Peer case consultation for managers
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Healthy Leadership€0 · freeunder 30 min

Peer case consultation for managers

Managers are often left alone with difficult situations: a conflict in the team, a conversation about performance, someone who is visibly under strain. Peer case consultation gives them a fixed group in which they work through such cases with other managers – following a clear procedure. The measure runs all year.

How does a case consultation work?

One person brings a case, one moderates, the others advise. The procedure is fixed: assign roles, describe the case, formulate a key question, choose a method, advise, close. A widely used description comes from Kim-Oliver Tietze (“Kollegiale Beratung”). A session takes about an hour. At the end, the case presenter decides what to take away.

Who should be in a group?

Four to seven managers who do not report directly to one another. Only then does everyone speak openly. Confidentiality is a must: cases and names stay in the group.

What does it cost?

Mainly time, about one hour a month. If you want support for the start, you will find moderators for the first sessions in the marketplace.

How do you put the measure in place?

  1. 1
    Form a group of four to seven managers, if possible not in a direct reporting line to each other
  2. 2
    Agree a fixed date, for example one hour once a month
  3. 3
    Set the procedure: assign roles, describe the case, key question, choose a method, advise, close
  4. 4
    Agree confidentiality: cases and names stay in the group

Plan, invite, measure participation: EasyWHP, which offers WHPCompass free of charge, sets this measure up as a project, invites the workforce and shows how many people take part. How a measure runs in EasyWHP →

What do you need for it?

Effort
under 30 min
Cost
Free
Duration
Ongoing, about once a month
Setup
120 min
  • ✓ Specific help for real cases from everyday leadership
  • ✓ Managers are not left alone with difficult situations
  • ✓ Costs mainly time, no fees
  • ✓ A fixed procedure keeps the session short and confidential

Tax and health insurance: what is possible

Employer health benefits can be tax-free under § 3 no. 34 of the German Income Tax Act (EStG) up to €600 per employee per year — if they are provided in addition to the salary already owed and are either certified (§ 20 SGB V) or implemented within the company's health promotion process. Gym memberships and corporate fitness are not covered. For ZPP-certified courses (e.g. from Upfit), German statutory health insurers can reimburse all or part of the course fee to their insured members — then only the amount exceeding that reimbursement is tax-free. Projects within the company can be funded under § 20b SGB V, with no entitlement. Only your tax adviser can confirm the tax exemption.

Health insurance and tax: how to proceed →

How it works in EasyWHP

This Best Practice in EasyWHP: adopt it, adapt it, measure the effect

Once adopted, the measure is ready in EasyWHP — with instructions, an invitation and surveys before and after. You adapt what fits your company and see at the end what it achieved.

Screenshots with demo data, no real people.

Adopt it for your company

Register for free — and the measure is ready to go in your cockpit: invitation, feedback survey and appointment are already set up. First cycle, first numbers for the boss.

Try EasyWHP for free

Rather take a look first? To the live demo →

Contributes to

Improve leadership feedback

Related Best Practices

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WHPCompass covers German workplace health promotion: funding paths, figures and legal references (e.g. § 20b SGB V, § 3 No. 34 EStG, the statutory-health-insurer prevention guidelines) apply to Germany.