Practical Steps for Year-End Reflection

Do you want this year to end well? Do you want next year to be better for your practice? In this episode, Kirk Behrendt brings back Heather Crockett, one of ACT’s amazing coaches, to share four questions to guide your year-end review so you can think beyond production and collections. To learn how to have thoughtful, intentional reflection and start building the practice you truly want, listen to Episode 968 of The Best Practices Show!

Learn More About Heather:

• Send Heather an email: heather@actdental.com 
• Join Heather on Facebook: https://www.facebook.com/heather.r.crockett
• Follow Heather on ACT’s Instagram: https://www.instagram.com/actdental
• Send Kirk an email for ACT’s Practice Health Score guide: kirk@actdental.com 
• Send Courtney an email to learn more about ACT: courtney@actdental.com 

More Helpful Links for a Better Practice & a Better Life:

• Subscribe to The Best Practices Show: https://the-best-practices-show.captivate.fm/listen
• Join The Best Practices Association: https://www.actdental.com/bpa
• Download ACT’s BPA app on the Apple App Store: https://apps.apple.com/us/app/best-practices-association/id6738960360
• Download ACT’s BPA app on the Google Play Store: https://play.google.com/store/apps/details?id=com.actdental.join&hl=en_US
• Join ACT’s To The Top Study Club: https://www.actdental.com/ttt
• Get The Best Practices Magazine for free: https://www.actdental.com/magazine
• Please leave us a review on the podcast: https://podcasts.apple.com/us/podcast/the-best-practices-show-with-kirk-behrendt/id1223838218

Episode Resources:

• Watch the video version of Episode 968: https://www.youtube.com/@actdental/videos
• Register to ACT’s BPA for their Practice Health Score guide: https://join.actdental.com/users/sign_in?post_login_redirect=https%3A%2F%2Fjoin.actdental.com%2Fc%2Fpractice-coaching-tools%2Fpractice-health-score#email
• Register to ACT’s BPA for their Chief Reminding Officer resource: https://join.actdental.com/users/sign_in?post_login_redirect=https%3A%2F%2Fjoin.actdental.com%2Fc%2Fpractice-coaching-tools%2Fcro-chief-reminding-officer#email
• Register to ACT’s BPA for their Financial GAPs at a Glance resource: https://join.actdental.com/users/sign_in?post_login_redirect=https%3A%2F%2Fjoin.actdental.com%2Fc%2Fpractice-coaching-tools%2Ffinancial-gaps-at-a-glance#email
• Register to ACT’s BPA for their How to Bring Core Values Alive resource: https://join.actdental.com/users/sign_in?post_login_redirect=https%3A%2F%2Fjoin.actdental.com%2Fc%2Fpractice-coaching-tools%2Fhow-to-bring-your-core-values-alive-c8a389#email
• Read The Gap and the Gain by Dan Sullivan: https://bookshop.org/p/books/the-gap-and-the-gain-the-high-achievers-guide-to-happiness-confidence-and-success-dan-sullivan/13b3af53fc11bb37?ean=9781401964368&next=t&next=t

Main Takeaways:

• Figure out how aligned your practice was this year. Was your mission and vision clear?
• How smart was your practice with tracking data and systematizing processes?
• Is your culture healthy? Are your core values alive in your practice?
• Reflect on what you will start, stop, or continue next year.
• Thank your team for any progress you've made.
• Block out time to have this year-end review.

Snippets:

0:00 Introduction.

2:34 Why this is an important topic.

5:16 Question 1: How aligned was my practice this year?

10:19 Question 2: How smart were we?

18:36 Question 3: How healthy is our culture?

24:23 Question 4: What will we start, stop, or continue next year?

26:47 Final takeaways.

Heather Crockett Bio:

Heather Crockett is a Lead Practice Coach who finds joy in not only improving practices but improving the lives of those she coaches as well. With over 20 years of combined experience in assisting, office management, and clinical dental hygiene, her awareness supports many aspects of the practice setting.

Heather received her dental hygiene degree from the Utah College of Dental Hygiene in 2008. Networking in the dental community comes easy to her, and she loves to connect with like-minded colleagues on social media. Heather enjoys both attending and presenting continuing education to expand her knowledge and learn from her friends and colleagues.

She enjoys hanging out with her husband, three sons, and their dog, Moki, scrolling through social media, watching football, and traveling.