It’s Never Too Early or Too Late to Set Goals

No plan is set in stone. Our rapidly shifting world reminds us that even the most detailed goals can change in an instant. That old saying, “The best-laid plans of mice and men often go awry,” has become more relevant than ever. Still, despite uncertainty, planning remains essential. Whether you’ve hit a roadblock or are ready to start fresh, the key to setting your next goal is taking a thoughtful, effective approach.

Pacing Matters

Goal-setting isn’t about rushing. Think of it like climbing a rocky mountain versus walking up a well-built staircase. The mountain demands caution, constant adjustment, and measured steps. The staircase, on the other hand, offers stability and progress with each step. Your planning should resemble that staircase, steady, balanced, and intentional.

The Power of Where and How You Set Goals

Anyone can set a goal at any time but how you set it makes all the difference. A goal kept in your head has only a 5% chance of success. Writing it down increases that to 20%. Share it with someone, and the success rate jumps to 80%. Add accountability? That number climbs to 95%.

Make Your Goals SMART

For your goals to be truly effective, they need to be SMART:
Specific, Measurable, Achievable, Realistic, and Time-sensitive.

“I want to make more money” is a wish, not a goal. A SMART version of that might be:
“Our office will increase production by 10% by [specific date].”

So, how do you bring that 10% increase to life? Here’s a step-by-step guide:


Step 1 – Know Your Numbers
Define what a 10% increase looks like. Break it down monthly or even daily, so you can measure progress and stay on track.

Step 2 – Assess Your Systems
Is your office prepared to support this goal? If you’re unsure, consider bringing in a practice management expert for a system and workflow review.

Step 3 – Equip Your Team
Make sure your team has the right tools and training. This might involve online courses, help from your software provider, or building a mastermind group. No one knows everything, and leveraging the right support is key.

Step 4 – Communicate Clearly
Share your goal and strategy with your management team. Get their feedback and ensure they’re on board. Then present a simplified version to the rest of the team without overwhelming them with numbers. For example:

  • “We’re aiming for 80% of major treatment plans to be accepted during the first appointment.”
  • “We’re working to reduce hygiene schedule gaps to no more than two per day.”
  • “We’d like to see five more new patients each month.”

Step 5 – Track Progress Visibly
Create a simple, visible way to measure results, an electronic dashboard, whiteboard in the breakroom, or weekly update during the morning huddle. Choose what works best for your team dynamic.

Step 6 – Celebrate the Wins
Recognize small milestones. Whether it’s a thank-you during a team meeting, pizza for lunch, or a small gift card, showing appreciation fuels motivation and team spirit.


Revisit and Realign

Remember, it’s never too late to reassess and realign your goals. Life may throw curveballs, but with focus, a solid plan, and strong support, your goals remain within reach. Set them SMART and set yourself up for success.

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