have its own website, we can host your documents on our Education Counts website. Send a board-approved request to us.
Email: [email protected]
It is the school board’s responsibility to ensure your planning and reporting documents do not contain any information that may breach an individual’s privacy before you publish them.
Resources for implementing the framework#
We are updating and developing resources available to support your board and principal to implement Te Whakangārahu Ngātahi | Planning Together to reflect the intended regulation changes.
We will notify schools in the School Bulletin when the updated resources are available.
The toolkit below sets out the current requirements of your planning and reporting documents. It includes worksheets that schools can use for planning.
Interim templates and examples #
We have developed interim templates to help you create your strategic plan, annual implementation plan and annual report. These interim templates reflect the current legislative requirements for school planning and reporting and the intended changes to regulations.
The use of the templates is optional. You can adapt them to suit your school, kura and community needs.
We have also developed interim examples that show how you can reflect the national education strategies in your strategic plan.
If you would like to provide feedback on our templates and examples, send us an email.
Email: [email protected]
The final templates and examples will be available once the regulations are published.
Community planning pack#
This pack provides information about the planning and reporting process for your community. It explains the role the community has in the process.
Contact us#
Your regional office can help with developing your planning and reporting documents.
Help is also available from GovHub – School Board Services.
Freephone (NZ only): 0800 782 435
