Introduction to Practice Management

This event is currently full. However you can register now and you will be added to the waiting list. You will be notified via email if space becomes available.

Education & Events

This event is currently full. However you can register now and you will be added to the waiting list. You will be notified via email if space becomes available.

Introduction to Practice Management

Event Summary

This virtual course will suit recently appointed practice managers who are new to the NHS, deputy practice managers or those aspiring to be practice managers.

Tuesday, 10 November 2026 - Tuesday, 17 November
10:00 - 15:00
FPM Zoom, United Kingdom

Main Contact

Lead Team
02380 253874
This training course is accessible for wheelchair users.
If you have any communication or mobility needs that the event organisers need to be aware of please contact them in advance of the course to let them know.

Event Speakers & Trainers

 Heather Cook
Heather Cook
Speaker/Trainer
This training will be run over Zoom. To participate you will need to install Zoom on your device, and ensure it is has a microphone, speaker, and camera. Please Note: Some trainers will no longer allow you to stay on the call if you do not have your camera operating, without good reason. If this is the case you will not be reimbursed for the course.

Log into Zoom 09:45 session runs 10:00 to 15:00Β 

This is a multi-day (non-consecutive) event.

  • Day 1 - Tuesday 10th Novmeber 2026
  • Day 2Β - Tuesday 17th Novmeber 2026

Please ensure you are able to attend all the above dates before booking.

Introduction

This virtual course will suit recently appointed practice managers who are new to the NHS, deputy practice managers or those aspiring to be practice managers. It will provide information and support to understand the key areas which need to be addressed when managing a busy and successful practice.

Aims

Module 1: Workforce Management

  • 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 (Management by Walking About)
  • Succession planning and workforce planning
  • Skill mix

Module 2: Business planning and processes

  • 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

  • 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

  • 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

  • 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

  • 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

  • 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

  • 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

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

Due to the wide content of the day, it is not possible to go in depth into all areas, however, delegates will receive a fully informative manual (posted to your home or practice) with lots of resources to refer to on the day and in the future.

Previous Delegate Feedback

"The course leader was very open and very enthusiastic about the role which made the course enjoyable"

This event is not being recorded

Event Speakers & Trainers

 Heather Cook
Heather Cook
Trainer

Heather Cook, Recruitment, Training & Management Consultant (HCC Ltd)

Heather has worked in primary care since 2008 and also has a previous corporate background in commercial and strategic business development as a Commercial Director. After working for 6 years in GP and Pharmacy management; Heather joined the FPM team to offer independent consultancy services within all aspects of Primary Care. In 2021, she adapted the popular ITPM training to be an on-line delivery which has proven to become a popular, effective and efficient programme, sharing her own knowledge and experience on a practical level.

Heather describes her delivery as inclusive, engaging and PowerPoint free!

Our Sponsors

Event Sponsor
GSK HQ

Price List

Name

Description

Price (Inc VAT)

All GPs and members of staff working within GP practices in Wessex LMCs’ catchment area

This option is for everyone working in a GP practice in Wessex LMC's catchment area, that does not fit into one of the other options on offer.

£520.00

Non Members

This is the cost if you are not working in a practice in the Wessex LMCs' catchment area. £1040.00

Waiting List

Please be advised there are spaces available on this course unless it states otherwise. If a course is full you will be given the option to book on the waiting list. If you are on the waiting list and a place becomes available, you will be notified automatically via email, you do NOT need to contact Wessex LMCs. 

Refunds

All delegate fees are non-refundable, however, if it has been agreed that a refund is possible, it will be subject to an administration charge of £5 for delegate fees of £100 or less, or £10 for delegate fees more than £100.

Attendance Details

In certain circumstances, we will share details of attendance or non-attendance with the person who booked and/or funded this course for the delegate. If you have any objection to your attendance status being shared, please can you contact Louise Greenwood (Wessex LMCs Director of Education & Training) at least 48 hours before the start of the training at louise.greenwood@wessexlmcs.org.uk

Sponsorship

This event may be sponsored so companies have the opportunity to promote their product(s) at the start of the meeting. No sponsors have been involved in the selection of speakers, agenda items, or any other matters relating to this training. Your name and practice will be shared with the sponsor representative, but not your email address.

Further Dates

Introduction to Practice Management
11 March
10:00 - 15:00
Heather Burgan Cook Zoom
Event Information

Introduction

Whether you are a new Practice Manager or the next step on your Career path is to be a Practice Manager – it is important that you become operationally effective as soon as possible. This course will help you do just that.

Introduction to Practice Management
7 July
10:00 - 15:00
Heather Burgan Cook Zoom
Event Information

Introduction

Whether you are a new Practice Manager or the next step on your Career path is to be a Practice Manager – it is important that you become operationally effective as soon as possible. This course will help you do just that.