Running a practice is complex, and every practice can benefit from a little expert guidance. But we understand that not every practice is ready to commit to a full 1-Day Audit. That’s why we created the Medical Practice Self-Assessment & Audit Workbook — a step-by-step, easy-to-follow guide that helps you review your practice at your own pace, uncover what’s working well, and identify where improvements will make the biggest difference.

What You’ll Walk Away With

After completing the workbook, you will:

See your practice clearly — understand strengths, gaps, and areas for improvement
Track progress over time with built-in benchmarking against your own past performance
Prioritise actions with a simple scoring system and actionable plan
Empower your team with insights and structured next steps without needing a consultant right away

Who This Workbook Is For

Practices not ready to commit to a full 1-Day Audit
Practices looking for a self-guided, structured review
Owners or managers who want clarity on strengths and gaps before making bigger strategic decisions

Workbook Structure

The workbook is fully guided and visually structured, making it easy to use for any practice. The workbook covers the following:

Governance & Compliance – Policies, risk logs, accreditation, and succession planning
Financial Health & Revenue Cycle – Revenue, expenses, payroll, KPIs, and long-term planning
Operations & Workflow – Processes, patient flow, equipment, and operational bottlenecks
Human Resources & Staff Management – Roles, recruitment, training, performance, and workplace culture
Marketing & Patient Engagement – Patient communications, retention, referral pathways, mini SWOT analysis
Clinical Governance, IT Systems, Risk & Safety – Clinical protocols, technology, and safety management
Action Plan & Scoring Dashboard – Traffic-light scoring, assigned owners, and timelines to prioritise improvements