In this episode, Dayna Johnson and Claire Dickinson discuss the significance of annual planning in dental practices. They emphasize the importance of team involvement, setting a clear vision, and creating an engaging planning process that fosters excitement and collaboration. The conversation covers strategies for pre-planning, the structure of the annual planning meeting, and the integration of virtual team members into the planning process. The episode highlights that while setting goals is essential, the real challenge lies in ensuring that the entire team is aligned and motivated to achieve them.

Takeaways

➡Annual planning should be an exciting opportunity for the team.

➡Involve the entire team in the planning process for better buy-in.

➡Pre-event surveys can help gather team input before planning meetings.

➡Celebrate past achievements to motivate the team for the future.

➡Discuss personal goals of team members during planning sessions.

➡Focus on the practice's vision and how it aligns with team goals.

➡Address the importance of an abundance mindset in planning discussions.

➡Consider the impact of virtual team members in the planning process.

➡Create a structured agenda for the annual planning meeting.

➡The math of goal setting is straightforward, but alignment is key.

Chapters

00:00 Introduction to Annual Planning

03:16 The Importance of Team Buy-In

09:54 Preparing for Annual Planning

17:59 Conducting the Annual Planning Session

25:24 Post-Planning Reflections and Future Goals

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