4 Day Intensive Dental Office Management Workshop - Module Descriptions

Day One and Two

1. Mastering HR (Human Resources)
   Have you ever felt like the stranger at your own staff meeting?  You called it you set the agenda, but what happened, what are they talking about, do you work at the same place. 
   Learn how to Master HR
   • Have a pulse of your team
   • Learn what to say  when
   • Create the win win
2. Pay and Incentives
   • Learn how to create and maintain equitable salaries
   • How to conduct a salary based staff review
   • Why staff incentives fail
3. Setting and Enforcing Policies
   • When we know what is good for our practice we need our team to have clear policies so the team knows what to expect. Then, once we set up our polices we need to enforce them.  Sometimes we feel it is easier to pretend we don’t see, but what are the effects?  In this module we learn to successfully setup and enforce our policies.
4. Goal Setting – Executive & Staff
   • How to set up goals for both us and our teams.
5. Implementing Change
   • Change is hard for all of us; in this module we learn how to implement painless change.  You’re right there is no such thing as painless change.  Listen as we walk you through the successful tips of implementing manger change.
   • Hear solid advice from a manager who:
     • Took their office Chartless
     • Switch Practice Management Software (replacing a 10 year old system)
     • Tore down rebuilt their office (added 6 more operatories)
     • Implemented electronic timesheets and schedules
     • Changed Job roles
     • Switched out our phone
     • Streamlined (automated) reports
     • Kept the office growing even through a major recession
     • Calmed down the unnecessary drama that existed previously
     • Runs one of the largest offices in North America
       
       All while staying open.
6. Leadership Skills
   • Speaking in public
   • Leading by team work not by fear
   • Positioning
   • Ask before you tell
7. Office Management Automation
   • Whether I have been managing a team of 10 or a team of 100 I have found automation is the lifesaver.  We’ll explore several options and tips on how to automate your role.
8. Progress Management Techniques
   • In this module we learn how to:
     • Create staff actions plans
     • Write and deliver memos
     • Develop  verbal, written verbal, may and will letters (if don’t know what this is, don’t miss course)
9. Hiring
   • Tips on how to look for your next superstar
10. Training
    • How to create practice training
    • Let’s all do it the same way (the right way)
    • No one ever told me that before
11. Termination
    • In management we are asked to invite people into our family and sometimes invite them out of the family. In this module you will learn the;
      • Two minute termination without the drama
      • Termination should never be a surprise
      • Where, when and how to terminate
      • How to handle our fears before and after a termination
12. Handling Overtime
    • Here we explore how and when do we need over time and how do we keep it in control.
13. Scheduling
    • How to determine how many people to schedule
    • Scheduling budget
    • Don’t put them on the same shift (whatever you do)
14. Collecting Money
    • Learn tips on how to keep your receivables under control - NO OVER 90’s!

Day Three (Optional)

Create Your Office Manual

Often our team doesn’t meet our expectations because they don’t know what they don’t know.  During this full day course we create your Office Manual tailored to your culture goals. At the end of this day you can leave with your staff manual ready to implement.

Day Four

Advanced Automation Training - Pre-work required

For years office managers have wrestled with the problem of just not having enough hours or days to get everything done.  In addition, they struggle with accurately preparing payroll for their payroll provider and managing staff schedules. They spend hours poring over time sheets, analyzing unplanned overtime, absences, and juggling phone calls and emails to stay on top of shift swapping. Sure, your payroll provider processes the numbers—any numbers good or bad, but leaves the hard work of doing the calculations to you. That’s where the Automated Manager comes in.

There is pre-work for this course too, but you can leave here with many office functions fully automated and ready to implement when you get back.