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Learning Services · ISO 29993:2017

ISO 29993:2017 Documentation Toolkit

The real ISO 29993:2017 documentation set we deliver: a complete management system for a learning services provider, in 65 editable documents and tools, with a training package included. It carries a Learning Services Manual, 12 procedures, 4 exhibits and policies, 2 standard operating procedures, 29 forms, an audit questionnaire and compliance matrix, and four training presentations, covering the full learning cycle from determining learning needs and designing learning to provision, assessment and monitoring, so you can build a system to ISO 29993:2017 without hiring a consultant.

65
Documents
and tools
12
Procedures
clause-mapped
29
Forms and
formats
4
Training
presentations
$149
Within 24h secure delivery Editable Word and Excel Lifetime free updates
ISO 29993:2017MANUAL
Learning Services System Manual
Clause-by-clause structure
12Clause-mapped
procedures
29Ready-to-use
forms
Written to satisfy the requirements checked byBSISGSTÜVBureau VeritasDNVIntertek
Overview

Everything you need for ISO 29993:2017, in one download

Preparing the documentation is the slowest and most confusing part of getting certified to ISO 29993:2017. You have to work out what the standard asks for, decide what to write, and turn it into a manual, procedures and records that an auditor will accept. Done from a blank page it takes months, and paying a consultant to do it can cost thousands.

The ISO 29993:2017 Documentation Toolkit gives you that whole system, already written and ready to edit. It is built by practitioners around the exact structure of the standard, so nothing an auditor expects is missing. You add your company details, adapt anything specific to your operation, and you have a complete, consistent learning services system that is ready for audit. Every single document you receive is listed and explained further down this page, so you know precisely what you are buying before you spend anything.

What makes this set specific

Built for your real production model, not a generic template

Built for a learning services provider

A complete management system written to ISO 29993:2017 for a provider of learning services outside formal education, from determining learning needs and designing learning to delivery, assessment and monitoring.

The full learning cycle

Procedures for learner enrolment, learning need analysis, designing learning, periodic design review, assessment of learning, and monitoring and evaluation of the learning services.

Competent facilitators

A procedure and forms for evaluating, selecting and appointing facilitators, with a competence chart, skill matrix, code of conduct and registration, so you can evidence that the people who teach are competent.

Learner-facing documents

A learner application form, learning proposal, invoice, feedback form, assessment form and a learning certificate, so the learner journey is documented end to end.

Audit-ready with a compliance matrix

An ISO 29993 audit questionnaire and a compliance matrix, so you can self-check the system against the standard before an assessor or client visits.

A complete training package included

Four training presentations, four literature chapters and workshops and a case study with worked answers, so you can train your team on ISO 29993 without buying a separate course.

How the set is structured

65 controlled documents in 7 tiers

Each tier answers a different question and is approved at a different level, and every requirement is owned in exactly one place.

MAN1Learning Services Manual
QP12Procedures
E4Exhibits and policies
SOP2Standard operating procedures
F29Forms and formats
TOOL3Audit, compliance and personnel tools
TRG14Training package (decks, literature, workshops)
The full contents

Every document in this toolkit, listed and explained

No hidden contents and no vague claims. Here is the complete document set, with a short description of what each file is for and the clause it helps you meet.

ISO 29993:2017 Toolkit

A complete document set, fully editable in Microsoft Office.

Learning Services Manual1
Procedures12
Exhibits and policies4
Standard operating procedures2
Forms and formats29
Audit, compliance and personnel tools3
Training package (decks, literature, workshops)14
Total documents65

ISO 29993:2017 Learning Services Management System Manual

The top-level document of the learning services provider. Written to ISO 29993:2017, it sets out the profile, the information provided to learners, and how each requirement is met, from determining learning needs and designing learning through provision and assessment to the management of the provider. This is the document an auditor opens first.

Company profile and abbreviationsInformation for learners and interested parties4. Learning services: needs, design, provision, assessment and monitoring5. Management of the learning services providerFacilitators, competence and staffRecords, feedback and complaintsAnnexes: process flow and glossary
QP Procedures (12)
  • QP-01 Enrollment of Learner. How learners are enrolled and their requirements captured.
  • QP-02 Feedback Collection, Evaluation and Improvement. How learner feedback is collected, evaluated and used to improve.
  • QP-03 Learning Need Analysis. How the learning needs of learners and interested parties are determined.
  • QP-04 Designing of Learning. How learning services and materials are designed to meet the identified needs.
  • QP-05 Periodic Design Review of Learning Material. How learning material is reviewed periodically and kept current.
  • QP-06 Document and Record Control. How documents and records are created, approved, issued and retained.
  • QP-07 Maintaining Security of Learning Material, Equipment and Facilities. How learning material, equipment and facilities are kept secure.
  • QP-08 Complaints, Suggestions and Dispute Resolution. How complaints, suggestions and disputes are received and resolved.
  • QP-09 Dealing with Emergencies and Security Issues. How emergencies and security issues are handled.
  • QP-10 Evaluating, Selecting and Appointing Facilitators. How facilitators are evaluated, selected and appointed.
  • QP-11 Assessment of Learning. How the learning of participants is assessed.
  • QP-12 Monitoring and Evaluation of Learning Services. How the learning services and their outcomes are monitored and evaluated.
E Exhibits and policies (4)
  • E/SYS/01 Competence Criteria. The criteria for the competence of facilitators and staff.
  • E/SYS/02 Cancellation and Refund Policy. The policy for cancellations and refunds of learning services.
  • E/SYS/03 Security Policy. The policy for the security of learners, staff and material.
  • E/SYS/04 Process Flow of Learning Services. The process flow diagram of the learning services.
SOP Standard operating procedures (2)
  • Examiners and Invigilators Qualification. How examiners and invigilators are qualified for assessment.
  • Subcontractor Guidelines. How subcontracted services are selected and managed.
F Forms and formats (29)
  • QP/01/F/01 Learner Application Form. Captures a learner application and requirements.
  • QP/01/F/02 Learning Proposal. The proposal issued for a learning service.
  • QP/01/F/03 Learning Service Invoice. The invoice for a learning service.
  • QP/02/F/01 Learner Feedback Form. Collects learner feedback.
  • QP/02/F/02 Analysis of Feedback (Excel). Analyses learner feedback, in Excel.
  • QP/02/F/03 Performance Evaluation of Learner. Records the evaluation of a learner performance.
  • QP/02/F/04 Corrective Action Report. Records a corrective action.
  • QP/03/F/01 Learning Service Need Analysis Report. Records the analysis of learning needs.
  • QP/04/F/01 Learning Service Design Review Report. Records the review of a learning design.
  • QP/05/F/01 Learning Material Review Report. Records the periodic review of learning material.
  • QP/06/F/01 Master List of Documents. The master index of controlled documents.
  • QP/06/F/02 Master List of Records. The master index of records.
  • QP/06/F/03 Change Note. Requests and records a document change.
  • QP/06/F/04 Objective Monitoring Sheet. Tracks objectives against targets.
  • QP/08/F/01 Complaints and Appeals Report. Records a complaint or appeal and its resolution.
  • QP/10/F/01 Personnel Records for Facilitator (Internal and External). Holds records for internal and external facilitators.
  • QP/10/F/02 Evaluation of Facilitator. Records the evaluation of a facilitator.
  • QP/10/F/03 Facilitator Registration Form. Registers a facilitator.
  • QP/10/F/04 Code of Conduct for Facilitators (Internal). The code of conduct for internal facilitators.
  • QP/10/F/05 Code of Conduct for Facilitators (External). The code of conduct for external facilitators.
  • QP/10/F/06 Training Calendar. The calendar of planned learning and training.
  • QP/10/F/07 Training Report. Records training or learning delivered.
  • QP/10/F/08 Induction Training Report. Records induction training.
  • QP/10/F/09 Job Description. Defines a role and its requirements.
  • QP/10/F/10 Competence Chart. Maps competence across roles.
  • QP/10/F/11 Skill Matrix. Maps personnel against required skills.
  • QP/11/F/01 Learner Assessment Form. Records the assessment of a learner.
  • QP/11/F/02 Learning Certificate. The certificate issued to a learner on completion.
  • QP/12/F/01 Learning Service Evaluation Report. Reports the evaluation of a learning service.
TOOL Audit, compliance and personnel tools (3)
  • Job Description and Specification. The master job description and specification template.
  • ISO 29993 Audit Questionnaire. A self-assessment questionnaire against ISO 29993, to check the system before an assessment.
  • ISO 29993:2017 Compliance Matrix (Excel). Maps the system against ISO 29993 clause by clause, in Excel.
TRG Training package (11)
  • Presentation 1: ISO 29993:2017 Overview. An overview training deck on the standard.
  • Presentation 2: ISO 29993:2017 Requirements. A training deck on the requirements.
  • Presentation 3: ISO 29993:2017 Documented Information. A training deck on documented information.
  • Presentation 4: Steps for Certification. A training deck on the steps to certification.
  • Literature Chapter 1: Overview. A written overview of ISO 29993.
  • Literature Chapter 2: Requirements. Written notes on the requirements.
  • Literature Chapter 3: Documentation. Written notes on the documentation of the system.
  • Literature Chapter 4: Steps for Certification. Written notes on the steps to certification.
  • Case Study 1. A training case study, provided blank and with worked answers.
  • Workshop 1. A training workshop, provided blank and with worked answers.
  • Workshop 2. A second training workshop, provided blank and with worked answers.
What you gain

Why teams choose a ready-made kit

Save months of work

The writing is done. You edit instead of authoring from a blank page.

Avoid consultant fees

Get a professional system for a fraction of the cost of hiring one.

Nothing missed

Mapped clause by clause so every requirement is covered.

Written in plain English

Easy to read, easy to adapt, no jargon you have to decode.

Audit-ready evidence

Forms and registers capture exactly what an auditor asks to see.

Yours to keep

A perpetual licence for your whole team, with free updates.

How to use it

From download to audit ready in five steps

Download

The full set arrives by email in minutes, in Word and Excel.

Customise

Swap the highlighted placeholders for your own company details.

Implement

Roll out the procedures and capture evidence on the forms.

Audit and review

Use the internal audit checklist and management review templates.

Get certified

Face the auditor with a complete, consistent system.

Who it is for

Built for the people who have to get it done

  • Companies going for ISO 29993:2017 certification for the first time.
  • Quality and compliance managers who want a proven framework, not a blank page.
  • Businesses asked for a documented system for a tender, a client, or pre-qualification.
  • Consultants and trainers who need an editable base to adapt for clients.
How it is delivered

Secure, editable, and yours to keep

📥

24-hour delivery

Files sent securely within 24 working hours of payment.

✍️

Fully editable

Microsoft Word and Excel, with placeholders to fill in.

♾️

Free updates

If the standard is revised, you get the update free.

👥

Team licence

One organisation, unlimited internal users, perpetual.

Compare the options

Kit, consultant, or from scratch

What mattersFrom scratchHire a consultantisofolder kit
Time to a full document setMonthsWeeksThe same day
Typical costYour timeThousands$149 once
Written by expertsNoYesYes
Mapped to every clauseRiskyUsuallyYes
You keep full controlYesLimitedYes, fully editable
Free updates on revisionNoExtra feeIncluded
Our experience

Documentation is all we do, and we have done it since 2017

isofolder is a team of auditing and consulting professionals with more than 80 years of combined experience. Our kits are written by practitioners and reviewed by working auditors, then refined across many real certification projects. When you buy from us, you are buying a system that has already helped companies pass their audits.

If you ever need a document that is specific to your operation and not already in the kit, our team will prepare it for you.

2017Trading since
2,000+Products delivered
750+Projects completed
100+Standards covered
What buyers say

Trusted by teams getting certified

★★★★★

The documents were well structured and easy to adapt. We cleared our certification audit with no major findings.

Quality ManagerManufacturing, United Kingdom
★★★★★

Saved us weeks of writing. Everything was mapped to the clauses, so we knew nothing was missing.

Operations LeadFood business, UAE
★★★★★

Clear, professional and fully editable. Far better value than the consultant quotes we received.

FounderServices company, United States
See it first

Not sure yet? Look inside before you buy

Preview 10 real pages from the ISO 29993:2017 toolkit right here, including a full form and part of an actual procedure. Judge the quality and writing style for yourself, with no sign-up.

Questions

ISO 29993:2017 toolkit, frequently asked

Who is ISO 29993 for?+
ISO 29993:2017 sets the requirements for learning services outside formal education, such as training, coaching, tutoring and continuing education. This toolkit gives a learning services provider a complete management system to demonstrate the quality of its learning services.
What does the kit cover?+
It covers the full learning cycle: determining learning needs, designing and reviewing learning, enrolling learners, provision, assessment of learning, facilitator competence, and monitoring and evaluation, along with the management system that supports them.
Does it include facilitator competence controls?+
Yes. There is a procedure for evaluating, selecting and appointing facilitators, plus a competence chart, skill matrix, evaluation, registration and code of conduct forms, so you can show your facilitators are competent.
Is a training package included?+
Yes. The kit comes with four training presentations, four literature chapters and workshops and a case study with worked answers, so you can train your team on ISO 29993 as part of the same package.
What formats do I get?+
Everything is editable Microsoft Word, Excel or PowerPoint. You replace the highlighted placeholders and the example organisation details with your own before use.
What does the ISO 29993:2017 toolkit include?+
A clause-by-clause ISO 29993:2017 manual, 12 procedures, and 29 ready-to-use forms and records, plus sample filled examples. Everything is editable in Microsoft Word and Excel, and the full list is shown on this page.
Will it help me pass a certification audit?+
Yes. The documents are structured to the ISO 29993:2017 clauses an auditor checks and are written by experienced practitioners. You customise and implement them, and the kit gives you a complete, auditor ready system as your foundation.
What formats do I get, and can I edit them?+
Everything comes in editable Microsoft Word and Excel, with any presentations in PowerPoint. You replace the highlighted placeholders with your own details. No special software is needed.
How long does it take to customise?+
Most organisations tailor the core documents within a few days rather than the weeks or months it takes to write from a blank page. The manual and procedures are already written, so you are editing, not authoring.
How is it delivered?+
After your payment is confirmed, we send your files to you securely within 24 working hours, and usually much sooner. To keep the documents safe, we do not store them on public-facing servers.
Is there a licence limit or a subscription?+
There is no subscription. One purchase gives your organisation a perpetual licence with unlimited internal users, so your whole team can work on the documents.
Do I get updates when the standard changes?+
If ISO 29993:2017 is revised, you receive the updated documents free of charge, so your system stays current without buying again.
Is it suitable for my industry?+
The kit is written to the ISO 29993:2017 requirements, which apply across sectors. The documents are editable, so you keep what fits your operation and adapt or set aside anything that does not. It has been used by manufacturers, food businesses, laboratories, healthcare, IT and service companies.
How is this different from free templates online?+
Free templates are usually incomplete, generic, or out of date, and they leave you guessing what an auditor expects. This kit is a complete, current, clause-mapped set written by practitioners, with every document listed and explained so there are no surprises.
Can I check the toolkit before I buy?+
Yes. You can download a free sample document first to check the quality and writing style, so you can decide with confidence.
Complete your system

Frequently bought together

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Download the complete, editable toolkit and start building an audit ready system in minutes, with a free sample available before you buy.

ISO 29993:2017 Documentation Toolkit 65 documents, Word and Excel, delivery within 24 working hours $149