Customized Workshops

Our workshops are tailor-made for your team or study club. It’s a perfect training or refresher course, and we will come to you. These 2-day courses allow us to get to know your team in their environment, watch their skills, and listen to their verbiage. We have designed them to educate, engage, and support your team.

A full report will be provided detailing our visit with an action list for team members as well as numbers, systems, and software analysis. To learn more in detail of our workshop process, download our Overview PDF.

Choose A Dynamic Workshop For Your Practice & Team Needs

Systems & Discovery Driven Workshop

Attracting, attaining, retaining — It’s all in your systems. Everyone needs written instructions to guide them through their careers and their daily lives. We will spend 1.5 days with you to discover what systems you currently have and what systems are missing for the success of you and your team. Systems can include everything from answering the phones to scheduling to finishing up the appointments. We will look at the beginning of the day all the way to the end of the day and help you create a daily routine.

During our time together we will:

• Discover Where You Need Systems
• Create & Build Your SOP’s specific to Your Office
• Implement Your New Systems With Clear Understanding

Mission Vision & Goals – A Dynamic Driven Success Workshop

Does your team know your philosophy? Do You? Knowing who you are and where you are going is a key business topic. Is your team on the same page as you? Do they understand your goals and where you are going? We will start by helping you define your goals and your vision. Next, we will work with your team to ensure your vision is understood and clear. Lastly, we will build your mission statement to reflect your philosophy, your business, and your goals.

• Discover and Define Your Vision
• Build a Goal Timeline
• Create and Enhance Your Mission

Our team-building exercises will ensure your on the right track and the entire team is excited to convey your message. After two full days, you will walk away knowing exactly who you are and where you are going.

DiSC Mastery Workshop

The DiSC Challenge involves the entire team, from the Office Manager, the front office team to the clinical team and of course the Doctor. Discover why we hear, do, and say the things we all experience each day. Uncover hidden tension in a safe environment.

Have fun with your entire team while learning why we are who we are, and how can we work more efficiently together. And best of all, you will be able to recognize who your patients are and how to communicate more effectively to meet their needs.

• Understand all 4 DiSC Styles and how they work together
• Learn how to build more effective relationships
• Walk away with an in-depth report of your entire team