Workshop Objective

Taking over the management of any practice will appear to be a daunting prospect, however, it is wise to remember the words of Lao-tzu:-

“A journey of a thousand miles begins with a single step.”

Lao-tzu, Chinese philosopher (604 BC – 531 BC)


First Step

Begin to understand the key areas for which you will be responsible in the practice

Workshop Price

This workshop can be delivered virtually for practice managers/practice management teams. The price for this service is £2,190 + VAT (maximum 8 people)

For individuals wishing to join a virtual group session, the price is £349 + VAT for FPM Members and £449 + VAT for non-members.

For a face-to-face workshop please contact us for a price.

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Workshop Agenda

Module 1: Workforce Management

The learning outcome of this workshops are;

  • Policies and procedures
  • COVID policies
  • Recruitment
  • References/DBS
  • Confidentiality
  • Uniforms/badges
  • Appraisals/Training Needs Analysis
  • Training - mandatory courses
  • Communication electronic and verbal
  • Meetings
  • FPM offer support
  • MBWA
  • Succession planning and workforce planning
  • Skill mix

Module 2: Business planning and processes

The learning outcome of this workshops are;

  • Partnership ethic and involvement of all stakeholders
  • Mission statement
  • Strategic planning
  • Business/action planning
  • Decision making processes
  • Change management and evaluation
  • Ownership of changes agreed
  • Evaluation processes
  • Communication systems

Module 3: Partnership

The learning outcome of this workshops are;

  • Types of contract / Annual GP Contract Reforms
  • Performer’s List
  • Partnership agreement
  • Buildings agreement
  • Re-validation for GPs
  • Insurances
  • CQC (Care Quality Commission) registration

Module 4: Finance

The learning outcome of this workshops are;

  • Maximising income
    • SFE (Statement of Financial Entitlements)
    • NHS Long Term Plan
    • Enhanced service
    • QOF & COVID
    • Claims for utilities
    • Non NHS income
    • Open Exeter
    • CQRS
    • Benchmarking
  • Controlling expenditure
    • Best value purchasing
    • Contract reviews
    • Best use of payment and income terms
    • Efficient stock control
    • Invoice logging
  • General accounting
    • Income/expenditure budget
    • Petty cash control
    • Bank reconciliation
    • AISMA accountants
    • Partnership income/drawings, tax and savings
    • Allocation of partnership shares
    • Financial year ends
    • Bank charges
  • Payroll
    • Cost efficient method of managing payroll
    • RTI – Real Time Information
    • NHS pensions and alternative pensions schemes
    • Apprentices
    • National minimum wage/Living wage
    • Agenda for Change

Module 5: Health and Safety

The learning outcome of this workshops are;

  • Building maintenance and equipment
  • Contractors on site
  • Recycling of all waste and medication
  • DEC – Display Energy Certificate
  • Calibration of medical equipment
  • PAT testing
  • Risk assessments
  • COSHH
  • RIDDOR
  • Testing for Legionella
  • Infection control
  • Hand washing
  • Cleaning schedule
  • Trained first aiders
  • Disaster recovery plan/business continuity plan
  • Fire extinguisher training
  • Fire safety policy
  • Accident Book

Module 6: Unlocking the potential of IT in your practice

The learning outcome of this workshops are;

  • Using IT effectively
  • Clinical software
  • IT functions to measure performance, data quality and quality audits
  • Use of templates
  • Read/SNOMED coding/policy
  • Telephony
  • Labour saving devices

Module 7:"Involving" patients and service delivery

The learning outcome of this workshops are;

  • PPGs (patient participation groups)
  • Complaints procedure
  • The Family and Friends Test
  • Patient surveys and reviews

Module 8: The future of primary care and ongoing support for the
management of the practice

The learning outcome of this workshops are;

  • CCGs - Clinical Commissioning Groups
  • Mergers and federating
  • PCNs- Primary Care Networks
  • IFF - Investment and Impact Fund
  • ICS - Integrated Care Services
  • Partnerships and Limited Companies
  • Partners and Directors

Practice and Practice Manager support

The learning outcome of this workshops are;

  • LMCs – Local Medical Committee’s
  • FPM Forum and Bulletins
  • Facebook PM group
  • Professional people to meet,
  • FPM HR support
  • Local peer support