Professional Review Process for Heads / Principals Independent Schools of New Zealand 21 June 2014

At a Glance .... Background Guiding Principles The Process Key Features

Background Context Development Principal appraisal as a key governance responsibility Developments within the sector and education generally Concerns about existing practices Development Academic HR Consultant Governance / Education Consultant Reference Group

Guiding Principles Responsive to school context Contribute to good governance Add value Process rather than event Collaborative approach Clarity of expectations Formative Reflect good practice Reflect the responsibilities of Heads of independent schools

The Process

Key Features Reference to School strategic goals and values SMART goals Capabilities Self-Appraisal Feedback Focused Meetings Development Plan

School Strategic Goals and Values Goals and capabilities should be aligned to the strategic goals and values of the school If no strategic plan, templates are provided to guide discussion and development

SMART Goals Outcomes and deliverables Expected to be achieved through the course of the year or review cycle Common categories include: Financial Human Resources Key Stakeholders Business Processes Educational SMART Specific Measurable Agreed Realistic Timeframe

Capabilities Inputs and Behaviours Leadership Teaching and Learning Relationship with Board School Values Strategic Planning Boundary Management Management Knowledge of Educational Research Relationship with Community Personal Characteristics / Values Faith Formation Pastoral Care / Student Wellbeing

Teaching and Learning Definition Develops and implements teaching and learning policies, processes and programs to guide the development of staff and students towards reaching their full potential

Teaching and Learning Actions and Behaviours Demonstrates expert knowledge of the core businesses of teaching, learning, curriculum, assessment and reporting Applies knowledge and understanding of pedagogy to inform, plan, implement, monitor and evaluate teachers, learning, assessment and reporting practices across the school Demonstrates leadership of the school community to develop, articulate and commit to a shared vision of quality teaching and learning Applies expert knowledge and understanding of student learning, development and behaviour Demonstrates sound judgement and ability to design, implement and evaluate a range of legislative, curriculum and policy requirements including NAPLAN results

Management Definition Builds and maintains sound knowledge and understanding of the business environment and applies commercial expertise. Develops and implements agreed resource structures to attract, retain, and motivate teachers and support staff to achieve school goals

Management Actions and Behaviours Displays a sound understanding of effective financial management principles within an educational setting Leads the development of the school’s business and operational plans in accordance with agreed priorities and strategic objectives Develops the school’s organisation structure and resourcing models within budgetary constraints Aligns teams with organisation values and goals through effective people management strategies Leads, encourages, inspires, and supports staff to develop confidence and capability helping them realise their full potential

Self Appraisal Provides opportunity for focused self reflection consistent with the agreed appraisal framework Reflects capabilities and items in stakeholder questionnaires to support comparisons

Feedback Range of forms Range of stakeholders Board members Executive Staff Parents Students Range of forms Interviews Questionnaires / Surveys

Review Meetings Initial Planning Meeting Mid-cycle Progress Discussion End of cycle Meeting

Development Plan Culmination of the process What it’s really all about Primary aim is to support improvement and growth

What has the AIS experience been? The planning phase is critical Who, what, where, why and how Ratings need to be meaningful Percentage versus text Questionnaire needs to be easily completed Process needs to be collaborative Implementation is still key As is purpose

Any Questions?

Contact Details Louise Bailey Director: HR Level 12, 99 York Street, Sydney NSW 2000 Phone (02) 9299 2845 Fax (02) 9290 2274 Web aisnsw.edu.au Email lbailey@aisnsw.edu.au ABN 96 003 509 073