The Best Practices Show with Kirk Behrendt

968: 4 Questions to Guide Your Year-End Review – Heather Crockett

Nov 12, 2025
Heather Crockett, a practice coach with ACT, shares her expertise in guiding dental practices toward growth. She introduces a four-question year-end review framework to help practice owners reflect on their alignment, smart metrics, and culture. Heather emphasizes the importance of evaluating communication and trust within the team while encouraging reflection on key metrics beyond just production. The conversation also highlights how celebrating wins can reduce overwhelm and enhance practice performance, setting a solid foundation for the upcoming year.
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ADVICE

Make Alignment Measurable

  • Rate your practice alignment on a 1–10 scale to make it objective rather than vague.
  • Ask your team for feedback and document vision and communication rhythms so priorities don't drift.
INSIGHT

Alignment Prevents Organizational Drift

  • Misalignment creates cracks across attitude, conversation, and direction that stall progress.
  • Agreement isn't required but razor alignment before communicating prevents team confusion.
ADVICE

Use Systems And KPIs Religiously

  • Track KPIs and systems consistently and rate how well you used them this year.
  • Systematize processes so the practice is systems-driven instead of people-dependent.
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