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EOTC Guidelines

We have updated the EOTC Guidelines – Bringing the Curriculum Alive to align with:

  • The Health and Safety at Work Act 2015
  • The Vulnerable Children Act 2014; and
  • The Health and Safety at Work (Adventure Activities) Regulations 2016

The primary purpose of these guidelines is to support teaching and learning of the national curriculum. The guidelines may also be applied more broadly as a good-practice guide for other activities that schools are associated with.

This kete supports safe and effective curriculum-based teaching and learning that extends beyond the classroom walls. The tool kits contain a selection of sample forms and templates that reflect the current good practices and procedures for EOTC safety. The tool is intended to assist you to refine your systems for EOTC management and meet your legal requirements and good practice responsibilities.

NB: Please note the guidelines are available online only. Hard copies were not printed because outdoor education best practices tend to change relatively frequently and presenting the guidelines as an online resource will allow real-time updates to be done as required.

The guidelines were last updated on 5 June 2018.


Version control table (download below)

Document version control

updates made and where

Approved / Date

1.0 Initial development. March 2016
1.1 Para 149, page 39 there be an observer in the vehicle who is awake at all times and trained to recognise the signs of driver fatigue 16 February 2017
  • Appendixes 4 and 5 are updated. EOTC safety management plan template (Appendix 5) and sample forms (Appendix 4) reflect current good practice and procedures for EOTC safety. The SMP template and tool kit are intended to assist schools to refine their systems for EOTC management and meet their legal and good practice responsibilities.
  • Page 47, paragraphs 200 & 203 information about volunteers updated.
  • Page 69, para 334 updated including the importance of ensuring staff student know where an Automated External Defibrillator (AED) is located and when and how to use it.
  • Throughout the guidelines the term “accepted best practice" replaced with the term "good practice". This change aligns with outdoor industry terminology use and practice; and
  • New templates correctly cross referenced throughout the text.
1 July 2017
  • Par 124 page 33 advice regarding board's approval for overseas trips – updated
10 April 2018

Appendix 5

EOTC SMP Template Version 1.4

  • EOTC safety management plan template (Appendix 5)
  • Addition of a "yellow’" explanation note on page 26
  • Form name changes Risk Assessment form to Risk Assessment and supervision form throughout the document.
  • Addition of Assessing Likelihood, Assessing Severity tables page 20
  • Change to the Risk Assessment Matrix, page 21, from a 4 by 4 table to a 5 by 5 table to align more closely with the MOE guidance in HSWA, A practical guide for boards of trustees and school leaders page 57.
  • Additional information added to the Risk levels table page 21
  • Definitions moved to page 22.
  • Addition of Standard Operating Procedures, page 26
29 January 2018
Appendix 4
  • Form 3. EOTC Event Competency Requirements and Staffing added to Form 2. Risk Assessment Form. Now called Form 2. EOTC Risk Assessment and Supervision form.
  • Additions to cover driver’s licence information added to Form 4. EOTC Volunteer Assistant Agreement form and Form 12. EOTC Drivers and Passenger Permission form.
  • A new Form 3. EOTC Standard Operating Procedures template.
29 January 2018

Appendix 4

Appendix 5

Creative Commons copyright added to EOTC safety management plan template (Appendix 5) and all the Toolkit forms (Appendix 4) 12 February 2018
6 updated
  • He Rauemi Āwhina – Ngā pūka pūnaha haumaru
5 June 2018


The Guidelines


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