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Strategic and annual planning


The lead school/kura board of trustees chairperson is accountable for signing off the plan.

The cluster manager is responsible, in conjunction with the principal/tumuaki, for the strategic direction and development of the plan.

Key stakeholders contribute to the development of the plan.

Practice leaders work with the cluster manager to develop the plan.


The strategic plan is expected to have a three or five year cycle. 

An annual action plan is developed each year to implement the strategic plan. 

The strategic plan

The strategic plan is future focused. It sets the ‘big picture’ and direction of the cluster.

Essential elements of the strategic plan include:
  • Vision
  • Mission
  • The cluster’s aims, objectives, directions, priorities and targets
  • A limited set of critical success factors
  • A service development and improvement plan related to the critical success factors
  • A review process. 

The annual action plan

The annual action plan describes the way the cluster will meet its objectives through detailed steps that describe key tasks/actions, evidence of outcomes and implications and opportunities for service improvement. It is operational, shorter-term and focussed on implementation.

Essential elements of the annual action plan include:
  • Specific objectives, tasks, roles, responsibilities, timelines and achievement indicators.
  • Top five prioritised key issues:
    • what will be done to address them
    • who will address them
    • timeframes
    • risk management.
  • The responsibilities of RTLB.
  • Specialisation focus e.g. professional development – who, what, how.
  • Goals that focus on Māori achievement.
  • Goals that focus on Pasifika achievement.

The plan may include an accompanying annual budget.


Content last updated: March 2018