Annual Planning Begins Now

annual planning

Share This Post

Are you Daydreaming Daydreaming about "Next Year?"

Next year, I’m going to . . . You’ve heard the saying, “it’s just a wish until you write it down.”  Well, write it down and prepare to live your best life. Pull out that calendar and start your planning for 2023. Be intentional with what you want to do and make it happen. Planning for the year may seem daunting, but I hope you will feel excited and afraid simultaneously! Grab a tablet and keep it at your desk. Start writing when something comes to mind. Have you told yourself you “can’t afford” to take time off for this or that? And time off is for more than resting and recharging. How about growing your skills and your team’s skills. Do you want to learn new things to bring new profitability to your office? Starting in July, your hygiene team will begin scheduling recall appointments for January.

Here are some examples to get your good ideas going:

Maybe your child is in school, and you want to pick them up from school, or you have a child in athletics and want to attend their games. Perhaps you want to get a tee time on Wednesdays and still be home for family dinner. There are a handful of ideas. Hopefully, a few gave you an a-ha moment. You might be thinking, you don’t know what or when the CE is you want to take. This is an excellent discussion for your Kick off planning meeting. You can talk about a program you’ve wanted to do or find one for your chosen dates.

If any of you have been on a budget or heard anyone speak on that topic, they recommend you “tell your money where to go.”  Time is the same but different. You’re telling your schedule what YOU want to do. Dentistry can get busy, and you have a variety of patients with stressful days. Won’t it be nice to know you have blocked out time on your schedule for these important life moments? If you have a 3:00 blocked out now and then, do some team building, watch a webinar as a team, volunteer in the community, get a pedicure, or get home before the traffic. Take care of yourself and your team, and they’ll take care of you.

If you’re not already, please start planning a New Year kick-off with your team offsite. You don’t want one person on the team missing parts because they’re getting up to answer the phone or the front door. 

Subscribe To Our Newsletter

Get updates and learn from the best

More To Explore

onboard training
dental consulting

A Modern Guide to Onboarding New Dental Employees

Your New Employee Deserves Better Than “Follow Sarah Around.   “Follow Sarah around today.” If you’ve been in dentistry for very long, you’ve probably heard those words—or maybe you’ve said them yourself. A new employee walks through your front door excited to begin, and everyone is wondering who has time to train them. The office

Read More »
video learning
dental consulting

Why Video Learning Works: The Science Behind Better

The Training Challenge Facing Dentistry Dental practices are facing hiring challenges, staffing shortages, increasing technology, changing insurance requirements, and limited time for onboarding. Traditional training methods alone are no longer enough. Combining written systems with video-based micro-learning creates a practical way to train consistently while reducing repeated interruptions. What Is Micro-Learning? Micro-learning delivers one concept

Read More »
youtube library
dental consulting

We Can’t Solve Every Challenge Facing Dentistry Today… But We Can Solve One

The Reality Facing Dentistry Across the country, dental practices are navigating multiple challenges at the same time. Hiring has become more difficult. Teams are working short staffed. Experienced employees are carrying the workload of multiple positions while trying to train new hires. Technology, insurance, software, and patient expectations continue to change. While we can’t solve

Read More »

Have Questions?

Schedule a call with one of our consultants today to find out how we can help!

Are You Setting Your

New Hire Up For Success?

Enter Your Email to Receive your

New Hire Checklist

Scroll to Top