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Planning for Practice SuccessOperations Plan
Goal SettingSWOT Analysis
1–2
FacilityStand aloneStrip mall
Central Business DistrictOld TownService locations
Internal Business Layout
Waiting roomFront DeskNew Patient roomAdjusting roomX-rayPhysical TherapyMassageAcupuncture
1–4
Layout and DesignHow your location is laid out and designed is
important, because it affects the image and productivity of your business
13–7
The Grid Layout
13–8
The Loop Layout
13–9
Product Layout in a Pizza Kitchen
Insert fig 13.7 from page 414
13–10
Layout & Design – Home Office LayoutPrimary layout consideration for designing
this type of space is to be sure that it is separate from all other home functions. If you don’t do this, the IRS will not allow deductions for home-office expenses
When will you be open?
Days of WeekHours per dayHoliday closings?Consistency…
Equipment
Did you remember everything:Think of:What services you are offering?What do your employees need to do
be able to do their job?If you are selling something – do you
need display cases?
1–12
Let’s make a list:Waiting RoomFront Desk areaDoctor’s officeAdjusting room(s)Xray roomBathroomExteriorKitchen or breakroomOther?
1–13
3–14
Goal Setting & StrategiesWritten in terms of outcomes rather than
actionsMeasurableChallenging yet attainableCommunicated to everyone in the companyWritten with a time frame for achievement
Quantitative!!
Copyright © Houghton Mifflin Company. All rights reserved.
3–15
Levels of Goals
3–16
GoalsLet’s write three goals for the first year of
business:Breakeven by the 3rd quarter of businessI will meet with my employees for performance
reviews each quarter.I will bring in 10
new pts/month.
3–17
SWOT Analysis Strengths
Weaknesses Opportunities
Threats
Operating PlanShould be 3-5 pages in lengthCoordinates with pages 3 & 4 of the template
Did I mention?Remember your audience is the financial
advisor/bankerRemember to write in 3rd personRemember to write in a clear and concise
manner
Due next week:
Aug 25: Individuals on teams (5,7,9,11,13,15) are to send their operating plan and template #3 & #4 to me.
Aug 23: Blog: 1 per team (12,14,16,17,18,19,20,21,22,23,24)
Aug 25: Blog Summary - 1 per team (26,27,28,1,3) email to me and include that this is the blog summary in the subject line.
Any Questions?
What was most helpful today?What do you need more
clarity on?
1–20
Sources*
Planning for Practice Success, Dr. Jean Wilson, Murray
Small Business Management, 3rd Edition, Hatten
1–21