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. Assessment authenticity policy exists; staff report it is not guiding day-to-day practice]
- [Finding 2 — e.g. Individual teachers currently set their own student rules]
- [Finding 3 — e.g. Strong values foundation to build on]
Gap observations based on publicly available documentation unless Phase 1 Discovery confirms otherwise.
National picture, for context: 77% of secondary leaders already have an assessment AI policy and none report having none, yet only 46% of teachers and 47% of students find existing rules useful. 56% of leaders and 45% of teachers say they do not know enough to use AI properly. Education Review Office, "Ready or Not: How are schools responding to Artificial Intelligence?" (2026). Schools with consent to assess must hold an authenticity policy that covers acceptable use of AI (NZQA NCEA FAQ Q1).
02 Scope of work
01 — Staff capability — Teaching for the Discernment Age
- Full PD day (6 hours) or two 90-minute twilights, facilitator-led
- Participant workbook, VERIFY discernment drill, traffic-light model applied to a real assignment
- Signed staffroom AI covenant, so capability is distributed rather than resting on one champion
- Register toggle: state or special-character delivery, confirmed before the day
- [Tier: $1,500 up to ~20 staff / $2,500 ~20–50 / $4,000 50+] ex GST
02 — Students & whānau
- [ ] Parent & whānau evening — the demand signal: 84% of parents want their children taught how AI works, 75% want appropriate schoolwork use taught, and only 15% of schools run an AI literacy programme (ERO 2026)
- [ ] Student session — [format to confirm: embedded subject-level module / joint student and parent evening]
- [ ] Pathway Compass cohort licence — [free pilot / included]
- [ ] Highest-Return Portfolio Pilot Term (10 weeks) — by quote
03 — Policy landing & assurance
- Landing review: where AI is already being used, what staff and students actually understand of the current rules, and where practice breaks down
- Implementation: gap addenda to the existing authenticity policy, Approved Tools Register, Tool Risk Checklist, Student Disclosure Template, privacy provisions
- Board pack and [half-day / full-day] staff workshop so the rules are understood, not just published
- Process-based integrity, not detection software: checkpoints, version history, verbal questioning and assessment redesign, per NZQA NCEA FAQ Q22
- [Implementation & assurance $1,800–$2,500 ex GST · full framework from zero by quote after the landing review]
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 |
| 01 — Staff PD | [Term / date] | [Full day / two twilights] + signed covenant |
| 02 — Parent & whānau evening | [Date] | Evening delivered + take-home pack |
| 03a — Landing review | [Weeks 1–2] | Findings: what exists, what lands, what breaks |
| 03b — Implementation & assurance | [Weeks 3–6] | Addenda, registers, board pack, staff workshop |
04 Investment (NZD, ex GST)
| Item | Fee |
|---|---|
| Educators' PD — [tier / twilight pilot] | $[1,500 / 2,500 / 4,000 or "reduced pilot"] |
| Parent & whānau evening | $[amount / included in bundle] |
| Policy landing & assurance | $[1,800 – 2,500] |
| Full framework from zero [only if landing review shows nothing to build on] | $[quote] |
| 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.