RTO Policies & Procedures and Documents & Templates Bundle

Free upgrade to the new Standards for RTOs (to take effect on the 1st of January 2025) when they are available!

An RTO’s Policies and Procedures manual sits at the core of all of your training and assessment operations. If your Policies and Procedures manual is not compliant, it can cause a lot of errors, inconsistencies and problems for your RTO. You can now access our comprehensive Policies and Procedures manual to help you keep your RTO running compliantly!

What are RTO Policies & Procedures?

Each successful RTO has a set of policies and procedures that they follow and use to guide them in making important decisions.

Our policies and procedures manual together with the supporting forms and templates have been carefully developed to provide you with a best practice approach and to ensure compliance to the RTO Standards. The comprehensive system has been developed with a strong focus on quality outcomes and efficient practices for your RTO.

Unlike many other manuals on the market, our policies and procedures manual can be easily customised to your specific RTO’s operations, regardless of the size of your organisation.

$3,000.00 $3,300.00

What is included in our Policies & Procedures and Documents & Templates Bundle

IMPORTANT: In February 2023, the Skills and Workforce Ministers agreed that the revised Standards for RTOs would commence on the 1st of January 2025. From now until the 1st of January 2025, if you were to purchase this bundle, we will offer a free upgrade for the new Policies & Procedures and Documents & Templates bundle once they are available to meet the new Standards for RTOs. 

Our current policies and procedures, as well as documents and templates have all been updated to reflect the new Standards for Registered Training Organisations Amendment (VET Workforce Support) Instrument 2024 which came into effect on the 1st of March 2024.

The value for money package includes:

  • Standards for RTOs 2015 matrix
  • RTO policies and procedures manual covering:
    • Academic Integrity
    • Advertising and Marketing
    • Assessment Validation
    • Bullying, Discrimination and Harassment
    • Complaints and Appeals
    • Continuous Improvement
    • Core Skills Support
    • Credit Transfer
    • Critical Incident Response
    • Cultural Awareness
    • Deferral, Suspension and Withdrawal
    • Enrolments
    • Fees and Refunds
    • Financial Management
    • Fit and Proper Person
    • Individual Learner Needs
    • Industry Engagement
    • Information Technology Acceptable Use & Security
    • Insurances
    • Interactions with Regulatory and Statutory Bodies and Reporting Obligations
    • Issuing AQF Certificates and Outcomes
    • Learners Under 18
    • Legislation
    • Privacy Protection
    • Recognition of Prior Learning
    • Record Keeping and Access
    • Recruitment and Induction
    • Risk Management and Internal Audit
    • Safe Training Environment
    • Staff Records Retention and Management
    • Student Code of Conduct
    • Student Completion, Progress and Attendance
    • Third-party Arrangements
    • Trainer and Assessor Competency and Currency
    • Training and Assessment Strategy
    • Training Package Transition
    • Transfer of Courses
    • Unique Student Identifier
    • Version Control
    • Work Placement
  • RTO Management and Operations forms and templates:
    • Advertisement and Marketing templates and checklists
      • Advertisement & Marketing Campaign Announcement Action Plan template
      • Advertisement & Marketing Campaign Creative Brief template
      • Advertisement & Marketing Materials Checklist
      • Advertisement & Marketing Review Checklist
      • Course Brochure Content Checklist
      • Sample Course Brochure – Cert IV in Accounting and Bookkeeping
      • Sample Course Brochure – Diploma of Business
    • Assessment Validation and Moderation documents:
      • Assessment Moderation Checklist
      • Assessment Validation Checklist
      • Assessment Validation Plan
    • Complaints and Appeals forms and templates:
      • Appeals – Acknowledgement of Appeal Letter template
      • Appeals – Successful Letter template
      • Appeals – Unsuccessful Letter template
      • Appeals Form
      • Complaint Form
      • Complaints – Acknowledgement of Complaint Letter template
      • Complaints – Unwarranted Letter template
      • Complaints – Warranted Letter template
      • Complaints and Appeals Register
    • Continuous Improvement documents:
      • Continuous Improvement Register
      • Hazard Identification Checklist
      • Internal Audit Checklist
      • Risk Management and Internal Audit Process Checklist
      • Suggestion and Feedback Form
    • Critical Incident documents:
      • Critical Incident Report Form
      • Critical Incident Response Checklist
    • Graduation templates and checklists:
      • Certificate Document template
      • Certificate Re-issue Document template
      • Course Completion E-mail template
      • Graduation Letter template
      • Issuing of AQF Certification Documentation Checklist
      • Re-issuing of AQF Certification Documentation Checklist
      • Statement of Attainment template
    • Industry Engagement templates:
      • Industry Engagement Record – General template
      • Industry Engagement Record – Round 1 template
      • Industry Engagement Record – Round 2 template
      • Industry Engagement Register
      • Industry Engagement Schedule template
    • Management documents:
      • BackUp Schedule template
      • Documents Continuous Improvement Review Schedule template
      • Loan Agreement template
      • Meeting Agenda template
      • Organisation Chart
      • Student Archive Record template
    • Staff and Trainer and Assessor forms, checklists and templates:
      • Contractor Details Form
      • Employee Details Form
      • Position Description – Chief Executive Officer template
      • Position Description – Student & Administration Support Manager template
      • Position Description – Trainer & Assessor template
      • Professional Development Activity Summary
      • Professional Development Plan template
      • Staff Induction Checklist
      • Staff Information Release Form
      • Staff Qualification and CPD Overview template
      • Trainer and Assessor Competency and Currency Checklist
      • Trainer and Assessor Contractor Agreement template
      • Trainer Matrix template
    • Student Enrolment & Support forms, checklists and templates:
      • Cancellation Letter – Expulsion template
      • Cancellation Letter – Non-Payment template
      • Confirmation of Enrolment and Training Plan templates – including for NSW Apprenticeship, Victorian SkillsFirst and USI Exempted enrolments
      • Course Transfer Form
      • Credit Transfer Application Form
      • Deferral Letter template
      • Deferral, Suspension or Withdrawal Form
      • Direct Debit and Payment Schedule
      • Enrolment Checklist template
      • Enrolment Form
      • Enrolment Interview Form
      • Formal Warning template
      • Intervention Strategy Form
      • Overdue Payment E-mail templates
      • Overdue Payment Final Reminder Letter template
      • Payment Refund Form
      • Privacy Notice
      • Student Handbook template
      • Student Information Release Form
      • Withdrawal Letter template
    •  Third-Party Arrangements documents:
      • Third-party Arrangement Checklist
    • Training and Assessment checklists and templates:
      • Assessment Authenticity Declaration template
      • Assessment Mapping template
      • Assessment Moderation Checklist
      • Assessment Plan template
      • Attendance Record form
      • Furniture, Equipment and Resources List template
      • Induction PowerPoint template
      • Learning Journal template
      • Recognition of Prior Learning Application Form
      • Recognition of Prior Learning Assessment Mapping template
      • Recognition of Prior Learning Package template
      • Student Unit Evaluation Survey template
      • TAS Qualification template
      • TAS Short Course template
    • Work Placement templates:
      • Work Placement Agreement template
      • Work Placement Inspection Checklist
      • Workplace Site Visit Report template

Do I need to change the Policies & Procedures manual for my RTO?

Yes, it is always best practice to customise the policies and procedures to suit your RTO’s specific needs and operations. Our templates and documents are easy to amend and understand as the framework we provide you with is written with simplicity and efficiency in mind.

Can you provide customisation for the RTO policy and procedures manual?

Yes, we can add your RTO’s logo and branding on all of the documents and templates for you for a small fee of $399 (excluding GST).

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