STATEMENT OF PERFORMANCE EXPECTATIONS - Beattie John Barlow Geoffrey Beadel ... Roger Jenny...

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  • NEW ZEALAND SYMPHONY ORCHESTRA TE TIRA PORO O AOTEAROA

    G.69

    STATEMENT OF PERFORMANCE EXPECTATIONSFOR THE YEAR ENDING

    31 DECEMBER 2016

  • v

    TO OUR NZSO SUPPORTERS:

    For more information on how you too can become a NZSO Supporter visit www.nzso.co.nz

    Thank you.

    Maestro Circle ($10,000+)Denis & Verna Adam Lisa Bates & Douglas HawkinsDonald & Susan BestPeter Biggs CNZM & Mary BiggsSir Roderick & Gillian, Lady Deane Peter & Carolyn DiesslThe FAME TrustDame Bronwen Holdsworth DNZMJBWerePaul McArthur & Danika CharltonMary Fitzwilliam AwardJulie NevettAnonymous

    Virtuoso Circle ($5,000+) Julian & Selma ArnholdRex BensonMal & Lizzie BrowMarie & Brendan Brown Myles GazleyHoldsworth Charitable TrustTomas & Jan HuppertDr Hylton LeGrice CNZM, OBE

    & Ms Angela Lindsay Collin Post & Brenda YoungLes Taylor QCRoger Taylor MNZM & Catherine TaylorKatrina ToddThe Wallace FoundationAnonymous (2)

    Orchestra Circle ($2,500+) H. B. AngusTed & Ann AspeyPaul & Sheryl Baines Virginia BreenAllison & Victor DiemDiana Duff-StanilandPenelope England & Wendy LeeBill & Olive FalconerFehl Charitable TrustJoseph LupiDavid Lord & Tracy Grant LordAthol & Ngaire MannAlison MortonPeter & Juliet RoweHeather SimpsonMargaret Trotter

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    & Alan EvansGeoff & Vivien AtkinsonAnita BanburyMark BarrowMargie Beattie & John BarlowGeoffrey BeadelThe David & Genevieve

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    Michiel During & Cathy FergusonTania DyettWaltraut & Dieter EngelRobert & Charlotte FisherIan Fraser Ian Fraser & Suzanne SnivelyMichael & Creena GibbonsGarry & Susan GouldLaurence GreigDr John GrigorRobin HendersonAntonia HillProf Les HolborowC & K HoolihanMargaret & John HunnDr Lynnette Jones and Deborah MillsMorgan & Patricia JonesFenton & Felicity KellyIan MacalisterPiera McArthurJennie McInnesJim MannChristopher & Jilly MarshallPatricia Morrison QSMIan & Kim NewMike Nicolaidi & Michael HoustounTim & Lorraine OlphertFay PankhurstGary & Dot PaykelRev Dr Barbara PeddiePhillippa Poole & Paul GilkisonRoss & Judith PottingerAilsa SaltSue Scott & Peter WeddePaul Selwyn-SmithKen Sheldrick Warwick SlinnMartin & Catherine SpencerMartyn & Shona SpencerRoss Steele Lady TaitAlison ThomsonKen & Mary ThomsonDame Catherine TizardAnn TrotterA R. (Bob) WallisMichael & Margaret WallsPeter & Kathryn WallsDavid Weatherburn & Maxine DixonCarla and John Wild Joan WilkinsonTim Wilkinson & Lynette MurdochAnn WylieDavid & the late Helen ZwartzAnonymous (15)

    Sonata Donor ($500+) Jack & Elizabeth AlisonJean AtchinsonWarren & Margaret AustadLeslie AustinMichael & Judith BassettPhilippa BatesGeoffrey Beadel Usha BhanaPatricia BollardHon. John BoscawenHugh & Jill BrewertonJohn & Christine BrookJE BrownAlison Buchanan & Eric JohnstonAdrienne Bushell

    Robert & Penney CameronRobert CarewMalcolm & Margaret CarrNoel CarrollAngela Caughey Stuart & Lizzie ChartersLorraine & Rick ChristieDion ChurchLady Patricia ClarkJeremy Commons & the late

    David Carson-ParkerJanet CookeVivienne CoppellPrue CotterRichard & Valerie CrooksJane CrosseJoan DykesMr & Mrs Dick Fernyhough Stephen & Virginia FisherSas FookesElizabeth FosterGerrard & Marti FriedlanderJudy & Bryan Frost Ruth & Peter GadgilBelinda GalbraithSandra GreenfieldAnne Hall Cliff HartIan & Wendy HaynesGeoff Henley & Helene QuilterDr Graham Hill & Joan Caulfield Don & Janine HunnDavid N JenkinsonJudith KnibbJenny LaneOwen & Lois LawnGeoff & Elizabeth Lee Annette & Ralph LendrumHoward LivingstonBarbara MabbettMargaret MabbettMrs Linda MacfarlaneAnn MallinsonKevin & Julie Marshall Claire McDonaldCarole McIntoshBruce McKinnonJeff & Marise McNeillJohn Meads & Anne Marie Moorhead Glenda & Peter MenziesPhillippa MiddletonShinji & Keiko MorimotoRoger & Jenny MountfortHilary PattonBrian & Christine PeakGeoff Pearce and Sandra McKie Alan & Luba PerryGlennis, Lady Pettigrew Quiet EnterpriseTony ReeveFiona RhodesPaul Ridley-Smith & Felicity Wong Helen & John RimmerMiles RogersDr Mary RonnieJudith RossMarcus & Eve RudkinDamien RundellSeaway Cleaning Services Ltd James SeymourRobyn SmithTrevor Smith

    Peter & Kay SquiresJohn StoddartMark StratfordRuth Thomas Jasmine & Kevin ThompsonHugh & Marion TownendJudith TrotterJohn & Susan Upton Vivien WardFrank WebsterPeter & Jane WebsterRudolph & Valeria WenkDavid WilliamsDr Alan WrightNicola YoungAnonymous (17)

    Trusts & FoundationsAPRA AMCOSBlue Sky Community Trust Community Trust of Southland Infinity Foundationlnvercargill Licensing Trust

    FoundationMargaret & Huia Clarke Trust Nikau FoundationRata FoundationSargood BequestThomas George Macarthy TrustTrust AorakiWagner NZ Foundation

    Vincent Aspey Society (Notified Legacies) Leslie AustinBryan CrawfordMurray Eggers D J Foley Maggie HarrisEric Johnston & Alison BuchananAnna Marion Shar MilesMary OBrienMr RobinsonPeter & Juliet RoweKeith L StichburyAnonymous (16)

    (Realised Legacies 20072014)Mrs Ursula BayfieldPeter BrooksJudith ClarkWilliam ClaytonFrederick CoadJoan DingleyMargaret EvertonThe FAME TrustMary Fitzwilliam Valerie & Kelvin GrantAllan Silas JenkinsWilliam JohnstoneZita Outtrim Erika SchorssLesley Wyatt

    Endowed FundsJune Violet Commons FundEmma & Jack Griffin Charitable TrustReeves Harris Orchestra FundMichael Monaghan Young

    Musicians FoundationTake Note Trust

  • nzso.co.nz 1

    CONTENTS

    2 STATEMENT OF PERFORMANCE EXPECTATIONS

    PART ONE4 ASSESSING PERFORMANCE AND SUCCESS

    6 PERFORMANCE FRAMEWORK

    7 IMPACTS & OUTCOMES

    PART TWO8 FORECAST OUTPUT SERVICE PERFORMANCE

    10 MEASUREMENT OF QUALITY SERVICE PERFORMANCE

    11 STATEMENT OF FORECAST COMPREHENSIVE REVENUE AND EXPENSE

    12 STATEMENT OF FORECAST FINANCIAL POSITION

    13 STATEMENT OF FORECAST MOVEMENTS IN EQUITY

    13 STATEMENT OF FORECAST CASH FLOWS

    14 NOTES TO THE FINANCIAL STATEMENTS

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    This Statement of Performance Expectations reflects NZSOs proposed performance targets and forecast financial information for the year ahead. It is produced in accordance with Section 149E of the Crown Entities Act 2004.

    The forecast financial statements and underlying assumptions in this document have been authorised as appropriate for issue by the Board of New Zealand Symphony Orchestra in accordance with its role under the Crown Entities Act 2004. It is not intended to update the forecast financial statements subsequent to presentation.

    STATEMENT Of PERfORMANCE ExPECTATIONS

    Donald BestBoard Chair

    30 October 2015

    Peter DiesslBoard MemberAudit Committee Member

    30 October 2015

  • nzso.co.nz 3

    This is the second Statement of Performance Expectations (SPE) prepared by New Zealand Symphony Orchestra (NZSO), and should be read in conjunction with NZSO's previously published Statement of Intent 2015-2018.

    This document provides information directly associated with the performance targets which have been set for the year ending 31 December 2016.

    All information is provided in accordance with the Crown Entities Act 2004. Results of performance against these targets and also against the longer term goals set out in our Statement of Intent will be provided in our Annual Report which will be published by 31 March 2017. Interim results may also be provided on the Publications page of NZSOs website during 2016.

    This Statement of Performance Expectations is provided in two parts:

    PERFORMANCE ASSESSMENT AND ANNuAL ExPECTATiONS

    The forecast statements in this section provide performance measures and targets for the year ending 31 December 2016 in accordance with the Crown Entities Act 2004 in relation to our Orchestral Services outputs. This section explains how our activities contribute to longer-term Outcomes noted in the Performance Framework. As shown in this framework, the three Outcome areas and services we deliver work collectively to contribute to the overarching goal and support the Sector Vision. This section begins with laying out the Functions and Objectives of the NZSO as legislated as well as the NZSOs Vision, Mission and Values.

    FORECAST FiNANCiAL STATEMENTS

    The forecast financial statements provide all appropriate information and explanations needed to fairly reflect the forecast financial operations and financial position of NZSO for the year ending 31 December 2016 in accordance with Section 149G of the Crown Entities Act 2004.

    hannahvdStamp

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    ASSESSING PERfORMANCE AND SuCCESS

    PART ONE

    There are many ways to assess performance and define and measure success. The NZSO is governed by legislation and is also a member of a large and diverse cultural sector. These two factors are the critical elements in building an appropriate performance framework for the Orchestra and then establishing measures which demonstrate progress using an investment-to-outcomes type model. Success to the NZSO means achieving excellence in the delivery of the Functions of the Orchestra, as defined in Section 9 of the New Zealand Symphony Orchestra Act 2004 (the Act) and in meeting the Objectives of the Orchestra outlined in Section 8 of the Act. In doing so, the NZ