New Zealand's Largest Education Union  
Principals' Kit Home Page Click for NZEI Website Click for NZEI website
  Email to a Colleague   |  Printer Friendly Version  |   Add to favourites   
 
Home
Your Role
Employment
Relationships
Organisational
Professional
NZEI Website
Contact

If you're a Principal member of NZEI
and don't already receive NZEI's Principals e-newsletter subscribe here
Email:
Name:
School:
Subscribe Unsubscribe

Working effectively with Boards of Trustees

  On this page
 

Introduction
Key Tasks
The Effective Board
   

Introduction

In law the board is accountable for all aspects of the school and the principal is an employee of the board.
The Education Act 1989 (s.76) refers to the principal as the chief executive officer of the board, in relation to the school's control and management. As chief executive, the principal is expected to act in accordance with the board's general policy directions and be accountable to the board for the results, activities or outputs of those policies.

The act states that the board is to control the management and that the principal is to manage the day-to-day activities of the school. It is helpful if the board understands its role in governing the school by setting policy and respecting the management function of the principal.

Positive working relationships between principals and boards of trustees are essential. Good relationships will be based on trust with each doing their part and respecting the abilities of each other.

To develop and foster that good relationship principals need to play a leading role with the board, just as they do with students, staff and parents. An effective principal needs to:

  • provide the board with relevant, timely information and well-grounded arguments
  • keep the board well informed on the school's activities and ongoing issues as a matter of course
  • discuss respective roles and expectations with the board chairperson
  • genuinely involve the board and staff in strategic planning, policy and procedure development and review
  • anticipate turnover in boards by encouraging potential candidates to join the board through sub-committees or co-option.

Key Tasks

Some key tasks principals undertake in order to work effectively with their boards of trustees include:

 Professional/educational instruction, leadership and programme management

  • provide educational and professional leadership to all staff and pupils
  • establish and have oversight of all curriculum planning and development
  • develop curriculum teams
  • evaluate and review all school programmes
  • supervise the school's administration systems
  • service the board of trustees.

Policy making

  • assist the board to develop policies and procedures in all areas of school governance and management
  • participate in policy and procedure development teams and committees
  • provide information and guidance in the development of the board's strategic or long-term plan.

Financial management

  • have oversight of the development of the board's annual budget in line with school policy
  • implement the board's financial policies for day to day financial management by:
    a. establishing sound book-keeping practices
    b. preparing regular statements of expenditure and income
    c. administering the school's funds in accordance with the budget and financial policies and priorities
  • assist the board to develop a school financial plan reflecting the present and future needs of the school
  • advise the board on priorities for fundraising
  • ensure that the board's auditor has all the information necessary to carry out an audit of the school's financial accounts
  • assist the board to develop annual accounts and all financial reports required under the act.

Personnel management

  • supervise the advertising of vacancies
  • participate in the board's appointments committee in the selection of all teaching and non-teaching staff
  • supervise the performance appraisal of all staff, delegating as necessary, following-up on the outcomes of teacher appraisal
  • oversee the professional development of all staff
  • provide motivational leadership to all staff, conduct staff meetings, supervise all staff team groupings necessary to ensure the effective operation of the school
  • develop a personnel plan for the board indicating future personnel needs for the school.

Community partnership

  • establish a favourable image for the school through the development and maintenance of good relationships with the community
  • develop and carry out processes for consultation with the parents of pupils and with other community members
  • ensure that the school is accessible to community members and parents through open days, parent-teacher evenings, etc
  • make media statements in accordance with board policy
  • promote the school's mission statement and goals and objectives in the community.

Grounds and property

  • supervise the maintenance of all school grounds, buildings and other property
  • establish mechanisms for supervision of use of school grounds and buildings during non-school hours
  • assist the board to develop a buildings and property plan.

Pastoral care

  • create a caring and supportive climate in the school by modelling desirable social attitudes and behaviours
  • ensure the safety and well-being of all pupils and staff.

The Effective Board

Good boards value and promote close co-operation and consultation with staff. Regular and purposeful meetings take place to establish effective partnerships. In this way the school can enjoy a high level of agreement between participants.

The effective board:

  • respects the principal's role as day to day manager
  • provides a clear vision, in consultation with stakeholders, that stakeholders can commit to
  • plans strategically and enables the school to meet its mission, charter goals and all other obligations
  • knows its responsibility to ensure the successful operation of the school in terms of its mission, charter and statutory obligations
  • carries out this responsibility by efficiently using the resources at its disposal
  • delegates formally the implementation of most charter goals to its employees
  • takes timely and appropriate action over all issues, including difficult ones
  • attends efficiently to administrative and other organisational matters
  • assesses its training needs and seeks opportunities to meet them
  • plans for succession through clear policy guidelines and induction systems for handling changes to personnel
  • promotes positive relationships and establishes clear systems of communication
  • is responsive to the wishes of stakeholders and consults on all important policy issues
  • undertakes self-review to determine the extent to which its mission, charter goals and all obligations have been achieved, and
  • maintains and develops the quality of all aspects of its operation.

© New Zealand Educational Institute (NZEI) 2007