Manage the education of horses

This unit describes the performance outcomes, skills and knowledge required to manage the education of horses so they can adapt to a range of program environments and handling situations. It focuses on planning, monitoring and designing education programs for individual horses to suit riding program needs and client safety.


This unit applies to those working as horse riding guides or instructors who are also responsible for the training and wellbeing of horses. This may include those working for private horse riding companies or group leaders in school outdoor education programs.

Elements and Performance Criteria



Elements describe the essential outcomes of a unit of competency.

Performance criteria describe the performance needed to demonstrate achievement of the element. Where bold italicised text is used, further information is detailed in the required skills and knowledge section and the range statement. Assessment of performance is to be consistent with the Evidence Guide.

1. Assess the education needs of horses.

1.1. Assess individual education needs of horses in consultation with appropriate personnel.

1.2. Source and evaluate suitable education programs as required.

1.3. Assess horse's behaviour according to safety requirements of the organisation and riding program.

2. Monitor and modify the education of horses.

2.1. Design, document and implement education programs for horses.

2.2. Train horses to behave according to requirements of the organisation, relevant legislation and organisational policies and procedures.

2.3. Identify and use appropriate gear and techniques to modify behaviour of horses according to organisational policies and procedures.

2.4. Supervise and monitor horse's progress in consultation with appropriate personnel.

2.5. Evaluate and record progress of the horse at various stages of the education phase.

2.6. Make adjustments to the training program as required.

3. Evaluate the education program.

3.1. Evaluate relevant aspects of education program.

3.2. Identify potential areas of improvement for future horse education programs.

3.3. Review own performance and identify potential improvements.

Required Skills

Required skills

communication skills to consult with relevant personnel in relation to horse's training needs and progress

problem-solving skills to:

design training programs to meet organisational program needs

modify programs in response to feedback

planning and organising skills to design, implement and monitor appropriate education programs within operational timelines

language and literacy skills to document and adjust a training program and record progress.

riding at an advanced level of communication with the horse in a chosen discipline

Required knowledge

relevant legislation and organisational policies and procedures to enable the safe, effective and humane training of horses

usual behaviour, vices and undesirable traits of horses, and the identification of appropriate behaviour modification and corrective practices and procedures to enable effective and humane training of horses

housing, welfare and care requirements of horses in work and training to enable training programs to produce successful outcomes

routine and first aid treatments for care of horses to enable appropriate responses during training

recording requirements for the education, feeding and veterinary care of individual horses to ensure quality training

horse training and education principles to enable effective training outcomes

Evidence Required

The evidence guide provides advice on assessment and must be read in conjunction with the performance criteria, required skills and knowledge, range statement and the Assessment Guidelines for the Training Package.

Overview of assessment

Critical aspects for assessment and evidence required to demonstrate competency in this unit

Evidence of the following is essential:

applies knowledge of horse handling and behaviour to train horses using appropriate techniques

monitors horse's progress and performance to ensure horse's health and welfare, makes appropriate adjustments to the training program and provides feedback to appropriate personnel

applies effective contingency management techniques to ensure horse's health and welfare at all times.

Context of and specific resources for assessment

Assessment must ensure assessment of training needs of multiple horses to design and monitor education programs of sufficient duration and breadth to demonstrate competency and consistency of performance.

Assessment must also ensure access to:

a horse riding establishment

horses of varying physical conditions operating in a variety of roles and at various stages of training

appropriate equipment and resources to implement the education program

Method of assessment

A range of assessment methods should be used to assess practical skills and knowledge. The following examples are appropriate for this unit:

observation of assessment of horse's education needs and application of planning processes to develop an appropriate education program

oral and or written questioning to assess knowledge of behaviour of horses and the effects of training

portfolio of training plans and progress records for horses

third-party reports from a supervisor detailing performance.

Holistic assessment with other units relevant to the industry sector, workplace and job role is recommended.

Range Statement

The range statement relates to the unit of competency as a whole. It allows for different work environments and situations that may affect performance. Bold italicised wording, if used in the performance criteria, is detailed below. Essential operating conditions that may be present with training and assessment (depending on the work situation, needs of the candidate, accessibility of the item, and local industry and regional contexts) may also be included.

Organisational policies and procedures may include:

occupational health and safety

training timeframes

time and budget constraints

industry rules and regulations

code of ethics.

Relevant legislation may include:

occupational health and safety

animal welfare.

Appropriate personnel may include:




guides and instructors.

Education programs may include:

behaviour modification

developing trust and confidence.

Appropriate gear may include:











tongue ties

nose band

shadow rolls



Relevant aspects may include:


planning process

activity site


equipment selection

clothing selection

food selection

instructional content

instructional technique

assessment technique

group feedback

directing techniques

rescue techniques employed


Outdoor Recreation

Employability Skills

This unit contains employability skills.

Licensing Information

No licensing, regulatory or certification requirements apply to this unit at the time of endorsement.