Forms and templates

Links to a range of templates, tools, and checklists on the Ministry of Education and other sector websites.

You may need to scroll down the pages to find the templates, tools or checklists mentioned here.

Emergencies and traumatic incidents

For an emergency plan template and a nine-step checklist:


For notice and letter templates about school enrolment schemes (zones):


For models for annual reports, attendance dues accounts, and liquidation statements; templates for developing financial policies:

Health and safety

For information and resources to help support and promote the health, safety and wellbeing of staff and ākonga:

For sample forms to plan and manage EOTC events:


For any payroll forms you might need:

Performance management

For principal performance management templates – NZSTA website:

Planning and reporting

For a charter template and an analysis of variance template:


Resourcing and staffing

To estimate your funding or staffing entitlement:

For a range of forms to make specific requests or claims: 

For NZ Police vetting forms:

Student wellbeing

For guidance and forms to help support ākonga (learners) with health conditions:

To report an incident of physical restraint: 

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