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Principals - Appraisal

Teachers & kaiako  |  Taiako reo Māori  |  Kāhui Ako  |  ECE  |  Middle & Senior Leaders  

Annual performance management/appraisal

Requirements for a Principal's Appraisal [.pdf]

Planning for participants in the principal's appraisal [download the .doc]

The Principal Performance Agreement template examples for primary, area and secondary school principals have been developed in consultation with education sector group representatives. These are designed as examples that illustrate how performance agreement and summary report requirements can be recorded.  Please feel free to amend the template to reflect your processes as they meet the requirements. Guidelines to support your use and show how to align the Standards for the Teaching Profession with the Professional Standards are included. This template is soon to be updated to reflect the new standards.

NZSTA/EC performance agreement [download the .doc]

Guidelines for using template [download the .doc]

Quality practice in my context - template [download the .doc]. You can also download the instructions as an audio recording here

Collective agreement links

Primary Principals' Collective Agreement

Secondary Principals' Collective Agreement

Area School Principals' Collective Agreement


Coherence diagram [download the .doc] - This diagram illustrates a relationship between appraisal and attestation/assessment within a single process. 

Goals and inquiry

Setting up objectives [download the .doc]

Using a leadership inquiry for principal appraisal - a short video

Professional inquiry as part of appraisal - a webinar

Webinar resource book [download the .doc]

Example objective recording using Performance Agreement Template [download the .doc]

Evidence curated

Thinking about evidence [download the .doc]

Guidelines for effective observations

A school goal as inquiry-using evidence - a webinar

Webinar resource book [download the .doc]

Using student voice in principal and teacher appraisal - a video

Collaborative sense making

This section recognises the importance of formal and informal conversation about practice and outcomes with your board chair and your appraiser

Talking about appraisal with your board chair - a webinar

Webinar resource book [download the .doc]

The Education Review Office documents provide useful discussion starters for ongoing conversations about inquiry, evaluation and appraisal

Education Review Office: Effective School Evaluation (p. 11-20)

21 School Evaluation Indicators (p. 19-25)

Appraisal discussion

Example objective recording using Performance Agreement Template [download the .doc]

Appraisal discussion guide - what I might talk with my appraiser about

Appraisal report

At the end of the Performance Agreement plan in the first section there is a template for the Principal’s annual summary report. Alternatively the model below, with one example completed may be preferred.

Example summary report

NZSTA Appraisal Reporting Policy