Case Studies

The Portland Practice

Scope of Consultancy: 360 Review, Team Development, User Engagement
Jan - June 2012



The Portland Practice is a large general practice with a catchment area covering most of Cheltenham. Work is spread over two sites, the main being the Portland practice based in the centre of Cheltenham and a branch surgery located in Hatherley. The medical team includes nine doctors, two nurse practitioners, community nurses, health visitors, community midwives and a full practice nursing and healthcare assistant team.

The Brief

  • Charlton HR were engaged to give feedback on 360 reviews on each of the 9 Partners in the practice.
  • To conduct a Staff Engagement Survey
  • To facilitate a whole staff review meeting of the results of the survey and advise on the way forward
  • To establish a Patient Engagement Group


  • We held a 45 minute feedback session for each of the 9 partners to help them review and interpret the feedback they had from the 360 exercise and linked the feedback to their annual GP Appraisal
  • Devised and administered an online Staff Engagement Survey
  • Organised and facilitated a Staff Development Session where the results of the survey were presented and discussed
  • Prepared a draft Action Plan based on the results of the Development Session and devised new teams to take the work forward
  • Set up and facilitated the first Patient Engagement Group
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"Although I remain focused upon my goals, it is very valuable when re-assessing them to have the support and help from another person, just as a coach would work with a sports person"
Client S 

"It was great working with you again and many thanks for all your input and work on this. All came away enthused. This wouldn't have happened without your energy and the expertise you brought."
Hazel Lonsdale, Chief Executive, Third Sector Services 

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Client J