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Annual calendar of practice management: Strategy and document updates

An overview of strategic management tasks, document updates and key meetings that should be undertaken each year.


It is worth reviewing the practice development or practice business plan and updating this on at least an annual basis. What are the aims and objectives for the business this year? What services will the practice be providing? Are the partners aware of how profitable different services are?

Have the contract and funding changes for this year been taken into account? Are there opportunities to collaborate with local practices, is there a schedule of local meetings that either the GP or PM need to attend.

Regular meetings to build into the calendar

Below is a list of meetings you may want to schedule in over the year:

  • Patient participation group (PPG) meetings – It is worth mapping out meetings with your PPG early in the year so that you have a proper schedule and time to work on an action plan.
  • Significant event analysis
  • Child protection training
  • End-of-life and palliative care meetings
  • Multi-disciplinary meetings
  • Annual complaints review

Document updates

  • Staff handbook and practice protocols – these should be read and updated every couple of years to ensure that they are still up to date.  The CQC will want to see these at an inspection. More importantly, inspectors will want to talk to staff and ensure that what is written in the protocol matches what staff say. It is a good idea to bring some protocols to a staff meeting and encourage staff to know where they are stored and suggest changes as they become out of date.
  • Records retention policy – it is worth reviewing this annually to see what documents can be shredded and disposed of.

Other articles in this series:

Fionnuala O'Donnell is a practice manager in Ealing, West London, and a CCG board member.

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