Practice Acceleration Podcast

Episode 220: 5 Easy Steps For Running A Quarterly Review Meeting


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It is critical to hold a Quarterly Review Meeting with your team. It provides the feedback and leadership that your company requires. However, we can sometimes be caught off guard and lose total control even before we begin.

As business owners, we must create processes and systems to ensure a high-quality quarterly review meeting. Being able to plan and review ahead of time will give you and your team an idea of how the meeting will go.

In this episode, we'll walk you through five simple steps for holding a quarterly review meeting. We've been there, too, and these steps helped us develop cadence and rhythm. Making each quarterly review meeting fun.

The whole point of going to work is to have fun while making a difference. We want to instill our core values and goals in our team and bring them to life in our practice. Quarterly review meetings inform us of the skills that our team needs to learn or improve on in order to add even more value to our business.

In this episode of the Practice Acceleration Podcast you'll learn:

  • Consistent meeting cadence and rhythm
  • Start a meeting off on a high through Credit Positivity
  • Assessing KPIs and KPAs
  • The relevance of Core values in team performance
  • How to assess the skills gap
  • Consistent follow up and creating an action plan

The risk of losing control in business is always present. It's critical to have a clear action plan in place for you and your team to avoid it in the first place. Consistency and support are important for your team's execution in meeting goals and for you to gain momentum in your practice.

If you haven't listened to our previous episode that tells you 3 Bulletproof Tactics for Dealing With Staff Resistance go back and check out Episode 219.

P.S If you want to learn more tips about how to get new patients, chat to one of our expert coaches at practiceacceleration.com/meet and see how we can help you!

Thanks so much for joining us this week. We hope you love it! Have some feedback you'd like to share? Leave us a review on iTunes!

If you enjoyed this episode, please subscribe and leave an honest review for The Practice Acceleration Podcast on iTunes. Ratings and reviews are super helpful and greatly appreciated as it helps us expose this show to a wider audience- plus, we read each one of them!

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Practice Acceleration PodcastBy Tristan Bond

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