DDS Owner - DDS Ownership / Leadership - Jameson Management

ALREADY KNOW YOUR SCORE?

To complete scorecard, please read all four statements for each question.

Then chose the ONE statement that best reflects where you are now and choose the ONE statement that best reflects where you want to be.

Next to each statement there is a number range (low to high). Please choose the number that best reflects where you are now and the number that best reflects where you want to be.

DDS Owner - DDS Ownership/Leadership - Jameson Management

Step 1 of 9

11%

Igniter 1: Stage of Career / Established Practice

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3
Established practice of over 5 years that is declining quickly in patients, production case acceptance and decline in ability to meet debt.

4
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6
Established practice over 5 years that has plateaued with no growth in patients, production and case acceptance with flat lined profit.

7
8
9
Established practice that has 10-15% growth each year with more patients, production and profit with the attitude "We will be fine!".

10
11
12
Established practice flourishing with energy, change, innovation and large amounts of growth in patients, production and prosperity.
a. How would you rate yourself on a scale of 1-12?*
b. What is your ideal goal on a scale of 1-12?*
c. What are your insights and actions for Stage of Career / Established Practice?*

Igniter 2: Management & Leadership Model

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3
No management structure of an Office Manager / Core team of leaders for daily operations, decisions and patient service.

4
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6
Have an Office Manager with the title, however very little authority or core team, who is not trained or makes decisions and plans.

7
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9
Management boundaries and systems are clear with protocols and accountability for defined outcomes and results.

10
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12
Clear and present management model of systems, daily operations and defined roles with accountable culture of performance results.
a. How would you rate yourself on a scale of 1-12?*
b. What is your ideal goal on a scale of 1-12?*
c. What are your insights and actions for Management & Leadership Model?*

Igniter 3: Human Resources

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3
There is no process for recruiting, interviewing, selection & hiring. No HR manual of conduct, incentive or performance reviews.

4
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6
There are some contracts with verbal and assumed HR agreements with no documentation or follow up with training or performance reviews.

7
8
9
Recruit with multiple interview processes and defined roles. Hire with contracts and have HR manual outlining rules. Training is good.

10
11
12
Documented process for all steps understanding how to recruit, select and hire. Full training program with incentive and performance reviews.
a. How would you rate yourself on a scale of 1-12?*
b. What is your ideal goal on a scale of 1-12?*
c. What are your insights and actions for Human Resources?*

Igniter 4: Monitoring & Tracking

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No one tracks, interprets or is aware of the business measurements, goals, or how the practice is performing.

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The leader is aware of the measurements and does not share with the team or involve them in goal progress.

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9
The team contributes to the completion of tracking daily statistics and results and meets monthly to discuss interpretation.

10
11
12
The team contributes, interprets and comes up with solutions of how to impact the goals and growth of business measurements
a. How would you rate yourself on a scale of 1-12?*
b. What is your ideal goal on a scale of 1-12?*
c. What are your insights and actions for Monitoring & Tracking?*

Igniter 5: Overhead / Break-Even

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The owner/leader has no idea of fixed costs and variable expenses and how much it takes to maintain income to pay yourself what you want.

4
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6
The owner/leader is aware of some expenses that rarely impact profit and does have some bookkeeping of expenses without knowing how to use.

7
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9
The owner/leader is clear on the five key fixed categories and 8 variable expenses and how much must be collected to pay themselves.

10
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12
The owner/leader knows each category, the benchmarks and how the expense relates to operations & profit, while knowing how to get a raise.
a. How would you rate yourself on a scale of 1-12?*
b. What is your ideal goal on a scale of 1-12?*
c. What are your insights and actions for Overhead / Break-Even?*

Igniter 6: Expansion / Relocation

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3
Practice needs to expand due to capacity and growth or update facility with renovations or a move. No desire to do at this time or ever.

4
5
6
Practice needs to move due to lease issues, expand due to growth, or renovate. Not sure it can afford to proceed or justify.

7
8
9
Practice demands an expansion and is thinking about it soon if a renovation or move is needed. Started plan on affordability justification.

10
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12
Practice has a clear business, team and patient plan to move, expand or renovate. The return on time, energy and investment are all known.
a. How would you rate yourself on a scale of 1-12?*
b. What is your ideal goal on a scale of 1-12?*
c. What are your insights and actions for Expansion / Relocation?

Igniter 7: Work - Life Balance

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Off balance of work time, buffer time or free time for yourself and family and don't see how balance matters.

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6
Off balance with working too much and burnt out with pressure to take more free time for health, family, friends and planning time.

7
8
9
Average sense of balance of work hours, ownership administrative and take vacation annually. Exercise, socialize and re-charge frequently.

10
11
12
Complete balance of Physical, Mental, Emotional and Spiritual compass living a fulfilled, happy and contented life excited for the future.
a. How would you rate yourself on a scale of 1-12?*
b. What is your ideal goal on a scale of 1-12?*
c. What are your insights and actions for Work - Life Balance?*

Igniter 8: Debt Management & Succession Planning

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3
High personal debt and can't afford lifestyle or pay practice bills and has no plan of what to do to consolidate, sell or retire one day.

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6
High personal debt and pressure of a lifestyle with high practice overhead, minimal savings and no plan for protection, sale or retirement.

7
8
9
Debt is managed personally and professionally working with experts on saving for practice value, retirement, life insurance, estate planning.

10
11
12
Debt free personally and professionally and have prepared for sale, retirement or next stage of life when ready.
a. How would you rate yourself on a scale of 1-12?*
b. What is your ideal goal on a scale of 1-12?*
c. What are your insights and actions for Mindset 8: Debt Management & Succession Planning?

Thank you for completing your scorecard! Your score is 0(0%)! Contact us here to go over your results and action plan!
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ALREADY KNOW YOUR SCORE?

DDS Owner - DDS Ownership/Leadership - Jameson Management

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