With many ideas it is difficult to keep track all of them and keep everyone on the same page. These templates will assist your practice in achieving it’s goals and prevent many practice arguments or communication problems. The more people know the less questions they ask and the easier it is to delegate responsibilities.

The Director Pathways Program explains in detail when each of the reports detailed below are compiled and used.

JCurve Projects
This tool is about appreciating any idea initially involves a set up cost and there  is delayed gratification before it pays off. Understanding there is a time to quit or stay is important if you do not want to lose time and resources on projects that are less likely to meet your expectations.
The Plan Do Act Cycle
This tool is about how to make sure you execute any ideas on time and not to    take on too many projects on that overwhelm the management team. Once all projects have been vetted using this process, only then can these projects can be entered on to the practices strategic plan detailed below.
Strategic Plan (3-5 yr)
Developed what your practice will look like in 5 years (keep ideas at a high level )
Download a sample plan.
Operating Plan (12 mth)
From your Strategic plan this can be used as a template, detail what your practice will do in the next 12 months (more details are required but keep to brief bullet points where possible). Usually a maximum of 3 major strategic projects are decided upon for implementation. This information is used to put into an annual and monthly dashboard budget.
Download a sample plan.
Monthly Dashboard
This is a monthly report from the operating plan used a template where budgets are set and this information is entered into MYOB/Quickbooks program. The actual results are then reported onto the Monthly Dashboard Report.
Download a sample plan.
Meetings AgendaAn agenda that is in writing that identifies key tasks, actions , people responsible and when is critical to ensuring the practice is making progress. People are more likely to do something when there name appears on a document.Traffic Light Agenda and Actions. Download.
Agenda v & Action Items Examples v1.pdf

For more insights visit our blog.

About me: David Dahm BA (Acc.), CA., FCPA, CTA, FFin, CPM, FAAPM, FAIM, FGLF.

Chartered Accountant, Chartered Tax Adviser, Registered Tax Agent, Former AGPAL Surveyor 10 years of service

David Dahm is CEO and founder of the national medical and healthcare chartered accounting firm Health and Life and global Founder and CEO of the not for profit project the International Healthcare Standards and Ethics Board (www.ihseb.org)

After a serious work related car accident in 1989, and nine operations later I continue to be a patient and provider advocate. I enter my third decade as a national Chartered Accountant for Medical and Healthcare practices in Australia. I am a former 10-year Australian General Practice Accreditation surveyor. I come from a medico family. I have served on the AAPM national Board and was the inaugural national Chair of the Certified Practice Manager CPM post nominal. I continue to provide accounting tax and practice management advice to many practices all over Australia.

You know who you are and I thank you for this real honour and privilege to serve you and your community through you. Note, I am not a lawyer please seek appropriate legal and accounting advice. This information is for general information and discussion only.