Taking Control of Your 2024 Schedule

In the last episode, Dr. Kuba and Bethany encouraged listeners to courageously take the time off they need to stay mentally and emotionally healthy. Bethany commented that time away really shouldn’t cost the practice anything if planned correctly. In this solo episode, Bethany unpacks step by step how to control and maximize your 2024 schedule. 

Step One: Determine your production goal or NEED 

• Do the math: 
  • What do you need your monthly pay to be? (Be sure to evaluate your personal monthly expenses) 
  • What are your monthly practice bills? 
  • How much do you need to invest in retirement? 
  • How much are you saving each month? 
  • Are there any potential needs in the near future that would raise your monthly practice or personal expenses? 

Step Two: Project your annual production potential

• Factor in previous history (look back at each month of 2023 and document the production/collection) 
• Factor in any additional things that could have boosted production last year or could have broken a trend (Example: Took 8 weeks off for maternity leave)
• Take your growth goal and implant it onto each month. For example, if you wish to grow by 10% and January 2023 production was $90,000, then January 2024 would be a $99,000 goal.  

Step Three: Put in your time off goals

• It’s often best to spread them throughout the year
• It’s best to put them in typically slower months/slower times 
• Do the math: 
  • Take your annual production NEED and project it onto each individual month
  • Take your separate monthly goal and factor the DAILY goal for each month

Step Four: Communicate your goals clearly with your team and train them on HOW to achieve these DAILY goals.

Previous Episodes Worth Revisiting:
Practice Numbers, Trends, and Reports
Should I Sell My Practice?

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