The RTO process checklist
Forty processes to review across compliance, student administration, finance, delivery and marketing — with the question to ask about each one.
THE SHORT ANSWER
- Work through it once a year; most RTOs find five or six processes they had stopped noticing.
- Anything frequent, rule-based and owned by one person is an automation candidate.
Compliance & quality (9)
Validation, moderation, gap analysis, evidence, audit prep, rectification, CI register, trainer matrix, policy review.
Student administration (9)
Enquiry, enrolment, USI, eligibility, welcome, attendance, progress, at-risk, certificates.
Delivery & trainers (7)
Lesson planning, resources, marking, feedback, resubmissions, scheduling, PD records.
Finance & funding (7)
Invoicing, payment plans, debt, eligibility, claims, reconciliation, board reporting.
Data & reporting (4)
AVETMISS prep, error resolution, submission, dashboards.
Marketing & growth (4)
Lead capture, qualification, nurture, course page upkeep.
Frequently asked questions
Ask how often it runs, how long it takes, who owns it and what breaks if skipped.
Bring your marked-up checklist
We'll time the top three processes on it, free.