This legal and compliance bundle provides governing boards with high level policy frameworks covering student safety commitments, privacy regulation compliance, records management, and statutory reporting.
Designed to address broader institutional compliance, this package equips board members with clear tools to verify child safety commitments, manage Freedom of Information (FOI) requests, execute privacy impact assessments, and maintain rigorous documentation controls.
Bundle & Save: Purchasing these compliance frameworks individually costs $2,150.00. The complete Board Compliance, Privacy & Safeguarding Bundle saves your school over 35%.
Please Note: These resources provide an operational baseline designed to align with Australian privacy laws and school legal compliance standards.
The full suite of documents includes:
Commitment to Child Safety Statement
Duty of Care Policy
Complaints Handling Policy and Procedure
Privacy Policy
Filing and Records Management Policy and Procedure
National Police Clearance and Working with Children Check Policy and Procedure
Privacy Impact Assessment Tool (OAIC)
Freedom of Information (FOI) Access Request Form
Procedural Fairness Checklist
Complaint Investigation Report
Complaints Register
Record Disposal Authorisation Form
Policy Procedure and Supplementary Documents Tracker
Statutory Declaration Fact Sheet
Statutory Declaration Template
Class Size Exemptions Fact Sheet
This targeted financial and risk bundle equips school boards and finance committees with robust oversight tools to safeguard school assets, manage operational budgets, and maintain financial integrity.
From internal and external audit procedures to contract tracking, fraud prevention, and risk registers, this package provides executive leadership with practical controls to oversee school expenditure, asset delegation, and risk mitigation effectively.
Bundle & Save: Purchasing these financial and risk management tools individually costs $3,700.00. The complete Board Financial Governance, Audit & Risk Bundle saves your school over 35%.
Please Note: These resources are designed to complement your school's existing accounting systems, audit schedules, and financial delegation thresholds.
The full suite of documents includes:
Annual Audit Policy and Procedure
Internal Audit Policy and Procedure
Budget Management and Monitoring Policy and Procedure
Expenditure of Funds Policy and Procedure
Asset Management Policy and Procedure
Business Continuity Policy and Procedure
Risk Management Policy and Procedure
Board Fundraising Policy and Procedure
Board Gift Acceptance Procedure
Managing Contracts and Funding Agreements Policy and Procedure
Work Related Travel and Expenses Procedure
Board AGM Timelines and Legal Requirements Fact Sheet
Board Delegation of Authority Register
Board Gift and Donation Registry
Asset Register
Risk Register
Centralised Contract Register
Insurance Policies Register
Register of Account Signatories
Travel Expenses Claim Form
This comprehensive governance package provides school boards and governing bodies with the foundational policies, procedures, and administration tools required to operate transparently, maintain legal compliance, and manage board meetings efficiently.
Designed specifically for non-government school boards, this suite establishes clear rules for board member induction, conduct expectations, conflict handling, committee structures, and constitutional obligations. It equips new and experienced board members alike with the administrative structures needed to govern with confidence.
Bundle & Save: Purchasing these governance policies and meeting tools individually costs $3,600.00. The complete Board Operations & Governance Bundle saves your school over 35%.
Please Note: Because every school board operates with unique constitutional frameworks and systemic affiliations, these documents serve as a highly adaptable baseline that can be tailored to match your specific governing setup.
The full suite of documents includes:
Board Governance Policy and Procedure
Code of Conduct Board Policy
Board Confidentiality Policy and Procedure
Board Conflict of Interest and Dispute Resolution Policy and Procedure
Board Fit and Proper Person Policy
Board Member Induction Policy and Procedure
Board Training Policy and Procedure
Board Attendance Policy and Procedure
Board Meetings Procedure
Committees Policy and Procedure
Department of Education Notification of change in constitution or governing body membership
Agenda Template
Minutes Template
Board Meeting Checklist
Board Fit and Proper Person Declaration
Board Conflict of Interest Form
Board Conflict of Interest Register
Board Member Interview Guide
Board Skills Matrix
Board Responsibility Fact Sheet
Defining the Board Fact Sheet
Incorporation and Constitutions Fact Sheet
Terms of Reference (ToR) Template
Committee Register
Common Seal Register
Notice of Annual General Meeting
This executive oversight bundle provides school boards with structured frameworks to manage their primary working relationship: leading, evaluating, and supporting the School Principal and executive leadership team.
Handling principal performance, organizational strategy, and strategic planning requires procedural fairness and objective metrics. This bundle provides clear review workflows, goal setting forms, and strategic planning frameworks to align board strategy with executive execution.
Bundle & Save: Purchasing these executive oversight templates individually costs $2,250.00. The complete Board Executive Oversight & Principal Evaluation Bundle saves your school over 35%.
Please Note: While these templates provide an end to end framework, boards can adjust evaluation criteria to align with specific principal contracts or school strategic goals.
The full suite of documents includes:
Principal Performance Review Procedure
Organisational Performance Evaluation Policy and Procedure
Strategic or Business Planning Policy and Procedure
Workforce Planning Procedure
Whistleblower Policy and Procedure
Annual Report Procedure
Principal Induction Policy and Procedure
Principal Performance Review Template
Principal Self-Assessment and Goal Setting Form
Register of Responsible Persons
Memorandum of Understanding Fact Sheet
Memorandum of Understanding Template
The Annual Audit Policy and Procedure ensures high standards of financial accountability and transparency by mandating an independent external review of the school’s accounts in accordance with the Associations Incorporation Act 2015 (WA). This procedure provides the School Board and regulatory bodies with accurate assurance of the institution's financial viability and operational integrity, ensuring that audited results are published in the Annual Report to maintain community trust.
The Annual Report Procedure provides a structured framework for the preparation and public disclosure of the school’s strategic progress, educational outcomes, and financial health. This procedure ensures the school fulfils its statutory obligations under the Associations Incorporation Act 2015 (WA) and remains compliant with Western Australian registration standards by providing stakeholders with transparent and audited assurance of the institution's long-term sustainability.
The Board AGM Timelines and Legal Requirements Fact Sheet provides a high level summary of the statutory obligations and procedural deadlines required to conduct a transparent and legally compliant Annual General Meeting. This resource ensures that Western Australian schools adhere to the Associations Incorporation Act 2015 (WA) by holding meetings within six months of the financial year end and providing members with the mandated 21 days' notice for special resolutions.
The Board Attendance Policy and Procedure establishes clear expectations for the consistent participation of school governors to ensure the institution maintains its functional, legal, and strategic integrity. This policy defines specific attendance thresholds, such as the two meeting unnotified absence limit, and outlines the formal remedial and removal processes required to uphold natural justice and satisfy Western Australian registration standards.
The Board Confidentiality Policy and Procedure ensures a secure governance environment by protecting sensitive personal, legal, and strategic information from unauthorised disclosure. This policy establishes a permanent obligation for all current and former officers to maintain discretion, prohibiting the improper use of school data for personal gain while ensuring that high level deliberations remain protected to foster open and frank board discussion.
The Board Conflict of Interest and Dispute Resolution Policy and Procedure ensures the governing body operates with integrity by providing a structured framework for the transparent management of internal grievances and conflicts of interest. It mandates the recusal of members with material personal interests and outlines formal resolution pathways, including mediation and legal consultation, to maintain compliance with the Associations Incorporation Act 2015 (WA).
The Board Fit and Proper Person Declaration is a critical compliance tool used to verify the integrity, financial prudence, and ongoing suitability of individual board members. This formal document requires members to attest to their ethical standing, maintain current National Police and Working with Children Checks, and disclose any potential conflicts of interest to ensure the governing body meets Western Australian regulatory standards and statutory duty of care.
The Board Fit and Proper Person Policy establishes the high standards of integrity, competence, and financial prudence required for the school's leadership team. It outlines the mandatory initial and annual assessment processes, including police and bankruptcy checks, ensuring the governing body remains fully compliant with the Registration Standards for Non-Government Schools (WA) and the School Education Act 1999 (WA).
The Board Fundraising Policy and Procedure defines the governing body's vital role in securing the school's financial future through active leadership and personal commitment. Operating on the principle of "Leadership by Example," this policy encourages members to contribute their time, networks, and financial support in proportion to their capacity, ensuring all activities comply with ATO "responsible person" rules and Western Australian registration standards.
The Board Gift Acceptance Procedure provides a structured framework for the evaluation and acceptance of philanthropic support to ensure all donations align with the school's mission and strategic goals. This procedure ensures the institution remains compliant with ATO "responsible person" rules and the Income Tax Assessment Act 1997 (Cth) while protecting the school’s independence and public trust.
The Board Governance Policy and Procedure articulates the fundamental principles of the school’s constitution, defining the elective authority, representative integrity, and collective responsibility of the governing body. This policy establishes a clear division between high level strategic oversight and the operational management handled by the Principal, ensuring the school fulfils its statutory obligations under the Associations Incorporation Act 2015 (WA) and remains compliant with Western Australian registration standards.
The Board Meetings Procedure provides a structured and transparent framework for the conduct of governing body sessions, ensuring legal compliance with the Associations Incorporation Act 2015 (WA) and the Corporations Act 2001 (Cth). This procedure fosters a culture of inclusivity and rigorous oversight, mandating specific protocols for agendas, "In Camera" discussions for sensitive matters, and the formalisation of resolutions to maintain the school’s long-term strategic stability.
The Board Member Induction Policy and Procedure ensures that new governors receive the comprehensive training and information required to fulfil their fiduciary duties from the start of their term. This policy formalises the transition process through a facility tours, and a formal mentoring program, ensuring the school's strategic momentum and governance continuity are maintained during leadership changes.
The Board Member Interview Guide provides a structured behavioural framework to assess the suitability of prospective governing body members. It facilitates the verification of professional qualifications and statutory checks while using targeted questions to evaluate a candidate’s governance judgment, strategic focus, and alignment with the school’s mission.
The Board Responsibility Fact Sheet provides a high level overview of the six primary pillars of school governance, from legal and financial accountability to strategic vision and community advocacy. This resource clarifies the Board's role as the ultimate steward of institutional resources, ensuring that the school maintains its mission focus while fulfilling mandatory obligations such as budget oversight, principal performance reviews, and risk mitigation.
The Board Training Policy and Procedure ensures the governing body maintains the high standards of strategic leadership and statutory compliance necessary for long-term sustainability. It mandates a formal induction for all members, annual professional development in critical areas like child safety and risk oversight, and a regular self evaluation process to identify and address governance skill gaps.
The Boarding Staff and Contractor Induction Procedure provides a structured, formal orientation framework to effectively integrate new residential personnel and contractors into the boarding environment. By setting clear expectations for role performance, student safety, and professional boundaries, this procedure ensures that all newly appointed or returning staff become operationally competent while maintaining legal and pastoral compliance.
The Budget Management and Monitoring Policy and Procedure ensures the school's long-term sustainability by implementing a rigorous financial planning process that aligns allocations with strategic priorities. This policy establishes a framework for frequent oversight, requiring monthly line by line comparisons of actual expenditure against approved projections to maintain fiscal responsibility, identify variances early, and ensure the school can meet its financial obligations as they fall due.
The Business Continuity Policy and Procedure ensures the school can maintain its core educational and administrative functions during significant disruptive events, such as natural disasters or cyber attacks. By utilising a Priority of Functions model, this policy mandates the protection of critical activities through regular readiness testing, secure off-site data backups, and clear recovery pathways to safeguard the school community and fulfil legal and financial obligations.
The Centralised Contract Register is a sophisticated procurement and governance tool used to monitor the lifecycle, financial commitments, and compliance status of all school related contracts. It provides the School Board and the Principal with a clear overview of the institution's legal obligations to third-party vendors and service providers.
The Class Size Exemptions Fact Sheet provides a strategic framework for managing and communicating class size variations in alignment with Western Australian registration standards. It outlines the necessity of framing these exemptions within the School Education Act 1999 (WA), ensuring that educational quality, student wellbeing, and fire safety remain paramount while documenting mitigation strategies like the appointment of Education Assistants.
The Code of Conduct Board Policy establishes the legal, ethical, and moral standards expected of all School Board members to ensure effective governance and the safeguarding of the school’s reputation. It serves as a foundational document that aligns the leadership’s actions with the school’s mission and statutory obligations under the Corporations Act 2001 (Cth) and Western Australian Registration Standards.
The Commitment to Child Safety Statement serves as a public declaration of the school's dedication to the protection and wellbeing of every child. This statement outlines the school's zero tolerance stance on child abuse and details the rigorous recruitment, training, and audit frameworks used to ensure a child friendly environment across all Western Australian operations.
The Committees Policy and Procedure provides a structured framework for the formation of permanent standing sub-committees and temporary ad hoc committees to enhance governance efficiency. By establishing clear Terms of Reference, this policy ensures that delegated groups operate with transparency and accountability while the full Board retains ultimate legal responsibility for all decisions and outcomes.
The Complaint Investigation Report is a critical governance tool used to document the formal inquiry into expressions of dissatisfaction, ensuring all grievances are resolved through a logical and evidence based review. This report prioritises procedural fairness by recording how parties exercised their right to be heard and integrates mandatory triage steps for allegations of child abuse or criminal conduct, ensuring the school meets its reporting obligations to the Director General and WA Police.
The Complaints Handling Policy and Procedure provides a transparent, fair, and accessible system for resolving grievances in alignment with the expectations of the Director General of the Department of Education. This policy ensures that all expressions of dissatisfaction are managed with procedural fairness, offering a tiered resolution process that prioritises student safety and continuous organisational improvement.
The Defining the Board Fact Sheet provides a comprehensive overview of the legal standing, eligibility, and core functions of a school’s governing body. Whether titled as a Board, Council, or Committee, this resource clarifies that all members hold collective responsibility for steering the organisation toward its mission while maintaining rigorous financial and legal accountability.
The Notification of a Change of Constitution or Governing Body Membership Form is a mandatory regulatory document issued by the Western Australian Department of Education. It formalises the statutory notification process required when a non-government school alters its foundational constitution or updates the membership of its school board or governing council.
The Duty of Care Policy establishes the foundational legal and professional requirements for maintaining a safe and supportive learning environment. This policy ensures that all staff, volunteers, and contractors take proactive, reasonable steps to prevent foreseeable risks of harm including physical, psychological, or property damage across all campus, off-site, and digital activities.
The Incorporation and Constitutions Fact Sheet is an essential governance guide designed for school board directors, governors, and founders. It breaks down the legal complexities of incorporation and constitutional drafting into a practical, step by step framework.
The Insurance Policies Register serves as a centralised administrative tool for tracking and managing the school's comprehensive insurance portfolio. It ensures that all mandatory and elective coverages ranging from Public Liability to Medical Evacuation are current, adequately valued, and aligned with the risk profile of the school's diverse activities.
The Internal Audit Policy and Procedure establishes a systematic and independent process for evaluating the effectiveness of the school's risk management, internal controls, and governance frameworks. By identifying operational gaps and ensuring strict adherence to legislative requirements, this policy safeguards the school's integrity and supports continuous improvement across all educational and administrative functions.
The Managing Contracts and Funding Agreements Policy provides a rigorous framework for the oversight of formal school arrangements. By centralising the contract lifecycle from due diligence to final execution the school ensures that all third-party partnerships and grant funded projects are legally sound, financially viable, and strategically aligned with the institution’s educational mission.
The Mandatory Reporting Policy outlines a zero-tolerance approach to child abuse, establishing clear statutory reporting obligations and response protocols to protect students across Western Australian non-government schools. It defines legal thresholds like "belief on reasonable grounds," provides strict timelines for reporting to external authorities (including WA Police, Department of Communities, Ombudsman WA, and the Director General of Education), and mandates the permanent preservation of all child protection records.
The Mandatory Reporting Flowchart & Immediate Action Checklist provides a clear, step by step decision framework to ensure staff follow statutory child protection obligations under Western Australian registration standards. It establishes immediate safety actions, outlines strict reporting channels for mandatory reporters, and details non-negotiable executive notification deadlines, legal protections, and permanent record retention rules.
The Memorandum of Understanding (MOU) Fact Sheet serves as an essential guide for schools looking to establish formal, collaborative partnerships with community organisations and government agencies. By clarifying the distinction between mutual intentions and legally binding contracts, this resource ensures that joint ventures particularly those supporting student wellbeing and community reconciliation are built on a foundation of transparency, shared values, and legislative compliance.
The Memorandum of Understanding (MOU) Template provides a structured yet flexible framework for formalising collaborative partnerships with community organisations. By defining shared objectives, guiding principles, and operational expectations particularly for culturally sensitive support systems the school ensures that its external ventures are built on mutual respect, transparency, and a clear understanding of non-binding legal boundaries.
The Minutes Template provides a professional and standardised format for recording the deliberations and decisions of the school’s governing body and leadership committees. By ensuring that discussions, action items, and conflicts of interest are documented with clarity, the school maintains a reliable "organisational memory" that supports transparency and fulfils its legal and regulatory reporting obligations.
The Notice of Annual General Meeting provides a formal and legally compliant framework for convening the school’s most important yearly governance event. By standardising the delivery of financial reports, board elections, and special resolutions, the school ensures that all members are properly informed and empowered to participate in the strategic oversight of the institution.
The Organisational Performance Evaluation Policy provides a systematic framework for driving continuous improvement and institutional accountability. By linking evidence based assessments and Key Performance Indicators (KPIs) directly to the school’s Strategic Plan, the governing body can ensure that educational delivery and administrative operations remain high performing, transparent, and aligned with the community’s long-term vision.
The Policy, Procedure, and Supplementary Documents Tracker provides a centralised "source of truth" for the management of the School's entire regulatory framework. It ensures that every document—from high-level board policies to operational forms—is tracked through its lifecycle, including version control, approval authorities, and mandatory review dates to maintain continuous compliance with Australian educational standards.
The Principal Induction Policy and Procedure establishes a structured executive onboarding framework to ensure newly appointed principals successfully transition into their roles while upholding Western Australian registration standards. It outlines clear Board Chair oversight, pre-commencement compliance checks, complete governance and financial handovers, and a 90 day strategic goal setting process to guarantee strong leadership continuity and regulatory compliance from day one.
The Principal Performance Review Template is a high level governance tool designed to facilitate a fair and evidence based evaluation of school leadership. By categorising performance across six key domains ranging from financial sustainability to student wellbeing the Board can conduct a rigorous assessment that ensures the Principal's professional growth is directly aligned with the school's strategic vision and regulatory obligations.
The Principal Performance Review Procedure establishes a structured and transparent framework for evaluating the school’s most senior leader. By aligning the Principal’s professional growth with the school’s Strategic Plan and Western Australian professional standards, the Board ensures a culture of high level accountability, educational excellence, and sustained institutional progress.
The Principal Self Assessment and Goal Setting Form serves as the foundational document for professional accountability and strategic alignment. By requiring the Principal to reflect on key achievements from financial sustainability to student wellbeing and propose future objectives, the school ensures that leadership remains proactive, evidence based, and deeply committed to the institution's long term mission.
The Privacy Impact Assessment (PIA) Tool is a critical governance instrument for evaluating how new school projects, systems, or programs affect individual privacy. By mapping information flows and conducting a rigorous compliance check against the Australian Privacy Principles (APPs), the school ensures that data protection is "baked in" from the start, protecting the community from data breaches and maintaining high levels of institutional trust.
The Privacy Policy establishes a rigorous framework for the open and transparent management of personal and sensitive information. By aligning with the Australian Privacy Principles (APPs), the school ensures that data collection is strictly necessary, securely stored, and handled with the highest degree of integrity, fostering a culture of trust and safety across the entire school community.
The Record Disposal Authorisation Form is a critical governance tool designed to manage the final stage of the document lifecycle. By enforcing mandatory retention periods and requiring high level sign-off before any destruction occurs, the school ensures that its "organisational memory" is protected, legal and financial records are preserved for the required statutory duration, and sensitive data is disposed of with absolute security.
The Risk Management Policy and Procedure establishes a systematic framework for identifying, assessing, and treating risks across all school operations. By maintaining a centralised Risk Register and a proactive risk aware culture, the school ensures the safety and sustainability of its community while fulfilling its fiduciary duties and strategic objectives in compliance with Western Australian standards.
The Staff Conflict of Interest and Dispute Resolution Policy and Procedure establishes a framework for maintaining institutional integrity and a harmonious workplace culture. It mandates the early identification and written disclosure of actual, potential, or perceived conflicts of interest, ensuring that personal affiliations do not compromise professional objectivity. Additionally, the policy provides a structured pathway for resolving workplace grievances through the principles of procedural fairness and natural justice, specifically addressing the school’s legal obligation to manage psychosocial hazards under the Work Health and Safety Act 2020 (WA).
The Statutory Declaration Fact Sheet provides a clear and essential guide to the legal requirements for making a formal written statement of facts in Western Australia. By outlining the role of authorised witnesses ranging from School Principals to senior teachers and highlighting the serious legal penalties for false statements, this resource ensures that staff and the school community can execute legally valid documents with confidence and integrity.
The Statutory Declaration Template provides a professional, legally aligned format for staff to provide formal evidence under the Oaths, Affidavits and Statutory Declarations Act 2005 (WA). By standardising the layout for documenting facts, identifying declarants, and capturing authorised witness details, this template ensures that school-related declarations such as incident reports or lost document claims are executed with the necessary legal rigour and transparency.
he Strategic or Business Planning Policy and Procedure establishes a professional and systematic framework for ensuring the long-term sustainability of the school. By linking high level strategic vision with detailed annual business plans and budgets, the school ensures that all operational activities remain inclusive, accountable, and focused on delivering high quality education. This policy provides the governing body with the necessary tools to monitor progress through quantifiable Key Performance Indicators (KPIs) while maintaining a proactive focus on the evolving educational environment.
The Whistleblower Policy and Procedure establishes a safe and supportive framework for reporting suspected illegal, unethical, or fraudulent conduct. By providing comprehensive legal protections and ensuring absolute confidentiality, the school empowers staff, volunteers, and contractors to disclose "Disclosable Matters" without fear of victimisation or professional detriment. This policy is a cornerstone of the school’s commitment to high ethical standards and robust corporate governance.
The Workforce Planning Procedure provides a systematic framework for identifying human resource requirements to meet school objectives. By analysing current capabilities, forecasting future needs, and addressing skill gaps through structured reviews, the school ensures it maintains a stable, highly skilled staff dedicated to student wellbeing and educational excellence.
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