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 short response that reflects the concern, asks what support the worker wants, and names the next coverage 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 the first jobs of a new manager. Listen, set a goal you can pay for, and hand off work. Give feedback, run better meetings, and test a small change.
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 receptionist says reminder calls and the front desk rush now overlap. They ask for a private conversation and want help choosing which work comes first.
Draft a short response that reflects the concern, asks what support the worker wants, and names the next coverage check.
You have two tasks competing for the same time. Which part is hardest to cover? Would you like your coworker to join us? I will check the schedule before we choose a new call time. Let’s review these notes together and agree what I can share with the scheduling lead.
Add one question that could change your plan, and an agreed time to review the coverage options.
The worker prefers written notes in Spanish and does not want a group meeting. The scheduling lead can offer two possible call windows.
Adapt the conversation and follow-up to those choices.
Share a short Spanish summary for the worker to correct. Ask which details may go to the scheduling lead. Offer the two call windows in writing, explain the coverage for each, and agree how the worker will respond.
Concern in the worker’s words: ___ Support/sharing choice: ___ Question to check: ___ Coverage owner: ___ Options: ___ Agreed follow-up: ___
Describe the listening, planning and follow-up you practiced. Use a real example for a resume accomplishment only when you can explain your own contribution and evidence.