Strategic Planning Workshop

Our team offers an individualized, creative approach by providing the cutting-edge business expertise and proven insight necessary for long-range professional and personal success.

Benefits of our Strategic Planning Workshop:

As part of our Strategic Direction Program™, our team of CFO-level professionals will analyze your practice’s performance, developing a strategic roadmap for helping you achieve your dental practice management goals.

Action Plan for Growth

Know Where you Want to Go

Confidence in Your Direction

Develop a Customized & Effective Strategic Action Plan™ for your Dental Practice

Strategic Planning Sessions

During the Strategic Planning Workshop, our team will meet with practice owners for two in-depth strategy sessions to facilitate the strategic planning process. During these strategy sessions you will:


• Complete a SWOT analysis with practice owners.

Facilitate identification of long-range vision for the practice.

Identify long-range (3-5 years) practice goals for assessment and tracking.

Develop a strategic action plan to use as an organizational “roadmap” for success.

Strategic Action Plan™

The end product of your strategic planning sessions will result in a Strategic Action Plan™. This Action Plan is just that – a plan for action. The plan will include critical targets, assignments, and time commitments in order to improve profitability and practice success. From our strategic plan you will have recognition and insight to the following pieces of your practice:


• Strategic Action Steps

Assigned Individual Accountability

Assigned Time-Focused Deadlines

want to make the most of your practice

Get In Touch With Us

Whether you’re looking to improve your individual practice or you want to expand into multiple locations, we have the answers to help you.