Education and Training Act 2020: Improving school planning and reporting

New legislation for school planning and reporting comes into effect on 1 January 2023.

Key changes

  • School charters are being replaced with a 3-year strategic plan and an annual implementation plan. 
  • Boards must consult with their communities when creating their plans.
  • National Education Goals (NEGs) and National Administrative Guidelines (NAGs) will no longer be used.
  • Schools will need to publish all planning and reporting documents on an internet site, so parents and communities have easy access to the information.

Boards will still have to produce an annual report.

There is a further proposed change currently going through parliamentary processes to remove the need for boards to submit their strategic plans to the Secretary of Education for approval.

The legislation will be supported by planning and reporting regulations and guidance material. These are proposed to be available by mid-2023 for a proposed 1 January 2024 date for when the first strategic plans under the new framework will need to be in place.

It is proposed that a school’s 2022 charter will remain in place until 31 December 2023. This date will be confirmed when the regulations are made around mid-2023. Boards will still need to update the annual plan section of their 2022 charter in 2023.

School planning and reporting must suit the needs of schools and their communities

The changes to school planning and reporting are needed to:

  • help schools and kura to focus on goals which move towards equitable and excellent educational outcomes and remove barriers to success for all ākonga (learners)
  • support relationships and partnerships between boards and their communities that go beyond occasional consultation with some parts of the community to create greater connections and reciprocal feedback loops
  • to reduce the compliance burden on boards and change the focus from reporting to the Ministry to being accountable to their communities for ākonga (learner) outcomes.

 Boards will need an ongoing process for working with their communities to:

  • reflect on how well they are meeting the objectives for boards which have been made clear in law
  • decide goals and priorities for improving the school or kura to better meet those objectives for all students
  • decide how to turn their goals and priorities into practical action
  • effectively feedback how the school has performed against their plans.

We want to know what you think is needed for school planning and reporting

Engagement and consultation phases

Our engagement and consultation will occur in three phases across 2022 and 2023.

Phase 1: May 2022

Initial targeted consultation with some schools/kura and communities to hear about what good strategic planning and reporting looks like.

Phase 2: June – July 2022

Targeted consultation follow-up – feeding back to the phase 1 participants, and family and student representative groups, about what we have heard and what we are proposing to put into regulations.

Phase 3: Late 2022 – early 2023

Proposed public consultation on the draft regulations. 

We are consulting with key education bodies and agencies, schools, and communities

In May 2022 the Ministry will begin an initial targeted consultation with some whānau and communities, boards, principals, disability groups, government agencies, and education groups.

This initial consultation will tell us what those people:

  • consider as effective strategic planning, based on educationally powerful partnerships, looks like to deliver on school board primary objectives.
  • would like to see set in regulations so that it is nationally consistent in strategic planning and reporting documents, to ensure effective practices leading to better outcomes for ākonga (learners).
  • would like to see in guidance and supports for boards, kura, schools, ākonga (learners), whānau, mana whenua and communities to be partners in strategic planning.

All feedback from this initial engagement will be summarised and analysed. We will then share this feedback as part of the Phase 2 engagement which will happen in June-July 2022. During Phase 2 we will also connect with family and student representative groups.

Regulations will then be drafted, and we will share these for the wider public consultation planned for late 2022 – early 2023.

We will support schools and communities to create their plans under the new framework

When the regulations and guidance material have been published in mid-2023 we will work with schools and their communities to provide ongoing support in creating school plans and reports.

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