Manager
Prepare a funded recommendation and a clear response to staff and community input.
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90 min · 12 participants · Script, cards and editable tools
Practice connecting community roots, access, paid work and limited resources in one decision.
Prepare a funded recommendation and a clear response to staff and community input.
Open workshop packPrepare a member-directed proposal that preserves differences and checks the local decision process.
Open workshop packHelp a worker prepare a clear workload question, choose what to share and track the response.
Open workshop packLeave with a costed scope, paid-capacity map, useful measures and an owner for the next decision.
Practice course
Understand your health center. Practice decisions about access, money, and community priorities.
Use the case details. Leave out real patient and staff information.
Local plan
Next step: Check your state Medicaid agency's renewal notices and timeline, and keep a sample notice at the front desk. If coverage ended because a form was not returned, the patient can still send it within 90 days (some states allow longer), and the state must reconsider without a new application.
Open lessonLocal plan
Next step: When HHS publishes the next update in the Federal Register, check that the sliding fee schedule and the front-desk chart both show the new amounts and the date they start. Remove old copies from desks and shared folders.
Open lessonGetting 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: Harbor Orchard wants a one-page welcome display about its beginnings. A brochure says the center opened in 1982. An archived flyer announces a volunteer event in 1980. A retired organizer remembers neighborhood meetings before either date.
Write three dated entries, one question for the organizer, and a sentence the display can support now.
1980: archived flyer announces a volunteer event. 1982: brochure reports an opening. Earlier neighborhood meetings: organizer’s recollection, date to confirm. Ask: “What were neighbors trying to change, and which words may we share?” Draft: “The available records describe volunteer activity in 1980 and report an opening in 1982.” Keep the relationship between those events open until checked.
Replace one unsupported connection with a question and a person responsible for checking it.
A second organizer recalls a different opening location. Neither has agreed to a public quotation.
Revise the display plan and the source log.
Record both accounts separately, including what each person permits you to share. Ask the archive lead to look for a dated location record. Publish only the supported entries; leave the location question for the next paid review.
Claim: ___ Source/date: ___ What it supports: ___ What remains open: ___ Quotation permission: ___ Community reviewer and paid time: ___ Next check/owner: ___
Explain how you compared records and protected the speaker’s choices in this practice. Use a real research accomplishment on your resume only with your own evidence.
Fictional case: Harbor Orchard has $600 for a one-week community resource desk test. The team wants later access and predictable paid shifts. Two options fit the same purpose.
Calculate both costs and balances. Recommend a test, a community question and a staff workload check.
A costs $420 and leaves $180. B costs $580 and leaves $20. Propose A while asking intended users which hours they can use; the director must approve. Record visits and requests the desk could not address, and ask staff whether the paid time covered the work. Review after one week before extending it. The figures describe this fictional test budget.
Add an owner, a review date and one reason to change the plan.
B now needs eight language-support hours. The budget remains $600.
Recalculate B and write the decision request.
B now costs $640, exceeding the budget by $40. Ask the director to fund the difference or approve a smaller scope after reviewing community preferences and coverage. Record which service the smaller scope would remove. Keep paid hours in the proposal.
Purpose: ___ Option/hours/rates/total/balance: ___ Who can use each option: ___ Staff time and coverage: ___ Unknowns: ___ Approver: ___ One-week measures: ___ Review date/change trigger: ___
Describe the budget comparison and tradeoff you practiced. Separate a proposed access benefit from a measured result when discussing your work.
Fictional case: a center is choosing the time for a neighborhood resource fair. Twelve people answered an online poll favoring Saturday. Staff want to announce “the community chose Saturday.”
Write an accurate poll summary and a four-hour plan to hear missing perspectives before recommending a date.
Twelve online respondents preferred Saturday; other preferences remain unknown. Ask the partner which language varieties and contact formats people request, then agree how to use the four paid hours and who reviews the invitation. Ask night-shift workers about usable hours through their chosen channel. The event lead records options, the director decides the funded date, and the lead reports what changed and what remains unresolved.
Add the exact report-back message you would send after a decision.
The director keeps Saturday because venue funding is fixed. New input asks for an evening option and a phone information line.
Write a response that preserves the requests and identifies the next funded decision.
Saturday remains the funded date. The evening request is still open; the event lead will bring a costed option to the director at the next planning meeting. Ask whether a phone line can be staffed within paid hours, and report the answer through the partner and the original poll channel. Keep the different preferences in the record.
Who responded/how: ___ Who is missing: ___ Chosen languages/formats: ___ Paid listening time/owner: ___ Options and disagreements: ___ Decision owner/reason: ___ What changed: ___ Open request/next review: ___ Report-back channel/date: ___
Practice explaining how you made participation more useful and recorded its limits. For an interview, identify your own action, the response and what you still could not establish.