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 four-line handoff: the request, the next owner, what needs confirmation, and how the partner will hear back.
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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Open workshop packPractice course
Practice running a clinic team: plan paid staff time, set agreements between teams, choose within your authority, and review results. Keep workload and decision limits in plain view.
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: Cedar Bend is preparing a community welcome event. A partner asks for the translated invitation by Friday. The front desk has the draft, but no one has confirmed who checks it or sends the final copy.
Write a four-line handoff: the request, the next owner, what needs confirmation, and how the partner will hear back.
The partner requested the invitation by Friday. Maya will confirm the review and delivery plan. Luis has offered two paid hours on Thursday; Maya still needs to confirm that time and who sends the final copy. Maya will text the partner with the agreed date after those checks.
Replace one vague phrase with a named owner, an agreed check-in and a clear next action.
Luis is unavailable on Thursday. A community reviewer can help on Monday if the team covers their time. The partner can move the event invitation date.
Revise the handoff and write the message asking the partner to agree to a new date.
Maya will confirm paid review time for Monday and name the sender. She will ask the partner whether Tuesday delivery works, then record the agreed date and send a short confirmation.
Request: ___ Requested date: ___ Agreed date: ___ Next owner: ___ Time/resources to confirm: ___ Check-in and response channel: ___
For an interview, explain how you clarified ownership and checked a delivery promise in this practice case. Describe a workplace result only if you have evidence of your own work.