Year-End Checklist for South African Childcare Centres
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Year-End Checklist for South African Childcare Centres

Kindi Team September 14, 2026

November and December are simultaneously the most demanding and most rewarding months in the South African childcare calendar. Year-end concerts, graduation ceremonies, staff leave, fee adjustments for the new year, re-enrollment, and a hundred other tasks compete for attention. This checklist helps you close the year cleanly and enter January with confidence.

Finances and Billing

  • Send final invoices for December fees, including any year-end extras (concert costs, graduation materials).
  • Clear outstanding balances: Follow up on all overdue accounts before parents go on leave. Families are more likely to settle before the break than to return in January with money owing.
  • Reconcile the year's accounts: Complete your bank reconciliation for November and December so your financial records are complete before year-end.
  • Prepare financial summaries: Generate a full-year income summary for tax purposes and for your own planning.
  • Set next year's fees: Announce your fee structure for the new year by mid-November at the latest. Parents need time to budget, and late fee announcements generate complaints and anxiety.

Re-enrollment and Waiting List

  • Send re-enrollment forms to all current families by the end of October. Require confirmation by a set date.
  • Identify non-returning children: Once re-enrollment is closed, you know which spaces are available for the new year.
  • Offer spaces to waiting list families: Contact families on your waiting list in priority order and give them a clear deadline to confirm.
  • Update enrollment records: Archive the records of children who have left and update the centre's records for returning children, including any updated contact details or medical information.

Staff Management

  • Confirm leave plans: Agree leave schedules for December and January before the rush. Ensure minimum staffing for any sessions running over the December period.
  • Process year-end payroll: Confirm all timecards are accurate and any bonuses or adjustments are included.
  • Issue IRP5 certificates: If your centre is registered for PAYE, issue IRP5 certificates to staff for the tax year.
  • Staff performance reviews: End of year is a natural time for brief performance conversations and to set goals for the new year.

Facilities and Equipment

  • Conduct a facilities audit: Identify any maintenance, repairs, or replacements needed before children return in January. December is the best time for painting, repairs, or renovations with the centre empty.
  • Audit and replenish consumables: Art supplies, cleaning materials, first aid kit items, and food service equipment should be stocked before the new term.
  • Update safety equipment: Check fire extinguisher service dates, first aid kit expiry dates, and the condition of safety signage and evacuation plans.

Curriculum and Planning

  • Complete year-end portfolios and reports: All children should receive a year-end progress report before they leave for the holiday.
  • Archive completed portfolios: Store them securely in accordance with your data retention policy.
  • Plan Term 1: Finalise Term 1 themes, lesson plans, and any excursions or events for the new year before teachers go on leave.

January Preparation

Leave January's first week clearly planned: new family orientation, classroom setup, staff briefings, and any orientation sessions for new children. A smooth first week sets the tone for the year.

Kindi's admin dashboard, billing module, and staff management tools make year-end admin manageable. Generate financial reports, send re-enrollment requests, and plan the new year's staffing without losing track of a single task.

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