Workshop Objectives

A half-day practical finance and oversight course for GP managers, focused on core funding routes, claims discipline, cost control, dashboard thinking and operationally informed financial decision-making.

Delivery approach

Trainer-led presentations, facilitated discussion, peer learning, practical exercises and personal action planning.

Workshop Price

We can deliver our workshops virtually or face-to-face and provide supporting course materials.

Learning Outcomes    

  • Understand the main components of GP practice finances.
  • Identify key income opportunities and common claiming risks.
  • Spot operational and financial pressure points earlier.
  • Turn financial insight into a practical local action plan.

Agenda

Start

  • Welcome and finance context
    • Why financial literacy matters for safe and sustainable practice management 
  • Understanding the GP financial model 
  • Funding streams and claims discipline
  • Costs, pressure points and operational risk

Break

  • Dashboard thinking for managers 
    • Linking finance, activity, compliance, workforce and risk into one oversight view
  • Benchmarking and financial decision-making
  • Cost control without compromising quality
  • Practice-based finance action planning
  • Reflection and action planning
    • Key takeaways and immediate next steps
  • Questions and Close

End