The
focus of the first engagement with a new client is on streamlining
the business operation of the practice- systems, staff, and
finances. It includes pre-visit preparation and two days
of consulting and training onsite.
Pre-visit preparation
Advance preparation ensures the success of the two-day onsite
consultation. I summarize information provided by the practice
to quantify current performance in relation to industry standard
benchmarks.
Together we plan the two-day consultation to address the
priorities of the practice. Prior to the visit, I review
the following information with pertinent practice personnel: |