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.

Provider-based EPI interactive charts

Provider-based educational performance indicator interactive charts

For Te Pūkenga, universities, wānanga and private training establishments the provider-based 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.

You can view these EPIs through provider-based interactive charts, which allow you to select and display data across various filters (eg, gender, ethnicity, TEO, part-time/full-time). Note that EPIs for work-based learning are currently unavailable to view as interactive charts. These are available as EPI reports (detailed below).

EPI reports – current methodology

Educational performance indicator reports – current methodology

For providers who deliver work-based learning, the EPI reports provide information about the educational performance of individual TEOs. They include performance information for:

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

EPI reports – previous methodology

Educational performance indicator reports – previous methodology

For providers who deliver work-based learning, the EPI reports using our previous methodology provide information about the educational performance of individual TEOs. They include performance information for:

• programme completion rate
• credit achievement rate

For Te Pūkenga, universities, wānanga and private training establishments, the EPI reports using our previous methodology provide information about the educational performance of individual TEOs across four EPIs:

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

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

Methodologies

Current methodologies

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

TEOs reporting through the SDR:

• EPI Guidelines Methodology - Updated Sept 2021 (PDF 1.3 MB)

TEOs reporting through the ITR:

• Methodology - Educational performance indicators for TEOs - Updated Sept 2021 (PDF 1.3 MB) 

Previous methodologies

The documents below describe the previous methodologies for calculating the EPIs we used from 2009 until 2016.

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 491 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 491 KB)