Te Taumata – Operational performance against plan

The year ending 30 September 2022 has seen Te Pūtea Whakatupu Trust go from strength to strength Acting within the context of a concluding strategic plan, the year saw the Trust focus on evidence and verification for our long running initiatives, as well as the establishment of the new blue ocean kaupapa by way of pilots

Pilot projects

As our literacy and numeracy contracts entered their final year, the Trust focused on evidence-based advocacy, working closely with our partners to collate the material learnings and success drivers in their own community contexts While the main delivery focus (and the largest proportion of deployed capital) continued to be our literacy and numeracy programmes, our new pilot programmes included:

› Onboard New Zealand partnership supporting Māori observers on technology boards

› National Māori in Governance Summit

› Te Hononga Māori Graduate Oxford Study Tour

› Rangatahi fisheries training pathways in partnership with Te Aupōuri

› AquaBots underwater robotics youth programme in partnership with Ministry of Inspiration

Raising our national profile

The Trust continued to make strong inroads in growing its networks and influence Its significant focus on communications and marketing saw the publishing of several articles, including with news platform The Spinoff, the Philanthropy New Zealand newsletter, as well as several features across televised, radio, and online media platforms, and a growing social media following The Trust’s targeted focus on advocating and amplifying impact was also reflected in the substantial number of public and professional speaking engagements undertaken by the Kaihautū These opportunities provided a tremendous platform to target diverse interest groups with the tenets of the Trust’s mahi – the sustenance of Māori identity, and our Theory of Change approach to delivering intergenerational impact

This year’s speaking events, raising awareness of the Trust’s important mahi, included:

› Philanthropy New Zealand (Social return on investment presentation)

› Institute of Financial Professionals New Zealand (Great debate)

› JR McKenzie Trust (Kūmara economics)

› Business Intelligence Series hosted by Tompkins Wake (Te Ōhanga Māori)

› Te Wānanga o Raukawa (Tikanga-led strategy)

› National Māori in Governance Summit (Planning for governance succession)

› Social Enterprise World Forum – Policy Forum (Indigenous impact investment)

› Festival for the Future (Bold visions for the future)

› Rukutohorā 30th Anniversary of the Māori Fisheries Settlement

› Climate Risk Governance Series, hosted by Deloitte (Intergenerational approach to climate risk governance)

› Social Enterprise World Forum (access to capital panel)

Strategic planning

The Trust’s existing five-year strategic plan, Te Rautaki, ends on 30 September 2022 The Trust is in year two of implementing its Theory of Change; a strategic outcomes framework that charts our intergenerational pathway to impact . Work is underway drafting the next iteration of the Trust’s strategic plan, which is anticipated to be finalised in quarter one of the forthcoming financial year

Operations

This financial year, the Trust continued to strengthen its operational capacity In addition to the existing 1 8 FTEs, the Trust acquired 0 .5 FTE of communications advisory support via a shared staffing relationship with te Kāhui o Te Ohu Kai Moana With the 0 2 FTE support for the Trust’s virtual assistant, this has increased our footprint to 2 5 FTEs The intention for next financial year, is to transition the communications role to a fulltime role focussed on communications and operations, and to recruit a 0 5 FTE in strategy .

The Trust and Te Ohu Kai Moana are working closely to review its shared services agreement These services include finance, HR (human resources), legal, IT (information technology), and communications . While the shared services agreement continued in this financial year, the Trust plans to outsource parts of the back-office functions to third parties, where appropriate, to ensure we maintain an efficient suite of services

Governance

In accordance with the requirements under Clause 20 of the Trust’s constitution, the Te Ohu Kaimoana Board agreed to reappoint Kate Cherrington to the role of Director, Te Pūtea Whakatupu Trust, for a second term . This term will conclude on 6 December 2025

No changes have been made at a board level The Trust maintains two vacancies for Alternate Director roles and has been in discussions to fill these roles to meet the future skills requirements of the Trust’s ambitious future work programme In addition to this, the Board has also discussed establishing an Associate Directorship role to coincide with our Tukutuku Koiora governance programme

916 693 20 14 registered attendees of the National Māori in Governance Summit

223 total alumni within our Ngā Auahitūroa whānau

14 rangatahi funded to attend fisheries workforce development registered attendees of the National Māori in Governance Summit students funded to participate in the AquaBots programme in Ōtautahi rangatahi funded to attend fisheries workforce development

$80,000 in scholarships and grants

3 5 1 2

Tonganui Scholarships

Pou Herenga Tangata Awards

Te Ngake o Te Kupenga Award

Scholarships to the Te Hononga Oxford Study Tour