The Kay & Co. resource library

All resources · page 34

The complete collection of practical guides, planning worksheets and articles. Use the filters to narrow it down, or browse by title.

The complete list

All resources

Showing 793–816 of 915 resources, ordered by title.

Software & practice operations Planning worksheet

Show the evidence behind completed assurance tasks

A dashboard is green because staff ticked tasks complete, but supporting records are missing. A tick box can conceal missing evidence. Owners need to…

Software & practice operations Planning worksheet

Show unresolved issues alongside completed tasks

Managers interpret a high completion percentage as assurance that every important issue has been resolved. Completing ten small tasks does not remove one…

Navigation & site search Practical guide

Show visitors which page they are viewing

A highlighted menu item may disappear when colours change or incorrectly identify a parent as the exact current page. Visitors lose a useful cue about their…

Explaining services & fees Practical guide

Show what an appointment price includes

A fee appears beside a service name, but visitors cannot tell whether it covers a consultation, a report or later contact. Reception repeatedly explains the…

Marketing results & reports Planning worksheet

Show what the numbers in your charts actually mean

A chart needs enough context for someone to understand the comparison. Name what is counted, the period covered and the relevant group. Distinguish missing…

Locations, arrival & teams Practical guide

Show where each practitioner offers appointments

A profile lists three practice addresses, but the practitioner attends only some sites or provides different appointment types at each. Visitors choose a…

Locations, arrival & teams Practical guide

Show which appointments each branch offers

A branch continues operating but stops providing one particular appointment type. A general open status and full service list give visitors the impression…

Software & practice operations Planning worksheet

Spot duplicate referrals without guessing identity

The same referral arrives through a portal and by email, creating two parallel administrative tasks. Duplicate referrals mean duplicate calls, repeated…

Software & practice operations Planning worksheet

Stop asking suppliers for the same document twice

Several departments ask a supplier for the same document through different email threads. Repeated requests for the same supplier document waste time on…

AI & saving time on admin Planning worksheet

Stop chasing work that is already complete

A completed enquiry continues generating tasks because the completion state is not shared between systems. Repeated tasks for finished work waste time and…