Introduction to Practice Management

Education & Events

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.

Wednesday, 6 March
10:00 - 15:00
FPM Zoom, Essex, United Kingdom

Main Contact

LEaD Team
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 Burgan Cook
Heather Burgan Cook
Speaker & Trainer
ZOOM ONLINE EVENT This training will be run over Zoom from an account owned by the Trainer and NOT Wessex LMCs NB: This means we will need to provide the trainers with your email address and contact details - continuing with a booking on this basis will constitute your tacit agreement to this. To participate you will need to install Zoom on your device, ensure it 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.

Log in online 09:45 session runs 10:00 to 15:00

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

Times: 10:00 - 15:00

This is a 2 Day course: 

  • Wednesday 6th March 2024
  • Wednesday 13th March 2024

Please ensure you are able to attend both dates before booking.


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.


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
  • 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
  • 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.


The contact details of all delegates will be sent to the Trainers so that they can send the links to join the meeting Via WEBEX, and the additional training materials mentioned above.  Continuation to booking will be taken as tacit approval of this.

Previous Delegate Feedback

"My member of staff went on the introduction to practice management course last year and as well as finding it very enjoyable and informative it has given her a completely different perspective on some of the complexities of running general practice and has improved her performance.  She now has greater job satisfaction in knowing that she is very instrumental in the successful achievement of the areas of work she is involved in. We have now promoted another member of staff to Patient Services Manager which basically means that she takes care of most aspects of the day to day running of the practice.  I think that staff at this level are now vital in practices so that practice managers can develop business skills to face these challenging times"

"Excellent delivery. I now feel that I am supported fully in my future role" 

Please note this session will NOT be recorded

Event Speakers & Trainers

 Heather Burgan Cook
Heather Burgan Cook

Heather Burgan-Cook, Recruitment, Training & Management Consultant

Heather has worked in primary care since 2008, initially as strategic business development in a GP practice and then joining the FPM team in 2015. Having successfully delivered training for Wessex LMC for many years, she adapted the popular ITPM course to be a remote delivery, which has proven to be a popular, effective and efficient programme. Heather describes her delivery as inclusive, engaging and PowerPoint free!

Price List



Price (Inc VAT)

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

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


Non Members

This is the cost if you are not working in a Practice in the Wessex LMCs catchment area. £1000.00

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 you do NOT need to contact Wessex LMCs. 


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 fees of £100 or less, or £10 for 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 (Director of Education & Training, Wessex LMCs) at least 48 hours before the start of the training on

Pharmaceutical Sponsorship

This event may be sponsored by pharmaceutical company/ies having the opportunity for promotional product presentation at the start of the meeting. No pharmaceutical companies 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 Rep but not your email address

Further Dates

Introduction to Practice Management
2 October
10:00 - 15:00
FPM Zoom
Event Information


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