Annual calendar of practice management

Our annual calendar of practice management provides information about the issues that practice managers need to review on an annual basis. You can either read the annual calendar articles below and plan in the tasks at a time that suits you, or follow our example annual schedule below.

Annual calendar of practice management overview

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.

Annual calendar of practice management: Risk assessments

It is good practice to repeat risk assessments at least annually. Below is a list of things that you will need to cover.

Annual calendar of practice management: Staff issues

As part of your annual practice management calendar you should make sure staff appraisals and training are up to date.

RESOURCES, CHECKLISTS AND ADVICE

January: Data security

January: Financial planning

February: Business continuity

March: Year end

April: Safeguarding

April: Online patient services

May: Complaints

June: Check locum pack

July: Health and safety

August: Flu planning

September: Staff and HR matters

October: CQC checks

November: PPG

November: Winter planning

December: Infection control