Policies (3)

• POL-01 Educational Organization Policy. Top management commitment to learner-focused education, aligned to ISO 21001 Clause 5.2.
• POL-02 Learners Data Protection and Privacy Policy. The organisation commitment to protecting learner data and privacy.
• POL-03 Accessibility and Special Educational Needs Policy. The organisation commitment to accessibility and special educational needs.

Procedures (22)

• QP-01 Organizational Context, Interested Parties and EOMS Scope. How context, interested parties and the EOMS scope are determined (Clause 4).
• QP-02 Risks and Opportunities. How risks and opportunities to the EOMS are addressed (Clause 6.1).
• QP-03 EOMS Objectives and Planning of Changes. How EOMS objectives are set and changes planned (Clause 6.2, 6.3).
• QP-04 Leadership, Roles, Responsibilities and Authorities. How leadership is exercised and roles assigned (Clause 5).
• QP-05 Competence, Training and Awareness. How staff competence, training and awareness are managed (Clause 7.2, 7.3).
• QP-06 Infrastructure, Facilities and Learning Environment. How infrastructure, facilities and the learning environment are managed (Clause 7.1).
• QP-07 Monitoring and Measuring Resources. How monitoring and measuring resources are controlled (Clause 7.1.5).
• QP-08 Organizational Knowledge. How organisational knowledge is managed (Clause 7.1.6).
• QP-09 Communication. How internal and external communication is managed (Clause 7.4).
• QP-10 Control of Documented Information. How documented information is controlled (Clause 7.5).
• QP-11 Operational Planning and Control. How educational operations are planned and controlled (Clause 8.1).
• QP-12 Admissions, Enrolment and Requirements for Educational Services. How admissions, enrolment and service requirements are managed (Clause 8.2).
• QP-13 Design and Development of Educational Products and Services. How programmes and educational services are designed and developed (Clause 8.3).
• QP-14 Control of Externally Provided Processes, Products and Services. How externally provided processes and services are controlled (Clause 8.4).
• QP-15 Delivery of Educational Products and Services. How educational products and services are delivered (Clause 8.5).
• QP-16 Learner Assessment and Certification. How learners are assessed and certificated (Clause 8.5, 8.6).
• QP-17 Control of Nonconforming Educational Outputs. How nonconforming educational outputs are controlled (Clause 8.7).
• QP-18 Monitoring, Measurement, Analysis, Evaluation and Satisfaction. How performance and learner satisfaction are monitored and evaluated (Clause 9.1).
• QP-19 Internal Audit. How internal audits of the EOMS are conducted (Clause 9.2).
• QP-20 Management Review. How top management reviews the EOMS (Clause 9.3).
• QP-21 Nonconformity, Corrective Action and Continual Improvement. How nonconformities are corrected and the EOMS improved (Clause 10).
• QP-22 Accessibility and Special or Additional Needs Education. How accessibility and special or additional educational needs are managed (Clause 8).

Work instructions (11)

• WI-05-01 Trainer and Assessor Recruitment and Competence Verification. How trainers and assessors are recruited and their competence verified.
• WI-05-02 Staff Training Needs Analysis and Development. How staff training needs are analysed and development delivered.
• WI-06-01 Classroom and Lab Setup and Safety Check. How classrooms and labs are set up and safety checked.
• WI-13-01 Curriculum and Programme Design and Validation. How curricula and programmes are designed and validated.
• WI-13-02 Session and Lesson Plan Preparation. How session and lesson plans are prepared.
• WI-15-01 Classroom Course Delivery and Learner Engagement. How classroom courses are delivered and learners engaged.
• WI-15-02 Online and Blended Delivery and LMS Management. How online and blended delivery and the LMS are managed.
• WI-15-03 Learner Data Handling and Privacy. How learner data is handled and kept private.
• WI-16-01 Assessment Design, Marking and Moderation. How assessments are designed, marked and moderated.
• WI-16-02 Examination Invigilation and Malpractice Control. How examinations are invigilated and malpractice controlled.
• WI-19-01 Conducting an Internal Audit. How to plan and carry out an internal audit.

Forms and registers (77)

• QF-01-01 Context and PESTLE Analysis Record. Records the context and PESTLE analysis of the organisation.
• QF-01-02 Interested Parties and Requirements Register. Records interested parties and their requirements.
• QF-01-03 EOMS Scope Statement Record. States the boundaries and applicability of the EOMS.
• QF-02-01 Risk and Opportunity Assessment Record. Assesses risks and opportunities to the EOMS.
• QF-02-02 Risk Treatment and Action Plan. Plans the treatment of risks and opportunities.
• QF-03-01 EOMS Objectives and Action Plan. Records EOMS objectives and the plan to achieve them.
• QF-03-02 Change Request and Impact Assessment. Requests a change and assesses its impact.
• QF-04-01 Roles, Responsibilities and Authority Matrix. Assigns roles, responsibilities and authorities.
• QF-04-02 Job Description Template. The template for a role job description.
• QF-05-01 Training Needs Analysis. Identifies staff training needs.
• QF-05-02 Annual Staff Training Plan. Plans staff training for the year.
• QF-05-03 Training Attendance Record. Records attendance at training.
• QF-05-04 Training Evaluation and Effectiveness Record. Records the evaluation and effectiveness of training.
• QF-05-05 Staff Competence Evaluation Record. Records the evaluation of staff competence.
• QF-05-06 Awareness Briefing Record. Records awareness briefings.
• QF-05-07 Personnel Competence File Checklist. The checklist for a personnel competence file.
• QF-06-01 Facilities and Equipment Inventory. Inventories facilities and equipment.
• QF-06-02 Facility Maintenance and Inspection Log. Logs facility maintenance and inspection.
• QF-06-03 Learning Environment Monitoring Record. Records monitoring of the learning environment.
• QF-07-01 Monitoring and Measuring Equipment Register. Registers monitoring and measuring equipment.
• QF-07-02 Calibration and Verification Record. Records calibration and verification of equipment.
• QF-08-01 Organizational Knowledge Register. Registers the organisation knowledge.
• QF-08-02 Lessons-Learned Record. Records lessons learned for reuse.
• QF-09-01 Communication Plan and Matrix. Plans internal and external communication.
• QF-09-02 Internal Communication Record. Records internal communication.
• QF-09-03 Stakeholder Communication Log. Logs communication with stakeholders.
• QF-10-01 Master Document Register. The master index of controlled documents.
• QF-10-02 Document Change Request. Requests and records a document change.
• QF-10-03 Records Retention and Disposal Schedule. Sets how long records are retained and disposed.
• QF-10-04 Document Distribution List. Records who holds controlled documents.
• QF-11-01 Operational Plan Record. Records the operational plan for education delivery.
• QF-11-02 Programme Operational Control Checklist. The checklist for programme operational control.
• QF-12-01 Programme Specification and Requirements Record. Records the programme specification and requirements.
• QF-12-02 Learner Application and Admission Form. Records a learner application and admission.
• QF-12-03 Enrolment and Learning Agreement. Records enrolment and the learning agreement.
• QF-12-04 Requirements Review Record. Records the review of service requirements.
• QF-12-05 Learner Induction Checklist. The checklist for learner induction.
• QF-13-01 Design and Development Plan. Plans the design and development of a programme.
• QF-13-02 Design Inputs Record. Records the inputs to a programme design.
• QF-13-03 Design Review Record. Records a design review.
• QF-13-04 Design Verification and Validation Record. Records design verification and validation.
• QF-13-05 Design Outputs and Programme File Record. Records the design outputs and programme file.
• QF-13-06 Design Change Record. Records a change to a programme design.
• QF-14-01 External Provider Evaluation and Approval. Evaluates and approves external providers.
• QF-14-02 Approved External Provider List. The list of approved external providers.
• QF-14-03 External Provider Re-evaluation Record. Records the re-evaluation of an external provider.
• QF-15-01 Course and Session Delivery Record. Records the delivery of a course or session.
• QF-15-02 Learner Attendance Register. Registers learner attendance.
• QF-15-03 Learner Progress and Traceability Record. Records learner progress and traceability.
• QF-15-04 Property Belonging to Interested Parties Record. Records property belonging to learners or others.
• QF-15-05 Learner Data Consent and Privacy Record. Records learner data consent and privacy.
• QF-15-06 Delivery Change Notification. Notifies a change to delivery.
• QF-16-01 Assessment Plan. Plans the assessment of learners.
• QF-16-02 Assessment and Marking Record. Records assessment and marking.
• QF-16-03 Assessment Moderation and Verification Record. Records assessment moderation and verification.
• QF-16-04 Examination Invigilation Report. Records the invigilation of an examination.
• QF-16-05 Assessment Appeal Record. Records a learner assessment appeal.
• QF-16-06 Certificate Issue and Register. Registers and records certificate issue.
• QF-17-01 Nonconforming Output and Service Record. Records a nonconforming educational output or service.
• QF-18-01 Learner Satisfaction Survey. Surveys learner satisfaction.
• QF-18-02 Staff Satisfaction Survey. Surveys staff satisfaction.
• QF-18-03 Employer and Other Beneficiary Feedback Form. Captures employer and beneficiary feedback.
• QF-18-04 Monitoring and Measurement Data Analysis Record. Records the analysis of monitoring and measurement data.
• QF-18-05 KPI Performance Report. Reports performance against KPIs.
• QF-19-01 Annual Internal Audit Programme. Plans the internal audit programme for the year.
• QF-19-02 Internal Audit Plan. Plans a single internal audit.
• QF-19-03 Internal Audit Checklist. The checklist used to audit the EOMS.
• QF-19-04 Internal Audit Report. Reports the findings of an internal audit.
• QF-19-05 Audit Nonconformity Report. Records a nonconformity raised at audit.
• QF-20-01 Management Review Agenda and Input Pack. The agenda and inputs for a management review.
• QF-20-02 Management Review Minutes and Action Log. Records the management review decisions and actions.
• QF-21-01 Nonconformity and Corrective Action Request (CAR). Records a nonconformity and its corrective action.
• QF-21-02 Improvement Opportunity Record. Records an improvement opportunity.
• QF-21-03 Corrective Action Log. Logs corrective actions to closure.
• QF-22-01 Learner Accessibility Needs Assessment. Assesses a learner accessibility needs.
• QF-22-02 Individual Learning Support Plan. Plans individual learning support for a learner.
• QF-22-03 Reasonable Adjustment Record. Records a reasonable adjustment made for a learner.

Validated Excel tools (7)

• T-01 Interested Parties and Needs Analysis Matrix. Analyses interested parties and their needs.
• T-02 Risk and Opportunity Register. Records and scores risks and opportunities.
• T-03 EOMS Objectives and KPI Tracker. Tracks EOMS objectives and KPIs at a glance.
• T-04 Staff Competence Matrix and Skills-Gap Tool. Maps staff competence and analyses skills gaps.
• T-05 Satisfaction Analyzer. Analyses learner and stakeholder satisfaction data.
• T-06 Internal Audit Programme and Findings Tracker. Plans the audit programme and tracks findings.
• T-07 Legal and Other Requirements Compliance Register. Tracks legal and other requirements and compliance.