School planning and reporting: Te Whakangārahu Ngātahi | Planning Together for Ākonga Success
Guidance and requirements for consulting with your community, developing and publishing your planning and reporting documents as part of your wider planning and reporting process.
|Level of compliance
The new framework for school planning and reporting, called Te Whakangārahu Ngātahi | Planning Together for Ākonga Success: Our School, Our Community is now in place.
The requirements of Te Whakangārahu Ngātahi | Planning Together are set out in the Education and Training Act 2020 and the Education (School Planning and Reporting) Regulations 2023.
Effective planning and reporting underpins all the other work that schools and kura do.
Schools and kura need to intentionally plan, and evaluate their performance to:
- give effect to Te Tiriti o Waitangi and support Māori-Crown relationships
- meet legislated board primary objectives and show how the school or kura has had particular regard for the National Education and Learning Priorities (NELP)
- ensure the needs of all ākonga are met
- ensure the voices of all ākonga and whānau are heard
- implement teaching and learning programmes that give effect to the New Zealand Curriculum or Te Marautanga o Aotearoa to improve outcomes for all ākonga.
Under the Education and Training Act 2020, a new planning and reporting framework came into effect on 1 January 2023. Regulations that set out the details of the new framework have now been made.
Te Whakangārahu Ngātahi | Planning Together is designed to help:
- focus schools and kura on continuously improving their planning and reporting practices to deliver equitable and excellent outcomes for all learners
- support learners, whānau and communities to be involved in the planning process for their school or kura
- give schools and kura flexibility to reflect their local contexts in their planning and reporting
- support whānau and communities to hold their schools or kura accountable for learner outcomes.
Te Whakangārahu Ngātahi | Planning Together requires your board to develop:
- a 3-year strategic plan  developed in consultation with their school community, that sets out how the board will meet their primary objectives (set out in the Education and Training Act 2020)
- an annual implementation plan that sets annual targets and actions for working towards their strategic goals
- an annual report that reports on the school’s progress and finances.
 Your board’s first strategic plan will be for a timeframe of 2 years (1 January 2024-31 December 2025) to align the strategic planning cycle with board triennial elections.
How school planning and reporting links to the delivery of the national curriculum
Developing and delivering a high-quality local curriculum and marau ā-kura is at the heart of planning for your school or kura.
In your strategic plan, your board needs to plan for the successful implementation of the refreshed and redesigned national curriculum. More information about the new curricula is available from the curriculum and assessment changes page.
A diagram showing legislative responsibilities for curriculum and a statement to help boards manage the transition period until the new curricula is in place is available from:
We have designed a toolkit to support your board and principal to implement Te Whakangārahu Ngātahi | Planning Together.
The toolkit sets out the detailed requirements of your planning and reporting documents.
Further support material including advice on giving effect to Te Tiriti o Waitangi will be available soon.
This toolkit includes several worksheets that schools might find useful during their planning process.
Full versions of these worksheets are available below:
- Worksheet: Community network map [PDF, 1021 KB]
- Worksheet: Self-reflection tool [PDF, 25 KB]
- Worksheet: Describing your community and engagement considerations [PDF, 23 KB]
- Worksheet: How do you want to be involved in planning and reporting with your school [PDF, 203 KB]
- Worksheet: Filling the gaps – plan your targeted engagements [PDF, 17 KB]
We have designed an information kit on kura planning and reporting to support boards, tumuaki and staff in Māori-medium settings and for specified kura boards.
The information kit contains information about the new requirements, a suggested planning and reporting process, and example templates.
The information kit for Māori-medium and specified kura boards is different from the English-medium toolkit.
The main differences are:
- inclusion of the definition of a specified kura boards and the different requirements for their plans
- addition of example templates for how a principal could report to their board.
- Te Whakangārahu Ngātahi | Planning Together information kit (te reo Māori) [PDF, 213 KB]
- Te Whakangārahu Ngātahi | Planning Together information kit (English) [PDF, 213 KB]
The implementation pack includes the key changes to the planning and reporting framework and a high-level timeline for proposed key dates.
It also includes self-reflection statements to help you monitor your progress as you lead your school through the planning and reporting changes.
We have also developed templates for the strategic plan, annual implementation plan and annual report. The use of these templates is optional, and they can be amended to suit the needs of your school or kura and your community.
- Template: Strategic plan [DOCX, 233 KB]
- Template: Annual implementation plan [DOCX, 233 KB]
- Template: Annual report [DOCX, 251 KB]
Community planning pack
A pack that you may choose to provide to your community to help them understand how they can be involved in your school’s planning and reporting processes is also available.
- Te Whakangārahu Ngātahi | Planning Together community pack (English) [PDF, 804 KB]
- Te Whakangārahu Ngātahi | Planning Together community pack (Māori) [PDF, 90 KB]
- Te Whakangārahu Ngātahi | Planning Together community pack (Hindi) [PDF, 115 KB]
- Te Whakangārahu Ngātahi | Planning Together community pack (Samoan) [PDF, 89 KB]
- Te Whakangārahu Ngātahi | Planning Together community pack (Simplified Chinese) [PDF, 156 KB]
- Te Whakangārahu Ngātahi | Planning Together community pack (Tongan) [PDF, 92 KB]
- Te Whakangārahu Ngātahi | Planning Together community pack (Braille) [BRF, 3 KB]
- Te Whakangārahu Ngātahi | Planning Together community pack (Audio) [MP3, 1.3 MB]
- Te Whakangārahu Ngātahi | Planning Together community pack (Large Print) [DOCX, 111 KB]
- Te Whakangārahu Ngātahi | Planning Together community Pack (Easy Read) [DOCX, 5 MB]
Te Whakangārahu Ngātahi | Planning Together community pack (New Zealand Sign Language)
School annual reports and publishing your documents
See more information about your school annual report:
See more information about publishing your documents online:
Your board needs to complete the following in 2024:
|By 1 March
|Publish and submit your strategic plan (in effect from 1 January 2024–31 December 2025).
|By 31 March
Publish your annual implementation plan for the current school year.
Send your annual financial statements to your auditor.
|By 31 May
|Submit your annual report. Please also publish your annual report online as soon as practicable following this.
Please use the Secure Data Portal to submit your documents to the Ministry. All documents must be 22MB or less to be successfully uploaded to the Secure Data Portal.
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