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Personal development kit

Clinic Manager Field Guide

Hold your schedule by holding your people. This is the working manual for a schedule that survives the call-out and hiring that holds through the first year.

FormatField guide
Contents7 PDF guides, 1 Word document, 1 Excel workbook
UseDownload and keep

$69

  • Editable operating files, not a subscription
  • Immediate access through the secure TrueStep HR store
  • Built and reviewed under the published TrueStep HR standard

Digital products carry a 30-day money-back guarantee. General HR information, not legal advice.

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What this closes

A practical system that moves the decision into real work.

Log your assessment result, then backfill last quarter’s staffing scoreboard. Fifteen minutes of history, and the schedule stops being a monthly surprise.

DecisionDevelop your managers
IndustryCross-industry
Files7 PDF guides, 1 Word document, 1 Excel workbook
ReviewBuilt to the published release checks; sources and change notes sit beside the catalog.

What is inside

Every file in the download, by name.

Taken from the kit’s own Start Here guide, so what you see here is what you open after checkout.

PDF · readThe Clinic Manager Field Guide: the working manual, the four areas from your assessment, the moves for each, and a 30-day plan (PDF to read)
PDF · readFirst 90 Days Planner: one new hire run as a system, from the setup before day one through the 30, 60, and 90 day checks (PDF to work from)
Word · editClinic Manager Scripts & Templates: the exact words for the call-out morning, the interviews, the checks, and the stay conversation, plus an interview scorecard (Word to edit)
Excel · useClinic Manager Action Workbook: your assessment reads over time, the monthly staffing scoreboard, the first-year roster with check dates, and a dashboard (Excel to use)
PDF · readQuick Reference: the whole workbook on one page: what each tab is for, what you enter, and how to read the result (file 2).
PDF · keepTrueStep HR Product License: what you may and may not do with the files you purchased (file 6).
PDF · readUsing This Workbook in Google Sheets: how to upload the file to Google Sheets and exactly what to check afterward (file 7).

Also in the download: Clinic Manager Scripts and Templates (PDF, file 4; editable Word, file 10). Every file is in the same folder, named with the number shown here so the steps below point straight at it. Open these in Word to change the wording for your own company before you use them.

How to use it

Your first 15 minutes

Step 1 is The Clinic Manager Field Guide, file 9, and the 4 steps below run in the order they are numbered.

  1. Read the Field Guide first, starting with the areas your assessment flagged. Each chapter is short and ends in moves you can run this week.

  2. Log your assessment result in the Workbook and backfill the staffing scoreboard for last quarter. Fifteen minutes, and you will be the person in the room with the numbers.

  3. Run your next hire, or your newest current hire, through the Planner, page by page. The checks go on the calendar before day one.

  4. When the moments come, the 7am call-out, the interview, the day-30 check, the stay conversation, open Scripts & Templates and use the words almost verbatim. The words in the moment are what people remember.

Clinic Manager Field Guide — the Start Here guide from the download, listing every file and the order to use them.

Before you buy

Clear answers to the practical questions.

The point of a product page is to let you judge the work before checkout.

What exactly do I receive?

7 PDF guides, 1 Word document, 1 Excel workbook, each one named in the What is inside section above. The purchase is a download, not a subscription, and the files are yours to keep.

Are these the real screenshots?

Yes. The preview images on this page are taken from the current deliverable, so you can judge the structure and writing before buying.

Can I use the files in my business?

The files are designed to be edited for your own internal operations. Review the included license and have legal counsel check decisions that require jurisdiction-specific advice.

What if I need help applying it?

Use the $149 Setup Session for one hour of implementation help on this tool. TrueStep HR does not offer broader consulting engagements. For a legal question, use qualified counsel.

Extend the system

Build on this decision.

These products address the next connected step in the same situation, operating method, or industry.