Plan Guidance

Mahere Tohu

Last updated 28 March 2017
Last updated 03/28/2017

This section includes all the guidelines you need for developing and submitting your Investment Plan. It also includes information for small to medium-sized organisations that no longer need to submit a Plan.

Our Plan Guidance provides an outline of what we expect to see in your Investment Plan. To get better results for graduates and New Zealand, we have made significant changes to our investment approach, including simplifying the Plan system. Our aim is to move away from unnecessary administrative compliance and towards activities that make a difference for learners and tertiary educators.

For information about each of our funds visit our current funds.

General Plan Guidance for 2015 and 2016 (Word, 763 Kb)

Note that Plan Guidance for previous years has now been archived. If you need to access this, please email