Educational performance indicator reports

Our Educational performance indicator (EPI) reports are designed to help TEOs manage and monitor their own performance and to deliver on their agreed tertiary education services.

EPI interactive charts

For universities, institutes of technology and polytechnic, wānanga and private training establishments the interactive charts provide information about the educational performance of individual TEOs. They include performance information for:

• first year retention rate
• cohort -based qualification completion rate
• course completion rate
• progression rate.

View these EPIs through interactive charts. You can decide what data to view and how to display it.

EPI reports

For industry training organisations the EPI reports include performance information for:

• first-year retention rate for apprentices
• cohort -based programme completion rate
• credit achievement rate.

Note: The data from industry training organisations’ EPI reports is currently unavailable to view as interactive charts.

EPI reports for universities, institutes of technology and polytechnic, wānanga and private training establishments based on our current methodology are still available for 2015 to 2017.

EPI reports using current methodology

View the EPI reports for individual TEOs using our current methodology.

For universities, institutes of technology and polytechnic, wānanga and private training establishments the new reports provide information about the educational performance of individual TEOs. They include performance information for:

• first year retention rate
• cohort -based qualification completion rate
• course completion rate
• progression rate.

For industry training organisations the EPI reports include performance information for:

• first-year retention rate for apprentices
• cohort -based programme completion rate
• credit achievement rate.

EPI reports using previous methodology

View the EPI reports for individual TEOs using our previous methodology.

For universities, institutes of technology and polytechnic, wānanga and private training establishments, the existing EPI reports provide information about the educational performance of individual TEOs across four EPIs:

• retention rate
• EFTS - weighted qualification completion rate
• course completion rate
• progression rate.

For industry training organisations they include performance information for:

• programme completion rate
• credit achievement rate

The existing EPI reports also show information about the learners at the TEO.

Methodologies

Current methodologies

The documents below describe the methodology for calculating EPIs that was introduced in 2015 and 2016.

For universities, institutes of technology and polytechnic, wānanga and private training establishments

EPI Guidelines and Methodology Update August 2018 (PDF, 1.09 Mb)

Methodology: Calculating full-time/part-time Course Completion, Progression, and value of delivery (PDF, 517 Kb)

For industry training organisations

Methodology: Educational performance indicators for ITOs (February 2018) (PDF, 913 Kb) 

Note. This document has replaced two documents: Methodology for calculating cohort-based completion and retention rates for industry training, and Educational Performance Indicators for ITOS and MACs - definitions and rules.

Previous methodologies

The documents below describe the previous methodologies for calculating the EPIs we have been using since 2009.

1. EPIs for SAC-funded organisations (October 2014):
Educational Performance Indicators: definitions and methodology - Student Achievement Component and Youth Guarantee funds reported through the SDR - version 8 (PDF, 512 Kb)

2. EPIs for Youth Guarantee-funded organisations (Oct 2014)
Educational Performance Indicators: Definitions and methodology - Student Achievement Component and Youth Guarantee funds reported through the SDR - version 8 (PDF, 512 Kb)