Here’s How to Create Your BEST Year Ever!

Many people have big dreams which never become a reality.  They live on Someday Island. They say “Someday I'll write that book. Someday I'll work less. Someday I'll spend more time with my family and take that well-needed vacation”.  Well, this is the year to reach your goals, grow your business, and start to enjoy your life!

The key to achieving massive results is to first plan and then to write down the steps needed to achieve your goals.  I have had some phenomenal results over the last few years as a result of implementing yearly planning.  Yearly planning has literally changed the way that my team and I think, and has significantly impacted the success of my practice.

As a result of yearly planning, in 2015 we quadrupled new patient numbers, doubled revenue, and were able to deliver more “Wow” services to our patients.

Here are the exact steps that I used to create my Yearly, Quarterly, and Weekly action plan.

Looking Back:

  • Look back on your current year.  What goals did you achieve?  What difference did it make to your business?
  • What didn't you achieve that you intended to?

Going Forward:

  • Create an overall theme for the upcoming year.  For 2015, my theme was growth.
  • Choose 3 main goals for the year: I chose to focus on Systems, Brand Development, and Profit goals.
  • Conduct a brainstorming session with your team to create a list of systems which need to be implemented.
  • List creative ways that you can build your brand and be more profitable.
  • Once you have your master list, decide which 15 goals you will work on for the first quarter.
  • Break these goals down into months and weeks.  Once they are broken down into weeks, assign the team member who will be responsible for implementing each task.

Here is an example of a weekly planning sheet.  Make sure to download your Free template. Here is an example of a weekly planning sheet.  Make sure to download your Free template.

What has been most amazing is that because we do planning and break tasks down into weeks we know 3 months ahead of time what we are doing each week to grow the business. The most interesting thing is that it is not me as the business owner doing these things.  These weekly tasks are being done by my team and who are held accountable by the office manager.  I simply oversee designing the plan, and watch the magic happen.

Your leadership as the business owner to inspire your team as well as to give them the tools to succeed are the keys to having a more productive and accountable team.  Remember the business cycle.  The business owner inspires the team who wow's the customers who support and grow the business which supports the owner and the team.

Make sure to listen to my interview with Action Coach Chairman Brad Sugars on why Yearly Planning yields Massive Results!





Here’s How to use Checklists to Receive Massive Results

Have you ever come back from an educational conference fired up and excited, but had the enthusiasm fade in just a matter of weeks?  Unfortunately, this is all too common. Perhaps it's because we feel that we will get resistance from our team.  Perhaps, it's that we feel that we don't have the time to implement. Perhaps we simply don't know how.

The only way to get massive results is to take action!  This means writing down what you want to do, and creating a deadline of when it must happen.

I would recommend keeping a notebook or a note file on your smartphone to keep track of all of the things that you would like to do to grow your business.  This list can include action items to implement new systems, to develop your brand, or to make your business more profitable.  

Every quarter, take one day to plan, and choose 5-12 goals in each area to focus on. Then break them down into monthly, weekly, and daily goals.  The next step is to decide who will be responsible for the implementation of the goals.  Most times, this will NOT be the business owner.  One of the major roles of the office manager in my business is to oversee this checklist, and to ensure that all action items are delegated to the appropriate team member. The office manager and team member collaborate, with my input if needed, to get the job done. Also, involving the team builds value as they become vested in making the business grow.

Some early action items that I implemented were to create manuals for all positions, create a minimum quantity list to manage inventory and supplies, and to create written scripts for how we would answer the telephone, patient emails, and Facebook questions.  

A few other great systems to put into your plan are to:

  1. Implement a Weekly Lunch and Learn
  2. Create Name Tags for theTeam
  3. Create a Photo Shoot for Professional Photos for Your Website and Marketing Campaigns
  4. Gather Patient Testimonials
  5. Update Your Website
  6. Create a Coffee Table Culture Book
  7. Create Strategic Alliances
  8. Decrease Supply and Lab Expenses
  9. Determine Fixed Expenses Per Hour
  10. Determine Cost of Supplies and External Expenses (such as lab), for each service that you provide
  11. Know your Break Even Point
  12. Create a Monthly Marketing Plan that is Budget Driven

I challenge you to take action.  For it's through action that you will receive Massive Results!