So far my plan for spending some time on practice development /management/marketing has not happened. There is always something more important that comes up. The way things are going it will not happen unless I take some action.
My plan from next week is to set aside Fridays for all matters related to practice. I will try and avoid doing any direct client work on this day. It is important I do this. Even in the short term it will save me so much time. More importantly it will give me a clearer picture where I want to go. I want to make sure “my ladder is leaning against the right wall” (Seven Habits).
They are some key areas that I need to work on. These include:
- Billing - This may be a shock to many- I do not know where I stand with my billing. Are my clients paying me what I am due? This will be my first key task.
- Business Plan – I need to do this. It will help clear my mind on the direction I want to go and set out a route map. Of course the map will change as nothing in life works out as you planned. From this marketing plan, staffing needs etc will flow.
- Systemising – this is such an important area. It will make a real difference to practice efficiency. I will plan a staged process. I need to make sure my plan does not stay just a plan. I have started on this some time ago.
- Website – These has been left as it is for some time. I need to revive it. I need to restart blogging. Review and maybe change the content. Also learn about and apply SEO.
- I use FileCenter .It has transformed the way I work. I just love this software. It beats all the other far more expensive software I have used. I like its simplicity. We have set this up really well for client records. We have not got round to setting this up for practice management – templates, marketing, planning etc.
- Planning of client work. We are okay on this at present. They are just a few areas I need to improve on. One of these is to review our work flow.
- My personal finance. Make sure I have enough to live, emergencies and of course retirement. I do not think I will retire. I may reduce my hours.
- Paperless – We are there now with paperless. We need to deal with incoming snail mail straight away. We tend to let it pile up before we scan and shred.
Can you share your experience? I would be interested to read you experience of practice development and practice management.