Session 1: Plan


Core topics: Purpose, Vision, Mission, Goals, Business Plan, Marketing Plan, Planning Tools

Simulation: Improving efficiency, develop strategy to make decisions as a team, understanding forecasting and improving the net profits of a purchased practice

Session Objectives:

  • Create a mission and vision statement refining the purpose of the owner.
  • Start the planning process (business, strategic, marketing, expansion, succession).
  • Gain speaking and general communication skills

Contributors: Bob Grey, Doug Sligting, Katherine Eitel