Dental Business Management Meeting Template

What’s inside Content Dental Business Management Meeting Template:

1 Finance

Discuss financial issues that have been arising, such as the profit & loss statements.

• Review of profit & loss statement for previous month & year to date
• 12-month cash flow – comparison of budget versus actual
• Key Performance Indicators
• Average Daily Production of fee-earners
• Profitability of fee-earners
• Return on Investment from marketing activities
• TCO conversion numbers

2Marketing 

Discuss the marketing efforts and their return on investment, such as online reviews, testimonials and website analytics.

• Overall progress of marketing plan
• Web site review and analytics
• Online Reviews
• Social media connection and engagement
• Word of mouth results
• Testimonials
• Direct marketing review
• Networking review
• B2B – B2C review
• Study Club development

3 The Patient Experience 

Discuss the patient’s experience aspect of the business, such as online booking, administrative issues, TCO, etc.

• Online booking
• Telephony
• Front Desk
• TCO
• End of Treatment Conversation
• Membership

4 Operations

Cover any operational wins or roadblocks, such as clinical mentoring, governance and compliance, etc.

• Clinical issues
• Non-clinical issues
• Governance and Compliance
• Clinical Mentoring

5 Personnel

Present and discuss any staffing issues, including performance review or training requirements.

• Review of team performance
• Review of individual performance
• Review of bonus system year to date
• Schedule of team meetings
• Training issues
• Personal Progress Interviews

6 Strategy

Discuss any strategic questions, such as new growth tactics, new incoming products, etc.

• Tactics for growth
• Acquisitions
• Product mix
• Patient demographics
• Delivery models
• Expansion strategy
• Exit strategy
• Personal/professional time management