School Planning and Reporting
Schools are required to follow a 
planning framework set out by the Ministry of Education.
Strategic planning timeline
- By 1 March 2024: Publish and submit the strategic plan (in effect from 1 January 2024 – 31 December 2026) to the Ministry of Education.
- By 31 March each year: Publish the annual implementation plan for the current school year. Send annual financial statements to the school auditor.
- By 31 May each year: Submit the annual report (including audited financial statements) to the Ministry of Education. Publish the annual report online as soon as practicable following this.
Templates, toolkits, and support materials are available from the Ministry of Education. See The school planning and reporting framework: Te Whakangārahu Ngātahi l Planning Together for Ākonga Success 
(Ministry of Education | Te Tāhuhu o te Mātauranga).
The Education and Training Act 2020 requires boards to develop and publish documents that:
- communicate our strategic goals and priorities
- describe our plans to achieve these
- report on progress
- provide details on school finances.
We meet the requirements of Te Whakangārahu Ngātahi l Planning Together for Ākonga Success (Ministry of Education planning framework) by developing:
- a strategic plan in consultation with the school community that sets out how the board of St Joseph's School meets its responsibilities under the Education and Training Act
- an annual implementation plan that sets annual targets and actions for working towards our strategic goals
- an annual report that outlines how our finances and resources have been used to meet our strategic goals.
Our plans and reports are clearly written and presented, and made publicly available online. We ensure publicly available documents do not breach privacy requirements. See Privacy Policy.
As required under the Education and Training Act (s 139.3), the board consults with the school community to develop our strategic goals and annual implementation plans, and to reflect on our performance against our goals and priorities. Consultation with the community is ongoing and allows our board to review achievements in relation to our objectives, and to consider our priorities, goals, strategies, practical actions, and performance. See School Community Engagement Policy.
The Education and Training Act 2020 (s 10) defines the school community as:
- the parents, families, and whānau of the school's students
- the Māori community associated with the school
- any other person, or group of persons, who the board or a sponsor considers is part of the school community for the purposes of the relevant provision.
We ensure that all reporting complies with privacy requirements.
Our strategic plan
The board produces a strategic plan with detailed information about:
- our vision for the school
- our strategic goals, as developed in consultation with the school community, for meeting our objectives (set out in section 127 of the Education and Training Act)
- how our strategic goals have been prioritised
- how those goals are linked to:
- any relevant national education strategies or plans, including Ka Hikitia, the Action Plan for Pacific Education, and the oranga tamariki action plan
- foundation curriculum policy statements and national curriculum statements
- our strategies for achieving or making progress towards our strategic goals based on the identities, needs, and aspirations of our school community, including strategies for identifying and catering for students whose needs have not yet been well met
The Education (School Planning and Reporting) Regulations 2023 define students whose needs have not yet been well met as including, without limitation, the following students:
(a) Māori students:
(b) Pacific students:
(c) disabled students:
(d) students with learning support needs, including gifted and talented students:
(e) students who are, or are at risk of, not progressing towards or achieving against curriculum expectations:
(f) students in respect of whom a care or protection order has been made under the Oranga Tamariki Act 1989:
(g) students in the youth justice system.
School boards must address the needs of students whose needs have not yet been well met in their strategic plans, annual implementation plans, and annual reports.
- our strategies for:
- seeking to achieve equitable outcomes for Māori students
- taking all reasonable steps to provide for students to be taught and to learn in te reo Māori when requested by their parents or immediate caregivers
- taking reasonable steps to ensure that the policies and practices for the school reflect New Zealand's cultural diversity
- the measures, evidence, and processes the board intends to use to evaluate our progress towards achieving our strategic goals
- the aims, purposes, and objectives of our Catholic special character.
Our current strategic plan is in effect from 1 January 2024 to 31 December 2026, has been submitted to the Ministry of Education, and is available online.
Our annual implementation plan
We produce an annual implementation plan that sets out how the board intends to implement our strategic plan during the year. It includes detailed information about:
- our previous year’s performance and how we will address any unachieved targets from the previous year
- our annual targets for each strategic goal and actions to meet these
- our allocation of resources
- our measures and evidence to evaluate progress
- our teaching and learning strategies and programmes, with a particular emphasis on literacy and numeracy and/or te reo matatini and pāngarau, including how we will address the needs of students whose needs have not yet been well met.
We publish our annual implementation plan online for the current school year by 31 March each year.
Our annual report
Our board produces an annual report to provide key performance information to the Ministry of Education, members of parliament, parents, and the wider community. It includes detailed information about:
- our school finances and funding
- our statement of variance outlining the impact of the actions the board took to achieve its targets, reasons for any differences between our targets and our performance, and how these differences will inform the next year's planning
- the progress and achievement of students as a whole (as assessed against the foundation curriculum policy statements and national curriculum statements) and the progress and achievement of students whose needs have not yet been well met
- compliance with our employment policies – see Employment Policy and Equal Employment Opportunities.
We submit our annual financial statements to the school auditor by 31 March each year. We submit our annual report (including audited financial statements) to the Ministry of Education by 31 May each year and publish the annual report online as soon as practicable following this.
The principal assures the board that:
- the current strategic plan has been submitted to the Ministry of Education and published online
- the annual implementation plan has been published online by 31 March each year
- financial statements have been submitted to the school auditor by 31 March each year
- the annual report (including audited financial statements) has been submitted to the Ministry of Education by 31 May and published online each year.
See Review Schedule and Board Assurances.
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Related policies
Legislation
- Education and Training Act 2020
- Education (School Planning and Reporting) Regulations 2023
Resources
- Ministry of Education | Te Tāhuhu o te Mātauranga:
: Term 4 2025, Term 3 2024, Term 4 2023, Term 1 2023, Term 3 2020
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