Description
Everything a Transport Manager needs to evidence effective management
Whether you are applying for your first Operator’s Licence, tightening up after a DVSA encounter, or preparing for a public inquiry, this pack gives you a complete, professional document system aligned to the DVSA Guide to Maintaining Roadworthiness and the Senior Traffic Commissioners’ statutory guidance.
Every document is fully editable. Add your company name, adapt the clearly marked sections to your operation, and issue. Amber customise callouts in every document show you exactly what to change.
Why operators buy this pack
O-Licence applications — demonstrate to the Traffic Commissioner that effective management systems are in place from day one.
Public inquiry readiness — a complete, current document system is your evidence of effective management.
DVSA encounters & audits — walk any examiner through your policies, records and planners with confidence.
Day-to-day control — planners, registers and logs that keep inspections, licences and downloads on schedule.
Driver standards — an issue-ready Driver Handbook with signed declarations for every driver’s file.
Continuous improvement — a built-in annual review cycle with corrective action tracking.
What’s inside — all 38 documents
Every document in the pack, organised as you’ll find it in the download. Click each group to see the full contents.
01Handbooks — the heart of the systemThe two master documents that tie everything together▾
- Operator Handbook — your master compliance manual: licence undertakings, responsible people, the full document map, maintenance and drivers’ hours systems, audit cycle and public inquiry readiness
- Driver Handbook — issued to every driver: licensing, daily walkaround checks, drivers’ hours and tachographs, loading, health and eyesight, driving standards at work and in private driving, incidents and security, ending in a signed driver declaration
02Vehicle & maintenance policies (9)Roadworthiness from first use to disposal▾
- Servicing & Roadworthiness Policy — inspection intervals, brake performance assessment, MOT and contractor management
- Daily Walkaround Check Policy
- Fleet Management Policy
- Tyre Management Policy
- Vehicle Safety Equipment Policy
- Safe Loading Policy
- Insurance Policy
- Vehicle Excise Duty Policy
- Fuel, Emissions & Air Quality Policy
03Driver & people policies (10)From recruitment to refresher training▾
- Drivers’ Hours & Working Time Policy — full limits tables for assimilated and GB domestic rules
- Driver Induction Policy
- Continual Professional Development Policy — Driver CPC and Transport Manager refresher planning
- Health & Eyesight Policy — medicals, eyesight checks, drugs and alcohol
- Driving Standards Policy
- In-Vehicle Communication Policy
- Infringements Policy — analysis, debriefs and escalation
- Responsible People Policy
- Staffing & Resources Policy
- Whistleblowing Policy — not found in most competitor packs
04Operations & governance policies (13)Licensing, records, routing, security and review▾
- Annual Compliance Review Policy
- Operator Licensing Policy — undertakings, operating centres and 28-day notifications
- Records Management Policy
- Legal Updates Policy
- Communication Policy
- Complaints Policy
- Health & Safety Policy (Transport)
- Routing Policy — bridge strikes, weight limits and clean air zones
- Traffic Collisions Policy
- Passenger Safety Policy (PCV)
- Specialist Operations Policy — abnormal loads, ADR, lifting, refrigerated and waste
- Operational Security Policy — including clandestine entrant prevention
- Counter Terrorism Policy
05Forms & stationery pack (6 forms)Print-ready working forms for daily compliance▾
- Daily walkaround check — 18-point checklist with nil-defect recording
- Vehicle defect report with rectification sign-off
- Driver licence check record
- Drivers’ hours infringement debrief
- Collision / incident report — including bridge strike duties
- Driver induction checklist
06Risk assessment package (6 assessments)Transport-specific, with a 5×5 scoring matrix▾
- Driving at work (on-road operations)
- Loading and unloading
- Coupling and uncoupling
- Yard and workplace transport
- Vehicle maintenance activities
- Lone working and night operations
07Excel management tools (2 workbooks)The registers and planners that run your operation▾
- Fleet Operator Master Spreadsheet — vehicle register, 52-week safety inspection planner, driver register, licence check log, tachograph download log and training matrix, with overdue dates flagged automatically
- To-do, Status & Review Tracker — implementation checklist for all 38 documents, a corrective action log and a 21-point annual review checklist
Who it’s for
New applicants
Show the Traffic Commissioner a credible, complete management system with your O-Licence application.
Established operators
Replace scattered, out-of-date paperwork with one consistent, version-controlled system.
PCV & mixed fleets
Passenger safety, PSVAR and school transport are covered alongside the goods vehicle content.
How it works
Related training
Transport Managers CPC
Need the qualification itself? Our CILT-accredited Transport Managers CPC courses (online or face-to-face) qualify you to be named on a standard licence.
Transport Manager Refresher
Qualified a while ago? The 2-day refresher course brings you up to date with current law and Traffic Commissioner expectations — recommended every 5 years.
Built for scrutiny
Written around the DVSA Guide to Maintaining Roadworthiness and the Senior Traffic Commissioners’ statutory guidance, with document control, version history and review dates on every document — because at a public inquiry, an out-of-date policy is worse than no policy.
Suitable for HGV and PCV operators of any size. Requires Microsoft Word and Excel or compatible software. This pack provides template documentation and is not a substitute for professional advice on a specific licensing matter.





