Strategic Initiatives for Orthodontic Practice Growth Template

Strategic Initiatives for Orthodontic Practice Growth in Priority Matrix

Plan and track strategic initiatives to grow and improve your orthodontic practice.

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Proposed Tasks

High Impact, Immediate Actions

• Task 1: Conduct SWOT Analysis - due in 1 week
  ☐ Identify Strengths ☐ Identify Weaknesses ☐ Identify Opportunities ☐ Identify Threats
• Task 4: Implement New Patient Onboarding Process - due in 1 week
  ☐ Develop Onboarding Process ☐ Train Staff on New Process ☐ Monitor Implementation
• Task 6: Evaluate and Improve Billing Process - due in 2 weeks
  ☐ Evaluate Existing Process ☐ Identify Areas for Improvement ☐ Implement Improvements
• Task 10: Evaluate and Improve Office Efficiency - due in 2 weeks
  ☐ Evaluate Existing Efficiency ☐ Identify Areas for Improvement ☐ Implement Improvements
• Task 15: Evaluate and Improve Practice Management Software - due in 2 weeks
  ☐ Evaluate Existing Software ☐ Identify Areas for Improvement ☐ Implement Improvements
• Task 19: Develop and Implement Patient Satisfaction Surveys - due in 2 weeks
  ☐ Develop Survey ☐ Implement Survey ☐ Analyze Results
• Task 20: Evaluate and Improve Patient Waiting Room Experience - due in 2 weeks
  ☐ Evaluate Existing Experience ☐ Identify Areas for Improvement ☐ Implement Improvements
• Task 7: Evaluate and Improve Appointment Scheduling Process - due in 2 weeks
  ☐ Evaluate Existing Process ☐ Identify Areas for Improvement ☐ Implement Improvements

Long-term Strategic Planning

• Task 2: Define Strategic Objectives - due in 2 weeks
  ☐ Define Financial Objectives ☐ Define Operational Objectives ☐ Define Marketing Objectives
• Task 3: Develop Marketing Plan - due in 1 month
  ☐ Identify Target Market ☐ Identify Marketing Channels ☐ Develop Marketing Messages
• Task 5: Improve Patient Retention Strategies - due in 1 month
  ☐ Identify Areas for Improvement ☐ Develop Retention Strategies ☐ Implement Strategies
• Task 9: Improve Patient Communication - due in 1 month
  ☐ Identify Communication Gaps ☐ Develop Communication Strategies ☐ Implement Strategies
• Task 12: Evaluate and Improve Patient Satisfaction - due in 1 month
  ☐ Conduct Patient Surveys ☐ Analyze Survey Results ☐ Implement Improvements
• Task 14: Develop Patient Referral Program - due in 1 month
  ☐ Identify Referral Opportunities ☐ Develop Referral Program ☐ Implement Referral Program
• Task 16: Evaluate and Improve Website - due in 1 month
  ☐ Evaluate Existing Website ☐ Identify Areas for Improvement ☐ Implement Improvements
• Task 11: Develop New Services - due in 3 months
  ☐ Identify Potential New Services ☐ Evaluate Feasibility ☐ Implement New Services

Supporting Initiatives

• Task 8: Develop Staff Training Program - due in 1 month
  ☐ Identify Training Needs ☐ Develop Training Program ☐ Implement Training Program
• Task 17: Develop Social Media Strategy - due in 1 month
  ☐ Identify Social Media Opportunities ☐ Develop Social Media Strategy ☐ Implement Social Media Strategy
• Task 18: Develop Patient Education Materials - due in 1 month
  ☐ Identify Education Needs ☐ Develop Education Materials ☐ Distribute Education Materials
• Task 13: Develop Community Outreach Program - due in 2 months
  ☐ Identify Outreach Opportunities ☐ Develop Outreach Programs ☐ Implement Outreach Programs