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Middle and senior leaders - Appraisal

Appraisal home  |  Teachers & kaiako  |  Principals & tumuaki  |  Taiako reo Māori  |  Kāhui Ako  |  ECE  


Annual performance management/appraisal

Requirements for a middle/senior leader's appraisal [download the .doc]

Standards for the Teaching Profession

Appraisal Conceptual Framework/He Kete Whakatipu Ngaio Tangata - a webinar. This webinar is also available in New Zealand Sign LanguageThis webinar refers to the Open to Learning™ approach. Training by accredited facilitators can be accessed via Jacqui Patuawa at Auckland Uniservices.

Primary Teacher - Matrix aligning Standards for the Teaching Profession and Professional Standards

Secondary Teacher - Matrix aligning Standards for the Teaching Profession and Professional Standards

Standards for unit holders

Area School Teacher - Matrix aligning Standards for the Teaching Profession and Professional Standards

Coherence diagram [download the .doc]

Role of middle leader in effective appraisal - a video

A middle and senior leader’s appraisal plan with summary report template [download the .doc]


The Tapasā framework will help teachers to contextualise quality teaching and learning by providing a Pacific lens to the Standards for the Teaching Profession. Teachers interpret and refine their own understandings of what each of the standards looks like in their setting. For many teachers in Aotearoa New Zealand, Tapasā will be a key resource for thinking about teachers’ practice and quality learning for Pacific learners.


Tātaiako will be revised to reflect the Standards for the Teaching Profession, however it is still a valuable resource in its current form. It is a lens through which to view and inform your practice across all of the Standards. The Standards, like the Tātaiako cultural competencies, are holistic and the elaborations provide more information about practices that reflect them. As you consider what the Standards look like in your setting, Tātaiako continues to provide examples of practice and outcomes. 


Goals and inquiry

It is not a Council requirement to have inquiry as the centrepiece of your appraisal system. These sections of the website contain resources about inquiry, to illustrate what the approach could look like if you decide to use inquiry in that way. However, you may continue to centre your system (and evidence) around the six standards or around a goal or goals. The document Putting together your evidence folder or portfolio provides more information about these options.

Inquiry Record Summary: this resource illustrates how a teacher at Wellington College has made inquiry the centrepiece of her appraisal. It contains an audio file (here), with a transcript (here) and her summary record (here).

Setting goals [download the .doc]

For completed goal recording sheet examples, see the Evidence curated section below.

Goal setting and inquiry - a webinar

Goal setting and inquiry - a webinar in NZSL

Webinar Resource Book: goal setting and inquiry [.pdf]

Research links

Leadership BES School Leadershop Cases (Ministry of Education, 2009) - This reference can help you think about worthy leadership goals. 

When thinking about the focus of an inquiry or making decisions about the progress, consider these resources. 

Ka Hikitia [.pdf]

Pasifika Education [.pdf]

Auditor General's Report, Education for Maori: Using information to improve Māori educational success, June 2016 [.pdf]

Evidence curated

Curating evidence for an appraisal discussion - a video

We encourage teachers to centre their appraisal around their goals or inquiry. The following resources ensure your inquiry is robust and systematic. While there are a range of models that you can use, we have used the Spirals of Inquiry or the Ruia model most frequently in our examples. 

Inquiry resource links

Teachers often ask how they would record the profess toward their goal or their inquiry. We have found these three different recording versions and include them here for your consideration. You can also listen an audio recording describing the inquiry process. 

Goal and inquiry recording examples [download the .doc]

Middle leader inquiry - a video

Guidelines for effective observations

Appraisal discussion

Appraisal discussion guide - what I might talk to my appraiser about [download the .doc]

Summary report and guidelines for use
As participants in an effective appraisal system, teachers, kaiako and professional leaders and tumuaki will have an appraisal summary report that is signed dated and states whether or not their practice reflects all of the Standards for the Teaching Profession. The report marks the end of the cycle, provides affirmation and signals next steps. If one of the standards (or professional standards in the collective agreement is not met) the timeframe and action to be taken will be recorded in the summary report. The template included here indicates what they could look like. The Guidelines to accompany it provide further explanation. Middle and senior leaders may wish to use an appraisal plan with the summary report in it or have a summary report that is a stand-alone document. Both template examples are available below.