01 Context & gap summary
Following our [briefing call / introduction via [Name] / meeting on [date]], this proposal addresses [School name]'s need for [e.g. published AI acceptable use policy · NZQA-aligned integrity framework · staff PD on classroom AI discernment · senior pathway support].
Key findings relevant to this school:
- [Finding 1 — e.g. No standalone AI policy on public register]
- [Finding 2 — e.g. Assessment rules treat all AI as plagiarism]
- [Finding 3 — e.g. Strong values foundation to build on]
Gap observations based on publicly available documentation unless Phase 1 Discovery confirms otherwise.
02 Scope of work
01 — Policy — Policy & Governance (Phases 1–3)
- Discovery: stakeholder interviews, document audit, staff + student surveys, Discovery Report
- Policy suite: AI AUP (staff + students), Academic Integrity AI Addendum, Data Privacy provisions, Tool Risk Checklist, Student Disclosure Template, Approved Tools Register, Steering Group ToR
- Board presentation pack (15 slides + speaker notes)
- Implementation: [half-day / full-day] staff workshop, parent/whānau comms package, IT briefing
02 — Formation — Formation & Pathways (optional add-ons)
- [ ] Teaching for the Discernment Age — full PD day or 2 twilights — $[1,500 / 2,500 / 4,000] ex GST
- [ ] Whole-School Day — PD + assembly + parent evening + student tools — by quote
- [ ] Pathway Compass cohort licence — [free pilot / included]
- [ ] Highest-Return Portfolio Pilot Term (10 weeks) — by quote
School-specific adjustments
[e.g. Catholic Social Teaching integration / bicultural co-design / Cambridge + NCEA dual curriculum / K–13 age bands / joint engagement with BTI]
03 Timeline
| Phase | Timing | Key milestone |
|---|---|---|
| Engagement signed + deposit | [Week 0] | Letter of Engagement; 50% invoice |
| Phase 1 Discovery | [Weeks 1–2] | Discovery Report delivered |
| Phase 2 Policy | [Weeks 3–6] | Policy suite + Board pack |
| Phase 3 Implementation | [Weeks 7–10] | Staff workshop + comms live |
| 02 — Formation (if included) | [Term / dates] | [PD day / whole-school day] |
04 Investment (NZD, ex GST)
| Item | Fee |
|---|---|
| Policy consulting — [Enhancement / Standard / Full Build] (Phases 1–3) | $[3,500 / 5,900 / 8,500] |
| Educators' PD — [tier / twilight pilot] | $[amount or "reduced pilot"] |
| Whole-School Day bundle | $[quote] |
| HRP Pilot Term | $[quote / founding-school rate] |
| Multi-school discount ([%]) | −$[amount] |
| Travel (outside Bay of Plenty) | [At cost / included] |
| Total (ex GST) | $[TOTAL] |
| GST (15%) | $[GST] |
| Total (inc GST) | $[TOTAL INC] |
Payment terms: 50% on signing; 50% on Phase 3 deliverable acceptance. 02 — Formation invoiced separately on commencement.
AI Governance Care (year 1 included; renews annually): NZ$1,800/yr ex GST thereafter — 1 annual policy review, up to 4 tool vetting requests, up to 2 questionnaire responses, email alerts, 1 × 30-minute check-in. Additional requests $180 each. 30 days' written notice to cancel.
05 Deliverables checklist
- Discovery Report (10–15 pages)
- AI Acceptable Use Policy — staff + student sections
- Academic Integrity AI Addendum (NZQA-aligned)
- Data Privacy AI Provisions
- Appendix B Tool Risk Assessment Checklist
- Appendix C Student AI Disclosure Template
- Approved Tools Register (Green/Amber/Red)
- AI Steering Group terms of reference
- Board presentation pack
- Staff workshop materials + facilitator guide
- Parent/whānau communications package
- [+ Full Build: parent forum facilitation, student assembly materials, bicultural record if applicable]
06 Acceptance
By signing below, [School name] accepts this proposal and authorises commencement on the timeline above.
AI disclosure: I used Google NotebookLM to assist my research for this topic, Claude (Anthropic) supported the editorial process, helping brainstorm, edit, and refine the content, and Cursor.ai to help with the technical coding build. The ideas, direction, and final content are mine — I reviewed everything before publishing and take responsibility for it.