Private Practice Recruitment Checklist: Step 5. Induction Plan

Private Practice Recruitment Checklist: Step 5. Induction Plan

This is Step 5 of the “Private Practice Recruitment Checklist” series. See all articles in the series here.

Step 5. Ensure you have an up-to-date induction and training plan

Now that you’ve gotten to this stage, you’re probably itching to just post an ad and get started. But there is another critical thing to consider: an induction plan.

Once you post a job, it’s all go from there. Screening applications, scheduling interviews, assessing the candidates against your criteria, organising the legal stuff, all while you do your normal work… and suddenly it’s the new practitioner’s first day!

Don’t get caught out being unprepared and flustered. There is nothing more unprofessional than just “going with the flow” once a new team member turns up!


Outline your induction plan.

Your induction plan doesn’t have to be complicated. The most important thing to remember is to include everything they must know in order to be able to complete their tasks without difficulty. In private practice, an induction plan might include:

  • Revisiting the ins and outs of the role,
  • Finalising all the required paperwork,
  • Opening and closing the practice,
  • Safety procedures,
  • Making tea, coffee and lunch,
  • Where stationery and other office items are stored,
  • An explanation of how the practice operates (e.g., how appointments are booked),
  • And most importantly, everything they need to know to conduct a client session.

An induction plan (i.e. NOT training guides) should be used in conjunction with the in-person induction session. Its aim is to guide you through everything that needs to be covered during the session, so that you don’t overlook important details.


Write a training guide.

An induction session should be as thorough as possible and take as long as it needs, as people learn at a different pace. (Patience is key!) However, no matter how detailed the induction sessions are, nothing can beat having an even more thorough training guide that the new practitioner can read through.

Induction sessions can be overwhelming and a lot of information can be forgotten. So, having a guide to read through as needed will be a great help to any new team member.

Additionally, a training guide isn’t just useful for new team members. Your current practitioners and even you will find it handy to have, if you forget how to do certain tasks that you don’t do frequently.

Need help writing a training guide for your practice? Ask us for help!


Once you’re confident that you have a sound induction plan and training guides that can be easily followed, you’re ready to post your job advert.

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