Annual Strategic Planning
Have you defined a plan for the upcoming year?
Creating clarity and focus around a plan for a new year guarantees new levels of success. We begin with a thorough analysis of the previous year’s productivity and expenditures; establish the budget, and determine the productivity and profitability goals for the new year.
As Yogi Berra said, “If you don’t know where you are going, you might wind up someplace else.” With our 20 plus years of experience and your knowledge of your practice, together we can create a plan to get you where you want to be.
Midway through the year we can help you define how your practice is doing versus your plan. Are your expenses under control? Are you meeting your productivity goals? Is your team performing up to expectations? How about your recare system – is it operating smoothly and effectively? What’s happening with collections? Scheduling? What’s helping you and what’s holding you back from meeting the goals you set at the beginning of the year? Your Midyear check-up helps answer these questions and creates the action plan for the rest of the year.