Category Archives: Goal Driven Business

How Responsible is Your Chiropractic Healthcare Office?

Posted on by
Reply

take responsibility for what you care for

Responsibility Scale – Ownership or Spectator?

A few years ago, I was teaching an exercise program to a group of underprivileged kids ranging from 8 to 13 years old.

The program was part of a larger volunteer program run out of an old, dilapidated church. The kids came from a very rough environment. Keeping them focused in class was challenging, and getting them to participate was even harder.

I would start the class by going over a virtue. This might include kindness, cleanliness, honesty, or discipline. When I asked the group questions, no one would usually answer.

Except for this one time.

I asked the children what the word “responsibility” meant. In the back row – I had them all standing in rows – one scruffy-looking boy, about 10, immediately raised his hand and said: “Ownership.”

“Ownership.” I was stunned. Not only did someone answer, and quickly, but what a perfect definition!

RESPONSIBILITY IS OWNERSHIP

Responsibility is taking ownership. It is saying “I caused that.” “That is mine.” It could also be saying, “I didn’t cause that.”

It is not deferring to excuses or outside forces. Sure, there are many things outside your zone of control for which you cannot take responsibility. But your job and the group you work with are within your limits. If the office is not doing well, don’t blame it on your childhood, Spring Break, or Taylor Swift.

As an employer, you should encourage your team to take responsibility. Their job, or department, is their sandbox, too. Encourage them to offer suggestions for the entire practice as well – and listen to them.

And on the other hand, all employees are stakeholders. They aren’t working for a large and well-funded corporation or government agency. How they perform each day determines how the entire office will perform.

And something else: a friend of mine says: “Everyone is on commission, but most just don’t know it.”

CHIROPRACTIC HEALTHCARE PRACTICE OWNERSHIP

We discussed the concept of responsibility and ownership in our Chiropractic Healthcare Practice MBA program by reviewing Jacko Willink’s book, Extreme Ownership.

Some managers played it for their team meetings. I recommend you do it as well. (The link is below.)

No doubt, we all take responsibility and ownership for our work. We are professionals. Sometimes, however, our determination can slip. When you notice yourself complaining about things, know that you are slipping! Complaining IS a form of responsibility, but just a very low form.

A scale of responsibility might look something like this:

SCALE OF RESPONSIBILITY

Extreme Ownership
Ownership
Spectator
Complainer
Blamer
Apathetic

Here is a quote from Jocko Willink, and I recommend watching a clip from his TED talk with your team.

“Implementing Extreme Ownership requires checking your ego and operating with a high degree of humility. Admitting mistakes, taking ownership, and developing a plan to overcome challenges are integral to any successful team.”

― Jocko Willink, Extreme Ownership: How U.S. Navy SEALs Lead and Win

Stay Goal Driven,

Ed

TED Talk. Jacko Willink. Extreme Ownership. ( 13 Minutes)

—————————————————-

If your practice building efforts aren’t taking you to your goals,

there are reasons — many of which are hidden from you.

Find out what they are and how to sail to your next level by getting and implementing my new book, The Goal Driven Business.

goal driven business book for CEO and Office Managers by Edward W Petty.

The Goal Driven Business, By Edward Petty

Goal driven order now button

Don’t Let Old Acquaintances Be Forgotten in Your Chiropractic Practice

Posted on by
Reply

Strengthen Your Network in December

“Remember, George: no man is a failure who has friends.”*

Three weeks till Christmas!

Yikes! Let’s make the most out of this month before we get into the fast lane of the New Year.

Take this month to connect and reconnect: patients, referral sources, team members and stakeholders, family friends – those dear to us. Share some good tidings and joy. Here are some ideas:

1. Keep the show on the road. While ensuring that everyone has time off, try to keep the lights on, the tables warm, and the greetings friendly all month. Anytime you close for a period of time, you can lose momentum. If you are closed for a few days, PACK the days you are open with visits! Remember:

Health Never Takes a Holiday!!

2. Thank You’s to referral sources. Plan to get out and thank all your external referral sources. Show your appreciation: cards, cookies, and guest passes for intro services! Keep your network active. Remember:

“Your chiropractic healthcare practice is a network of relationships created and sustained through communication and service.”**

 

3. Thank You’s to your patients. Show extra appreciation to your patients. It takes some courage and effort to venture out to see you for care. They are taking responsibility for their health, even though they may not follow all your recommendations. Have an appreciation party, send out greeting cards, give away poinsettias to families, or offer eggnog and treats from a local independent store with the store’s promotional sign.

4. Your Team. Look at your Profit and Loss for the year. If you have any extra dough, privately reward individual team members with a bonus. If the cupboard is empty, let your team know, but give them something. And THANK THEM!

5. Your Family. Don’t forget your family! Heavens! They deserve something for putting up with you this year! (lol)

6. The Spirit! Lastly, be filled with the Spirit of the season. You can watch It’s a Wonderful Life with Jimmy Stewart. Again!

The New Year will come at us fast… so take this time to absorb all the merriment, comfort, and joy you can so you’ll start fresh and filled with renewed energy in January.

So consider the actions above and Don’t Be Forgotten!

Should old acquaintance be forgot – and never brought to mind?

Should old acquaintance be forgot – and old lang syne?

With friendship,

Ed and all of us at PM&A

*from the movie, It’s a Wonderful Life
** from the book, The Goal Driven Business

—————————————————-

If your practice building efforts aren’t taking you to your goals,
there are reasons — many of which are hidden from you.

Find out what they are and how to sail to your next level by getting and implementing my new book, The Goal Driven Business.

goal driven business building methodology

The Goal Driven Business By Edward Petty

goal driven business buy now button

Who Do You Work For in Your Chiropractic Healthcare Office?

Posted on by
Reply

Patients come second.

As a doctor, you work for your patients.

As a business owner, you work for the business end of the practice.

Both of these roles have different outcomes. As the doctor, your outcome is healthy and very happy patients. As a business owner, you want to see a profit.

When you begin your practice, you do so as a business owner and doctor. Any management or leadership you do is done from these roles. I call this an Entrepreneurial or Personality-Driven Practice. This is workable until you reach about 50% of your full capacity as a provider.

Beyond about 50% capacity, the practice needs focused leadership and management. It is time for you as the owner to step into the role of Clinic Director if you want your enterprise to continue to grow.

The outcome of the Clinic Director is not the same as that of doctor or business owner. In simple terms, the outcome is a well-run organization that provides excellent service at a profit.

So, who does the Clinic Director work for?

The staff! The employees. This is called servant leadership and management.

This is a major shift in mindset for most highly driven entrepreneurial business owners. But it can be done, and if done correctly, there is no limit to practice growth, prosperity, and independence.

SOUTHWEST AIRLINES

Customers Come Second, Employees Come First

Year after year, Southwest Airlines ranks at the top for customer service and profitability over other airlines. And for good reason. They are excellently managed and led!

Their goals, purpose, and values are well-defined. They are a Goal Driven Business.

In their book about Southwest, authors Keven and Jackie Freiberg reveal that Southwest believes that the love and support they show their employees will be passed on to their customers. Servant leadership is a central theme.

Chapter 18 of their book caught my attention: Customers Come Second — But Still Get Great Service. In it, they say at Southwest, “Treat your employees with care and concern if that is the way you want them to treat each other and your customers.”

WHAT YOU CAN DO NOW TO IMPROVE SERVICE AND INCOME IN YOUR CHIROPRACTIC HEALTHCARE PRACTICE

I use Southwest as an example, but there are many others.

In a smaller service company like a chiropractic or dental business, the doctor doesn’t have much time to be the Clinic Director or senior manager, isn’t paid (at least directly) for being one, and isn’t trained in management. Also, more than likely, doesn’t want to be a manager or leader. But what if there was a simple method to be an effective Clinic Director?

Well, there is. It is covered in my book, the Goal Driven Business, and is gone over in detail in our Practice MBA training program. In 2024, I will post more information on this subject and the Fast Flow CEO Method, as I am 100% certain that this is the stumbling block behind all stumbling blocks that keep practices from achieving greatness.

You can do this now:

  1. Define and communicate your goals and procedures. These need to be reviewed, in one form or another, by everyone weekly.
  2. Clinic Director. Set time aside as the senior coach of your team to develop your people professionally, and as you can, personally.

If you put your team first, they will put the patient first.

This is, when all is said and done, the Golden Rule.

Or perhaps… we could also call it the Goal Driven Rule!

Seize the Future,

Ed

*Nuts – Southwest Airlines, Keven and Jackie Freiberg

—————————————————-

If your practice building efforts aren’t taking you to your goals,
there are reasons — many of which are hidden from you.

Find out what they are and how to sail to your next level by getting and implementing my new book, The Goal Driven Business.

goal driven business building methodology

The Goal Driven Business By Edward Petty

goal driven business buy now button

Chiropractic Healthcare Patient Scheduling During the Holidays

Posted on by
Reply

Health Doesn’t Take a Holiday

[scheduling tools below]

Is this December going to be better than the one last year?

If so, you want to make sure that the momentum of your patient’s care does not slow down. You want to keep them on their healthcare programs these last few weeks of 2023 and into 2024.

It is a festive time of year for family, friends, and Auld Lang Syne.

But through it all, health does not take a holiday.

Your patients still brush their teeth, take showers, and sleep. They should also stick to their treatment program, their exercise program and stay on track to better health. You and your team can help them do this.

TWO GIFTS FOR YOUR CHIROPRACTIC HEALTHCARE PRACTICE

As a subscriber, I have two gifts for you that can assist you in helping your patients stick to their schedules. (Links to access them are below.)

  • A tent poster that says: Health Never Takes a Holiday. Download it and print copies for the front desk or other areas to remind patients that…Health Never Takes a Holiday.

  • A scheduling calendar for December. Linda designed a scheduling calendar for our clients.

She says:
“The goal is to keep your patients as close to their treatment plan as possible during the hustle and bustle of the holidays! I have used monthly calendars in the past and, believe me, they help with patients keeping their schedules.

“The link will take you to a sheet with 4 monthly calendars per sheet for December – a calendar for each patient to keep track of their schedules.

  1. Download and save the file to your computer.
  2. Customize your name on each section of the calendar.
  3. Print out the sheet and cut it into fours. Have a stack available at the front desk.
  4. Schedule the patient in your system.
  5. Write in the times of their appointment on the day that you are scheduling them and give it to the patient.”

We all can use support and help to keep to our goals. As long as you are friendly and have the patient’s health in mind, they’ll appreciate your scheduling efforts.

In fact, it shows you care!

Enjoy the Season – encourage your patients to do the same. Just lock in everyone’s schedule and help them keep it.

Seize better health throughout the Season!

Ed

Downloads:

—————————————————-

If your practice building efforts aren’t taking you to your goals,
there are reasons — many of which are hidden from you.

Find out what they are and how to sail to your next level by getting and implementing my new book, The Goal Driven Business.

goal driven business building methodology

The Goal Driven Business By Edward Petty

goal driven business buy now button

 

Don’t Turn Your Staff or Yourself into Bots in Your Chiropractic Healthcare Practice

Posted on by
Reply

Goals First, Then Procedures in Your Chiropractic Healthcare Practice

I asked the office manager if I could review some of the staff’s job checklists.

I had observed a staff member training another on how to use a therapy device on patients. Their attention was on the equipment, how to position the patient and where to place the electrodes.

So, I looked with interest at the job description and checklists about placing patients on therapy. The therapy checklist listed all the procedures – what wire went where, what position the patient was to sit in, etc. But something was missing.

The goal, the outcome, of the checklist was not defined.

There was no mention anywhere about the purpose of the therapy, what it does, why to use it. And worse, there was nothing about the patient as a person. The checklist did not say how to introduce the patient to the procedures – and how to educate them on what it does. It might as well have been instructions on how to hook up jumper cables, wire a sump pump, or fill out tax forms.

I went over this with the practice manager and later was told that the staff were now spending more time with the patients explaining therapy procedures.

GREEN AND CLEAN

There’s a deeper principle here. Steven Covey has a great video on getting his son to take care of the lawn over the summer.

Rather than giving him procedures on what to do, he pointed to the neighbor’s lawn and had him notice that it was green and also clean. He then pointed to their lawn, which was becoming brown and littered. He told his son that all he had to do was keep their lawn Green and Clean. He didn’t care how he did it. He might want to use a hose and sprinkler or use buckets. The specific procedures were up to him. But the goal was –green and clean.

It is an entertaining story on video — the link is below on our blog. The son finally got the idea and worked out how best to take care of the lawn.

GOALS FIRST, THEN PROCEDURES IN YOUR CHIROPRACTIC HEALTHCARE PRACTICE

Checklists are useful for training, agreeing on who does what, and preventing key procedures from being overlooked. Please use them. We’ve used them for 30 years. (If you need help please contact us!)

But they should always begin with the goal, the outcome of the sum of the procedures. What do these series of procedures produce – and what is their mission?

If you just focus on procedures, you and your team might as well be algorithms, computerized, and repetitive functions that occur electronically. Like an Internet robot or bot! By omitting goals first, you may minimize the innate creativity and power of everyone, including yourself.

On the other hand, if you challenge yourself and your team to define the WHY for each major and even minor procedure:

  • The procedures will be better applied.
  • You and your staff can find ways to improve the procedures.
  • You will be touching upon and rekindling the innate creative force we all have.
  • Your work will be more meaningful…

…and more fun.

Seize the Future

Ed

Green and Clean Video

—————————————————-

If your practice building efforts aren’t taking you to your goals,
there are reasons — many of which are hidden from you.

Find out what they are and how to sail to your next level by getting and implementing my new book, The Goal Driven Business.

goal driven business building methodology
 

The Goal Driven Business By Edward Petty

goal driven business buy now button
 
 
 
 
 

Where Are the Leverage Points in Your Chiropractic Healthcare Practice?

Posted on by
Reply

Find them, invest in them, and see your practice improve.

One of the aspects of practice development that you become familiar with after 30 or so years in the field is the concept of Leverage Points. Once you can spot them and work out methods to take advantage of them, your practice significantly improves.

According to Donella H. Meadows, Ph.D., leverage points “Are places within a complex system (a corporation, an economy, a living body, a city, an ecosystem) where a small shift in one thing can produce big changes in everything.” *

using leverage in chiropractic healthcare management

HIGHER LEVEL LEVERAGE POINTS IN YOUR PRACTICE

Ms. Meadows lists 12 levels of increasing effectiveness where leverage might be found. The top levels that can make the most significant changes are:

  • Goals
  • The mindset from which the business arises from
  • The power to transcend assumptions and accept new goals and values.

This is the Above Down Inside Out shift that can ignite the Innate power in a practice.

I have seen this when the clinic owner or team member becomes extraordinarily inspired and motivated, filled with a sense of mission. I also have noticed this in offices that shift from an entrepreneurial practice that is entirely dependent upon the owner to a systematized and goal-driven business.

TANGIBLE LEVERAGE POINTS

Adding a scribe or clinical assistant can be a practical example of utilizing a leverage point in a more tangible application. This might allow you to see an extra 10 patients a week and provide better service with less stress. In the end, you would have a positive Return on Investment for what you paid for the extra help.

Another example might be a situation where your front desk can’t keep up with check-ins, check-outs, call-ins, questions, data entry, cash collections, marketing reminders, and just being friendly. By adding the right person at the front desk, even a part-time during prime time in the afternoons, your volume might surge. (I have seen this.)

For a marketing example, you might be next door to a gym that sees hundreds of people each month. You could leverage your location with just a little effort to create a very beneficial relationship for their business and yours.

There are many examples of finding areas of your practice where the return will be positive when given more support.

LEVERAGING PRACTICE MANAGEMENT

In my experience, the number one leverage point is management.

As a practice grows, the admin tasks multiply exponentially. These start to fill up the doctor’s time, and eventually, growth hits a plateau.

By adding someone to take care of office administration or clarifying the duties of someone currently in that role, you can better concentrate on service, production, and leadership.

As a result, revenue increases and stress decreases. Proper training for the manager is essential and, unfortunately, usually absent.

As an aside, we are solving this now through our Practice MBA program. We are just a little more than ½ way through the training, and I am both impressed by their work and proud to be helping them become Goal Driven Managers.

But leverage points could be anywhere. Even between your ears! (haha!)

Look for where you might find a log jam or an untapped resource. Invest some time in supporting that area and see if that doesn’t make a big difference in practice.

You have untapped power in your business just waiting to be leveraged.

Ed

*Reference https://donellameadows.org/a-visual-approach-to-leverage-points/

—————————————————-

If your practice building efforts aren’t taking you to your goals,
there are reasons — many of which are hidden from you.

Find out what they are and how to sail to your next level by getting and implementing my new book, The Goal Driven Business.

goal driven business building methodology

The Goal Driven Business By Edward Petty

goal driven business buy now button
 
 

How to End on a Win Each Day in Your Chiropractic and Healthcare Practice

Posted on by
Reply

LOST KEY

Remember that time you were leaving for work in the morning and just as you were about to leave, you couldn’t find your keys? (It might have been your wallet, purse, or important papers.) As you tried to quell your rising panic, you thought – what if I am late? What about the patients? What if I have to call a cab, a Lyft or Uber? All the alternative scenarios and plans start weighing on you. Worried, distraught, you get ready to call the office when…there they are! Your keys, papers, the vital components to your daily life and you make a joyous reunion. And you are on your way.

That was a big win.

Five minutes later, you have forgotten the entire dramatic event. As if it never occurred.

FORGOTTEN DISCOMFORT AFTER FINDING RELIEF WITH CHIROPRACTIC CARE

Many patients who have had pains or discomforts for years, after finally experiencing relief thanks to your chiropractic care, take it almost for granted after a day or so. Even though it was a big win.

You, too, begin to experience the daily Miracles as Usual as commonplace. You and your team become accustomed to them.

And worse, we can let the “negative few outweigh the positive many.”

OVERLOOKING THE POSITIVE MANY

Our minds are wired, especially business owners, to be alert for dangers, threats, and failures. And because of this, we overlook the accomplishments, the successes, and the wins we all have.

They happen every day. We get work DONE… when we might have just let it slide. We take the extra time and make the extra effort, even as no one notices. We make it happen.

In an otherwise cold and frightening world, we help others through our actions — and even by our positive presence.

And the world reinforces the negative. Sensation drives all media. It “click baits” us, like emergency flagmen calling our attention to the as-yet-unseen car wrecks ahead of us.

But amidst the world’s chaos, the dramas of our patients, and the struggles of our own lives, we are here to help, and to whatever large or small degree we do, that is a win. We contributed something good into the world that day.

But our wins are easily overlooked. First, by ourselves, and second, by others.

LET THE POSITIVE WIN

So… don’t let this happen. You can change this! Change it in your practice and change it at home.

And if you do, you will create a more healing atmosphere in your practice and love in your life. Your day will end better, and your next new day will start fresh with greater cheer.

  1. At the office, after the day is done, ask the staff to tell you about at least one success they had! Listen. Applaud or cheer or hug. Hurrah! Tell them about an accomplishment you had!
  2. And when you get home, and get a moment with your spouse or kids, ask them to tell you about a win they experienced.

You are doing good work. You are helping people. So are others with whom you work and live.

Recognize and celebrate this, and at the end of each day, simply ask each person with whom you work to tell you and the others their win or wins and cheer for them. Let them do the same for you.

You deserve It – and so do they.

End on a win.

Ed

PS I was reminded of this at the recent Chiropractic Society of Wisconsin conference in Wisconsin. One very successful doctor with whom I had the privilege of talking to mentioned that at the end of the day, he would meet with his team and acknowledge a win each of them had. I too, years ago, had done this with a team I had worked with, but as the world turns, I’ve let this very successful procedure drop aside.

—————————————————-

If your practice building efforts aren’t taking you to your goals,
there are reasons — many of which are hidden from you.

Find out what they are and how to sail to your next level by getting and implementing my new book, The Goal Driven Business.

goal driven business building methodology

The Goal Driven Business By Edward Petty

goal driven business buy now button

End of Year Preparation for Your Chiropractic and Healthcare Practice

Posted on by
Reply

From the front to the back of your practice

As farmers know, you must plan ahead and then work your plan. That is part of the Law of the Farm we discussed last week.

This is a short and fast reminder of some activities to consider as we enter into the last two months of the year:

  • Marketing – The front end of your practice. Keep it hopin’!

  • Business — The back end of your practice. Organize for the future.

MARKETING YOUR CHIROPRACTIC PRACTICE

With good scheduling and planning, there is no reason for disappointment in production for November and December. To help keep the atmosphere thankful, cheerful, and productive, here are a few promotional ideas:

Thanksgiving (U.S.A.) Turkey giveaways have been popular with many practices. The basic idea is to refer a friend and enter a drawing for a free turkey.

Thank-a-Veteran Day. Veterans Day – November 11. Special promotions, including free or discounted services or donations to local veterans’ organizations.

Donation Drives. Holiday time always brings an increased demand for helping those less fortunate. Within your office, you can set up a collection area for donation programs in your area.

Girl’s Night Out. This is a shopping/gift exchange that can take place in your office that builds community and helps generate referrals.

Poinsettia Give Away. Give away free poinsettias, one per family. Include cards with a gift certificate for family members or friends for your services.

Your External Referral Network. Deliver a fruit basket or other present personally during December with a card of thanks and mention how you are looking forward to another year working together for better health. Your External Referral Network would include any person or organization that referred a new patient to you, where you gave a lecture or screening, or in any way directly contributed to your office.

Patient Appreciation. Have a party. Your patients are part of your practice and health community. They are a select group of like-minded health seekers. Bring them together, recognize their efforts to improve their health in 2023 and 2024, and encourage them to help others do the same. Everyone gets Guest Passes to hand out to family and friends when they leave. (I still love the Flying Elvis’ coming in for a big patient appreciation party one office used to have!)

CHIROPRACTIC HEALTHCARE BUSINESS

Once you get your marketing plan worked out and in gear, take time to review the business situation of your chiropractic or healthcare practice. These behind-the-scenes details are important but not always urgent! They are pretty obvious – this is just a reminder!

Accountant. You will want to meet with your accountant to review your financial statements, including your balance sheet and profit and loss. There have been changes to retirement laws, so check with them about how they may affect you. Review your tax situation and explore strategies to minimize it. Ensure that all tax-related documents and filings are up to date.

Legal and Licensing. Check the status of licenses and permits and renew them as needed. Consult with your attorney to review contracts and legal obligations.

Employee benefits. Consider benefit reviews as well as bonuses.

Payors. You’ll want to review your insurance contracts and dump any that don’t bring a good return.

Fees. Take a look at your fees and make any adjustments that are needed.

Compliance. This can be delegated, but ensure that you at least minimally meet basic HIPAA and OSHA standards. You can check with your local state association for recommendations for these and any other requirements.

Budget Planning. Work out a general budget for next year that incorporates all the findings from your financial review and business goals.

This is not a complete list, of course.

Preparation is working on your business, not just in it, but it is just as essential.

Let’s end the year prosperous and secure for the future.

Ed

—————————————————-

If your practice building efforts aren’t taking you to your goals,
there are reasons — many of which are hidden from you.

Find out what they are and how to sail to your next level by getting and implementing my new book, The Goal Driven Business.

goal driven business building methodology

The Goal Driven Business By Edward Petty

goal driven business buy now button
 
 
 
 
 

The Problem with Your Chiropractic and Health Care Marketing May Not Be What You Think

Posted on by
Reply

There could be a hidden barrier that jams your growth and holds you back.

MOST OFFICES WANT TO IMPROVE THEIR NEW PATIENT ACQUISITION. That is, attract more new patients.

At least, that is what many chiropractors and other doctors will say.

Oddly enough, that is not always exactly the truth.

Michel Killen, in his book Sell Futures, Not Features, says:

“Do you want more sales? The question should really be “do you really, really, REALLY want more sales?” This might sound insane and even obvious. Of course you want more sales, who doesn’t want more sales? However having taught and coached sales for a lot of people for a long time, this is often an underlying problem that has a tendency to sabotage our sales driving efforts. …I believe that people are creatures of goal pursuit, meaning they take actions which suit their goals. This means that if a business is struggling with sales, it’s usually because deep down a part of them doesn’t want more sales. This is extremely upsetting and even distressing to a lot of people, because of course they want more sales, everyone wants more sales!””

Well, I couldn’t agree more.

CONSCIOUSLY, you probably want more new patients as you know you can see more visits and, of course, you could use the increased revenue.

SUBCONSCIOUSLY, however, there is another story entirely. The devil’s advocate pipes up and says, “with more new patients, you will come home late, miss dinners with your family, your staff will make more errors, and your notes will start to backlog. You won’t have time to exercise, and your Worker’s Comp insurance will increase.”

But because you are a strong-willed entrepreneur and a bit of a rebel, you charge ahead and spend time and money on marketing. But after a while, you notice that your numbers don’t significantly increase.

Why?

There is a bottleneck somewhere in your office, a log jam, a Capacity Constraint.

The Theory of Constraints, originally discussed by Dr. Eliyahu Goldratt in his book, The Goal, has become a management science that implements a business improvement system. Simplified, it is a process that goes after the biggest constraint in any production process. Once that is fixed, management hunts for the next largest bottleneck, which continues as a never-ending process of improvement.

We adapted this, by the way, for practice management, in our Goal Driven System. The primary goal of the Theory of Constraints is profit. However, to achieve this, we need to look organizationally for the primary roadblock.

These constraints can be difficult to recognize sometimes. Partly because they are hidden and partly because of “damn-the-torpedoes” bias on the clinic director’s part.

For example, the front desk coordinator has been with the doctor for a few years and does a good job. The doctor returns from a new seminar, or someone new in the insurance department is hired, and things change. The doctor notices a moment when the front desk assistant is not busy and assigns them extra work. This happens a few times, and soon, the front desk has become a clerical department, filing insurance, ordering supplies, verifying insurance, and doesn’t have time to ensure all the patients are scheduled. When the phone rings, they kinda grimace and hope it’s not another new patient because they have more paperwork to do. Three months later, the doctor notices that the visits are down and spends more money on marketing.

But what is the real problem? The front desk is plugged up! Sure, some extra duties can be delegated to the front desk, but carefully, and ideally done at separate times when patients are not scheduled.

I have been able to increase patient volume and new patients by helping doctors locate the stuck points, the blockages in the office and open the flows. It could be a clinical assistant that is needed, a scribe, or replacing a staff member that really wants to work somewhere else. Maybe the staff needs better training, or intake forms massively simplified, or just a friendlier and less serious clinical director.

Constraints are like being stuck in a traffic jam. They wear your team down. And they affect your motivation and desire for growth.

Physical constraints result in mental constraints.

The real problem in marketing is not always with the marketing. It is often with the management. Being the entrepreneurial doctor you are, you know enough to make marketing work. You can make it work better once you fix the management of your practice and find the constraints and remove them.

Then, watch your volume pick up and your marketing really work.

Seize your future,

Ed

Want help removing all your constraints? Make an appointment for a quick all and I am sure I can help you uncover a probable bottleneck or two and give a you a couple simple solutions that could help.

Spring Marketing Calendar

Posted on by
Reply

spring marketing plan.

The Need for Marketing Never Goes Away

Daylight Savings Time starts in two weeks here in the U.S. And across the northern part of our Planet, Spring begins in 4 weeks (March 20th). Guess that would be autumn for you all in the southern hemisphere.

What a great time to plan your spring and summer marketing.

The Need for Marketing Never Goes Away

No matter how full your practice is, the need for marketing never goes away.

Marketing is business and business is marketing.

Putting something valuable in the marketplace that other people want and will pay for – that is marketing. And that is your business.

The type of marketing you do varies depending on the condition and circumstances of your business. If you are just beginning a practice, you must spend a large percentage of your time and budget on marketing, especially direct response marketing. If you have built up your business, the focus of your marketing can be more on retaining your patients, creating alliances, and world-class customer service and outcomes.

Marketing covers a broad spectrum of activities, but all are, or should be, designed to generate new patients and keep the ones you have.

Trends for the future indicate that, in the end, the best and surest marketing will be customer services and outcomes. The communication channels are so packed and manufactured that your messages will get lost unless you have millions to spend. And now we have AI marketing – ads that robots put together.

Therefore, the best marketing will always be personal – relationship based. You and your people — authentic and interested in your patients and the individuals in your community – delivering extraordinary service and outcomes.

Marketing Plan

Practically speaking, it helps to plan your marketing.

Plan your work and then work your plan, right? So, I have attached a sample marketing plan (link below at the end of the blog article) to help you outline what to do. It is a sample and gives structure to managing your marketing. We’ve used one like this for years, and it works. Make your own and customize it to fit your needs.

And stay tuned for a new service we will offer to help you with your marketing.

But for now, Happy Spring, and Plan your Future

Ed

Sample Marketing Calendar

Your Patient’s New Year’s Goals

Posted on by
Reply

Your patients’ goals are why we are here.

They are why your staff came to work today and why you went to your last licensing seminar.

Your patients’ goals are why you have a practice and are in business.

So, what are your patient’s goals? What do they want?

On the surface, it is usually to relieve discomfort or pain.

So, like you do, after your initial consult, exam, and imaging, you tell them the cause of their pain and present your treatment program. They nod in agreement, and you begin care.

But when the patient sees the staff member to work out their finances and scheduling, they may have a glazed look and not be too sure what you just told them. Something-something about submarines, or joints, or spondy low dices.

The next week you wonder where they are. Your front desk does recalls. You spend money on more marketing to get more new patients.

You may have experienced a version of this in the past.

And at home, the patient may even feel that they got what they wanted or thought that they wanted. Maybe they feel better. But did they really get what they wanted?

There is a quote questionably attributed to Henry Ford: “If I’d asked customers what they wanted, they would have told me, ‘A faster horse!'”

I get the point. But what people wanted, though they did know about a Model-T, was to travel faster with less horse poop.

You know that four adjustments, in most cases, won’t provide the health solution that the patient needs. But your patients don’t know what you know!

Was that why they didn’t come back for another visit, because you didn’t educate them enough? No.

Was it that you did not motivate them enough? No.

An excellent book on sales that I recommend is by Harry Browne, The Secret of Selling Anything. Brown points out that people are already motivated. 

You don’t have to motivate your prospective patient when you initially see them. You just need to discover what is already motivating them.

This takes place in your initial consultation and history, which I feel is the most crucial part of the new patient onboarding process.

Brown offers these three steps.

  1. Discover. Discover through intense listening what they want. For example:
  • What do you consider most important for you about your health?
  • What do you think is the biggest problem regarding your health?

These questions, and others, open the door to understanding what the other person wants. And if they know you understand them and are authentically interested, they will be more inclined to listen to you and trust you.

  1. Summarize. The second step is to summarize what the patient said about what they want. This brings out what they said on the table so that you both can agree. For example:
  • So, as I understand it, you are looking to get rid of the pain, not for just a week, but altogether so that you can get back to playing polo with your grandkids, correct?

Now you both can agree on what they want.

  1. Solve the problem. The third step is educating them on what you have found after your exam and imaging. But you direct the education to exactly what they especially want. Now they are interested because you are addressing the motivation that they already had.

This is a simple procedure that is genuine and caring. Not always easy to find these days, so you will stand out from others by using this method.

I would even spend time now and then rehearsing this. Even the pro’s practice.

Brown is not the only person who has offered this procedure as it is so fundamental. But we can never be reminded of the basics enough. He also said:

…the secret of success is:

 Find out what people want and help them to get it.

Help your patients achieve their goals in 2023, and they will help you achieve yours.

Seize 2023!

Ed

The Future

Posted on by
Reply

It is a peculiarity of man that he can only live by looking to the future.
(Viktor Frankl)

Traditionally, the first of any New Year is an excellent time to take stock of the prior year and make plans for the year to come.

Goals

In business, there are two (three, but for now, we will look at two) types of goals for your business:

  • Production Goals
  • Organization Goals

Setting production goals for where you want to be 12 months from now is the easy part of goal setting. The hard part is working out the organizational support you will need to achieve your production and collections goals. It could be more than you think!

But keep this in mind:

chiropractic and your services are never the primary barriers to practice success.

It is always management. It is the administrative issues connected with organization, including marketing, that gum up the work, gets in the way, slows your business down and holds you back.

Motivation

Part of management is managing your motivation. Yep… motivation needs to be managed. Keeping your spirits high and your drive strong is necessary for an organization to flow.

And this takes us back to your goals.

Visualizing achieving your goals will stimulate your motivation – and your drive. If you can’t see any way to your goals, well, that can be depressing. But if you can… if you can envision accomplishing your future goals, you will be motivated.

Viktor Frankl

I reference Viktor Frankl in my book, The Goal Driven Business.
Speaking of his experience in a concentration camp, “As we said before, any attempt to restore a man’s inner strength in the camp had first to succeed in showing him some future goal…”

He also said, “Even when it is not fully attained, we become better by striving for a higher goal.”

For your goal setting for the New Year, I recommend you start with your higher goals, the 3rd type of goal, which are beyond production and organization. For example, what brings you bliss? What gives you meaning?

  • Time with family and friends?
  • More vacations to more interesting places?
  • Going for the WIN of your best production and collections year ever?
  • Building a church?
  • Getting a diplomate in nutrition?
  • Improving patient outcomes?
  • Speaking out about health issues more?

Begin with these goals – the higher, wilder, richer ones. Then, look at your production goals, then your organizational goals.

I encourage you to dream just a bit and look at next year as your playground. What higher, richer, and wilder adventures would you like to accomplish?

Have some fun considering these types of goals and all the ways you would like to achieve them. This will add zest and a special spirit to your production and organizational goals.

Help with Your Future

We want to help you with your future. Your work is important, and helping you achieve your goals has been a driving force and a higher goal within our company for over 30 years.

For 2023, we have a few openings for our Private Client status on our Goal Driven Program.

If you are interested in working with us, please reply to this email, and we will schedule a time to talk.

All of us at Petty Michel & Associates want to help you achieve your goals in 2023

Seize the Future! (Carpe Future)

Happy New Year

Ed

Reference. More information on this is covered in sections in The Goal Driven Business, starting at page 19 and page 116.

Take a Stand: Define and Promote Your Brand

Posted on by
Reply

Using your brand to generate more patients, increase retention, and recruit top talent!

Promoting your brand has not been an important or even viable method of marketing for most chiropractors.

But that is no longer true.

Brand marketing needs to be part of your marketing mix. I will tell you why, but first, let’s define our terms:

Brand marketing is different from direct response marketing. Brand marketing focuses on generating awareness of your office, while direct response aims to generate new customers.

A smaller business with limited resources must focus on direct marketing rather than brand marketing. This is especially important when you begin.

Once your practice is maturing, your patients know you. You are the brand. You probably don’t plan on growing the business any further so there doesn’t seem to be any real need to promote your brand in the community.

But now there is.

More competition for patients

Franchise health companies are stepping up their activities. For example, the Joint Chiropractic, which filed with the SEC for around $35 million 10 years ago, and is a public traded company, acquired an additional 7.5 million in funding just two years ago. Their website says they have more than 600 locations, and I have seen their marketing activities in Wisconsin.

Physical therapy franchises are spreading, such as FYZICAL. According to its website, it has grown to more than 448 locations in 7 years as of 2021. In addition, acupuncture franchises, massage franchises, and dental franchises are on the rise.

Competition for Qualified Employees

You can also see increased competition if you have been recruiting doctors, providers, or support personnel lately. Job seekers can acquire a startling amount of information about you and what it is like for employees to work with you. They are interested in your culture, benefits, and values – which are all part of your brand.

What Makes You Different and Better

It could be said that your brand is: what makes you stand apart — and better – from all the comparable alternatives.

It is your Unique Selling Proposition.

A well-defined and promoted brand will help you:

  • Generate pride and loyalty in your patient base
  • Encourage more patient referrals
  • Improve team morale
  • Generate referrals from external referral sources
  • Improve marketing recruitment efforts for top employee talent

How to Define Your Brand

Once again, it all goes back to goals. (Doesn’t everything?)

What is the mission of your office? What are its values? What are its valuable outcomes?

This Is a Distillation Of Your Story: why you are a doctor, why you are in business, and what brings you joy daily?

Answer this for yourself, and then ask your staff:

What makes us special?

Survey a few of your patients: what makes us special from other providers? Why did you choose us?

Your brand showcases all this into an identity that people can know, like, and trust.

It can be somewhat symbolized with a logo and tag line, like the Nike “shoosh,” and the tag line: “Just Do It.” It can be represented in your newsletters, your office decor and cleanliness, the appearance of you and your team, and in all aspects of your promotions on social media.

But primarily, it must be demonstrated each day by you and your team living up to your values, your commitment to your mission, and providing world-class service and outcomes.

The world is moving faster, and we all have to work to stay ahead. And if we do it right, not only will it be rewarding but also fun.

Carpe Posterum (Seize the Future)

Ed

Need help with your branding strategy? Schedule a call and let’s have look at the best strategic options
SCHEDULE NOW

 

Where Everybody Knows Your Name: Creating a Chiropractic Community

Posted on by
Reply
Used to be a popular TV program called Cheers back in the 80’s. It was modeled after a bar in Boston with the same name. As a situational comedy, Cheers presented a familiar group of customers who came to the bar to have a drink, but also to relax, socialize, and have good cheer.

 

Patients come into your office to improve their health and find relief from discomfort. But they are also looking for something more.

 

Remember that a practice is a network of relationships created and sustained through communication and service. That’s my definition. There are other definitions, I’m sure, but at the foundation, communication is critical.

 

It can be a lonely world where there seems little time for real communication – or friendship.

 

You are more than a doctor, and your staff are more than just support professionals. You and your entire team are part of a caring family, a community of like-minded people who are committed to health and helping each other achieve it.

 

Creating a community is a big deal in businesses now. For good reason… Belongingness has been identified as an intrinsic motivation we all have, according to Self-Determination Theory. But it can be contrived and gimmicky if it is not genuine.

 

In the best offices I have visited, staff and doctors formed a work family… genuinely caring for each other as well as for their patients. The patients were also included in the family. Sometimes, I would see them spending too much time gabbing at the front desk or bringing fresh produce for the doctor from their garden. I would even see patients just stop by the reception area to chat amongst themselves, catching up on shared concerns and local news.

 

Yes, the best practices have policies and procedures. These are the systems that help ensure fast and efficient service in high quantity with high quality.

 

But procedures cannot take the place of a real person interested in and caring for another person.

 

In very lay terms, the spine is the structure that supports and protects the function of the spinal cord. It is the function that counts, that comes first.

 

Many offices have their function impeded by tangled up, omitted, or unfollowed procedures and policies. You definitely need a strong infrastructure to have a prosperous low stress business. But the reason, the goal for good systems includes having good communication with your patients and each other.

 

There are many troubling issues we all face. Make your office a place where people want to go for better health and better friendship.

 

A place where everyone is glad you came and where everybody knows your name.

 

Ed

 

Theme from the sitcom Cheers
“…Making your way in the world today takes everything you’ve got.
Taking a break from all your worries, sure would help a lot.

 

Wouldn’t you like to get away?

 

Sometimes you want to go

 

Where everybody knows your name,
and they’re always glad you came.
You wanna be where you can see, our troubles are all the same
You wanna be where everybody knows
Your name.”

 

Carpe Posterum (Sieze the Future)

 

Ed

Improve Patient Retention Through Gamification

Posted on by
Reply

winner running through the finish line

It all comes back to goals – helping patients achieve theirs.

Last week I discussed improving patient retention through excellent onboarding.

Onboarding is a 21st Century term meaning, in this case, those actions you take with a new patient to introduce and orient them to their new service. The analogy would be a new passenger coming “on board” a new boat. (The link to this article is below.)

The other activity I mentioned that can improve patient retention is also a 21st term: “Gamification.”

Merriam Webster says gamification is: “the process of adding games or gamelike elements to something (such as a task) so as to encourage participation.” The concept is not new, but it has become a science and is integrated into all video games. I cover this in detail in my book, The Goal Driven Business, which I recommend you purchase and use. (Link below.)

Games are native to our species. Even to puppies, as you see them rolling over each other. Kids love to play with their parents, and as they get older, with other kids, and then enjoy organized sports. The Olympic games began, according to one source, in 776 BCE. We love our games, and perhaps, we need them.

Awards

A game poses a challenge where you can overcome barriers and demonstrate your grit. If you win –hurray! Winning is the prize, but sometimes you also receive an award.

In ancient Greece, winners received an olive wreath as a crown. In modern Olympics, the winners receive bronze, silver, and gold medals. In some martial arts, as you advance in your skills, you are awarded different colored belts. When you graduate from college, you receive a nice certificate you can hang on your wall to impress your relatives! (sarcasm)

Your patient has accepted a challenge, along with you and the entire clinic team, to achieve certain health goals. So why not acknowledge or even reward the patient for completing specific benchmarks along the way?

Years ago, I recall some offices would have a special short ceremony for their patients once they completed their program of care. First, the staff would help the patient don a black robe used in graduation ceremonies and a graduation cap (mortarboard) and tassel. Then, they would take a polaroid snapshot (a brand of camera that produced instant hard copy photos) with the doctor and the patient in their graduation garb, give a copy to the patient and attach another to a bulletin board. I have even seen this in a hospital setting, just without the robe!

In Your Practice

Gamification can be applied in your office in many ways.

For example, after completing their 6th visit, the front desk could award patients a silver star sticker. After the 12th visit, they are awarded a gold star stuck to a coffee mug with the office name and logo. Finally, after completing their care program, the patient could receive a diamond star attached to an office t-shirt.

Gamification aims to keep everyone engaged in the “game” of achieving health goals.

One approach to bringing this about is to have a team meeting and go over this idea. Encourage unbridled creativity! Use the best ideas that make the most sense and run the program for three months on a trial basis. Set goals (and awards) for the team for percentages of patients completing their programs.

All these are examples of gamification. But even a “Glad you made it today Mrs. Jones. Good to see you and your daughter” is a kind of an award. Unfortunately, in life, we are rarely recognized for our accomplishments – and mostly for our errors.

So, compliment your patients for their courage to improve their health. It is a big deal and a major accomplishment that they even show up, let alone follow through with their care.

After all, games are fun. So, let the games begin!

Ed

Link to Onboarding Article

Link to The Goal Driven Business

Make each day an Ode to Joy!

Posted on by
Reply

“Music is … a higher revelation than all Wisdom & Philosophy”
― Ludwig van Beethoven

Takes 5 minutes. This is an inspirational musical event. The link is below.

It is worthy of the best humans have to offer – and akin to what you provide innately to your patients – as doctors, providers, and support professionals.

Match this with all you do in April and you’ll have a great month!

-Ed

 

For more information on how to create a more profitable business that is more fun than what you are doing now, please purchase and then use the book, The Goal Driven Business.

What You Must Do Before You Try to Improve Your Practice

Posted on by
Reply

We are what we repeatedly do. Excellence, then, is not an act, but a habit.
Will Durant

Too often, we stop doing what worked and yet wonder why our business isn’t doing as well as it had in the past.

When I would visit an office that wanted to improve, I would initially ask them what they were doing when the office was performing better?

The staff and doctors would pause, think, and gradually, the answers would begin. “Well, we used to call the new patient after the first adjustment…” “We used to have a radio program…” “We used to send out birthday cards… “We used to ….”

After each answer, I would ask, “Well, are you doing that now? The answer was usually “no.”

If business is improving, if the scoreboard shows that you are having a winning season, why stop doing what is working?

Keep doing what works!

This may seem obvious. It is. But we all fail at this one time or another, so it bears repeating.

What keeps us from continuing to do those things that are most successful? Boredom, staff turnover, or a momentary crisis when many procedures get washed overboard.

All offices suffer from what I call Procedural Atrophy – a gradually wearing away of what works. The result is only the very minimal procedures that keep the doors open are performed. Progress exams are no longer done, and the front desk no longer smiles when answering the phone.

The Goals Achieve Process – Now You Can Improve

You want to improve your business – provide better service, increase revenue, decrease stress.

But first, ensure that you are still doing what you were doing when you were doing well. Keep applying your successful procedures!

THEN, make improvements.

Various organizational processes are used in large companies that entail a sophisticated method of improvement, sometimes called Kaizen, Six Sigma, and Lean. Kaizen is a Japanese process developed by an American, but you can earn a “Black Belt” in Six Sigma. (I know. Confusing! People get paid big bucks for this stuff!) We have a very simple improvement process called the Goals Achievement Process outlined below.

  1. Review your numbers for the last few years.
  2. Notice when you were doing better.
  3. Make a list of the procedures, projects, and policies that were successful then.
  4. Also, include the level of your motivation and your attitude, and what you were doing to keep you inspired during those times.
  5. Get the successful procedures on checklists for your team to implement and ensure they are done again.
  6. Assign your manager to ensure that these procedures stay in place.
  7. Do a version of this each month, over and over.
    1. Review what worked and what didn’t the prior month.
    2. Check what procedures weren’t done or done well, or need to be improved, or discontinued
    3. Make a 4-6 step plan for the new month to improve those areas that need improvement.
  8. Optional: Use a professional coach/consultant to help you keep everything on track and improving!
  9. Also, read The Goal Driven Business.

In an entrepreneurial practice (the Personality Driven Practice), the owner is good at using their creative energy to get things started. And while this burst of energy is essential to start a business, it usually doesn’t continue once the “newness” wears off. So, they go in search of a new “shiny thing” to implement or try in their Practice.

A Goal Driven and systematized business works both creatively and methodically to become expert at doing the same procedures over and over, each time as if it was the first time. There is a vast difference between the amateur or serial entrepreneur and the expert who is still training and working to improve.

As Clarence Gonstead said: “Practice. Practice. Practice. Never stop.”

Stay on the Rails

It helps to think of your business as a train. You gradually build up speed and momentum. Keep doing what is working and keep it on the rails. Then, improve it.

Have a great week!

Ed

A new review for the book The Goal Driven Business:

A MUST-READ FOR ANY BUSINESS OWNER!

Throughout the years of my Practice, Ed has helped coach our staff and change our thinking from “personality” driven to “goal” driven – allowing my office to stay open and profitable whether I am here or taking time off!

This book is so easy to understand and gives you real steps to take now in your business. I highly recommend this book to anyone who currently owns a business, is thinking about owning a business, or is a manger of a business!

Donna Brown, D.C.
Business Owner, Group Practice

Everything Else: Why The Goal Driven Practice is More Profitable and More Fun

Posted on by
Reply

What gets in the way of you growing your business?

What holds you back from your growth? From increased services and profits?

What keeps you from providing better services and improving your marketing results?

The government? Your childhood? Your neighbor’s cat?

One thing that is NOT holding you back is chiropractic or whatever services and skills you provide.

It is everything else.

When you are first growing your business, and let’s say you are barely at 40% of your full capacity, your practice may be performing well. You may have an assistant, but for the most part, you can see patients and generally oversee the operation of your practice. Life is good, and the future is … wide open.

But almost imperceptibly, as you start seeing more and more patients, the tide of administrative demands starts rising.

Eventually, you can look around your desk and see “undones” and “half-dones” and a hundred or so “to-dos” littering your office, smartphone, computer, and brain. You try to keep up, but there seems to be just too much to do.

So, what do you do? There seems to be only one solution – you settle. You settle into a comfort zone just to a point where you can earn enough to pay your bills.

Growth becomes a trap, and after many attempts to reach your goals, you finally settle.

Is there a way out?

Yes. But it has been hidden. And booby-trapped.

But you should know, after years of observation and analysis, what is holding you back is not your lack of effort. It is not chiropractic or your professional services.

The fact is, you can’t really get to where you want to go from where you are now. You can’t get there from here.

You need to make some major Big Shifts. 

To get to your goals, you have to start from a different place and build a newer version of your business. This is your next stage. Stage One is survival and entrepreneurial growth. It is a Personality practice.

Your next version is a fast, more advanced business that will take you to your goals and beyond.

The new version is called a Goal Driven Practice.

To achieve this requires making some significant changes or Big Shifts.

MANAGER OR ADMINISTRATIVE ASSISTANT (BIG SHIFT #7)

One of the solutions to breaking out of the trap and moving closer to your goals is assigning someone on your team to help you with…Everything Else.

This could be a manager or an administrative assistant. In either case, the role would probably only require 5-8 hours per week – at least at first.

One of their goals would be to remove everything from your desk, all your to-dos, all administrative traffic, sort it for you, and then work out with you what should be done with each item.

You would delegate, delay or dump each item.

This would help free you to increase your services as a doctor and give you time to expand the business as the CEO.

You can produce $500 to $1000 in services per hour as a provider if you are unfettered. As the CEO, you can direct your business to produce much more than this per hour. So, why are you spending time drowning in trying to do $20 or even $30 an hour jobs?

Everything Else gums up the works. It slows you down, confuses the staff, and the patients feel the confusion and notice the neglect, however slight.

This is why I came up with the Goal Driven System. It unmucks the gears of your business so that you can freely provide services and not be haunted by the looming demands of hundreds of to-dos.

This is covered in the book, The Goal Driven Business. If you can do this, you will be more productive and have more fun.

This is so valuable that I will be scheduling upcoming Zoominars on this subject for you and your manager. And stay tuned for upcoming programs on manager training, and training and even coaching on the Goal Driven System.

And just, just for fun, (I am smiling) don’t miss this future article:

The 2 Management Consultants from Petaluma California.

Seize the future

Ed

For more information on The Goal Driven System visit Goal Driven

The Cathedral, Stone Blocks, and Your Goals

Posted on by
Reply

stone cathederal

(This is the third in our series on goals.)

The Cathedral, Stone Blocks, and Your Goals

Christopher Wren was one of the greatest English architects. He designed 53 different churches in London before he died in 1723 at the age of 91.*

There is a story about how he walked unrecognized one day among the men who were at work upon the building of St. Paul’s Cathedral — which he had designed. St. Paul’s Cathedral sits on a hill and is one of London’s most famous and recognizable churches.

“What are you doing?” he inquired of one of the workers, and the man replied, “I am cutting a piece of stone and working hard so I can feed my family.”

As he went on, he put the same question to another man, and the man replied, “I am an expert stonemason, and I am building a solid wall.”

He walked a little further, and around the corner, he asked a third man what he was doing. “I am helping Sir Christopher Wren build a beautiful cathedral that will be a place for worship, where people can come to pray, where the poor can come for clothing and food, for the Almighty.”

This is a parable that has some measure of truth, but I have not been able to find any credible verification. But the point of a story such as this is to illustrate an idea or moral.

All three workers had goals. They expressed these to Sir Christopher when asked what they were doing. We can assume that each stone cutter was skilled, worked hard, and did the same work as the others.

One can guess that their goals kept them motivated. But each viewed their goals differently.

The first two workers had immediate tangible objects as goals – a cut stone block and a well-built wall. However, the third stone cutter’s goal was a purpose, a vision of the future he was working to help achieve.

From this, we can look at all goals at two different levels: at a higher level, such as a purpose, and at a tangible level, which is a practical manifestation of the purpose.

In your practice, these two levels of goals might look something like this:

Higher Goal: Our mission is to help as many people as possible in our community become healthier, relieved of discomfort, and better educated so that they continue to improve their health and those around them.

Practical Goal: A person who completed a program of care, whose pain was relieved and is now healthier and incredibly happy with their results and of the service they received and has enrolled in a wellness program.

stone mason building a wall

Practical goals are quantifiable in a set period. For example, how many new patients can we generate, how many visits can we achieve, and how many programs of care can we complete next month?

There must be an equal emphasis on the higher goal, often called a mission, and the tangle goals, often called quotas or objectives.

Too much attention on the mission, and we live in a dreamland and go broke. Too much attention on production quotas, and we eventually feel like we are on an endless assembly line, find no meaning in our work and lose our motivation.

Like the stone cutters, dream about the cathedral but also set a target for how many blocks you will cut and how many walls you will complete next month.

Both echelons of goals should be viewed, reviewed, revived, and recalculated as needed at each team meeting.

Goals are your future – where you want to be. And, where you want your patients and your community to be. So, nourish them both as a mission and as outcomes, and the work to achieve them will come much faster and easier.

Carpe Posterum (Seize the Future),

Ed

*Wikipedia