Now it’s time to roll up your sleeves and really dig in to the upcoming year by defining your Goals. Ideally, you should complete your upcoming strategic plan in the late third or early fourth quarter so that your practice can position itself for success in the upcoming year.
My office has our Strategic Plan retreat in September or October of each year. We have tried various ways of doing this, but what currently works well for us is a 24 hour event beginning on a Saturday afternoon. We sequester ourselves in a local hotel with a boardroom and work step by step through the Strategic Plan. We use the opportunity to do some team building and intersperse the hard work with fun activities as well. However you decide to do it, you need to have the time and space to allow for planning, focus, and creativity.
When you make goals, please be sure that they are SMART (Specific, Measurable, Attainable, Relevant and Time-Sensitive). Ideally, they should be assigned to an individual for implementation.
Here are the goals we set for our practice in the past:
Goals (What; Annual)
Have fun while you build your practice, increase your profits, and enjoy your life!
Dr. Jeff Scholten