Practice Manager Mastery Program

Practical Implementation:

• Use the Practice Manager Planner to document mission, vision, and values
• Complete the Practice Analysis template to identify gaps and opportunities
• Populate your Practice Manager Planner with a 12-month action plan broken down into monthly and weekly tasks
• Share and discuss goals with peers during group reflection

Deliverables:

• 12-Month Action Plan broken into monthly and weekly tasks
• Completed Practice Mission, Vision, Values Statement

Practical Implementation:

• Workflow Mapping Exercise: Document key processes and pinpoint areas for improvement
• Delegation Planning: Assign tasks effectively to team members
• Time Audit Challenge: Track and optimize daily and weekly time use
• Practice Manager Planner Use: Document workflows, track system changes, and assign tasks for improvement

Deliverables:

• Optimised Process Map & Delegation Plan with action steps for immediate implementation

Practical Implementation:

• KPI & Financial Tracking: Use templates to assess performance
• Compliance Review: Audit current compliance processes and identify gaps
• Action Planning: Schedule tasks to address compliance gaps
• Case Study Discussions: Apply financial and compliance concepts to practical scenarios
• Practice Manager Planner Use: Track metrics, schedule reviews, and record follow-up actions

Deliverables:

• Practice Financial Dashboard
• Compliance Action Plan

• Build effective communication skills for feedback, conflict resolution, and team motivation
• Understand how leadership and culture impact staff retention, engagement, and performance

Practical Implementation:

• Role-Play Sessions: Practice difficult conversations, feedback delivery, and conflict resolution
• Peer Coaching Exercises: Share challenges, successes, and strategies for managing teams
• HR Documentation: Use checklists and templates for recruitment, onboarding, performance reviews, and development plans
• Team Culture Initiative: Plan and implement a small, practical initiative to improve engagement or communication within the team
• Practice Manager Planner Integration: Record all activities, actions, and reflections, scheduling follow-ups and tracking progress

Deliverables:

• HR & Staff Development Tracker – Comprehensive record of recruitment, onboarding, performance reviews, and development plans
• Completed Onboarding Checklist – Ready-to-use template for new staff induction
• Performance Review Documentation – Example of a completed review with goals and development actions
• Team Engagement Action Plan – At least one actionable initiative to improve team motivation or culture
• Communication Skills Reflection – Notes and learnings from role-play exercises, including examples of feedback or conflict resolution approaches
• Practice Manager Planner Integration: All above activities logged with scheduled follow-ups and accountability checkpoints

Practical Implementation:

• Marketing Fundamentals Workshop: Define marketing, patient needs and value communication
• Brand Audit & Consistency Check: Evaluate logos, brochures, signage, values, tone and online presence
• Website & Google Profile Review: Identify improvements for improved experience and engagement
• Patient Journey Mapping: Identify touchpoints for better engagement and loyalty
• Referrer Engagement: Review current referrer communication and relationship, develop simple action plans to improve collaboration and referrals
• Practice Manager Planner Use: Schedule marketing initiatives, website updates, patient engagement and referrer relationship activities

Deliverables:

• Marketing Plan & Calendar – Month by month marketing actions
• Brand Consistency Checklist – Completed audit of visual and verbal brand elements
• Patient Journey Map – Detailed diagram highlighting areas of improvement
• Referrer Engagement Action Plan – Practical steps to enhance referrer relationships and communication

• Reflect on personal leadership growth and management skills developed over the program
• Translate insights into a clear, actionable 12-month forward plan for the practice
• Ensure practical implementation of strategies learned throughout the program

Practical Implementation:

1 Practice Performance Review:

1. Compare current practice performance against Month 1 baseline (KPIs, workflow efficiency, patient experience, compliance, HR metrics).
2. identify measurable improvements and remaining gaps.
3. document findings in the Practice Manager Planner for future tracking

2 Reflection on Leadership Growth:

1. Review achievements, challenges, and lessons learned across all modules.
2. reflect on leadership development: communication, delegation, team engagement, and decision-making.
3. capture key leadership insights in the Practice Manager Planner’s reflection sections

3 Integrated Action Planning:

1. Break down a 12-month Practice Action Plan into monthly and weekly tasks aligned with KPIs;
2. assign responsibilities and schedule follow-up points in the Practice Manager Planner;
3. include systems, workflows, HR processes, marketing actions, and patient experience initiatives

4 Sustaining Improvements:

1. Identify processes and leadership habits to embed into daily operations for lasting impact.
2. set up a monitoring and review routine using the Practice Manager Planner

Deliverables:

• 12-Month Practice Manager Action Plan in the Practice Manager Planner, including:

1. Monthly and weekly tasks
2. Assigned responsibilities
3. KPIs and review points
4. Progress review against initial baseline
5. Reflection notes on leadership growth and continuous improvement