What’s the best way to break down big goals into actionable steps? Are you committed to developing your private practice in 2023? How do you measure success when you’re working toward your goals?
In this podcast episode, Joe Sanok speaks about quarter-by-quarter planning to reach your goals this year.
Podcast Sponsor: 28-Step Checklist
Are you ready to leave your full-time job for private practice? Maybe you work at community mental health, or at a non-profit, or you’re a 1099 or a W2 at a private practice already.
Is this the year that you start a solo practice? Or maybe you already started a solo practice, but you’re really not sure if you’re doing it right.
I want to give you something totally free that will help you out on your journey. I have a 28-step checklist to make sure that you start a solo practice correctly! It’s totally free, it’s a download. I just get your email and send you other tips that are going to help you be able to grow your solo practice!
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In This Podcast
- Important numbers to know
- The three tenets of good business!
- Identify your building blocks
Important numbers to know
As you dive into the planning process, it’s a lot more helpful and workable to plan for the best-case (and worst-case) scenarios when you know how much money you have to work with.
Therefore, some important numbers to have on hand when you start your planning process include:
- The average number of client intakes that are coming into the practice every month
- The average amount that each client pays for their sessions
- The lifetime value of your clients
We want to make sure that some of those core operating things are understood and are being worked on and … that [you] have a clear assessment.Joe Sanok
The three tenets of good business!
For your quarter-by-quarter planning, you want to know where your:
1 – Problems,
2 – Opportunities, and
3 – Successes are!
Therefore, to get a good sense of how everything currently stands within your business, consider gathering some firsthand data and experience through a questionnaire.
I would do some sort of survey with your employees or contractors. This may be a digital survey, but having you – or someone else – go through an interview with every single staff member to get an idea of it and bring it together as a macro-report is a great way to bring it all together.Joe Sanok
Identify your building blocks
After your internal survey to understand the ins and outs of your practice, brainstorm the three core building blocks that you want to commit to working toward in 2023.
For a solo practice, it could be:
- Signing new clients
- Quality assuring new clients
- Optimizing systems
You can say, “You know, I think by June, I’m going to want to have a virtual or executive assistant. Someone that’s answering the phone and scheduling, things like that … for quarter 3, I’m going to put that as a goal.”Joe Sanok
So, once you have identified your three goals, you can break them down into actionable tasks and assign them to different months or quarters throughout the year to work on. Make it easy for yourself to do the work that you have to do.
Set some time aside for each task, and identify a basic measuring system to track your successes. Remember to recognize and celebrate the small wins because they add up.
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- Apply to work with us — a decision-making matrix for your next steps
Meet Joe Sanok
Joe Sanok helps counselors to create thriving practices that are the envy of other counselors. He has helped counselors to grow their businesses by 50-500% and is proud of all the private practice owners that are growing their income, influence, and impact on the world. Click here to explore consulting with Joe.
Thanks For Listening!
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