This comprehensive programme is structured around five essential pillars of practice management, making it ideal for individuals seeking to refresh their knowledge or enhance their skillset.

Whether you’re an experienced manager or looking to upskill, you’ll gain valuable, practical insights into the key areas of financial management, navigating HR and employment law, planning for succession, developing effective workforce retention strategies, CQC compliance, and QOF requirements. Each module reflects the latest updates, ensuring you stay informed and equipped to meet the evolving demands of modern practice management.

Training Objectives:

The programme is designed to inform and support professionals working in General Practice, including practice managers and other members of the management team. Each module is delivered as an interactive online workshop, offering ample opportunities for discussion and collaboration. Participants will benefit from the insights of industry experts in addition to peer learning throughout.

Programme Structure:

Consisting of 5 interactive virtual 2 or 3-hour web workshops, the PMA Practice Management Fundamentals Programme adopts a comprehensive approach with practical guidance.

  • Module One: Managing Practice Finances
  • Module Two: HR & Employment Law
  • Module Three: Succession Planning & Workforce Retention
  • Module Four: CQC
  • Module Five: Quality and Outcomes Framework (QOF)

At the PMA we pride ourselves on the understanding that one size doesn’t fit all and – therefore, we have various formats of our workshops and can adapt any programme / agenda to suit your local needs and necessaries – so, please get in touch to discuss your requirements.

Who should attend?

Don't miss opportunity to work with leading specialists in a series of workshops specifically focused on the ‘business’ aspects of General Practice.
  • Aspiring and new Practice Managers

  • Practice Managers and other Primary Care Managers

Workshop Agenda

Module One: Managing Practice Finances

Understanding Practice Accounts and update for 2025/26 covering:

  • GP Practice Accounts and what they tell us
  • Income Streams
  • Superannuation
  • Update on finance for 2025/26
Overview of your Accounting System

  • What comprises your accounting system?
  • Source records
  • Software
Financial Controls and Maximising your income streams

  • Financial Controls
  • Review of 2024/25 in readiness for your 2025 Accounts meeting
  • Contract Changes for 2025/26 and looking ahead
  • CQRS
  • Reimbursements and claims
  • Other Income Streams including PCN income
  • Tracking your Income
Superannuation

  • Estimate of Pensionable Profits Form
  • Pension Forms – Type 1 and Type 2
  • Timeline
  • Tier rates
  • Examples
Hints and Tips

  • Current issues
Understanding Accounts

  • Accounting Terminology
  • Types of Income and expenses
  • Debtors and Creditors
  • Current and capital accounts explained
  • Drawings
  • Variance analysis and Financial Benchmarking
Understanding Accounts – Activity
The Power of the Cashflow Forecast

  • Levels of complexity
  • Using Excel
  • Other options
  • Interpretation
Reflective session – Open Forum to discuss any challenges or concerns
Close

Module Two: HR & Employment Law

Introduction and Welcome

  • Programme
  • Objectives
Employment Law

  • Employment law update 2025
Working at scale

  • TUPE
  • Redundancy
  • Varying contractual terms
Recruitment & Performance Management

  • Safer recruitment and candidate selection
  • Discrimination and Equality (including bullying/harassment and unconscious bias)
  • Performance Management – Skills and behaviour
  • Dismissal, unfair dismissal, discipline & the ACAS code
  • Providing productive feedback
Performance Management

  • Performance Management – Skills and behaviour
  • Grievances and how to handle them correctly
  • Constructive dismissal
  • Capability including managing sickness, absence and return to work
Open Discussion
Close

Module Three: Succession Planning & Workforce Retention

Introduction and Welcome

  • Objectives of the training workshop
  • Introduction to the importance of succession planning and workforce retention in primary care
Understanding Succession Planning

  • Definition and significance
  • Identifying key roles and competencies
  • Succession planning process overview
Developing a Talent Pipeline

  • Identifying high-potential employees
  • Skill gap analysis
  • Strategies for talent development
Leadership Development

  • Nurturing leadership skills
  • Mentoring and coaching
  • Building a leadership pipeline
Retaining Your Workforce

  • Employee engagement strategies
  • Retention incentives
  • Addressing retention challenges
Legal and Ethical Considerations

  • Overview of relevant employment laws and regulations
  • Ethical decision-making in succession planning
  • Promoting diversity and inclusion
Creating an Action Plan

  • Participants brainstorm and discuss how they can apply what they’ve learned to their specific roles or organisations
  • Setting goals for implementing succession planning and retention strategies
Q&A
Close

Module Four: CQC

Introduction and Welcome
Overview of the Programme & Objectives

  • Introductions
  • Participants
  • Learning objectives
CQC Strategy, Impact of Transition, and Upcoming Changes

  • Frequency of assessments
  • Gathering evidence / Evidence Categories
  • Key Questions
  • Quality Statements
  • Ratings
  • Scoring
  • Regulations
Hot topics
Q&A – your questions answered
Assessment/Inspection Top Tips
Review of learning objectives and feedback
Close

Module Five: Quality Outcomes Framework (QOF)

Introduction to Quality and Outcomes Framework (QOF)

  • What is QOF?
  • QOF Framework
  • How QOF works
  • Indicators Definitions & Thresholds
  • Personalised Care Adjustments
  • Challenges in using QOF Data
  • Highlights
Measurements and Calculations: all you need to know

  • Process Flow of Reward Payments
  • QOF Reward: Data Extraction & Scoring
Reward: Payment Methods

  • Aspiration Payments
  • Achievement Payment Calculation
Recording information and the business rules

  • Data collection for QOF
  • QMAS
Action Planning – Group work
Q&A
Close
Get in touch

Contact the PMA now

If you would like more information about any of our workshops, the timings or adapting our programmes to your local needs / requirements, please call 0330 111 6459 or email enquiries@pma-uk.org

Please note that all workshops are delivered online as web workshop sessions – however, if you require face to face workshops, please get in touch and we will be happy to discuss this.

Get in touch

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