Charter overview and template

Your charter outlines the key areas your board will focus on, both in the long-term and the coming year.

What to include in your charter

Your charter should include the priorities identified by parents, whānau, and your community and be written in plain language.

The aims and targets included in your charter should be based on evidence and be informed from the outcome of your board's self-review.

The legislative requirements for what a charter must contain are set out in section 61 of the Education Act 1989.

Section 61 Education Act 1989 — NZ Legislation website(external link)

These requirements should be read in conjunction with the National Administration Guidelines.

National Administration Guidelines

When your charter is due

Current planning and reporting requirements

Create your charter

Charters include 3 main sections. There are the:

  • introductory section, including your mission, vision and values
  • strategic section, which describe your broad aims over the next 3-5 years, and
  • annual section, including specific targets and planned actions.

Charter template

The use of the following charter template is optional.

An annotated and a blank Microsoft Word version of the charter template are available from the University of Auckland’s Centre for Educational Leadership (UACEL). The charter template has been designed by UACEL and the Ministry of Education.

Charter template — UACEL website(external link)

Submit your planning and reporting documents


The following resources might also be useful when developing and preparing your charter.

An overview of the planning and reporting cycle [PDF, 34 KB]

Charters and analysis of variance — guidance for schools and kura [PDF, 1.2 MB]

Effective governance resources — NZSTA website(external link)

Strategic Thinking Reflective Questions [PDF, 148 KB]

Strategic Planning Key Principles [PDF, 34 KB]

Contact us if you have difficulty accessing these documents.


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