Practice Manager Training Course Program Schedule

THE PRACTICE MANAGER TRAINING PROGRAM – PROGRAM SCHEDULE

The program schedule is provided as an overview, with module, module facilitator, relevant dates, as well as module delivery format.

Module 1 – Introduction to leading the engine room of an advice business;
Live workshop 2nd February 2024
Module 2 – What is a Resilient Advice Business?;
Self-paced during February
Module 3 – Analysing an Advice Business;
Live workshop 23rd Feburary 2024
Module 4 – Building your People and Culture;
Live workshop 15th March 2024
Module 5 – Roles within an Advice Practice;
Self-paced during March
Module 6 – Right People in the Right Roles;
Live workshop 5th April 2024
Module 7 – Capacity Planning
Self-paced during April
Module 8 – Managing Tasks & Workflows;
Live workshop 3rd May 2024
Module 9 – Running a compliant and ethical advice firm;
Live workshop 24th May 2024
Module 10 – Facilities & Operational Management;
Self-paced during May & June
Module 11 – Change Management;
Self-paced during May & June
Module 12 – Wrap-up and where to from here?
Live workshop 21st June 2024

Meet the Coaches

Some of the most experienced and enthusiastic coaches you’ll ever engage, the Elixir business coaches have a wealth of knowledge about what works in advisory businesses and have proven track records for helping their clients achieve greater success.