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Principals - Appraisal

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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.

Principal Performance Agreement [download the .doc]

Guide for Primary Principals [download the .doc]

Guide for Area and Secondary Principals [download the .doc]

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.

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


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.

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]

Evidence curated

Guidelines for effective observations

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)

The Principal: Three Keys to Maximigins Impact. (Fullan, M) Jossey - Bass 2014 [.pdf]

To help you think about leading learning in your setting

Coherence: Putting your inner drive into overdrive (Fullan, 2015) [.pdf]

Monograph (Fullan, 2015) [.pdf]

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.

NZSTA Appraisal Reporting Policy