{"id":7166,"date":"2025-01-15T06:30:46","date_gmt":"2025-01-15T12:30:46","guid":{"rendered":"https:\/\/pmaworks.com\/observations\/?p=7166"},"modified":"2025-01-15T06:36:29","modified_gmt":"2025-01-15T12:36:29","slug":"7-steps-to-creating-goal-driven-team-members","status":"publish","type":"post","link":"https:\/\/pmaworks.com\/observations\/7-steps-to-creating-goal-driven-team-members\/","title":{"rendered":"7 Steps to Creating Goal Driven Team Members"},"content":{"rendered":"<p><img loading=\"lazy\" decoding=\"async\" class=\"size-full aligncenter\" src=\"https:\/\/static.wixstatic.com\/media\/d7f89d_488267bea911459382a6e4b7a2187aaf~mv2.jpg\" alt=\"little boy with a red hat playing in a sandbox\" width=\"400\" height=\"253\" \/><\/p>\n<p style=\"text-align: center;\"><em>\u201cThe devil loves an idle mind.\u201d<\/em><\/p>\n<p><strong>THE TRICK to keeping your practice lively<\/strong>, fresh and fun &#8212; and profitable, is to have your team set their own goals. Then, help them achieve them.<\/p>\n<p><strong>Without creative goals<\/strong>, we all can get bored. Attention drifts and performance and service slip.<\/p>\n<p><strong>According to <em>Self Determination Theory<\/em><\/strong>, people want to have their own game. They want a degree of autonomy to demonstrate their competence in an activity they can control. They want their own sandbox.<\/p>\n<p><strong>Working in alignment<\/strong> with others in a group, people also want to be part of a community that shares a larger purpose \u2013 and is going somewhere.<\/p>\n<p><strong>This concept can be applied<\/strong> to your practice. Here is an example:<\/p>\n<p><strong>Steu Smalley<\/strong> (Steu has two major roles)<\/p>\n<ul>\n<li>Role: Billing and Collections. Goal: Collections, Collections Percent<\/li>\n<li>Role: Financial Consultation. Goal: Number of patients who accepted care, Percent of accepted care<\/li>\n<\/ul>\n<p><strong>Roseanna Danna:<\/strong> (Roseanna Danna has two major roles.)<\/p>\n<ul>\n<li>Role: Front Desk Coordinator. Goal: Total visits, Percent full capacity, Kept Appt. %<\/li>\n<li>Role: Internal Marketing. Goal: Patient referrals, Reactivated patients<\/li>\n<\/ul>\n<p><strong>It is understood<\/strong> that each office area depends on other areas, so teamwork is essential. However, everyone can improve the outcomes in their area.<\/p>\n<p><strong>Here are 7 steps<\/strong> to implement individual goals achievement.<\/p>\n<ol>\n<li><strong>Define roles and goals<\/strong>. Define the major roles, goals, and statistics for each team member.<\/li>\n<li><strong>Past statistics<\/strong>. Review past statistics if available.<\/li>\n<li><strong>Set goals and action steps<\/strong>. Each team member should write down their goals and action steps for the upcoming one to three months.<\/li>\n<li><strong>Copy to you.<\/strong> Team members provide you with a copy of their goals.<\/li>\n<li><strong>Team meeting<\/strong>. Each team member should state their goals and action steps at the monthly team meeting so that everyone knows each other&#8217;s goals.<\/li>\n<li><strong>Follow-up coaching<\/strong>. During the month, check in with each team member using the form they filled out and check their progress. Coach them as needed.<\/li>\n<li><strong>Repeat the process each month<\/strong>.<\/li>\n<\/ol>\n<p><strong>Implement this program gradually,<\/strong> starting with key positions.<\/p>\n<p><strong>This approach promotes<\/strong> responsibility, accountability, and constant improvement while focusing on business goals. And it makes work more enjoyable.<\/p>\n<p><strong>We teach this procedure<\/strong> in our Practice MBA program for managers and clinic directors.<\/p>\n<p><strong>If you want management and leadership<\/strong> training for you and your manager or manager-to-be, please sign up on our waitlist. I will send updates soon with unique information about key tips on practice leadership, management, and marketing.<\/p>\n<p><strong>Seize your goals in 2025!<\/strong><\/p>\n<p><strong>Ed<\/strong><\/p>\n<p>PS. MBA 2025. We are starting a wait list for our next MBA program, which will begin in March. We only take a limited number of students, so if you are interested, please get on our wait list here. <span style=\"color: #008080;\"><strong><a style=\"color: #008080;\" href=\"https:\/\/lp.constantcontactpages.com\/sl\/yOhzUqL\" target=\"_blank\" rel=\"noopener\">[LINK<\/a>]<\/strong><\/span><\/p>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u201cThe devil loves an idle mind.\u201d THE TRICK to keeping your practice lively, fresh and fun &#8212; and profitable, is to have your team set their own goals. Then, help them achieve them. Without creative goals, we all can get &hellip; <a href=\"https:\/\/pmaworks.com\/observations\/7-steps-to-creating-goal-driven-team-members\/\">Continue reading <span class=\"meta-nav\">&rarr;<\/span><\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[176,571,12,18],"tags":[451,447,741,377,547,360,367,532,379],"class_list":["post-7166","post","type-post","status-publish","format-standard","hentry","category-chiropractic-2","category-goal-driven","category-motivation","category-team-morale","tag-driven","tag-goal","tag-mba","tag-michel","tag-morale","tag-motivation","tag-petty","tag-teams","tag-training"],"_links":{"self":[{"href":"https:\/\/pmaworks.com\/observations\/wp-json\/wp\/v2\/posts\/7166","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/pmaworks.com\/observations\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/pmaworks.com\/observations\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/pmaworks.com\/observations\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/pmaworks.com\/observations\/wp-json\/wp\/v2\/comments?post=7166"}],"version-history":[{"count":1,"href":"https:\/\/pmaworks.com\/observations\/wp-json\/wp\/v2\/posts\/7166\/revisions"}],"predecessor-version":[{"id":7167,"href":"https:\/\/pmaworks.com\/observations\/wp-json\/wp\/v2\/posts\/7166\/revisions\/7167"}],"wp:attachment":[{"href":"https:\/\/pmaworks.com\/observations\/wp-json\/wp\/v2\/media?parent=7166"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/pmaworks.com\/observations\/wp-json\/wp\/v2\/categories?post=7166"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/pmaworks.com\/observations\/wp-json\/wp\/v2\/tags?post=7166"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}