Annual reports

Boards of trustees are required to prepare an annual report each year. The annual report must be sent to the school's auditors by 31 March and a copy of the audited report sent to the Ministry by 31 May each year.

An annual report must contain: 

• Names of board of trustees members and the dates they go out of office. 
• The board's annual financial statements and auditor’s report. 
• A remuneration statement (to be included in the financial statements). 
• A statement of responsibility. 
• A statement of how the board has used Kiwisport funding (if applicable). 
• A discussion of progress the school has made towards the planned goals and targets for student achievement set out in the annually updated section of its charter.

Under the National Administration Guidelines (NAG2A), schools with students in years 1-8 that use The New Zealand Curriculum to set their teaching and learning programmes also have to report: 

• school-level data in its annual report on National Standards under three headings: 
1. School strengths and identified areas for improvement; 
2. The basis for identifying areas for improvement; and 
3. Planned actions for lifting achievement
• the numbers and proportions of students at, above, below or well below the standards, by Māori, Pasifika and gender (where this does not breach an individual’s privacy); and 
• students progressing and achievement against the standards.

A full list of the requirements to complete your annual report, including detailed instructions are available on the Kiwi Park School model.

Further information to complete an analysis of variance or reporting against National Standards in an annual report can be found in the School planning and reporting section. 

A checklist is available to ensure your annual report meets legislative requirements.

A full copy of the Education Act 1989 can be found at www.legislation.govt.nz.