1) The document outlines an ideal schedule for dental team conversations including daily morning huddles, weekly conversations, monthly meetings, and quarterly and annual meetings. 2) The daily huddle reviews the previous day's KPIs and targets for the day. Weekly conversations review the previous week's successes and areas for improvement. 3) Monthly meetings review financial performance and marketing metrics. Quarterly meetings include half-day sessions on marketing and a guest speaker, and annual meetings are 2-day trips to Europe for training and team building.

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Four Seasons
JAN
Fr Sa
Su Mo Tu We Th
1
Fr Sa
Su Mo Tu We Th
1 2 3 4
10 11
9
8
7
6
5
17 18
12 13 14 15 16
24 25
19 20 21 22 23
31
26 27 28 29 30
MAY
Fr Sa
Su Mo Tu We Th
2 3
1
4
5
6
MAR
FEB
7
8
9
10
16 17
11 12 13 14 15
23 24
18 19 20 21 22
30 31
25 26 27 28 29
SEP
Fr Sa
Su Mo Tu We Th
6
1 2 3 4 5
12 13
7 8 9 10 11
19 20
14 15 16 17 18
26 27
21 22 23 24 25
28 29 30
Quarterly meeting
3
2
9
16
4
5
6
7
Fr Sa
Su Mo Tu We Th
1
8
15
10 11 12 13 14
22
17 18 19 20 21
28 29
23 24 25 26 27
30 31
Fr Sa
Su Mo Tu We Th
6 7
1 2 3 4 5
13 14
8 9 10 11 12
20 21
15 16 17 18 19
27 28
22 23 24 25 26
Quartierly
meet ng
OCT
9
16
3
4
5
6
8
7
15
10 11 12 13 14
22
17 18 19 20 21
Quartierly
meet ng
28
23 24 25 26 27
Fr Sa
Su Mo Tu We Th
2 3 4 5
1
11 12
6 7 8 9 10
18 19
13 14 15 16 17
25 26
20 21 22 23 24
27 28 29 30
Fr Sa
Su Mo Tu We Th
2 3 4 5
1
11 12
6 7 8 9 10
18 19
13 14 15 16 17
25 26
20 21 22 23 24
31
31 27 28 29 30
Fr Sa
Su Mo Tu We Th
1 2
4
3
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Eu
NOV
17 18
5
6
morning huddle to
the 20-minutey’s significant KPI’s,
mins
yesterda
review
to do’s & who
’s financial targets, , etc.
today
to ask for referrals
Weekly
conversation (during
– a 60-minute to review best bits of
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billable hours
went right? what
the last week: what can we do to
g? what
mins
went wron prove?
im
60
Monthly
AUG
JUL
JUN
29 30
2
20
Daily
APR
7
8
9
12 13 14 15 16
19 20 21 22 23
29 30
24 25 26 27 28
31
DEC
Fr Sa
Su Mo Tu We Th
4 5 6
1 2 3
Fr Sa
Su Mo Tu We Th
Sa
Mo Tu We Th Fr
Su
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People are not an overhead on your P&L, they are an asset on your balance sheet. If you want to
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service your competitive advantage – it begins with a self-actualised team. To11 12 13
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achieve this, speak 3 7connections on +44 164 747 8145
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Quartierly
meet ng
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to review
– a half-day session, marketing
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return on investmen clinician
conversion stats, patient
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2
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Quarterly
Full
Day
becomes a
– the half-day te and the
ay, off-si
full-d
an external
afternoon session ismarketing,
t speaker on or sales
gues
customer service
Annually
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and fly to an
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Saturday mo last year, reveal plans for
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People are not an overhead
on your P&L,
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customer service you
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begins with a self-actualised team.
To achieve this, speak to
7connections on
+44 164 747 8145
www.7connections.com
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