A basic outline for a clinical operating manual most practices never get around to writing - just the structure and items you should include. For you to fill in with your own processes.

Product Description:

This is a framework to build from, not a finished manual — every prompt needs your own real workflow written into it.

What’s Included:

•     Ten-part framework covering the full operational lifecycle of a group practice

•     Prompts and categories only — no filled-in policy language, so it fits any practice model

•     Pairs with the Policies Manual Outline in the Toolkit Library for the policy side

A ten-minute gut check on the systems most practices don’t realize they’re missing, until an audit or a hire forces the question.

A free self-assessment adapted from the Business Foundations checklist used at the start of a Sprout Your Practice coaching engagement. Answer honestly across seventeen business-foundation items (plus seventeen more if you’re a group practice), and see at a glance where the real gaps are — then get pointed toward either the Practice Builder toolkits for the concrete gaps, or a free consult for the harder judgment calls.

Know your numbers before you commit to them.

For practice owners who want the financial tools without the full Toolkit Library — the Financial Dashboard explains how a cash flow forecast is actually built, and the companion Excel model lets you build your own from a real staffing plan. Useful on its own, and especially useful right before a hiring decision.

What’s Included:

•     Financial Dashboard — monthly and quarterly tracking, plus a plain-language explanation of forecast construction

•     Cash Flow Forecast Starter Model (Excel) — a working, formula-driven forecasting tool sized for a smaller practice

The Toolkit Library and Hiring Package together, at a modest discount off buying both separately.

Everything in the Toolkit Library and everything in the Hiring Package — sixteen tools covering client experience, finances, planning, policy, and the complete hiring lifecycle. The most complete starting point for a practice getting serious about its operations.

What’s Included:

•     All nine Toolkit Library tools

•     All seven Hiring Package tools

•     Priced at $399 versus $456 if purchased separately

Everything you need to hire your first clinician — or your fifth — without guessing your way through it.

A complete pre-hire-to-onboarded system for practices adding clinical staff. Covers role clarity, writing the job description, running a structured two-round interview, deciding between employee and contractor classification, structuring compensation, sending the offer, and onboarding your new hire through their first orientation day. Seven tools, delivered as Word documents in one download.

What’s Included:

•     Role Map Template — map current roles and plan what to delegate next

•     Job Description Template — a comprehensive, fillable job description

•     Interview Guide — a two-round interview system with scoring rubrics

•     New Hire Onboarding Checklist — a five-phase, clinician-specific onboarding process

•     Employee vs. Contractor Classification Worksheet — a structured worksheet to bring to your attorney

•     Offer Letter Template — a short, formal offer letter

•     Compensation Structure Guide — salary vs. fee-split vs. session-rate, compared

The day-to-day operating system for your practice — client experience, money, planning, and policy, in nine ready-to-use tools.

Product Description:

For solo and small group practice owners who want more structure without overhauling everything at once. The Toolkit Library covers the full arc of running a practice: how clients move through your care from first inquiry to discharge, how your money works and how to forecast it, how to plan and track your practice’s priorities each quarter, and the policy, feedback, and referral systems most practices only build after something forces the issue. Nine tools, delivered as Word documents and Excel spreadsheets in one download.

What’s Included:

•     Client Journey Map — the full client experience, consent and intake requirements, and marketing guidance

•     Onboarding Checklist — a four-phase onboarding process for any new team member

•     Financial Dashboard — monthly and quarterly revenue and expense tracking

•     Cash Flow Forecast Starter Model (Excel) — a scaled-down, fully-formulated forecasting tool

•     90-Day Priority Dashboard (Excel) — status tracking with dropdowns and a milestone tracker

•     90-Day Project Planner — a quarterly planning tool for practice priorities

•     Client Exit / Feedback Survey — a private, internal feedback tool

•     Policies Manual Outline — a nine-section scaffold plus an expanded policy reference library

•     Referral Partner Tracker (Excel) — a CRM-lite spreadsheet for referral relationships