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
Draft a meeting plan: the worker’s goal, information-sharing choice, two questions and the process check.
Prepare a clear recommendation with paid capacity and a response plan.
Open workshop packPrepare member-directed questions, preserve differing views and report back.
Open workshop packHelp a colleague prepare their question, choose support and follow the answer.
Open workshop packLeave with a costed scope, paid-capacity map, useful measures and an owner for the next decision.
Practice course
Practice helping a coworker who asks for union support. You'll listen, find the right process, keep focused notes, and prepare for a meeting. The worker makes the key choices.
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 colleague asks a workplace representative for help discussing a room-booking workload change. They want predictable task time and a short written response.
Draft a meeting plan: the worker’s goal, information-sharing choice, two questions and the process check.
Confirm the colleague’s goal and what, if anything, may be shared. Ask who receives a request under the current local process and how the colleague wants support. Questions: “Which tasks are included in the allocated time?” and “Who can approve paid preparation time?” Ask for an agreed response date and let the colleague review the summary before it is circulated.
Rehearse the opening with a peer and replace one assumption with a process question.
The colleague wants a private preparation call first and asks you to send nothing yet.
Revise the next step and your record.
Arrange the private call through the agreed channel. Keep the draft with the colleague, record that no sharing is authorized, and ask which questions they want to prepare. Confirm any later sharing before sending.
Worker’s goal: ___ Support requested: ___ What may be shared/with whom: ___ Local process to verify/owner: ___ Questions: ___ Decision owner: ___ Response date/channel: ___ Worker review before sharing: ___
Describe preparation, listening and follow-up skills from the rehearsal. Keep identifiable worker stories out of a portfolio.