In this episode, Dayna and Claire discuss the importance of setting goals and developing habits in dental practices. They emphasize the need to break down big goals into smaller tasks and segment goals by quarters. Annual planning is highlighted as a time to set New Year's resolutions and determine key performance indicators (KPIs) for the practice. The conversation also explores the role of discipline in achieving goals and the difference between motivation and discipline. The use of rolling quarters for tracking performance and leveraging technology for efficiency are discussed. The episode concludes with a reminder to reflect on goals and make course corrections as needed.

Takeaways:

Segment goals by quarters and break down big goals into smaller tasks.

Annual planning is a time to set New Year's resolutions and determine key performance indicators (KPIs) for the practice.

Discipline is essential in achieving goals, and motivation alone is not enough.

Use rolling quarters to track performance and tie KPIs to specific systems.

Leverage technology to increase efficiency in the practice.

Chapters

00:00 Introduction and Setting the Topic

03:02 Segmenting Goals by Quarters

04:01 Breaking Down Big Goals into Smaller Tasks

05:49 Annual Planning and New Year's Resolutions

08:07 Developing Habits and Systems in the Dental Practice

11:00 The Importance of Discipline in Achieving Goals

13:44 Motivation vs Discipline

16:28 Using Rolling Quarters for Tracking Performance

17:26 Tying Key Performance Indicators to Specific Systems

20:25 Leadership and Accountability in Larger Practices

23:48 Leveraging Technology for Efficiency

26:05 Reflection and Course Correction

Contact Claire at: [email protected]

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