Feature Article: Three planning resources every RTO manager should have in their toolkit

Planning: The act of formulating a course of action to achieve a desired goal.

“Proper planning and preparation prevents poor performance.”

Planning Software:

RTOs, whether large or small unquestionably manage multiple projects, plans, tasks and people at any given time. Having a solution that keeps everything organised while managing competing priorities in a way that is consistent and profitable is critical for RTO managers. Holding yourself and your team accountable and ensuring nothing slips through the cracks by utilising an online planning system that provides visibility and oversight will ensure you can plan effectively. One tool that is highly effective for RTO planning is Trello. The application is a web-based Kanban style list making collaboration tool that organizes your activities into boards. RTOs can use it to organise committees; staff meetings; action plans; schedules; student tracking and many more. The free account provides basic functionality that can get your planning started. RTOs can sign up here

Planning Templates:

The success of your RTO, no matter what size depends on the effectiveness of your planning and strategy. Planning templates are important tools that ensure you can better plan, manage, and report on strategic initiatives. To effectively plan and implement strategy RTO managers need various planning templates suited to your operational requirements. Using fit for purpose templates to define and communicate your goals and objectives will ensure it is easily understood by all of your stakeholders.  EDministrate has developed templates that can be used by RTOs to undertake key planning activities related to training and assessment; industry engagement and validation. They can be purchased here if you want customisable, off-the-shelf document templates.  

Planning Processes: 

Your planning processes should be concerned with defining the RTO’s goals and determining the resources necessary to achieve those objectives. Planning always has a purpose. The purpose may involve the achievement of certain KPI’s or targets. This is enabled through consistent strategies that are supported by staff at all levels. A standing plan is a business plan that is intended to be used many times. The most common examples of standing use plans are policies and procedures. These plans should be published and accessible to all staff in a central repository for easy reference. RTO managers must be careful to create and implement the appropriate policies and procedures for the situations they face. We have customisable policies and procedures for RTOs that can be purchased  here if you should you need to update your organisations plans.




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