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 Te Pūkenga (institutes of technology and polytechnics), universities, 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.

You can view these EPIs through interactive charts, which allow you to select and display data across various filters (eg, gender, ethnicity, TEO, part-time/full-time). Note that transitional-industry training organisations’ EPIs are currently unavailable to view as interactive charts, these are available as EPI reports.

EPI reports

EPI reports using current methodology

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

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

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

Note: EPI reports for Te Pūkenga (institutes of technology and polytechnics), universities, wānanga and private training establishments based on our current methodology are still available for 2015 to 2017. They include performance information for:

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

EPI reports using previous methodology

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

For transitional-industry training organisations they include performance information for:

• programme completion rate
• credit achievement rate

For Te Pūkenga (institutes of technology and polytechnics), universities, 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.

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

Methodologies

Current methodologies

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

For Te Pūkenga (institutes of technology and polytechnics), universities, 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 transitional industry training organisations

Methodology: Educational performance indicators for ITOs (February 2018) (PDF, 1 Mb) 

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 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, 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)