Have you ever felt like you have all the time in the world and then suddenly, it’s gone? I feel like that happened in 2024. All of a sudden, the holidays are here, and I am not sure where the year went. Was there something you wanted to accomplish this year but didn’t get a chance to? Make a plan to get that done. I find a lot of times that it is hard to get started but once I am there it is easier than I thought it would be.
What are some tasks you would like to get accomplished? Many of our practices are
looking to get a practice playbook completed to make tasks flow easier on a daily basis.
This can seem like an enormous task to undertake but it is much easier if you can break
it down piece by piece and divvy out each of the protocols to the team members that are
currently carrying out those tasks. Let’s break the process down to eat that elephant
one bite at a time.
1. The first thing you will need to do is decide the protocols that need to be in the
playbook. It would be great if you could have each team member make a list of
tasks they perform on a daily, weekly, monthly and even sometimes yearly basis.
2. Does there need to be checklists for these tasks or a protocol written out to
ensure they are completed correctly? Or maybe both? Take each of the lists your
team members bring to you and decide what is needed.
3. You are then off and running and the team can start creating those checklists and
protocols. Remember to be specific. What seems common knowledge to you
may not be to the next person completing that task. Screenshots are helpful in
many occasions to help with the process.
4. Remember, this is a marathon and not a sprint. It is going to take some time to
create your playbook, but how exciting will it be to have something to refer to and
use to train new team members as they come into your practice.
5. If this task is too overwhelming or you all are too busy, don’t forget that Global
Team Solutions can always help with this process. This is what we do on a daily
basis. We also have a template for a playbook if you would like to do it yourself
but need a starting point. Just let us know how we can help.
Maybe the playbook wasn’t on your list of things to do this year. What is it that made the
list? Did you accomplish it? Whatever it is that you are waiting to do…do it now! If you
need help, (even if it is not from Global Team Solutions), reach out to the person or
company you need and get the project started.
Janice Janssen, RDH, CFE, Consultant
At age 14, Janice Janssen got an after-school job working for her dentist. Twenty-something years later, she is the co-founder of Global Team Solutions and an expert in practice consulting. Besides hands-on experience, Janice has gained professional recognition for her hard work and commitment to excellence. She is co-author of OMG! Office Management Guide, the “bible” used in GTS training workshops. She is a member of the Academy of Dental Management Consultants (ADMC), and is a Certified Fraud Examiner (CFE), which positions her as an expert in educating dentists to deter fraud and embezzlement in their practice.
Janice can be reached at: janice@gtsgurus.com
تعليقات