Manager
Prepare a clear recommendation with paid capacity and a response plan.
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90 min · 12 participants · Script, cards and editable tools
Write a decision record that separates requests, offers, open questions and confirmed commitments.
Prepare a clear recommendation with paid capacity and a response plan.
Open workshop packPrepare member-directed questions, preserve differing views and report back.
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Build a joint plan that says who decides, pays for everyone's time, keeps real disagreement, and sets a review date.
Use the case details. Leave out real patient and staff information.
Worksheets and examplesGetting your practice ready…
This is a free course, not legal, clinical, or billing advice. Your completion record is not a license or CE credit.
Use fictional details. Notes stay in this tab; download a copy to keep them.
Printable toolkitFictional case: a center and a neighborhood organization plan a resource fair. Both say “we agreed,” but their notes name different delivery dates.
Write a decision record that separates requests, offers, open questions and confirmed commitments.
Requested: final translated invitation Tuesday. Offered: center draft Thursday. Confirmed: two paid review hours available; final delivery remains open. Ask both approval owners to confirm a workable sequence, language reviewer and sender. Send one shared summary for correction before marking any date agreed.
Add a response date and the channel for correcting the record.
The partner can accept Friday delivery if the center confirms by Monday.
Revise the record without treating the offer as accepted.
Record Friday as the partner’s conditional offer. The center’s approval owner checks the reviewer and sender, then confirms or declines by Monday through the agreed channel. Only after both sides confirm should Friday become the agreed date.
Shared purpose: ___ Request/date: ___ Offer/conditions: ___ Confirmed commitments: ___ Open question/owner: ___ Paid review/coverage: ___ Approval owners: ___ Agreed date after confirmation: ___ Correction channel/review date: ___
Describe the coordination and confirmation you practiced. Use real delivery results in a resume only when you can verify your contribution.