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Welcome to Your Practice Plan Portal - We're thrilled to have you here!
Here you'll find everything included in your Practice Plan. Access tools, insights, and resources to support your team and Practice.
Where to begin?
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Your Practice Plan Portal
Everything included in your Practice Plan is available here.
Get access to self-paced online courses, live online training and face-to-face workshop supplementary modules, learning material and helpful resources - all in one place.

Louise Howlett
Your Practice Coach
Get in touch
If you haven't yet,
please complete the following
Practice Analysis
Helps us understand how your practice currently operates — what’s working well and where there’s potential to grow or refine systems and processes.
Numbers Analysis
Gives us insight into your financial performance so we can identify trends, strengths, and opportunities to improve practice profitability and sustainability.
What I Commit to Achieve
Clarifies your specific outcomes and priorities so we can align goals, actions, and accountability — and clearly measure progress and success.
Staff Details
Please download, complete, and return this form to your Account Manager or Coach.
These details help us get your whole practice set up and ready to go.
Register Your Team for
Workshops and Live Online Training
Your Practice Plan includes access to a range of in-person workshops held across various locations and dates, as well as live online training.
Select a workshop/s and register interest for your team.
On-Demand Short Courses
You're Enrolled In
Schedule Your Quarterly Account
Management Session with Jen Cox
As part of your Practice Plan, you have access to quarterly sessions with Jen.
These sessions are designed to give you an extra layer of support, ensuring nothing is overlooked. We’ll explore what’s working well, identify opportunities for improvement, and help align your priorities to support your business goals in the months ahead.
Meeting location
Meeting location
📍 Zoom
Meeting duration
⏱️ 30mins
What time works best?
Select the time that suits you best..
Select the time that suits you best..
Resource Hub
Resources for Leadership
Webinar Recordings
Quick Links To Your
Supporting Documents
Policies & Guidelines
Prime Code of Cooperation
Please take a moment to read.
User Group Manager
Track your team's practice plan progress on PrimeLearn.
Read more about it in the user guide below.
Read more about it in the user guide below.
Helpful Resources
Expenses Worksheet
OGSM
(Objectives, Goals, Strategies, Measures)
Practice Plan Forms
Team Resource Hub
Meet our core team
Prime's Coaches, Consultants and Trainers
Frequently Asked Questions
Practice Plan
What is included in my Practice Plan?
Practice Management Solutions:
- 1-on-1 Business Coaching & Consulting | 2 x 1hr session for first 6 months, 1 per month thereafter.
- 1-on-1 Business Coaching & Consulting | 2 x 1hr session for first 6 months, 1 per month thereafter.
- Account Management | Quarterly - 30min session.
- Business Planning & Forecasting | Annually.
- KPI Tracking & Analysis | Monthly.
- Financial Health Check | Annually.
- Team Questionnaires | Annually.
- Prime Video Library & Microlearning Videos | Access to whole team.
- Practice Observation Day (inclusive of report) | Within the first 3 months and at the end of year 2.
- Customised training (1 day in practice) | Year 1.
- Primespeak (live online or face-to-face) | As per tier plan*.
- Leadership Program (live online) | Unlimited access.
- Leadership Series (face-to-face) | Practice Owner/ Manager/ Leaders.
- Mastering Practice Ownership (live online or face-to-face) | Unlimited access for leaders.
- Team Workshop (face-to-face) | Year 2, as per tier plan*.
- Front Office Systems Training (live online) | Unlimited access.
- Grow Community Membership.
- Preferred pricing on other services.
- Access to our full bank of resources.
HR Solutions:
- Employment Contracts | 3 per year
- Consultant Support | On demand - Up to 2 hours per calendar year.
Infection prevention & Control Solutions:
- Infection Prevention (live online) | Unlimited access.
Marketing Powered by GDW:
- Website Consultation.
- Digital Marketing Audit & Consultation.
- Consultant Email Support.
HR Solutions:
- Employment Contracts | 3 per year
- Consultant Support | On demand - Up to 2 hours per calendar year.
Infection prevention & Control Solutions:
- Infection Prevention (live online) | Unlimited access.
Marketing Powered by GDW:
- Website Consultation.
- Digital Marketing Audit & Consultation.
- Consultant Email Support.
How do I register for workshops and/or live online training?
You have access to a wide range of workshops and live online training. To register interest for dates and locations, you can simply complete this form, and our events team will get back to you to confirm your registration.
What do I do if I can no longer attend a workshop or live online training session?
Please review our cancellation policy:
- For Workshops: there is a 2-week cancellation notice, to accommodate for venue, travel and catering.
- For Live Online Training: there is a 48hour cancellation notice.
- For Workshops: there is a 2-week cancellation notice, to accommodate for venue, travel and catering.
- For Live Online Training: there is a 48hour cancellation notice.
Coaching
How do I book my coaching sessions
Your coach will reach out to you to arrange your first session. At the end of your first session, you and your coach will arrange your session for the following month, or dependent on what is needed. We can also schedule coaching calls in advance so you can incorporate them into your calendar.
When do I meet my Coach?
Your Account Manager will do an introduction during your Trust Transfer Call. After this call, you will have direct access to your coach.
Who attends the coaching calls
That is up to the leader, some do 1-1, some do teams, some do PM & PD




