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Are your team members engaged, fulfilled and productive in their work? The Quarterly Review is designed to create accountability and bring objectivity into a historically subjective and often overlooked conversation. These meetings don’t need to be led by the CEO, but you should attend these meetings. When designed and executed well, this meeting will help you stay connected with your team, keep a finger on the pulse with each individual team member and help them feel like you see them, hear them, understand them and are committed to helping them win!
00:38 – Dr. Pete and Dr. Stephen introduce today’s topic, Quarterly Reviews
10:43 – Dr. Pete and Dr. Stephen take a moment to promote SKED
11:40 – Dr. Pete and Dr. Stephen share some best practices for conducting quarterly reviews
23:27 – Dr. Pete and Dr. Stephen take a moment to promote Chiro Match Makers and Genesis
25:34 – Dr. Pete and Dr. Stephen discuss the importance of setting time aside to connect with your team members individually at the appropriate time and place
EPISODE QUOTES
“The key is to create focus and accountability for your teams in a quarterly rhythm where you get everybody on the team together to get full chime in and buy-in around vision casting, product and process, goal-setting and the marketing machine.” (01:04) (Dr. Stephen)
“I think we all agree that if we do this right, meaning we get the right person in the right role doing the right work and doing it the right way, then this becomes a remarkable meeting.” (02:57) (Dr. Pete)
“When I started to meet with doctors and the team individually, I began to really connect with them. I saw the human being in front of me. They stopped being a tool to help me achieve my goals and they became a human being. And it really brought the human element into my practice, which I think I really needed.” (08:56) (Dr. Pete)
“If you want these meetings to be powerful, don’t have surprises. Go in ready. And guess who’s gonna get the most value out of you being prepared? Your team member! They’re going to feel so much more loved, appreciated and valued if you’ve actually taken time to prepare for the meeting.” (18:35) (Dr. Pete)
“It’s really important as your team grows and expands that you know and they know that there’s an appropriate place and time to have certain conversations and deal with certain things.” (27:38) (Dr. Pete)
LINKS MENTIONED
Dr. Stephen’s Book – The Remarkable Practice: The Definitive Guide to Build a Thriving Chiropractic Business
