An annual plan is about who does what and when for key tasks in your service. Our annual plan guide has the following sections - financial management, operational management, governance management, communication and consultation with community, whānau, parents, staff and children, curriculum management, health and safety management, personnel management (human resources), premise and facilities management.

Under each section there are a list of questions. Answer each question and write the task (what to do) in the correct month (when) and include the role doing the task (who). This will ensure that you have a robust annual plan that will work for you to ensure you are managing the key tasks well.

An annual plan is a regulatory requirement for probationary services, however having an annual plan - the big 'to-do' list for the year strengthens your operational management and keeps you on task with jobs that need to be done throughout the year. If you would like some help completing the annual plan, Andrew can be booked by the hour in our online consultation page. This should take no more than one hour.