Guidance

Absence Management

John Kraft & Liz Willett from Kraft HR Consulting Ltd will lead this session.  John & Liz will be joined by Jane Dawes, one of our PM Supporters who will assist the session by making it practical and relevant to life on the ground in a GP Surgery.

During this session we will be looking at:

  • Legal context
  • Importance of a good policy
  • Attendance support plans
  • Using triggers to follow a process
  • Applying a process
  • Capability assessment
  • Supporting a return to work

Participation in this event will help you to be more confident about these areas of HR in Primary Care.

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Addressing Performance and Bad Behaviour

This is part of our ‘Bite Size’ series on HR issues and is suitable for all PMs and other managers in the Practice.  John Kraft & Liz Willett from Kraft HR Consulting Ltd will lead this session.  John & Liz will be joined by Jane Dawes, one of our PM Supporters, who will assist the session by making it practical and relevant to life on the ground in a GP Surgery.

During this session we will be looking at:

  • Legal context
  • Setting behaviour expectations
  • Managing interpersonal problems
  • Tackling toxic behaviour
  • Using formal processes
  • Having difficult conversations
  • Using the competency model to identify poor performance
  • Giving feedback
  • Moving from informal to formal performance management
  • Capability dismissals
  • Appraisal – clarify the role
  • Preparing for the review
  • Setting objectives
  • Good practice documents

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Budgets and Cashflow

This recorded ‘bite-size’ session specifically designed for Practice Managers and Team Leaders, is led by Matt Perkins & Sue Scott – two of our Practice Manager Supporters. Matt and Sue are both very experienced with running practice finances and deliver a practical session on how to manage budgets and cash flow for your practice or PCN.

Budget blank template

Cash flow calculator blank

Income reporting checklist

Salary totals blank

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Creating a Performance Culture

John Kraft, Liz Willett, and Fiona Smith from Kraft HR Consulting Ltd will lead this session.  They will be joined by Jane Dawes, one of our PM Supporters, who will assist the session by making it practical and relevant to life on the ground in a GP Surgery.

During this session we will be looking at:

  • Why develop a high-performance culture?
  • Developing and embedding a high-performance culture
  • The connection between business plans and business success
  • Rewarding and recognising high performers
  • Succession planning

Participation in this event will help you understand the need for, and how to develop, a good performance culture in your Practice.

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CQC – Well-led and HR

This session will be appropriate for all PMs, Deputy PMs, Business Managers and anyone else involved in CQC Inspections. We will be looking at the “Well Led” requirement of the CQC Inspection where HR good practice is essential and breaking down activities that you can document and deliver.

Following this session, delegates will gain a greater understanding of:

  • Well lead – what does this mean in context?
  • KLOEs
  • Documentation and records
  • Communication and engagement with staff
  • Examples of good practice

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Employment Law and Contracts

John Kraft & Liz Willett from Kraft HR Consulting Ltd will lead this first HR Bite Size for Practice Management on Employment Law & Contracts. John & Liz will be joined by Jane Dawes, one of our PM Supporters who will assist the session by making it practical and relevant to life on the ground in a GP Surgery.

During the session we will be looking at:

  • Employment law – things to know and action
  • Importance of good contracts
  • Holiday pay worked example
  • Difference between holiday entitlement and holiday pay (people are getting very mixed up on this)
  • Setting up for success – what should and shouldn’t be in an employment contract

Following the session, we hope you will be more confident dealing with these issues in the Practice.

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Half-way through the Financial Year – Where are we (and where should we be)

Roger Morgan (Accountant from Azets) will lead this 2 hour session for any Managers in the Practice looking at the: Half-way through the Financial Year – Where are we (and where should we be)?

Sue Scott, one of our PM Supporters will assist Roger in making sure that all the practical questions that PMs need to know are addressed

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Maintaining Good Financial Health for your Practice

Keeping your practice financially healthy has rarely been so challenging. With the disappointing contract imposition, alongside the living wage increases and spiralling fixed / variable costs, having control of the practice finances is critical for survival. Whilst we cannot offer magic solutions, we can share and discuss the impact of 24/25 contract changes, ways to ensure you are aware of your practice’s financial position including maximising income and minimising expenses, and to ensure decisions are made for the right reasons to maintain a healthy financial position

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Managing the Probation Period

Fiona Smith from Kraft HR Consulting Ltd will lead this session. Fiona will be joined by Jane Dawes, one of our PM Supporters who will assist the session by making it practical and relevant to life on the ground in a GP Surgery.

During this session we will be looking at:

  • The importance of the employment contract.
  • The law on short service dismissals.
  • Probation periods for internal transfers and promotions.

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New to Practice Finance – Where do I start?

This ‘bite-size’ is session specifically designed for Practice Managers and Team Leaders, led by Matt Perkins & Sue Scott – two of our Practice Manager Supporters.

Matt and Sue are both experienced with running practice finances, but know what it is like to start in a new practice where you don’t know anything about how the finances work.  They will share their experiences with you, will show you how to organise the finances and what your priorities should be.  A recorded session on getting the best out of your practice finances.

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Pensions

This is part of our series of ‘Bite Size’ session on Finance issues and is suitable for all PMs and other managers in the Practice.  Sally Sidaway (FCCA), Medical Director with Morris Crocker Chartered Accountant will be supported by Sue Scott, one of our PM Supporters, be supporting . This session will focus on Pensions.  As ever, it will be practical, relevant and easy to implement.

Contents:

  • Estimates of pensionable profits and amendments during the year
  • Importance of Performers List updates – leavers and joiners
  • Monthly pension deductions on GMS/PMS Statement and what to look out for that might be wrong
  • Annual Pension Certificate Process
  • Unprocessed certificates for earlier years
  • Type 2 Pension certificates
  • Impact of pension balances on Partners Drawings and Tax
  • Financial impact of change of basis period on superannuation payments
  • Opt in and opt out
  • Partners AA tax charge queries and Scheme Pays Elections – my advice to PM’s
  • Leaving partners and retention of superannuation before full and final settlement – do not fall into this trap.

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Preparing for Financial End of Year

Matt Perkins, one of our PM Supporters will lead another of his webinars for all those involved in practice management finance. This one will focus on End of Year and, as ever, will be practical, relevant and Matt’s guidance will be easy to implement.

During this session we will:

  • help you checking that all available income has been received
  • assist you to prepare for the annual accounts
  • start you thinking about next year, ensuring you start next year on the front foot!

This session will give you confidence that you have covered everything necessary for financial / NHS year end.

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Profit and Loss/Income and Expenditure

Matt Perkins, one of our PM Supporters will lead another of his webinars for all those involved in practice management finance. This one focusses on Profit & Loss. As ever, the session will be practical, relevant and Matt’s guidance will be easy to implement.

This session will help you to:

  • Create a strong financial governance structure
  • Understand what drives your income, and how to drive that forward
  • Understand what your main costs are and how to influence those
  • Ensure that you are not missing anything?

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Safer Recruitment

Fiona Smith from Kraft HR Consulting Ltd will lead this HR Bite Size for Practice Management on Safer Recruitment. Fiona will be joined by Jane Dawes, one of our PM Supporters who will assist the session by making it practical and relevant to life on the ground in a GP Surgery.

During this session we will be looking at:

  • What is safer recruitment?
  • Underpinning employment law
  • Key safeguarding elements of the practice recruitment and selection policy statement
  • Risk assessment of convictions
  • Conviction in employment

This session will help you to be more confident about these areas of HR in Primary Care

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Stress and Wellbeing (Managing the HR Way)

John Kraft, and Liz Willet from Kraft HR Consulting Ltd will lead this session, and they will be joined by Jane Dawes, one of our PM Supporters who will assist the session by making it practical and relevant to life on the ground in a GP Surgery.

  • During this session we will be looking at:
  • Legal responsibilities
  • What is stress
  • Robertson Coopers 6 essentials of workplace wellbeing
  • Tools you can use and resources you can access

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Understanding of Practice Accounts

Sally Sidaway (FCCA), Medical Director with Morris Crocker Chartered Accountant will be supported by Sue Scott, one of our PM Supporters, be supporting . This session will focus on Understanding Practice Accounts.  As ever, it will be practical, relevant and easy to implement

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Time Management, Delegation and Organisational Effectiveness

This ‘bite-size’is specifically designed for Practice Managers and Team Leaders, led by Jayne Tabor, one of our Practice Manager Supporters.

In this session we will concentrate on time management, delegation, and ensuring you and your organisation are working effectively.

Learn practical tips for:

  • Dealing with your workload
  • Handling interruptions and distractions
  • Making more effective use of your time
  • Managing expectations
  • Reviewing your current delegation practices
  • Ensuring you are delegating the right thing to the right people
  • Becoming confident in delegation
  • Reviewing the structure or your organisation against current needs
  • Planning for the changes required

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