ISO 29993:2017 Templates: Non-Formal Learning
ISO 29993:2017 Templates: Non-Formal Learning
Training outside the formal system, described and delivered to a benchmark a sponsor can actually compare.
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Read the guide: ISO 29993:2017 for training providers: what does it require and which records prove it?
By document type
| Category | Files |
|---|---|
| Manuals | 2 |
| Policies | 4 |
| Procedures & SOPs | 12 |
| Forms & Records | 21 |
| Checklists & Audit Tools | 7 |
| Registers, Logs & Matrices | 3 |
| Job Descriptions & Organisation | 1 |
| Training & Awareness | 9 |
| Guides & Work Instructions | 4 |
Key documents
| Reference | Document | Format |
|---|---|---|
| QM-01 | Quality Manual | Word |
| QP-03 | Needs Analysis | Word |
| QP-04 | Design of Learning Service | Word |
| QP-11 | Assessment of Learning | Word |
| Learning Assessment Form | Word | |
| ISO 29993 2017 Compliance Matrix | Excel |
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Overview
ISO 29993:2017 specifies requirements for learning services provided outside formal education: vocational training, continuing professional development, corporate and language training, coaching and comparable provision bought by learners or by a sponsoring organisation. Unlike a management system standard it examines the service itself: what is promised, how it is designed, who delivers it, and what the learner leaves with. Its point is comparability: learners and sponsors get a common basis on which to select a provider.
Requirements run through determining learning needs, defining the scope and design of the learning service, specifying learning objectives and methods, ensuring the competence of facilitators and staff, providing suitable learning resources and environments, communicating transparent information about content, duration, cost and expected results before and during delivery, and evaluating learning outcomes and satisfaction. A compliance matrix maps each ISO 29993:2017 requirement to the document that answers it. It complements ISO 21001, which supplies the full educational management system, and integrates with ISO 9001, translating general quality principles into the context of non-formal learning. Providers may seek third-party assessment against it, and the same records stand as objective evidence in audits.
What this system covers
- Needs analysis and the writing of learning outcomes
- Design of the learning service, with periodic design review and material review
- Facilitator management — competence criteria, skill matrix, induction, training records and codes of conduct
- Enrolment and transparent pre-service information, including proposals, invoicing and cancellation, withdrawal and refund terms
- Assessment of learning, learner performance evaluation and certification of learners
- Security and confidentiality of materials and facilities, plus emergency arrangements at the venue
- Complaints, suggestions and disputes
- Monitoring and evaluation — learner feedback, feedback analysis and corrective action
Who it's for
For training managers, instructional designers, trainers and quality staff at learning providers, and for the corporate functions that commission them. The trigger is generally a tender asking for conformity with ISO 29993, or a sponsor who wants to see how a course was designed and how outcomes were measured. The provider ends with a service cycle in which needs, design, delivery, assessment and feedback all leave a trail.
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Frequently asked questions
What exactly do I receive?
A downloadable ZIP containing the full set of ready-to-use documents for this toolkit — manuals, procedures, forms, records, checklists, guidance and training material, all in editable Word and Excel format. The exact document count is shown at the top of this page.
Are the documents really editable?
Yes. Every file is native Microsoft Word or Excel — no locked PDFs. Add your logo, change wording, and tailor the content to your organisation. The toolkit is yours to keep and reuse.
Does this certify my organisation?
No. These are documentation toolkits aligned to the relevant standard to help you prepare. Certification itself is issued by an accredited certification body after their audit. Our toolkits give you a strong, audit-ready starting point.
How is it delivered?
Instantly and digitally. There's no physical shipment — you download the files right after payment and receive a backup link by email.
Do I get updates?
Yes, for 12 months. Fixes and revisions to this toolkit are free for 12 months from your order. Email us with your order number to get them.
What is your refund policy?
If a document is wrong, missing or not as described, tell us within 14 days of your order. We fix it or refund you. If you have not downloaded yet, we can cancel the order and refund you in full. We don't refund a change of mind after download. See the Refund policy.
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