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How to Manage CPD for a Whole Team Without Chasing Staff

5 August 2025·6 min read·National
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TL;DR

Managing team CPD usually means the principal becomes the person who nags staff to finish. Archer removes that: CPD reminders go directly to the staff member by email and SMS, Archer follows up the learner first, and the principal is only notified if two follow-up attempts get no response. You stay in control of the outcome without being the one who chases.

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Ask any principal what they actually do to keep their team's CPD current, and the honest answer is usually the same. They chase. A reminder in a team meeting. A message to the one person who never gets around to it. A mental note to check whether so-and-so renewed. It is low-value work, it is endless, and it lands on the person least suited to it: you.

It does not have to. There is a cleaner way to run team CPD, where the chasing happens but you are not the one doing it. This is the part of Archer's agency model that principals tend to like most, so it is worth explaining exactly how it works.

The problem with the principal as the chaser

When the principal is the one chasing, two things go wrong. First, it eats your time on something that should never reach your desk. Second, it puts you in the wrong role with your own team. You become the person nagging adults about training, which is a strange dynamic with people you also need to lead and motivate.

And it is fragile. The whole system depends on you remembering. The moment you are busy, travelling, or focused on a big deal, the chasing stops and the dates start to drift. That is exactly when a CPD deadline slips past unnoticed.

The de-chasing mechanic, step by step

Archer's model is built so the follow-up happens automatically, and it happens to the right person. Here is the sequence.

  • Reminders go to the staff member. When CPD is due, the agent gets the reminder directly, by email and SMS. They own the task, so they get the prompt.
  • Archer follows up the learner first. If the staff member does not act, Archer chases them, not you. The follow-up lands on the person who needs to do the work.
  • The principal is notified only after two ignored attempts. If two follow-up attempts get no response from the staff member, then you are told. That is the trigger for you to step in, and not a moment sooner.

The result is simple. The chasing still happens, so nothing slips. But it happens between Archer and the learner, and you only enter the picture when something genuinely needs your authority behind it.

Stay in control without being the nag

This is the line that matters: you stay in control without chasing staff. Control is about the outcome, knowing your whole team is current and seeing the progress. It was never about you personally sending the third reminder.

You keep full visibility through team progress reporting. You can see who has finished, who is in progress, and who is due soon. What changes is that the day-to-day nudging is off your plate. Your team also gets a better experience, because the reminders come from their training provider as a normal part of the course, rather than as pressure from the boss. For the wider picture on what keeping a team compliant involves, read the agency principal's guide to keeping your team compliant.

Why follow-up lifts completion

Most CPD does not get missed because someone refuses to do it. It gets missed because it is easy to put off and nobody is gently keeping it in front of the person. Take away the follow-up and completion drops. Build the follow-up in, and it climbs.

That is the whole point of sending reminders to the learner and following up directly. It keeps the task visible to the one person who can finish it, without relying on you to be the prompt. If you want to understand why staff stall on training in the first place, see why staff don't finish their training and how to lift completion.

One relationship across the team

Because this runs through a single agency relationship, you also get bulk enrolment pricing, a dedicated account manager, and compliance tracking that follows each person's real deadline. For a team licensed across more than one state, that matters: NSW, QLD and the ACT each set their own CPD rule, and the reminder system tracks each person against the right one. The state-by-state detail is in our CPD state guide.

Your next step

If you are currently the CPD chaser for your office, that role can move off your desk this week. Reminders to the learner, follow-up by Archer, escalation to you only when it is genuinely needed.

See how agency training works, or call our Australian-based team and we will set up tracking and reminders for your whole team.

Frequently asked

Questions, answered

Who does Archer send CPD reminders to, me or my staff?+

Reminders go directly to the staff member, by email and SMS. They are the ones who need to complete the training, so they are the ones who hear about it first. You are not copied into every nudge.

When do I, as the principal, actually get involved?+

Only when you need to. Archer follows up the learner first. If two follow-up attempts get no response from the staff member, then the principal is notified. So you hear about a problem when it is genuinely a problem, not before.

Does this mean I lose visibility over my team's progress?+

No. You still get progress reporting across the team and a clear view of who is current and who is due. You stay in control of the outcome. What you lose is the job of personally chasing each person, which was never a good use of your time.

How does this work if my team is licensed across different states?+

Archer delivers across NSW, QLD, VIC and the ACT and tracks each person against the right state CPD rule. In Queensland the CPD year runs from each person's own issue date, so deadlines differ. The reminder system follows each person's real date, not a single office-wide one.

What does it cost to set this up for a team?+

Agencies get bulk enrolment pricing, a dedicated account manager, compliance tracking and team progress reporting under one relationship. Call our Australian-based team and we will give you the figure for your team size and the states you operate in.

Ready when you are

Find the right course for your agency

Browse the courses, or talk to our Australian-based team and we will help you pick the right pathway and confirm exactly what you need.

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