Publications

Case Manager Workbook

A comprehensive Case Manager / Care Coordinator Handbook designed for health and social care professionals who are responsible for coordinating safe, effective and person-centred care. This practical resource takes the role beyond day-to-day coordination, providing clear guidance, tools and activities covering caseload management, staff leadership, care planning and reviews, risk management, safeguarding, medication and clinical oversight, competency and delegation, quality monitoring, incidents and learning, MDT working, mental capacity and consent, professional documentation, complaints, duty of candour, rota and continuity management, commissioned hours, performance, staff wellbeing and escalation.

Designed to develop both knowledge and practical management skills, the handbook helps Case Managers and Care Coordinators strengthen accountability, professional judgement and confidence while maintaining effective oversight of the people, staff and services they are responsible for.

An ideal development resource for newly appointed coordinators, existing managers looking to strengthen their practice, or organisations wanting a structured approach to developing consistent, high-quality case management.

CM Workbook

£49.99

Deputy Manager Workbook

Develop stronger, more confident leaders with our comprehensive Deputy Manager Workbook, created specifically for health and social care. Packed with practical tools, realistic scenarios, reflective activities and workplace exercises, it supports Deputy Managers to move beyond simply “helping the manager” and develop the skills needed to lead people, manage operations, oversee quality, safeguard individuals and make sound management decisions.

From staff performance, supervision and wellbeing to audits, complaints, safeguarding, incidents, contingency planning and continuous improvement, the workbook connects leadership learning directly to everyday practice.

Ideal for new or aspiring Deputy Managers, internal progression programmes and existing deputies looking to strengthen their skills, it provides a structured development journey that encourages accountability, professional judgement and consistently high standards of care.

DM Workbook

£49.99

Registered Managers Workbook

The Registered Manager Handbook & Workbook is a comprehensive practical development resource designed for Registered Managers working within domiciliary and complex care services.

Rather than simply explaining the Registered Manager role, the workbook focuses on how to lead, manage, monitor and evidence a safe, effective, caring, responsive and well-led service in everyday practice.

It explores the Registered Manager’s responsibilities across leadership, regulatory compliance, quality assurance, workforce management, safeguarding, clinical governance, risk management and service improvement, helping managers understand not only what they are responsible for, but how they can demonstrate effective oversight of their service.

The workbook covers key areas including CQC regulation and Quality Statements, NICE guidance, safeguarding, the Mental Capacity Act, consent and best-interest decision making, care planning, risk assessment, medication governance, incidents and accidents, complaints, Duty of Candour, staff supervision and appraisal, competency and training, auditing, quality monitoring and continuous improvement.

Particular emphasis is placed on management oversight and accountability. Managers are encouraged to consider how they know that care is being delivered safely, how concerns are identified and escalated, how lessons are learned following incidents, and how improvements are embedded and evidenced.

RM workbook

£55.99

The workbook also explores the practical realities of managing a domiciliary care service, including staff performance and wellbeing, recruitment and retention, rotas and continuity of care, commissioned hours, missed and late visits, hospital admissions and discharges, deterioration in health, falls, medication errors, safeguarding concerns and working effectively with commissioners and external professionals.

Preparation for CQC assessment and inspection is incorporated throughout, helping Registered Managers understand the evidence regulators may seek, the conversations they may have with managers, staff and people using the service, and how good governance should be demonstrated continuously rather than simply in preparation for an inspection.

Interactive activities, scenarios, reflective exercises, knowledge checks and management challenges encourage managers to apply the guidance directly to their own service. These provide opportunities to identify strengths, recognise gaps, develop action plans and evidence continuing professional development.

Supporting reference sections bring together important legislation, regulations, CQC requirements, NICE guidance and good-practice principles, making the workbook both a learning resource and a practical reference tool that managers can return to throughout their role.

Ultimately, the workbook is designed to support Registered Managers to move beyond simply meeting regulatory requirements towards developing a service with strong leadership, effective governance, a positive culture and a clear cycle of monitoring, learning and continuous improvement.

Finance Officer in Domiciliary Care Workbook

The Finance Officer in Domiciliary Care Workbook is a practical development resource designed specifically for finance professionals working within home and complex care services.

It covers the key financial responsibilities of the role, including payroll, holiday pay, mileage and travel time, invoicing, commissioned hours, remittances, payment reconciliation and financial record keeping.

The workbook also explores National Minimum Wage compliance, confidentiality, financial governance, identifying discrepancies and supporting the financial sustainability of the service.

Practical activities, calculations and realistic scenarios help learners apply their knowledge to everyday situations within domiciliary care, developing greater confidence, accuracy and accountability in their role.

Finance Admin Workbook

£24.99