Monitoring and reporting

Performance monitoring and reporting are critical for maintaining a culture of high performance in tertiary education. This provides a focus on the outcomes required by Government and an evidence base for decision making by both TEOs and government agencies.

In line with the high trust, high accountability, low compliance cost model underpinning the Investment Plan approach to funding, TEOs monitor and report on their own performance against delivery commitments and KPIs agreed in their Investment Plans.  We also prepare reports from available data. The combined information subsequently informs discussions during the Investment Plan engagement process.

Various organisations are involved in performance monitoring in tertiary education:

• TEOs monitor their own performance
• we monitor priority outcomes; individual TEO performance; compliance with policies, legislation and regulation; and risk
• our TEI Financial Monitoring team monitors tertiary education institutions (TEIs i.e. universities, polytechnics and wānanga) from the perspective of the Crown's ownership interest including financial viability, sustainability and governance considerations
• the Ministry of Education monitors sector performance as a whole, especially progress towards the achievement of the Tertiary Education Strategy.

For 2009 funding, monitoring and reporting requirements for TEOs that have an Investment Plan vary from those for TEOs which are exempt from the requirement to have an Investment Plan. They also vary between TEIs and other TEOs. 

Monitoring and reporting requirements are described on the webpages for some individual funds. For some funds, requirements may be found in a TEO's funding agreement.