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 two-week goal with three checks: response, paid workload and user experience.
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
Build a team goal your clinic can fund, with clear roles, fair measures, worker priorities, and regular check-ins.
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 resource desk team wants to answer more community questions. A draft goal counts replies but ignores staff hours and unanswered requests.
Write a two-week goal with three checks: response, paid workload and user experience.
For two weeks, use the 12 allocated paid hours to offer each new request a named owner and an agreed response window. Check answered/open requests, actual paid hours including preparation, and whether respondents knew when to hear back. The lead reviews after week one and pauses new work if the time allocation is exhausted. Ask before moving other work.
Add a named review owner and an explicit capacity trigger.
After one week, ten paid hours are used and eight requests remain open.
Write the revised plan and a message for people waiting.
Two paid hours remain. The lead reviews which requests can be completed in that time, asks the decision owner for more funded capacity or smaller scope, and gives each waiting person a revised response window through their chosen channel. Record unresolved requests for the next review.
Purpose and people served: ___ Funded hours/owner: ___ Response measure: ___ Paid work/preparation measure: ___ Experience question: ___ Open requests: ___ Capacity trigger: ___ Review date/decision: ___
Explain the goal and revision using the case numbers. For a resume, use a measured outcome from work you actually contributed to.