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 needs.
What is included in our Policies & Procedures and Documents & Templates Bundle?
IMPORTANT: The revised Standards for Registered Training Organisations (RTOs) 2025 in Australia are set to come into full regulatory effect on 1 July 2025. This purchase is for the new and revised Standards. Should you wish to purchase the current version which is written to the Standards for RTOs 2015, we are happy to provide this at no extra charge to you with this purchase. You can simply email us to request for a copy once your purchase has been finalised.
As we move into 2025, we are excited to introduce our updated Policies and Procedures, fully aligned with the new Standards for RTOs 2025. These updates are not just about compliance — they are about improving the way we operate, ensuring quality training outcomes, reducing risks, and enhancing efficiency for both staff and students.
Our value for money package includes:
Standards for RTOs 2025 matrix
RTO policies and procedures manual covering:
Operations and Governance
Complaints and Appeals
Continuous Improvement
Financial Management
Information Technology Acceptable Use and Security
Insurances
Leadership and Accountability
Legislation
Privacy Protection
Record Keeping and Access
Regulatory Compliance and Reporting
Risk Management and Internal Audit
Terms
Third-Party Arrangements
Version Control
Vision Statement
Recruitment and Personnel
Recruitment and Induction
Staff Competency and Currency
Marketing and Enrolments
Advertising and Marketing
Deferral, Extension, Suspension, Withdrawal and Cancellation of Enrolment
Enrolments
Fees and Refunds
Issuing AQF Certificates and Outcomes
Student Progress Monitoring and Intervention Strategies
Transfer of Courses
Unique Student Identifier
Support and Safety
Bullying, Discrimination and Harassment
Core Skills Support
Critical Incident Response
Cultural Awareness
Individual Learner Needs
Learners Under 18
Student Code of Conduct
Safe Training Environment
Training and Assessment
Academic Integrity
Assessment Validation and Moderation
Credit Transfer
Industry Engagement
Recognition of Prior Learning
Training and Assessment Strategy
Training Product Transition
Work Placement
RTO Management and Operations forms and templates:
Advertisement and Marketing templates and checklists
Advertisement & Marketing Campaign Announcement Action Plan template
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
Continuous Improvemnet Schedule template
Hazard Identification Checklist
Risk Management 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 template
Industry Engagement Register
Industry Engagement Schedule template
Management documents:
BackUp Schedule template
Loan Agreement template
Meeting Agenda template
Organisation Chart
Staff and Trainer and Assessor forms, checklists and templates:
Contractor Details Form
Employee Details Form
Position Description – Administrative & Support Staff template
Position Description – Chief Executive Officer template
Position Description – RTO Manager Manager template
Position Description – Trainer & Assessor template
Professional Development Activity Summary
Professional Development Plan
Staff Induction Checklist
Staff Information Release Form
Staff Qualifications and PD Overview
Staff Reference and Credentials Check
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 Apprentice or Traineeship enrolments and USI Exempted enrolments
Course Transfer Form
Credit Transfer Application Form
Deferral Letter template
Deferral, Extension, 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 Archive Record
Student Handbook template
Student Information Release Form
Support Plan template
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 Plan template
Attendance Record template
Learning Journal template
Resources Comparison Report template
Resources List template
RPL Application Form
RPL Assessment Mapping template
RPL 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 get any updates?
Yes, as ASQA has not yet released the Practice Guides for Quality Areas 2 and 3 (at the time of publication 6 January 2025), we commit to duly updating them when they are available and they will be sent out to you promptly.
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, as we all customise it with your operational goals and specifics for you for a small fee of $440 (excluding GST).
Assessment Moderation and Validation Pack
1 × $150.00 
Bundles, RTO Management and Operations
