goals and planning systems vision work smarter Mar 17, 2025
πΈ Spring Cleaning—For Your Practice! πΈ
March 20th officially kicks off Spring, and after a long (and let’s be honest, interesting) winter, the sunshine and warmer weather bring a much-needed energy boost! It’s the perfect time to channel that motivation into freshening up your practice.
Even the most well-oiled practices can start accumulating a bit of unnoticed clutter—both physically and in the daily routines. Habits sneak in, inefficiencies pile up, and before you know it, you’re on autopilot. A fresh coat of paint might make things look shiny on the outside, but real progress comes when you dig deeper and address what’s hiding beneath the surface. Because let’s face it—clutter doesn’t always announce itself, but it’s definitely there! π
The problem? When things get busy, we tend to put non-urgent tasks on the back burner. But "on hold" should never turn into "forgotten." The key is to regularly revisit these details before they become roadblocks.
Over the next month, we’re tackling five areas where a little “spring cleaning” can go a long way:
1οΈβ£ Schedule – Are you maximizing profitability, or just filling holes?
2οΈβ£ Minimizing Energy Drains – What’s (or who) is zapping your team’s focus and efficiency?
3οΈβ£ Web Presence/Social Media – Is your online presence reflecting the practice you want to be?
4οΈβ£ Patient Flow Systems – Where can you streamline and improve?
5οΈβ£ Patient Communication & Relations – Treat the person... not their teeth.
Now is a great time to schedule a vision session—a chance to celebrate wins, assess where you stand, and align on priorities moving forward. Recognizing what’s working (and what’s not) will help your team “spring” into action for the rest of the year.
Take time in your next vision session to reflect on:
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What’s helping us move toward our practice vision?
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What’s slowing us down or wasting time?
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Where do we stand compared to the goals we set in our last planning session?
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What individual goals can each team member set to contribute over the next month?
Small tweaks can make a BIG impact. Let’s shake off the dust and refresh our practices for a profitable and energized season ahead! πβ¨
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