Tag Archives: management

Goals for the Present

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Goals for the Present

Goals are about the future.

But sometimes, they are about the present – and respecting the past.

December is one of those times. There’s a distinct vibration that moves in this time of year, subtle waves of friendliness that sparkle like Christmas tree lights. Almost an instinct — whether connected to a Sunday service before the 25th, a Jolly Old Saint Nick, the candles of Hanukkah, or the winter solstice, we feel a sense of fellowship during this time of year.

With the traditions of other cultures over the millennia, people have gathered with a Spirit of compassion and celebration. People even take time to pause in war.

One example was the Christmas Truce of 1914 during World War I, when soldiers from opposing trenches laid down their weapons and initiated an unofficial ceasefire. The truce began on Christmas Eve and continued into Christmas Day, with soldiers exchanging seasonal greetings, singing carols, and even venturing into no man’s land to fraternize with the enemy. Troops from both sides shared food, tobacco, and souvenirs and engaged in impromptu soccer games.

I think this speaks to our fundamental nature, that we are supportive and kind when unprovoked by the agitations of those who might profit from our conflicts.

As a practice and business goal for your chiropractic and healthcare office, I suggest that this week and next, focus on the present and appreciate the many accomplishments of the past year. Consider your blessings – your patients, profession, teammates, and family.

The Future Can Wait

For now, take time for some gratitude and have a cup of kindness and good cheer.

And play some Christmas jazz. Man!

Below is a link to some mellow Christmas Jazz – 4-hour playlist. Christmas Jazz: https://www.youtube.com/watch?v=Dbgx5ChU3ZM

Carpe Diem,

Ed

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

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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?

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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

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

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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?

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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

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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

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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
 
 
 
 
 

How to Grow a Chiropractic and Health Business

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How to grow a chiropractic business

I was recently invited to my son’s wife’s family’s apple butter cookout. Yep, that’s right, cooking apples over an open fire. It’s a tradition.

It is also apple harvest season up here in the northern Midwest. You got yur Honey Crisps, Honeygolds, Snowsweet, Fuki, Jonathans and others. Lots o’ apples!

Harvest time.

I bring this up because, well, it applies to your office. Here’s how:

THE LAW OF THE FARM

There is a metaphor called the “Law of the Farm” or the “Law of the Harvest.” Stephen Covey refers to this in his book, The Seven Habits of Highly Effective People. (I include a link to a short video below)

The concept comes from the observation that apples come from farmers farming. An apple orchard requires tender, loving care over the entire year from growers who plan and carry out disciplined regular work to ensure a bountiful harvest.

Aside from occasional droughts or freezes, if your harvest is poor, it is not because of the “apple spirits,” or that maybe you had a bad childhood. It is because one or more of the necessary preparatory actions needed to produce the apples were not done.

There are no shortcuts. Getting angry with the apple trees does not help.

YOUR CHIROPRACTIC AND HEALTHCARE PRACTICE IS LIKE A FARM

The Law of the Farm, or the Law of the Harvest can be applied to your practice in the following ways:

  1. Long-Term Planning. Just as a farmer plans their crops well in advance, a business should set clear goals and strategies for the future. This includes defining your mission, the key values of your team that determine its culture, the outcomes, and production goals.
  2. Investment and Resources. Just as a farmer invests in seeds, land, and equipment, you must invest in your resources wisely. First and most important, invest in your people, including yourself: training, coaching, and hiring. Marketing, in one form or another, is always a necessity. Updating software and equipment, occasionally, or the décor of your office is also an investment.
  3. Consistency and Diligence. Sticking to what works is vital. This is why I recommend job checklists as part of the Goal Driven System. It takes discipline to keep doing what works, but consistency brings about confidence in your patients and your team. Daily tasks and routines are like tending to crops regularly.
  4. Patience and Adaptation. Just as a farmer must wait for crops to grow and adapt to changing weather conditions, chiropractic practice owners must be patient and adaptable. Success may not come immediately, and you will face unforeseen challenges. Being able to adjust strategies and remain patient when unexpected failures occur is critical.

Looking at your practice as something you need to grow to produce excellent outcomes is a useful exercise.

Patience can be tough to master as a business owner when you have invested everything on the line. But if you have done your preparation, as all farmers must do, most of your concerns are for naught.

The Law of the Farm is a principle from which you can draw many associations to your practice. As an exercise, you might discuss this with your team: How can we apply the Law of the Farm to our practice and improve our service?

APPLES DO NOT COME FROM THE GROCERY STORE

Similarly, happy patients, completing their chiropractic or healthcare treatment program, being relieved of pain, healthier, and referring others do not come from the new well-advertised social media ad campaign. All the shiny new ads and promotions don’t make up for the Law of the Farm.

There are no shortcuts.

You reap what you sow — and nurture and take care of.

We are all farmers!

Ed

PS I also discuss this in The Goal Driven Business, #15 Goal Driven Principles, page 262 Be a Farmer: Grow Your Business and Your Customers

Watch this short video about the Law of the Harvest.

https://resources.franklincovey.com/mkt-7hv1/law-of-the-harvest-2

Improving Chiropractic Patient Follow Through

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The outcomes you produce as a doctor depend upon the patient following through with their care plan.

There are many procedures to help the patient follow through. But they all stem from the mission and goals of the office and the agreements made between the patient and the doctor on the initial visits.

  • Office Mission and Goals: Help people become healthier and function better.
  • Patient Goals and Plan to Achieve Them. These are discovered and defined with the doctor, and a plan is agreed upon to achieve them.

Everything in your office is based upon these goals and this plan. All staff interactions with the patient can be considered “standing orders” from the doctor derived from the agreement made with the patient. The authority to schedule patients, work out finances, and apply therapies are all based upon what the doctor has ordered based on the above goals.

Goalineering: Aligning Chiropractic Procedures with Patient Goals

Every few months, you can review the sequence of actions the patient experiences from their initial visit to completing their treatment plan. Look at all the points that influence patient commitment to their care plan. Look at what is done, what is said, and how it can be improved and better aligned with the patient’s goals.

This is engineering your procedures with your goals – or GOALINEERING!

For example:

  1. Diagnostic procedures. (Consultation and history – be thorough; don’t be superficial. Exam, imaging) Goal: Discover what the patient wants and needs.
  2. Report of Findings procedures. (Causes of issues. Plans: consequences of no plan, mini-plan, and thorough plan. Agreement or not to care plan.) Goal: Work out the best care plan and secure the patient’s agreement to achieve it.
  3. Post-Report of Findings procedures. (Financial agreement, scheduling agreement, agreements to office policies with a staff member who is an assistant coach!) Goal: Work out all administrative details with the patient on their care plan so they can focus on their health goals without distractions or confusion.
  4. Front Desk follow-up procedures. (Aggressively friendly and a demon on control as an assistant coach! Front Desk RULES the Roost!) Goal: Keep the patient on track to achieving their goals.
  5. Daily visit procedures. (Give encouragement and reaffirm goals.) Goal: Keep the patient motivated to achieve their goals.
  6. Progress exam/reports. (Show progress, give encouragement, and reaffirming goals.) Goal: Keep the patient motivated to achieve their goals.
  7. Other: (Rewards, e.g., t-shirt after 12 visits. Patient education class and patient successes.) Goal: Keep the patient motivated to achieve their goals.

Review these activities, practice the procedures, and refine them as needed. Also, document what you say and do and keep your notes for later review and training.

Do this, and you will improve patient retention and outcomes and follow through.

Ed

Back to School Month

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chiropractic back to school, goal driven

“Education is the most powerful weapon which you can use to change the world.”
(Attributed to Nelson Mandela)*

September is almost here, and soon the schools will be busy.

Since doctor means teacher, why not go all in on education and teaching this month?

BACK TO SCHOOL FOR THE KIDS

Support your teachers and the kids they teach.

This September, you can align your office with a local school and support other teachers and their students.

There are many approaches to this. You can call or visit a school and tell them you would like, along with your staff and patients, to make a contribution of some kind to a specific department or activity. These could be new uniforms for the marching band, art supplies, or supplies for the kids in need, like calculators, notebooks, and book bags.

You can also get the kids in for a back-to-school check-up and include a short workshop on backpack safety.

Whatever your plan is, promote it in your e-newsletter, on posters and handouts, and your social medial platforms.

You can also offer a special discount to teachers.

Staff often have great ideas and love to work on special projects like this. Get them involved!

While these types of promotions are not designed to generate boatloads of new patients, they can be fun, generate goodwill, and establish your business as a trusted community member. All of this supports your other marketing activities.

BACK TO SCHOOL FOR THE ADULTS

Because staff and doctor education is important, but not urgent, it is typically put on the back burner. This is true with many things, including patient care, where we focus too much on pain relief and not enough on correction, strengthening, and wellness.

Your Patients

As health professionals, you know that healthcare information in the marketplace borders on criminal. Corporations that produce soft drinks don’t warn about the harmful effects of high fructose corn syrup, “food” companies about the dangers of linoleic oil in cooking oil, or corporations that sell farm and lawn products about the toxins from weed and insect killers.

The benefits of chiropractic and non-corporate health care certainly aren’t promoted, and we have seen what happens to the M.D. s that speak out against the well-funded medical narrative.

Inform While You Perform, and in doing so, you help your patients become healthier and position your practice as a genuine HEALTH practice. Be a rebel, and educate your patients on health: corrective care, strengthening, care, nutrition, diet, exercise, and all the basics of good health that can’t be patented!

You and Your Team

The fall seminars are coming up! State conventions often have teachers that actually teach practical information! Schedule yourself for a weekend this fall… and take your staff.

Fall State Conventions. Staff education is more important than you might realize. First, they learn some valuable concepts and procedures. But beyond the obvious, investing in their education shows you recognize their value. They are an integral part of practice success and patient outcomes and are worthy of the investment. They also see that they are part of a larger profession – that there are others besides you and their practice mates that have similar jobs, challenges, and rewards.

Chirofest. Besides your local state conventions, a shoutout to Chirofest out in Vancouver WA. Dr. Paul Reed does a great job, and nothing compares to the Oregon coast, two hours from Vancouver.

Goal Driven Management and Leadership Training. Our own Practice Management and Leadership Training starts September 18th. We are limiting enrollment to just 7 offices for our Founder’s Round and we still have a couple of spots open. There is absolutely no training like this anywhere. Let me know if you are interested. It’s an amazing deal — but only if you want to improve your income and create an even more dynamic practice manager!

Seize September,

Ed

More info:

Goal Driven Management and Leadership Training

ChiroFest seminar

Your state association

The Goal Driven Business book by Ed Petty

*Nelson Mandela quote: “Education is the most powerful weapon which you can use to change the world.” Madison Park High School, Boston, 23 June 1990; reported in various forms

Chiropractors and Other Doctors: Do You Placate Your Patients?

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Goal Driven to tell the truth. Chiropractic, business management

Faith, Confidence and Belief

It is an oversimplification to say that chiropractors, and other doctors, who remain true to their principles and goals are less stressed and more productive.

And make more money.

But I’ve seen it.

You need Faith, Confidence and Belief (FCB!) in yourself, in your knowledge and skills, and what your office can do for people. (I learned about FCB from Dr. James Parker at a Parker seminar years ago.)

With these qualities, you can tell the truth and be honest. And stick to your guns.

A naturopathic and chiropractic doctor I follow on a social media site said this:

“If someone was poisoning themselves slowly with their lifestyle habits, you bet I let them know. Isn’t that what doctors are supposed to do? Truth be told, most everyone already knew. People aren’t stupid, just in denial.

“Last time I checked it’s our job to tell them the facts. Not placate them or worry about hurting their feelings with said facts…Because that’s what most doctors are doing. They beat around the bush so as to not offend.

“Of course, I was always professional and kind, but I still called a spade a spade.

“The word doctor means teacher, not enabler.”

CASE ACCEPTANCE AND FOLLOW-THROUGH FOR YOUR CHIROPRACTIC PATIENTS

From a marketing perspective, people buy from those they trust. And they trust people who have certainty.

If you equivocate – dodge the facts – your patient will see that you are unsure what the heck you are talking about. They will be less likely to commit to a care program or follow through.

On the other hand, if you apply your knowledge and skill with certainty and confidence when you look at their case, explain it to them, and recommend a treatment plan that is best suited for them, their chances of commitment and follow-through are very high.

WHAT GETS IN THE WAY OF YOUR TRUTH

One of the benefits of seminars is that your convictions can become rekindled. You are reminded of your truth.

But after a week or so, back at your office, the fire of your passion begins to dim. And rather than gliding through your day, it starts to feel like you are plodding through mud.

What gets in the way of your pure-hearted and stalwart convictions about health and your principles and purposes?

And what is it that slows you down?

ADMIN. Administration. Everything that is NOT patient-related. The organization and running of the support machinery of your practice start to pull you into its noise, worries, corrections, and sometimes drama.

Policies, procedures, and people do not all move smoothly and cooperate conveniently or get implemented as excellently as you hope. And this can be a major distraction.

Practice management can get messy!

This is why organizational structure and management are so very essential. Maybe not when you are a wild entrepreneur just starting out. But as your business grows, administrative details flood in – and clog up the works. More than most doctors realize!

AN ORGANIZER FOR YOUR CHIROPRACTIC ADMINISTRATION

The solution is to take time to work ON your business.

Then, assign someone to be your MANAGER to help you improve the organization and take care of the admin.

They will need training and you’ll need to work with them.

And to be direct, and not to beat around the bush, if you don’t do this, you will be forever stunted in your practice growth and work-life balance. And you will lose money.

But with an organizer, someone who is managing your practice administration, you will be less distracted and more grounded in your truth to help your patients get and stay on the best track for their health. And, your practice will be more profitable.

Our high-level training for your manager (and you) begin September 18. For more info below.

Keep to your truth,

Ed

Advanced Practice Manager Training, Beginning September 18.
Find out about it here.

MUSIC You made it this far, so enjoy some music – as a tribute to Robbie Robertson – The Weight – Playing for Change.

 

How is Your Chiropractic Head Game?

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chiropractic goal driven to strike out batters.

The Hidden Game of Practice Success
‘Baseball is 90 percent mental. The other half is physical’ – Yogi Berra

Hello Sports Fans!

For my 13-year grandson’s birthday, I bought him a book on sports: Ninety Percent Mental: An All-Star Turned Mental Skills Coach Reveals the Hidden Game of Baseball by Bob Tewsksbury.

I haven’t finished reading the book, but I know the subject – how the mind affects performance. I figure any tips I can give to my grandkids, the better chance they will have.

And I figure this also applies to myself, and perhaps to you.

In my book, The Goal Driven Business, I cover the 5 Engines to practice success. These are:

  1. Clinical outcomes and service
  2. Leadership
  3. Management
  4. Marketing
  5. Personal Power

No matter how competent you are as a chiropractic doctor, healthcare provider, or business owner, how inspiring you are as a leader, how consistent and enterprising you are as a manager, or intelligent as a marketer… if you don’t have the positive energy to make things happen, your practice will falter.

Personal Power is the “Hidden Game” of practice success.

The first chiropractor Dave and I worked with had multiple doctors and together saw over 2,000 visits per week. (I still have the stats!) A recurring theme he would tell his associates was that practice success was an “inside job.” This meant success was dependent upon their mental attitude.

But one’s mental attitude is dependent upon something much deeper. You can always “fake it till you make it,” which might sometimes be necessary. But it is not authentic.

What is authentic is your happiness. Happiness underlies your mental attitude. Your Personal Power comes out when you are happier.

So, how do you become happier?

Using Your Signature Strengths In Your Chiropractic and Healthcare Practice

One method that has been proven to improve a person’s happiness is to focus on your strengths – what you are good at – and less on what you are not so good at.

Martin Seligman, Ph.D., is a strong proponent of Positive Psychology. In his book Authentic Happiness, he discusses common virtues that all people in all cultures have agreed upon over time. These virtues can be translated into specific Character Strengths. Each of these strengths has 3-5 subcategories for a total of 24-Character Strengths.

We all have a different set of more dominant strengths, which Seligman calls our Signature Strengths. For example, one person may be strong in humor, gratitude, and fairness, while another person’s Signature Strengths could be creativity, curiosity, and gratitude.

“I do not believe that you should devote overly much effort to correct your weaknesses. Rather, I believe that the highest success in living and the deepest emotional satisfaction comes from building and using your signature strengths.”

I cover this in practical detail in my book, The Goal Driven Business, and it is part of our upcoming Management and Leadership Training course, our 11-week intensive training especially for practice managers beginning on Sept. 18.

We all have our confusions and apprehensions — our mental monkeys that get in the way of our happiness and limit our Personal Power. You see this in your patients and staff, and I am sure you notice it now and then in yourself.

But a legitimate goal is to be happy, and in so doing, you can unleash your power and win at the “Hidden Game” of practice success.

By focusing on what you do best, and allowing your team to pick up all the rest, you can go a long way at winning the “Hidden Game” of practice development.

Having your team pick up “all the rest” requires good management. So I recommend you consider our Management and Leadership training for your manager this Sept.

Stay strong in your strengths,

Ed

You can take a survey and discover your Signature Strengths at
www.viacharacter.org

For more information about our Management and Leadership Training. www.GoalDriven.com/mba

Image: Wikipedia

Chiropractic Has Always Been Organic

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Chiropractic has always been organic. Earth Day, goaldriven

You can improve your marketing by aligning your services with positive causes in society.

A fitting example occurs this time of year.

Earth Day is on April 22 (Saturday). It promotes a healthy planet and stands for protecting the earth’s natural resources for future generations.

Earth Day had several early separate beginnings but was finally pushed home by a senator from the great state of Wisconsin, also its former governor, Gaylord Nelson. The first Earth Day was in 1970 and “brought 20 million Americans out into the spring sunshine for peaceful demonstrations in favor of environmental reform.”

But Senator Nelson was also a proponent of natural health and fought for chiropractic.

In a statement to Congress in 1963, Nelson said, “Chiropractic has become increasingly accepted as a safe and effective form of health care…I believe it is time that Medicare beneficiaries be given the opportunity to receive the benefits of this form of health care.” Nelson’s efforts helped pave the way for chiropractic care to be included in Medicare in 1972.

If you distill it all down, it is all about health: a healthy planet and a healthy body, naturally.

People want this – your patients and your community. They want a healthy planet and a healthy body.

This may not be apparent because of advertising and corporate news. There is a relentless pitch to your patients and community to eat cheap bad food, that a toxic environment is no big deal (“move along, nothing to see here”), and that drug stores are health stores.

But despite the billions spent on promotion and lobbying for bad food, bad medicine, and covering up the poisoning of our planet, the innate (and tribal) wisdom of us all prevails. The sales of organic foods and health supplements are booming. The natural healthcare industry, including chiropractors, acupuncturists, and integrative health providers, continues to grow. And there is increasing concern about how pollution causes deaths and illnesses, not to mention climate change.

I bring this up for two (2) reasons:

Reason #1: Marketing: Chiropractic and Earth Day

By aligning your office with Earth Day, eco-conscious consumers who value natural and sustainable products and services will see your services as a desirable alternative to medical practices. You are the obvious choice as health doctors.

Years ago, we put together some posters and pins related to Natural Health Week, coinciding with Whole Earth Week and Earth Day. Some offices still use versions of them! (Link below.) You can do something similar this Friday, next week, or all month. For example:

  • Hand out seeds to grow vegetables in the backyard. Include a coupon for a family member or friend.

  • Support a local health food coop and bring in healthy muffins for your patients.

  • Create a community clean-up drive.

  • Partner with environmental and health organizations. You can share events, newsletters, and create allied relationships.

But there is another reason I bring this up.

Reason #2: This reason is BIG. It will have to wait till tomorrow,
Wednesday, April 19.

But please stay tuned!

See you Wednesday!

Ed

Link to Posters and References at our blog.

 

Failure to Follow Through

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It is the ‘follow through’ that makes the great difference between ultimate success and failure, because it is so easy to stop. — Charles Kettering

Failure to Follow Through

If it worked once it probably will work again

There is a management disease that many businesses, including chiropractic and other health practices, can suffer from. It is called “Failure to Follow Through.”

I noticed this at one of the first offices I worked with in Northern California – years ago. Their numbers were down. When I visited their office on a hot summer day, the reception room was empty, and few patients were scheduled. I noticed they had a thick binder of photos of patients and staff on the lower shelf of a dusty bookcase. The photos showed happy staff, doctors, and patients. There were also patient success testimonials, several years old.

We all met together for a staff meeting. I asked the doctor and staff if they could name a few specific actions they did back then. I said, “let’s start with marketing.”

Well, it turned out that they ran advertisements for a bi-yearly promotion. So I asked if they had done this in the last few years. “No” was their answer.

“What else were you doing at the time,” I asked. They said they always discussed financial and scheduling arrangements away from the front desk. Are you doing that now? “No.”

What else were you doing during that time? “We used to call the new patient after the first adjustment.” They also did progress exams. “Doing it now?” “No.”

The list went on and on.

Being the brilliant practice management scientist that I am, I encouraged them to re-implement what they had been doing. They did, and a few months later, the office was filling up again.

Practice Management

If it worked once, it probably will work again. Make minor improvements as needed, but why change the system if it is working?

Well, you can get bored, right? Or a staff member who knew the system left and their duties were not replicated by someone else. Or, everyone gets bored, so you feel the need to change things to bring excitement back into the office, and key procedures quietly start disappearing.

Discontinuing your successful procedures can create a roller coaster ride for your practice, with numbers going up and then down. And this can cost you thousands, even tens of thousands of dollars.

A checklist of successful procedures is essential, but that is not enough. They need to be reviewed regularly.

That, too, is not enough. We need to keep the practice environment fresh and lively while still maintaining those activities that are helping us grow and develop. We are not on an assembly line, and we are not robots!

I cover this in my book, The Goal Driven Business. (See Goal Driven Principle #17, Goals, Games, Groundhog Day). This is part of the Goal Driven System of practice development and includes checklists, reviews and coaching, and other components, such as gamification.

Gamification is a new term for an old principle: we like to play games! As video games became more prevalent, businesses saw that they could adapt elements of gamification to help engage employees and customers. Nothing new, really.

To make your office feel new again, you can think of a new promotion for this summer or new colors to paint the office. Spend a morning reviewing your goals, mission, and policies, and then go to a spa for a reward! One office creates a health theme each year and makes t-shirts promoting the theme for staff and patients.

Keep it fun — but stick to your winning ways.

Patient Management

ALSO… like practice management, patient management can also be affected by failure to follow through. Your patients need help to adhere to their treatment plan to achieve their health goals.

Stick-to-itiveness is simply being true to our goals.

Make improvements along the way and keep it fun. But help each other and your patients follow through.

Your goals are waiting for you!

Ed

BARC Basic Activity Recovery Cycle

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yoga helps chiropractic care and practice management

Otherwise known as taking a break

We need to take breaks.

Small breaks every few hours, longer breaks every week, even longer breaks every several weeks.

Our bodies and our minds require periodic interruptions from our work, according to the Basic Rest-Activity Cycle theory, as discussed by Loehr and Swartz in their book, The Power of Full Engagement. We need to take time away whether we agree to it or not, it seems.

The authors present evidence that supports this theory and explains this cycle as activity and then recovery.

They say:

“We can only push so hard for so long without breaking down and burning out. Stress hormones that circulate chronically in our bodies may be temporarily energizing, but over time they prompt symptoms such as hyperactivity, aggressiveness, impatience, irritability, anger, self-absorption and insensitivity to others.”

“We live in a world that celebrates work and activity, ignores renewal and recovery, and fails to recognize that both are necessary for sustained high performance.

“The simple, almost embarrassing reality is that we feel too busy to search for meaning.”

So take small breaks and then larger breaks to disengage so that you can better engage with your patients and with each other to provide better service.

And support your team to do the same.

I’m not promoting this so you can let up on your production goals or so that you can be nice to your team. Far from it.

Production goals (New patients, Visits, Collections) need to be balanced with organizational improvement goals. AND THESE need to be balanced with greater meaningful goals.

So take some time to surprise your kids with a fun adventure, have a long lunch date mid-week with your spouse, spend a day volunteering, or travel to Costa Rica to play in the waves and take in some yoga.

Like I’m doing now!

Carpe Futurum (Seize your Future)

Ed

How to improve performance by taking more breaks is thoroughly covered in my book The Goal Driven Business which you can purchase here.

Goal Driven Business

 

 

Practice Fundamentals – Communication and Control

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“Get the fundamentals down and the level of everything you do will rise.”
— Michael Jordan

It’s always the basics. The fundamentals.

This is what all efforts to improve performance – and health — go back to.

All of your efforts in practice management boil down to communication and control.

All the books on procedures, patient management, and practice management can be distilled down to communication and control. Those are the basics you need to get to your goals and those of your patients.

  • Doctors, and staff, that have excellent communication with their patients have many referrals and a busy practice.
  • Doctors who communicate well with their staff have a happy and full practice.
  • Doctors that have positive control with their patients see their patients succeed.
  • And business owners that have proactive control over the office – are prosperous.

Of course, the inverse of these facts is also true. Whether out of fear, confusion, or fatigue, when these fundamentals are not administered, things don’t go well.

Communication

I was recently helping a doctor and the practice manager improve their patient financial consultations. The manager and doctor had worked out what to say that they liked. They called it a “script.”

A few months passed, and I noticed their patient retention had not improved. Neither had collections or other metrics. When we did some training on how the patient consultations were performed, we found that the staff focused on the memorized script, not the patient. Their communication was robotic, and they never got to know the patient. We replaced the script with a simple outline and let the staff get to know the patients. Visit average and collections improved.

Good communication is alive, interested, and empathetic. It results in understanding.

Control

Another office we worked with complained about low collections. They had plenty of new patients — the veteran doctor got great results. After investigating, we found that the report of findings and treatment plans were rarely completed, and scheduling was hit-and-miss at best.

And that’s not all. The doctor and staff often came to work just a few minutes before patients came in. Sometimes they came in late.

This office was out of control — and so were the patients.

Positive control is moving a project, patient, or condition from one status to a predetermined goal. This is what a procedure does. A well-run business has procedures, protocols, and systems that it adheres to achieve its daily and weekly goals.

Management

Management is implementing effective procedures, with excellent communication, to achieve goals.

In all your practice improvement efforts, check first if the procedures are being done, and then if they need to be improved or removed. Then, look at the quality and quantity of communication used to implement the procedures.

Improve the fundamentals — your patient and team communication and control — and you will have a prosperous and happy 2023.

Seize your future – with a smile!

Ed

Going Public or Going Purpose

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Be like a juvenile delinquent!

The chiropractic model for care follows three main stages, according to many patient educational articles. These are 1) Relief, 2) Correction and 3) Maintenance and Wellness.

I am sure it could be nuanced into other levels or worded differently, but these three make sense to me — so much that it inspired me to write a book – The Goal Driven Business.

But I had another inspiration.

I read a book about a young French-Canadian rock climber who lived in Southern California and was not finding the equipment he needed. So, he became a blacksmith and started making his own. In the late 1950s and ’60s, he started the Chouinard Equipment Co and made climbing gear for other climbers. He also wanted better outdoor gear, and so founded Patagonia, a clothing company.

The name of the book was Let My People Go Surfing. It was by Yvonne Chouinard and tells the story of how he grew Patagonia.

Patagonia, now a 50-year-old company, has done very well financially. It has also done very well for the quality of its products and services and its employees. But it is also driven by the goal of making Earth healthier.

Patagonia demonstrates three goals I believe every business has: 1) profit, 2) expert service and people, and 3) higher purpose. In my book, I reference examples of how the best companies focus, knowingly or unknowingly, on these three goals.

The best offices I have worked with over the years have also been committed to these three goals. They cared about providing the best service to their patients, but also to their staff. They were committed to helping as many people as possible be healthier. And, of course, they insisted on profits.

Chouinard, with his family, own Patagonia.

That is until this month. Valued at 3 billion dollars, Chouinard announced that they are giving the company away. He could have sold it to … Amazon, for example, or they could have made it a public company. Instead, he donated it to a fund called the Patagonia Purpose Trust. He says, “Earth is now our only shareholder.”

“Instead of “going public,” you could say we’re “going purpose.” Instead of extracting value from nature and transforming it into wealth for investors, we’ll use the wealth Patagonia creates to protect the source of all wealth.”

I encourage you to look into Chouinard’s lessons on business, which he acquired through trial and error as we do! I have some links over on the blog (see below.) There are many business lessons to learn by studying the trials of other business owners in different types of businesses.

But I guarantee you that if you commit to these three goals, in the long run, just like with your patients, your business and your life will thrive.

And one other note!

I think ol’ Yvonne would have been a natural chiropractor. He reminds me of you guys. In an interview in 2017, he says:

“One of my favorite quotes is if you want to understand entrepreneurs, study the juvenile delinquent because they’re saying, you know, this sucks. I’m gonna do it my own way. And that’s what the entrepreneur does. They just say this is wrong. I’m gonna do it this other way. And that’s the fun part of business actually.”

So, have fun, and seize the future,

Ed

For links and other references, go to our blog here: Goal Driven

Ed Petty in front of Chouinard Equipment Company, Ventura California

 

Patagonia home page
https://www.patagonia.com/home/

Interview with Chouindard
https://www.npr.org/2018/02/06/572558864/patagonia-yvon-chouinard

News articles
https://www.reddit.com/r/climbing/comments/xebzib/yvon_chouinard_gives_patagonia_to_charitable/

https://www.inc.com/yvon-chouinard/patagonia-ceo-let-my-people-go-surfing-why-company-mission-is-not-profit.html

Book
https://www.barnesandnoble.com/w/let-my-people-go-surfing-yvon-chouinard/1124064053?ean=9780143109679

Are You Ready For Flu Season?

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Are ready for flu season?

Big Pharma is.

If you haven’t seen the ads yet, you will soon. And so will your patients and potential patients.

It’s just business. “The global influenza vaccine market size was valued at USD 7.02 billion in 2021. The market is projected to grow from USD 7.54 billion in 2022 to USD 13.58 billion by 2029.” (Market Research Report, Fortune Business Insights, Sept 2022)

So, what does this have to do with practice and business development?

Your Unique Selling Proposition

In a practical sense, you are the uncola of the cola healthcare world.

You are health doctors – not disease doctors or drug doctors. However you want to frame it, you can define what you do as different than the pharmaceutical alternatives in such a way that you stand out from the crowd.

Remember, it is not necessarily what you do that counts. It’s what you stand for.

You stand for natural health. As Simon Sinek reminds us, “People don’t buy what you do; they buy why you do it. And what you do simply proves what you believe.”

Better Service and Better Health

In my book, the Goal Driven Business, I reference how consumers want more information about their services and products. Especially in this age of abundant and ready information. Patient education is not a chore, it is a service that, if it is well presented, patients appreciate.

But even more, you know about the immune system and what improves it. But natural approaches to boosting the immune system are not emphasized by the medical “information” that is promoted and posted. But you know better: adjustments, exercise, vitamin D, C, and all the rest. Acupuncture too!

It does take a little more time to educate your patients and community. But think of it as a clinical service that makes you unique and special. Think of it also as a marketing expense.

Pride and Purpose

There might be another reason to educate your community on natural approaches to viruses, one that is more personal.

You might feel that your patients and neighbors are being misled and that vital information is being kept from them. You may want to right this wrong!

And lest anyone tries to reframe you as unscientific, the leading cause of death is errors in medicine.(2)

So… the Flu Season is on its way. Go for it!

Enter the race and position yourself and your team as the good guys, the Natural Health Clinic that gets results. And by the way, don’t overlook that you all need to practice what you preach!

There is a very large portion of the population that is seeking a more natural lifestyle. Google search terms show strong interest in natural remedies. You will appeal to them — they are just looking for a health-oriented team to help them maintain and improve their healthy lifestyle.

Seize Your Future,

Ed

Links to the above references and others on the blog, here:

Learn how to create a Goal Driven practice that is more profitable and fun – get The Goal Driven Business

The Missing Role in Your Practice

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The cause of almost all relationship difficulties is rooted in conflicting or ambiguous expectations around roles and goals. Stephen Covey

The reason many offices have a difficult time growing has to do with missing roles.

A role is the identity assumed to perform a series of tasks that produce a specified outcome.

In the hundreds of offices that we have visited over the years, the doctors take on essentially two roles: doctor and owner. This works in the beginning for a few years as the practice grows. In time, however, the practice begins to roller coaster. Numbers go up, then they go down, cycling up and down until everyone fatigues and just settles.

There are several causes for the Practice Roller Coaster. There are hidden barriers that hold an office back and sabotage its growth. These are covered in my book, The Goal Driven Business.

One of the barriers has to do with a missing role that most business owners overlook. Can you guess which one that is?

Let’s look at goals: What is the goal of a doctor? “A healthier person,” right?

What is the goal of a business owner? A secure and solvent business. Dividends from ownership.

What is missing? The doctor can achieve their goal by seeing 10 people a week. As a business owner, they can keep their overhead very low – perhaps working out of their home. But is that what you really want – to see 10 people a week out of your house? Overhead is low and you are getting good results. So, what is missing?

The CEO – the chief executive is the missing role. The goal of a CEO is a very profitable business that operates at full capacity providing world class service and delivering extraordinary results.

The CEO is the chief manager, leader, and marketer, which are the three functions that drive the business to its goals.

Sometimes we hear the doctor being referred to as the “boss,” but boss is not a well-defined role. “Boss” is generally recognized as the person who gives orders and makes decisions. However, it is an overlay of an existing role, as in a “bossy” doctor or “bossy” owner. The role of a CEO is much more than this.

Most providers are too busy providing services to do much managing – and besides, they are paid for their services, not their managing or leadership. Doctors are trained to manage patients, not businesses.

Still, this is a role that must be fulfilled as distinct and separate from the owner or provider roles if the business’s full capacity is to be achieved.

Three Functions of the CEO

The role of CEO includes these functions:

  • Leadership: Leadership is all about goals. It defines where you are going and why and helps everyone you work with embrace this knowledge with commitment. Leadership includes your mission, long-range plans, values, and … the insistence upon achieving them.
  • Management: Management deals with how to get to the goals. Management works to ensure that people and procedures are effectively working and improving.
  • Marketing. Marketing includes procedures and projects that help generate new patients/clients and retain them. Marketing is business, and business is marketing.

Once your practice is at least at 50% capacity, a couple of hours spent each week on effective leadership, management, or marketing activities as a CEO is worth 8 hours or more doing anything else. For example, time spent going to a seminar – perhaps 20 hours including the transportation, may increase your numbers for months afterward. A little can go a long way.

Because the role of practice CEO must be very part-time, we have developed the Fast Flow CEO System for the Goal Driven Business. This can take as little as 2 -3 hours per week, depending on the scale of your business. Here are five components of the Fast Flow CEO System:

  1. Get Out to Work On. Regularly take time to get out of the business so that you can work on your business.
  2. The CEO Works for the Business. The business does not work for the CEO. Sure, the business works for the doctors so that they can provide better service to the patients. But that is for the doctor. Sometimes called “servant leadership,” the CEO is the Chief Coach, helping others understand the goals and how to achieve them.
  3. Team Members. The CEO works to create team members who take on a portion of departmental management, marketing, and leadership.
  4. Manager. The CEO creates the role of manager and delegates a team member to assume this as a part-time role. The manager can take on much of the CEO’s daily and weekly duties.
  5. Study. The CEO studies leadership, management, and marketing to improve their skill as a CEO. Leaders are … readers!

Certainly, all this requires some skill and training – and coaching! But just clarifying the role of CEO and its expectations as distinct from the roles of owner and doctor (or “boss”) will significantly improve your chances of breaking out of the Practice Roller Coaster and achieving your goals.

Ed Petty

March 14, 2022

Motivation

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No matter how many goals you say you have or how you write them out, unless you have the motivation to achieve them – you won’t.

“Motivation is the driving force behind the energy required to complete a task… a person’s willingness to exert physical or mental effort in order to complete a goal or set aim. (Psychology Dictionary.org)

This is a key element in a Goal Driven Business.

You first need to define your goals – and they must be practical as well as meaningful. But you also need the drive to achieve them. Without the drive, the motivation to get to where you want to go, you are just a poser in the business world.

(Case #345) The doctor and I had discussed a plan to motivate his team and increase production. This was many years ago. Over lunch, we had a team meeting to announce the plan to his other two doctors and about 10 support staff. He announced that if certain goals were met over the next 7 months, everyone could get a trip to Hawaii.

Everyone was shocked. Including me! The doctor and I had discussed a two-month plan for rewards based upon a modest performance improvement – but not Hawaii and not the increase in production he wanted. He came up with this on the spot during our meeting.

But that afternoon, amazingly, the phones lit up. People were calling in for appointments. (Never mind that this was an example of Innate or Quantum Entanglement!) As I recall, they had their best month ever. But unfortunately, they soon realized that the goals were unrealistic, they had little support to achieve them, and the doctor saw that he couldn’t afford it even if they did reach their goals. The practice subsequently went into a long-term slump.

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What is the lesson? Well, there are a few of them, but I want to focus on motivation.

While it may seem like people become motivated because of the “carrot,” or the reward, there are deeper reasons – or principles.

Edward Deci, along with others, put forth a new framework for motivation called Self-Determination Theory. Essentially, it states that we are all driven by intrinsic goals as part of our fundamental nature. Our reward comes from the satisfaction we feel from the achievement more than from any external prize.

These are the three intrinsic goals we all share:

AUTONOMY. We all want to play in our own sandbox! We need to feel in control of our own corner of the world. Just like we don’t like insurance companies intruding into our clinical decisions, staff does not like being micromanaged.

COMPETENCE. We all want to be superheroes! Deep down, the prospect of becoming more skilled, more masterful, and better able to be in control of our environment is a drive we all have.

CONNECTION. We all want to be part of something bigger than ourselves. This manifests in two ways: a) being part of and working with a supportive group or team, and b) working to help bring about something more significant than our paycheck or the accomplishment of our everyday tasks.

The office staff was excited to go to Hawaii, but this was not necessarily because they could lie in the sun. It was because it was a huge goal that gave them a very large sandbox to play in – together – to work for a very large result.

Self-Determination Theory is why games work. In Kevin Werbach book, For the Win, he discusses the subject of Gamification.

“For thousands of years, we’ve created things called games that tap the tremendous psychic power of fun. A well-designed game is a guided missile to the motivational heart of the human psyche. …monetary rewards aren’t even necessary because the game itself is the reward.”

Whether it is a sporting event, video game, or Sheepshead (a popular game of old-time Wisconsinites, so I’ve heard), we love our games. And I think we need them.

But it all goes back to the principles of Self-Determination Theory.

Remember when you started your business? The challenge that lay ahead? The new business card that identified you as the hero to conquer new plateaus?

Those drives are still there and can be rekindled, regardless of prior disappointments.

As Soon as You Make a Goal—You Have Created the Potential for a Game.

Win or lose, IF the principles of Self-Determination Theory are in place, you will be motivated and so will those with whom you work.

Apply these principles to yourself and your team – for the game, for the fun, and for the win!

Seize the Future,

Ed

For more information on how to apply self-Determination Theory, games, and motivating yourself and your team, please purchase the book,
The Goal Driven Business. [Link to sell page]