PRINCIPAL’S WORK PLAN (Guide)

(Examples of Targets, Time-frames and Performance Indicators)

A work plan outlines what activities will be undertaken by an employee within a particular year, as well as setting specific targets and outlining
outputs that need to be achieved. (ELRC Collective Agreement Number 2 of 2020 – page 21)

Components of a work plan

Performance Appraisals
 Performance standards: these are applicable performance  Performance appraisal ratings will be made at the Performance
standards as reflected in the QMS instrument. Standard and Criterion-Descriptor level in the appraisal
 Key activities: Activities to be agreed to in terms of applicable job instrument
descriptions.  A principal’s performance is appraised on each Performance
 Targets: Targets (Goals) to be set for improvement within the Standard – Criterion – Descriptor with evidence generated from
appraisal cycle. The TARGET should be SMART the work plan – performance indicators as well as other records
 Time-frame: period within which the targets are to be achieved. within the school.
 Performance indicators:
o Measures of success to be observed for achieving specific
targets. May be presented either quantitatively or
qualitatively.
o The Performance indicator should be neutral. On developing a work plan …
o Serve as observable tangible behaviour that indicate the
degree to which educators are meeting each Descriptor -  The Principal develops the work plan on all seven Performance
Target Standards.
 Contextual factors: Unique/specific circumstances to be taken into  Principal should select a minimum of one (1) descriptor for each
account that have the potential to impact on the employee’s ability to of the 12 Criteria for the work plan (excluding PS 1 – Criteria 1)
achieve targets.

Developing a SMART TARGET:

Specific: The TARGET is focused

The examples of Targets
Measurable: An appropriate measure (quantitative/qualitative) is selected to assess the TARGET and Performance Indicators below
Appropriate: The TARGET is within the Principal’s control to effect change are not exhaustive and are not
Realistic: The TARGET is for the Principal and/or school intended to be prescriptive.
1
Time-bound: The TARGET is measured within a single school year
QMS WORK-PLAN (PL 4: Principal): Year ……………. Annexure D 1

PERFORMANCE KEY ACTIVITIES TARGETS TIME- PERFORMANCE INDICATORS CONTEXTUAL

STANDARD FRAME FACTORS

1. Leading the a) Enlists the support of parents and Quarterly Meetings Terms Number of meetings conducted with
learning school community members as partners conducted with QLTC 1-4 active participation of stakeholders to
in learning improve learning.
b) Communicates (provides Quarterly newsletters Terms Number of newsletters prepared to
Criterion 2: Support for the learning school

feedback) with all stakeholders on sent to stakeholders 1 -4 share information and achievements
the academic performance of the of the school with stakeholders
school
c) Motivates learners to achieve Motivational activities in Terms Percentage of staff members
academically assembly by staff 1-4 participating in programmes to
members motivate learners that improves the
overall pass rate in each grade.
d) Ensures that there are functional Maths and Language Terms Percentage of teachers assessment
curriculum structures in the Teachers assessment 1-2 records monitored and written
school. records for Grade 9 and feedback.
12 monitored once a
month.
e) Promotes ICT learning Educators in Grades 8 - Terms Departmental Heads present monthly
10 integrate ICT in 1 -3 progress reports on ICT integration
teaching. during SMT meetings.
f) Manages conflict in order to Conflicts are resolved Terms Progressive decrease in the number
maintain a healthy teaching and between 1- 3 days. 1-4 of conflicts in the school
learning environment
2. Shaping the a) School has developed vision and Each class to have Term 1 Proportion of classrooms with
direction and mission statements which are vision and mission school’s vision and mission statement
development of relevant (to the school community) statement displayed on wall.
Criterion 1: Planning

the school and achievable.

b) Implementation of school 80% of activities in SIP Terms Proportion of activities completed
improvement plan (SIP) implemented 1 -4 successfully each term
c) Ensures that school has a safe Appointment of a Term 2 Security guard appointed by SGB and
and secure environment security guard to access control register monitored
monitor access control daily.
d) Implements transparent decision Roles and Terms Sub-committee’s roles and
making structures – accepts responsibilities 0f 2-3 responsibilities discussed and
responsibility for decisions taken school’s sub- adopted by SGB
committees presented
to SGB.

2
PERFORMANCE KEY ACTIVITIES TARGETS TIME- PERFORMANCE INDICATORS CONTEXTUAL
STANDARD FRAME FACTORS

e) Ensures that planning is based on Two meetings held with Term 2 Proportion of meetings informed by
data collected on a range of staff and SGB to assess and well-structured information and data
school activities school’s strengths and Term 4 on school’s activities.
weaknesses
f) Planning is done on time School Time-table Term 1 School Time Table issued to learners
implemented on first and implemented on first school day
school day in the year.

g) School analyses results of various Quarterly staff meeting Terms Number of meetings with staff to
forms of assessment and sets to discuss learner 1 -4 analyse assessments results and
clear targets for improvement assessment formulate an action plan.

a) Ensures that the school has a Organise capacity Terms Two workshops conducted to
functioning SGB building workshops for 1-2 enhance capacity of SGB
Criterion 2: School Governing Body and the broader school community

Finance and subcommittees.

Maintenance SGB
subcommittees
b) Renders assistance to the SGB in Quarterly written reports Terms 1- Number of reports on school’s
terms of the areas listed in SASA at SGB Meetings 4 professional management, progress
16A, excluding finances (Refer to on school improvement plan and
PS 5 for Finances) learner achievement presented at
SGB Meetings
c) Informs the SGB about policy and Quarterly cascading of Terms Number of reports on existing and
legislation policy and legislation to 1-4 legislative policy and amendments
SGB members cascaded at SGB engagements.

d) The school has developed the Amend school policy on Terms Amended Language Policy and Code
various policies as required by Languages and Code of 1 and 3 of Conduct for Learners approved by
SASA, which are aligned with the Conduct for learners SGB and submitted to Circuit Office.
requirements of various legislation
and departmental policies
e) Networks with the community and Establish partnerships Terms Number of partnerships established
builds partnerships to support the with two business 2 and 3 with business organisations that have
development of the school organisations contributed to improving school
infrastructure
f) Liaises with relevant government SAPS address learners Terms Number of engagements with SAPS
departments (e.g. Dept. of Health) thrice in the year 1-4 in school assembly.
as required

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PERFORMANCE KEY ACTIVITIES TARGETS TIME- PERFORMANCE INDICATORS CONTEXTUAL
STANDARD FRAME FACTORS

3. Managing a) Ensures safekeeping of all Stock-taking of assets Terms Asset registers updated and
quality and movable and immovable assets conducted twice per 2 and 4 controlled effectively with measures
securing annum in place to replace damaged or stolen
accountability assets.
b) Ensures completion of all 5% increase in Terms Visible increase in attendance rates
attendance registers and takes attendance rates of 1-4 of educators and learners through
Criterion 1: Securing accountability appropriate action where educators effective control of attendance
necessary (Staff and learners) registers.
c) Ensures that LTSMs are used Quarterly report on the Terms LTSM controlled effectively with
effectively use of LTSM 1-4 responsibilities assigned for the safe
storage and effective use of
resources.
d) A textbook retrieval system is in 98% retrieval rate of Terms Percentage of textbooks retrieved
place and is properly implemented textbooks 1 and 4 through effective implementation of
textbook retrieval policy.
e) Leads and monitors the work of SMTs work monitored Terms Number SMTs monitored
the School Management Team with feedback at least 1-4 systematically and provided with
once per quarter. feedback reports with
recommendations on their work.
f) Addresses unprofessional and SGB participation in Terms Records of:
improper conduct of educators sustaining good conduct 1-4  effective SGB participation
and learners and discipline by maintaining proper conduct.
addressing learners and  of disciplinary proceedings (if
teachers once per any) and decisions taken are
quarter available.
a) Follows departmental policies with All educators implement Terms Percentage of educators implement
Criterion 2: Managing the quality of teaching

regard to assessment departmental policies 1-4 departmental assessment policies

administration (e.g. NSC, SBA) related to NSC and SBA and systematically file all
assessments records.
b) Monitors marking and moderation The moderation of Terms Percentage of subjects where
of learner assessments learner assessments in 1 and 2 moderation of learner assessments
Grades 10 and 11 was monitored.
and learning

monitored in 100% of
subjects.

c) Ensures that efficient systems are Measures are put in Terms A well-structured and effective
in place for examinations / place for a structured 1- 4 management plan allows for question
assessments management plan for papers / marking memos to be
the conduct of exams / finalised and stored securely at
assessments school within specified timeframes for
each quarter.

d) Consolidates and analyses Quarterly report on a Terms Number of statistical and diagnostic
learners’ assessment outcomes statistical and 1 -4 subject reports on learner
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PERFORMANCE KEY ACTIVITIES TARGETS TIME- PERFORMANCE INDICATORS CONTEXTUAL
STANDARD FRAME FACTORS

and develops appropriate diagnostic analysis of assessments that drive the school’s
intervention strategies learner assessments in intervention strategy
all subjects
e) Promotes (provides leadership) Guidelines for Terms Number of user-friendly guidelines
and monitors school learner intervention strategies 1 -2 prepared for the effective
intervention strategies developed for Grade 8 implementation of intervention
and 9 Maths, Science strategies.
and English (FAL)

4. Developing and a) Staff training programmes 90% of activities in the Terms Percentage of staff development
empowering planned and implemented staff development plan 1 -3 activities, as informed by the staff
self and others is implemented. development policy, that are
implemented effectively
b) Provides leadership and oversees 40% of educator Terms Percentage of educator participation
mentoring, coaching and general participation in 1-3 in a structured mentoring and
support to staff mentoring and coaching coaching programme responding to
of colleagues identified needs of educators
c) Manages underperformance Bi-weekly counselling Term 2 Proportion of counselling sessions
provided to two and targeted developmental support
underperforming provided to underperforming
educators. educators helping them to improve

d) Promotes teacher appraisal Facilitate two training Terms Percentage of educators appraised
Criterion 1: Staff

practices in terms of applicable workshops with 1 -4 for Mid-Year and Annual

policy/ collective agreement Departmental Heads on assessments.
the appraisal process
e) Monitors staff appraisal and Quarterly monitoring of Terms Number of monitoring reports with
verifies evidence informal appraisals and 1-4 recommendations on informal
verification of annual appraisals.
appraisals. Signs annual appraisals of all
educators after verifying the process
and instruments used.

f) Conducts classroom observations Five classroom Terms Number of classroom observations

to provide support and observations 1-4 that have formal/informal reports with
development of educators undertaken per month. recommendations.

g) Ensures that departmental Departmental Terms Updated register with all

circulars and other relevant correspondence and 1-4 Departmental correspondence and
information are brought to the Circulars communicated circulars with follow-up remarks
attention of staff with staff at morning
briefings

5
PERFORMANCE KEY ACTIVITIES TARGETS TIME- PERFORMANCE INDICATORS CONTEXTUAL
STANDARD FRAME FACTORS

a) Attends and participates in Register participation in Terms Number professional development

departmental, union and other all professional 1-4 activities that have enhanced the
professional activities aimed at development activities professional skills of the educator.

Criterion 2: Self
enhancing his/her professional
skills

b) Professional conduct with Arrive at school 1 hour Terms Demonstrates professionalism by

reference to punctuality, before commencement 1-4 instilling a good example on
presentable appearance, respect of school day punctuality to staff members by
shown to others arriving early to school daily

5. Managing the a) Manages school’s finances in Financial statements Terms Sschool’s annual audited financial
school as an terms of applicable legislation audited annually 2-3 statements submitted to the district
Criterion 1: Financial Management

organization (SASA) and policy office and auditor’s recommendations

implemented.
b) Provides the necessary guidance Financial reports Terms Number of financial reports presented
to the SGB i.t.o finances. presented at every SGB 1-4 at SGB meetings
meeting
c) Follows protocols in developing Present school budget Term School budget is explained and
the school budget for approval at the AGM 3-4 approved at the AGM of parents

d) Takes all reasonable steps to Prepare monthly Terms Number of income and expenditure
prevent financial mismanagement income and expenditure 1-4 statements of school funds presented
and corruption statement and discussed at meetings of the
SGB’s sub-committee for Finance.
e) Supports school’s fundraising Fund-raising activities Terms All fund-raising activities in the year
efforts are included in the year 1 -3 plan are well structured and
plan concluded successfully
a) Maintains a log book containing a Ensures that all visits by Terms Number of visits by departmental
institutional management and

record of important events at the departmental officials 1 -4 officials and external stakeholders
schools and external recorded in the school log book with
stakeholders are date, comments and signature
recorded.
Criterion 2: General

b) Ensures that systems are in place All incoming and Terms Register of incoming and outgoing
for the management of all outgoing mail recorded 1-4 correspondence with dates,
administration

correspondence for control comments and signature

Number of relevant correspondence
shared with staff members timeously
c) Ensures that sensitive information Sensitive information on Terms Records of sensitive information is
on learners and teachers are learners and educators 1-4 kept confidential and accessible only
properly maintained are stored in the school to the principal only made available to
safe appropriate support structures.

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PERFORMANCE KEY ACTIVITIES TARGETS TIME- PERFORMANCE INDICATORS CONTEXTUAL
STANDARD FRAME FACTORS

d) Maintains a filing and storage Establish and maintain Terms School records are systematically
system an e-filing system for 1-3 stored in an efficient e-filing system
administration with a back-up available
e) Submits reports to the department Quarterly progress Terms Number of reports and learner
/ districts in terms of national and reports and learner 1-4 assessment schedules acknowledged
provincial policies assessment schedules by circuit office and Circuit Manager’s
submitted to Circuit feedback/ recommendations on the
Manager reports/assessment schedules are
implemented
a) Uses existing resources and Review policy on the Terms SGB approves an amended policy on
physical infra-structure optimally use school’s physical 1-2 the effective use and maintenance of
infrastructure and the school’s infra-structure and
Criterion 3: Management of

resources existing resources.,

b) Monitors use and safekeeping of Install security system Terms Security system with armed response
infrastructure

all movable and immovable assets at five strategic points 3 -4 in place after approval by SGB.
in the school
c) Makes regular physical Quarterly inspections of Terms Number of inspection reports on
infrastructure inspections school buildings and 1-3 school buildings and resources
resources undertaken presented by Maintenance
Committee to SGB meetings
d) School buildings, ablutions Development of school Terms Garden landscape around
facilities and grounds are properly gardens and tiling of 2-3 Administrative Block and Grade 12
maintained ablution facilities classrooms complement to the
inviting environment of the school.
6. Managing a) Makes every effort to fill vacant Implement post- Terms Number of requests via Circuit
Criterion 1: Managing human resources

human posts in terms of departmental provision norms 1-4 Manager and the District office to fill
(educators and support staff) in the

resources policy vacant posts to ensure that there is a

(staff) in the full complement of teachers as per
school PPM
b) Assists staff members with solving Addresses matters on Terms Number of engagements with staff on
conditions of service problems conditions of service 1-4 conditions of service as per PAM and
with staff at least once Collective Agreements
school

per quarter
c) Ensures that a positive labour Motivate teachers on Terms Number of staff meetings that
environment exists at the school Batho-Pele principles 1-4 commence with discussion on one
once per quarter Batho-Pele principle.
d) Deals with grievances of staff in Grievances of Terms Register of grievances lodged by
terms of the relevant educators resolved 1-4 educators with remarks on the
ELRC/PSCBC resolutions within 3 days outcome of each
e) Ensures that prescribed Attend a course with Term 2 Completion knowledge and
procedures are followed with SMT on disciplinary understanding of the procedures for
regard to any disciplinary action procedures instituting disciplinary action

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PERFORMANCE KEY ACTIVITIES TARGETS TIME- PERFORMANCE INDICATORS CONTEXTUAL
STANDARD FRAME FACTORS

7. Management a) Ensures that the school offers After school programme Terms Register of structured after-school in
and advocacy extra-mural activities to its for learners for 2 days 1-3 soccer, netball and cricket are
of extra-mural learners per week attended by selected learner as per

advocacy of extra-mural activities

activities activity scheduled

Criterion 1: Management and

b) Encourages and supports learners Enlist support of 2 Terms Sports coaches with the approval of
to take part in extra-mural coaches to improve 1-3 SGB motivate and improve the skills
activities skills once per week learners in extra-mural activities
c) Ensures educator participation in Develop a roster for Terms Percentage of educator attendance in
extra-mural activities educator participation in 1-3 extra-mural educators in terms of the
extra-mural activities roster.
d) Oversees organisation of extra- At least two codes of Terms Different sports codes organised for
mural activities sport offered on a 1-3 each quarter increases learner
rotation basis in each participation in inter-school activities
quarter
e) Involves community with extra- Monitor parent Terms Percentage of parents in the
mural activities, where applicable participation in sports 1-3 schedule that assist in sports and co-
schedule curricular activities.

The examples of Targets and Performance Indicators above are

not exhaustive and are not intended to be prescriptive.