- BPA Knowledge Base
- Team
- TEAM ALIGNMENT: Meetings Cadence & Agenda
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Strategy
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Team
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Operations
- OFFICE OPTIMIZATION: Process Documentation
- OFFICE OPTIMIZATION: Equipment
- OFFICE OPTIMIZATION: Technology
- OFFICE OPTIMIZATION: Back Office
- OFFICE OPTIMIZATION: Office Layout
- PATIENT EXPERIENCE: Patient Flow
- PATIENT EXPERIENCE: Clinical Care
- PATIENT EXPERIENCE: Retention
- PATIENT EXPERIENCE: Patient Loyalty
- PATIENT ACQUISITION: Marketing
- PATIENT ACQUISITION: Phones
- PATIENT ACQUISITION: Day 1
- PATIENT ACQUISITION: Day 2
- PATIENT ACQUISITION: Seminar
- PATIENT ACQUISITION: MD Referral Program
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Neuropathy
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Metabolic Programs
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Knee Pain
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Decompression
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Shockwave Therapy
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Chiropractic
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StimPod
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Patient Resources in Spanish
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Nutrition Resources
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Maturity Assessment
Quarterly Review & Forecasting Meeting
You will discover the format and main aspects to focus on during Quarterly Review & Forecasting Meeting to make the most impactful.
The Quarterly Review & Forecasting Meeting provides a chance for the leadership team to take a break from day-to-day operations and evaluate various strategic matters.
The difference between a Weekly Level Up Meeting and Quarterly Review and Forecast is simple. A Weekly Level Up Meeting is like cleaning your house, a Quarterly Review and Forecasting Meeting is like doing spring cleaning in your house.
The Quarterly Review & Forecasting Meeting should last around 4 hours and attendees should be ready to discuss results, key performance indicators, achievements, updates on 90-Day Pillars, and any challenges they're currently facing.
The focus of this meeting is on implementing plans for the next 90 days.
Quarterly Review & Forecasting Meeting Video
Quarterly Review & Forecasting Meeting Download
Additional Resources:
- CEO Scorecard
- Goal Transformation Strategy
- 90-Day Pillars
- Foundational Planner
- Daily Stand Up
- Daily Stand Up Worksheet
- Weekly Level Up Meeting
- Annual Meeting
- Team Cadence Overview