The ultimate self-managing clinic system - Quarterly review

Season #1 Episode #36

Do you remember the last "great idea" that you tried to implement in your clinic?

How did it turn out? Take a moment to think right now about the last "big improvement" that you thought about but never managed to implement.

What happened there? 

Well, if you're like most clinic owners, this "great idea" slowly suffocated. In-between patients, team motivation issues, technical, legal or other competing priorities in your medical practice and life outside of the clinic, your "great idea" then quietly took a bow and disappeared without anyone noticing, not even you.

If you've done the thought exercise that I mentioned above, you've probably remembered once again that "great idea" you wanted to implement a few months ago. Now you may have decided that it wasn't the right time anyway and that you'll do it sometime soon.

Perhaps this isn't your case; every "great idea" you have is put into place and gets tested and worked in the clinic immediately. However, in our day to day dealing with clinics owners and their teams all over the world - failure to implement good ideas and grow isn't as unusual as you might think.

We have found that the best practice of the "quarterly review" changes this problem forever for the clinics that we work with.

Instead of the "daily whirlwind" of dealing with patients, team & admin issues devouring all the time and energy your team desperately needs to focus on growing your clinic, the quarterly or annual review (when supported by the other 3 accountability cadences that we suggest implementing through the clinic boost method) makes sure that your "great ideas" get implemented fast.

In this podcast, we'll discuss why the most successful clinics have a morning/afternoon off for getting their whole team together every 3 months away from the clinic to reflect on the 3 months past and set goals for the next 3 months to come.

We'll also share with your the exact quarterly review & quarterly agenda taken from clinics of excellence so that you can implement the same in your medical or dental practice.

Ready? Let's dive in.

Why have a quarterly review in your clinic?

Without the quarterly review, you'll continue to stay in chaos with:

  • Repeated Mistakes
  • Undiscovered team growth
  • Stalled growth of your clinic

"We're already too busy!" I hear you say, so why have a meeting that takes half a day!? Yes - why do most successful clinics have a scheduled practice of taking a morning/afternoon off for a meeting with the whole team every 12 weeks and at the and / beginning of the year?

Well, just like you do with your patients, this is a necessary time for a check-up of each system and person in your clinic to see if you are moving towards your ideal state.

It's also a time to set new targets & implement new best practices.

Here's a summary of how we suggest you should do it, based on the best practices of the clinics that we have worked with.

The CBM Quarterly review

Who: everybody

Where: Away from the clinic

Duration: 2-3 hours

When: every 3 months

Preparation: Scoreboard, Printed 4 Questions of Accountability, Printed 4 Quarterly Questions

The CBM Quarterly agenda

Part 1

  1. What worked?
  2. What didn't?
  3. What learned?
  4. What different?

Part 2

  • Setting your WIG (wildly important goal) for the next quarter
  • Choosing best practices/systems to help you achieve that goal
  • Setting up the Scoreboard
  • Creating a Cadence of Accountability