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.
Main Contact
Event Speakers & Trainers

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
- Performerβs 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 β 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 β 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 β 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, 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
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.

