Workplace Difficulty and Support Planner
HTML edition updated 9 September 2026. This is an educational planning aid, not an official application form or individual advice.
Download the print-layout PDF · Accessibility information
Use brief, non-identifiable notes only. Do not enter patient, colleague, employer-confidential, legal-case or personal financial details. Nothing entered here is sent to the publication or saved automatically. Closing or reloading the page clears entries. Use a trusted device and print only material you can store safely.
SAS DOCTORS REVIEW / NAVIGATING THE NHS
PRACTICAL WORKBOOK 06 | CHAPTER 11
Workplace Difficulty and Support Planner
Separate immediate safety, employment, regulatory, health and immigration questions so each problem reaches the correct support route.
How to use it
Use one section at a time alongside the relevant online chapter and the current official source. Write only what is needed for your decision, then add an owner and review date to every unresolved action.
Confidentiality and limits
Do not enter patient-identifiable information, private colleague information, passwords, passport numbers or documents you are not authorised to share. This workbook is independent educational guidance, not individual immigration, employment, legal, regulatory, tax, pension or clinical advice.
A controlled working method
Separate verified facts from assumptions. Date every figure or rule copied from a live source. Keep the exact advert, policy, contract or form on which a decision depends. When circumstances are complex, use the worksheet to prepare questions for an appropriately qualified adviser rather than trying to make the workbook provide the advice.
Fact: supported by a current document or a named person with authority.
Assumption: plausible but not yet verified; record the check required.
Decision: state who owns it, the evidence considered and the review date.
Action: name the person responsible and a realistic deadline.
Reflection: keep it proportionate, factual and confidential.
Master action log
ACTION, OWNER, DATE AND OUTCOME
Priority decision or unresolved question
_
_
_
Evidence or source to check
_
_
_
Person responsible and target date
_
_
_
Outcome and next review
_
_
_
WORKSHEET 01
Immediate triage
Complete this from current evidence. If an entry relies on memory or informal advice, mark it for verification before acting.
IMMEDIATE TRIAGE
Is anyone at immediate risk?
_
_
_
Action taken now to protect safety
_
_
_
On-call, incident or emergency route used
_
_
_
Follow-up owner and deadline
_
_
_
WORKSHEET 02
Define the problem
Complete this from current evidence. If an entry relies on memory or informal advice, mark it for verification before acting.
DEFINE THE PROBLEM
Safety or clinical governance issue
_
_
_
Employment, contract or conduct issue
_
_
_
Regulatory, health or immigration issue
_
_
_
What is known, unknown and assumed
_
_
_
WORKSHEET 03
Factual chronology
Complete this from current evidence. If an entry relies on memory or informal advice, mark it for verification before acting.
FACTUAL CHRONOLOGY
Date, time and source
_
_
_
What happened or was communicated
_
_
_
Action taken and response
_
_
_
Document or witness reference
_
_
_
WORKSHEET 04
Choose support
Complete this from current evidence. If an entry relies on memory or informal advice, mark it for verification before acting.
CHOOSE SUPPORT
Clinical supervisor or manager
_
_
_
Freedom to Speak Up or equivalent
_
_
_
Union, defence organisation or regulator
_
_
_
Occupational health, GP or wellbeing support
_
_
_
WORKSHEET 05
Meeting preparation
Complete this from current evidence. If an entry relies on memory or informal advice, mark it for verification before acting.
MEETING PREPARATION
Purpose and attendees
_
_
_
Key facts and documents
_
_
_
Outcome or clarification requested
_
_
_
Companion, notes and follow-up plan
_
_
_
WORKSHEET 06
Recovery and review
Complete this from current evidence. If an entry relies on memory or informal advice, mark it for verification before acting.
RECOVERY AND REVIEW
What has changed
_
_
_
Risk that remains
_
_
_
Effect on health, visa or career
_
_
_
Next review date and independent advice
_
_
_
Final review and next conversation
Summarise the decision you are trying to make, the evidence already verified and the few questions that remain. Take this summary-not an uncontrolled collection of personal documents-to the relevant supervisor, employer team, regulator, union, defence organisation or adviser.
ONE-PAGE DECISION SUMMARY
Decision and desired safe outcome
_
_
_
Verified facts and source dates
_
_
_
Main risk or uncertainty
_
_
_
Questions for the appropriate adviser
_
_
_
Next action, owner and review date
_
_
_
Core current sources
Reviewed 7 September 2026. Always re-check the live source before a significant decision.