GP6 Reporting to the Board


The Principal is the professional leader of the school and the Board’s chief executive working in partnership with the Board of Trustees.

Purpose of the Reporting to the Board Policy

The purpose of this policy is to ensure clarity around the responsibilities and expectations of the Principal when reporting to the Board.


The Principal reports to the Board as a whole and keeps it informed of the true and accurate position of the outcomes of curriculum; teaching and learning; financial position; and all matters having real or potential legal considerations and risk for our school. Thus the Board is supported in its strategic decision-making and risk management by also requiring the Principal to submit any monitoring data required in a timely, accurate and understandable fashion.

Responsibilities of the Principal

When reporting to the Board, the Principal must ensure that they:

  1. Inform the Board of significant trends, implications of Board decisions, issues arising from policy matters or changes in the basic assumptions upon which the Board’s strategic aims are based.
  2. Submit written reports covering the following management areas for each Board meeting:
  • Principal’s management report must address the following areas::
    1. Strategic Focus Areas
    2. Personnel
  • Finances


  • the coordination and approval of the following reports:
    1. Student Progress and Achievement Report
    2. Curriculum Report
  • Variance Report on Key Performance Indicators
  1. Inform the Board in a timely manner of any significant changes in staffing, programmes, plans or processes that are under consideration.
  2. Submit any monitoring data required in a timely, accurate and understandable fashion.
  3. Report and explain financial variance against budget in line with the Board’s expectations.
  4. Report on the number of stand-downs, suspensions, exclusions and expulsions on a per meeting basis.
  5. Report and explain roll variance against year levels and reasons on a per meeting basis.
  6. Present information in a suitable form – not too complex or lengthy.
  7. Inform the Board when, for any reason, there is non-compliance of a Board policy.
  8. Recommend changes in Board policies when the need for them becomes known.
  9. Highlight areas of possible bad publicity or community dissatisfaction.
  10. Coordinate management/staff reports to the Board and present to the Board under the Principal’s authority.
  11. Regularly report on the implementation of the Annual Plan and progress towards meeting student achievement targets.
  12. Report on any matter requested by the Board and within the specified timeframe.

Relevant Legislation

Including but not limited to;

  • Education Act 1989
  • Employment Relations Act 2000


Document Management and Control

Policy / Document Owner: Orakei School Board of Trustees
Governance Policy Number: CP6
Prepared or Reviewed By: W Pihema
Authorised By: The Board of Trustees
Date Policy Approved and Resolution No.: June 12 2017 / 2.6.17
Date Last Reviewed:
Review Frequency: Triennial
Date of Next Review: June 2020


Document History
Review Date: Review Outcome: