Strategic Planning and Growth

Attention Doctors, Office Administrators, and Team Leads

Every physician wants a practice that runs smoothly, grows consistently, and produces strong financial results.

But let’s be honest—most doctors didn’t go into medicine to manage systems, track numbers, or chase accountability. You want to focus on patient care… not constantly putting out fires behind the scenes.

The challenge?
A successful practice doesn’t run on effort alone, it runs on structure, clarity, and leadership at every level.

That’s where this course comes in.

This is not theory. This is a practical, step-by-step approach to building the systems, communication, and alignment your practice needs to function at a higher level, without everything falling back on you.

Why This Course Matters

Running a medical practice can feel overwhelming because everything is connected—people, processes, numbers, communication.

And without the right structure:

• Meetings waste time instead of driving results
• Staff work hard but lack alignment
• Numbers exist but aren’t used to guide decisions
• Growth feels inconsistent or unpredictable

The solution is not working harder. It’s working smarter with the right systems and leadership in place.

This course is designed to equip your manager, or team leads to become the drivers of that structure—so the practice moves forward together, not in pieces.

What This Course Covers

1. Conducting Meaningful, Productive Office Meetings

No more meetings that feel like a waste of time.

You’ll learn how to:

• Structure meetings with clear purpose and direction
• Create focused agendas that keep everyone on track
• Use Action Item Sheets to ensure follow-through and accountability
• Turn meetings into a tool for progress, not frustration

Result: Meetings become a driver of productivity and alignment.

2. Managing and Reporting Practice Statistics

You can’t improve what you don’t measure, and more importantly, what you don’t understand.

This module teaches:

• The key numbers every practice owner must review weekly
• How to assign staff ownership for data tracking
• How to create simple, consistent reporting systems
• How to use numbers to guide decisions and growth

Key metrics include:

• New Patients (NP)
• Charges and Collections
• Visits
• Accounts Receivable (A/R) and Aging
• Cycle Time
• Inventory

Result: Your practice becomes data-driven, proactive, and financially aware.

3. Purpose, Vision, and Value: Knowing the “Why”

A practice without a clear vision feels disconnected. A practice with a strong vision feels unified.

In this module, you’ll learn how to:

• Define and communicate a compelling practice vision
• Connect daily tasks to a bigger purpose
• Build a culture rooted in Integrity, Values, and Passion
• Keep the vision visible so it drives behavior, not just words

When people understand why their work matters, everything changes.

Result: A more engaged, motivated, and aligned team.

What Makes This Course Different

This is not a one-time training, it’s a working course.

With the addition of two bonus sessions, your team will:

• Ask real-time questions
• Get help applying what they’ve learned
• Begin building systems specific to your practice

You won’t just leave with ideas.
You’ll leave with progress already in motion.

The Outcome

When your managers and team leads complete this course, you can expect:

• More focused and productive meetings
• Clear accountability across the team
• Better understanding and use of practice numbers
• Stronger communication from front to back
• A shared vision that keeps everyone moving in the same direction

And most importantly…

A practice that feels more organized, more intentional, and far less overwhelming to run.

A well-run practice doesn’t happen by chance.
It’s built—intentionally—through people who know what to do and how to do it.

If you’re ready to:

• Reduce daily frustration
• Strengthen your team’s leadership
• Create systems that actually work
• And move your practice forward with confidence

Give your team the tools to help you get there.

Course Includes:

• Workbook
• Three, one-on-one 60–90-minute, live Zoom coaching modules (set up 2-3 weeks apart at a time that works for your schedule)
• Two 1-hour, private Zoom sessions either during or after the program ends to tackle any systems or protocol that you need to develop in your practice
• Book: Truths From the Trenches – Tina Del Buono
• Sessions are recorded, and a link is sent within 24 hours for future review

Non-Members: $1495 Members: $1195

(Course fee includes two staff members — Doctor attends FREE)