Analysis of variance overview

Advice, resources, and requirements for developing your analysis of variance.

Level of compliance Main audience Other


  • Boards
  • Principals and Tumuaki

It is a statutory requirement for School Boards to develop an analysis of variance. These requirements are set out in Section 87(2)(e) of the Education Act 1989(external link)

What to include in your analysis of variance

An analysis of variance is a statement in which your board provides an evaluation of progress you’ve made in achieving the aims and targets set out in your charter.

It shows parents, whānau and your community the actions you've taken to achieve your aims and targets. It shows how successful these actions have been towards improving student achievement. 

The analysis of variance should also provide the basis for plans for the coming year. 

The legislative requirements for what an analysis of variance must contain are set out in Section 87(2)(e) of the Education Act 1989 – NZ Legislation website(external link) ¹.

Develop your analysis of variance

The following template can be used to report on the progress your school has made in achieving the targets set in your charter.

It allows you to comment on:

  • the actions you’ve taken
  • the outcomes of these actions
  • the reason for the variance between the targets you set and what was achieved
  • an evaluation of the actions taken and their results, and
  • your planning for next year.

The use of this template is optional. It is available in English and te Reo.

Analysis of variance template (English) [DOCX, 258 KB]

Analysis of variance template (te Reo) [DOCX, 258 KB]

The following are examples of analysis of variance documents from schools. They may help you to develop your own documents.

Example 1: Secondary School Year 9–13 [PDF, 158 KB]

Example 2: Otatara School [PDF, 233 KB]

Example 3: Morrinsville School [PDF, 560 KB]

Example 4: Aria School [PDF, 209 KB]

When your analysis of variance is due

There are two key dates for submitting your analysis of variance to the Ministry. These dates are legal requirements for all state and state-integrated school boards.

By 1 March:

  • your annually updated charter, and
  • analysis of variance.

By 31 May:

  • your annual report (which is required to include a copy of your analysis of variance).

How to submit

Your analysis of variance should be submitted using the Secure Data Portal(external link)

  • Your analysis of variance should be in either .doc or .PDF format.
  • All documents must be 22MB or less to be successfully uploaded to the Secure Data Portal.
  • An education sector logon (ESL) is required to access the Secure Data Portal.

Publishing requirements

It is a statutory requirement to make your school’s annual report (which includes a copy of your analysis of variance) available to the public on an internet site that is maintained by, or on behalf of, your board.

Privacy requirements 

Before you make any of your planning and reporting documents publicly available, your board must check if they contain any information that might breach an individual’s privacy. If they do, you may have grounds to redact this information to protect their privacy. 

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