Our Proven Approach

 

 

No one size fits all approach.

 

We leverage a set of World-class tools, all curated from hundreds of time-tested books, proven systems, and concepts, tailored to help you tackle issues and maximize your performance.

 

 

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immediate results

Your practice will start experiencing measurable improvements to your culture, patient experience, and financial outlook within the first week.

By the end of the first quarter, it will feel like a completely different practice!

What We Optimize

We partner with your leadership team to help you optimize the four critical areas of your practice, leveraging a unique blend of time-tested tools developed by The World’s most respected thought leaders, all aimed at driving profits.

People

Get the right people on the team, the wrong people off the team, and the right people in the right seats.

Talent Assessment

Determine the cultural fit and productivity level of every team member to evaluate the results they generate within their role.  Create an action plan, implemented within the next quarter, to enhance team performance.

Process Accountability

Processes intersect many departments. Determine who owns and is accountable for each of your core processes that you defined as part of Functional Accountability.

Functional Accountability

Define key functions, list KPIs, assign one person to be held accountable for each function, measure outcomes, and reassess quarterly.

Team Health

Get all team members rowing in the same direction, resolve issues within seven days, dominate your competition.

Purpose

Establish why you exist and where you are headed.

Strategy

What differentiates you from your competitors?

 

Brand Message

Learn how to become a storyteller.  Clearly articulate the problem you are solving and for whom.

Vision & Plan

Evaluate the strength of the products and services you created, establish your brand promise, your keys to making money, your differentiators, trends within the industry, strengths, and weaknesses.

Codified Culture

Bring your culture to the next level.

Playbook

Are you playing to win or playing not to lose?

Core Processes

Identify all of your mission-critical processes, simplify them into checklists, and ensure that everyone follows them.

Meeting Structures

Standardize your meetings for maximum impact, eliminate redundancy, solve issues efficiently.

Practice Schedule

Practice the most effective way to perform a process until it is repeatable for you and your client.

Fast Rocks

Align your vision to your daily work by setting cascaded annual & quarterly goals that move the business forward the fastest.

Performance

Win your week!

Scoreboard

Every sporting event has a scoreboard and everyone knows who is winning. Easily measure whether you’re winning at weekly intervals.

Profits First Discipline

Refine your approach from: Sales – Expenses = Profits to Sales – Profits = Expenses.

The Power of One

1% improvements in key areas and one person making it better.

Flywheel Concept

Keep momentum on your side.  Better, cheaper, faster, over and over until the business almost runs itself.

Detailed Implementation Process

Each Epic Vets success story begins by installing a system of operational guide rails that optimize all aspects of a business.  The installation process takes place in four phases.

Base Camp objectives

Day One

1. The Journey

What does the path look like before arriving at the pinnacle of your mountain?

6. #1 Goal

What is the one thing we must accomplish in the first 90 days?

2. Who's First?

a. Talent Assessment

b. Get Work, Do Work, Get Paid

c. Accountability Chart: Who owns what & Who reports to whom?

7. Scramble Rocks

Set other key goals for the first 90 days

3. Culture Codified

a. Core Values: Did we get them right?

b. Do we know what good looks like?

c. Top 3 Behaviors

8. Meeting Structure

How do we consistently execute effective, efficient meetings aimed at resolving issues?

4. Environment

Assess against current trends, strengths, and weaknesses

9. Next Steps

a. Clarify expectations for the first 90 days

b. How are we different?

5. Strategic Strength

a. Do we have the right Strategy?

b. How are we different?

10. One Team

Head out as a unified team ready to conquer the challenges ahead

1. The Journey

What does the path look like before arriving at the pinnacle of your mountain?

2. Who's First?

a. Talent Assessment

b. Get Work, Do Work, Get Paid

c. Accountability Chart: Who owns what & Who reports to whom?

3. Culture Codified

a. Core Values: Did we get them right?

b. Do we know what good looks like?

c. Top 3 Behaviors

4. Environment

ssess against current trends, strengths, and weaknesses.

5. Strategic Strength

a. Do we have the right Strategy?

b. How are we different?

6. #1 Goal

What is the one thing we must accomplish in the first 90 days?

7. Scramble Rocks

Set other key goals for the first 90 days

8. Meeting Structure

How do we consistently execute effective, efficient meetings aimed at resolving issues?

9. Next Steps

a. Clarify expectations for the first 90 days

b. How are we different?

10. One Team

Head out as a unified team ready to conquer the challenges ahead

Base Camp objectives

Day Two

w

1. Catch Up

How have things been going?

6. Purpose

a. Why do we exist?

b. Hedgehog concept

 

2. Scramble Rocks

a. Review prior quarter rock completion percentage

b. Capture issues preventing completion

7. #1 Goal

Finalize it

11. Scoreboard

a. Define initial scorecard

b. Win the week!

 

3. Who Next steps

a. Plan to get Right People in Right Seats

b. Talent Assessment Coaching Plan

c. Next Level Accountability Chart

8. Milestones

Forecasted 3 – 5 years out

w

12. Meeting Structures

a. Standup…. How do we make it better?

b. Tactical…start up Weekly

4. Systemized Core Values

a. Revised Values / Principles if needed

b. How we will use these to build our culture?

c. Start to socialize refreshed culture

9. Growth Plan

Objectives for the next year

13. One Team

Head out as a unified team ready to conquer the upcoming quarter.

5. Strategic Strength

Taking your strategy to the next level

10. Summit Rocks

Define fast rocks for the upcoming quarter

w

1. Catch Up

How have things been going?

2. Scramble Rocks

a. Review prior quarter rock completion percentage

b. Capture issues preventing completion

3. Who Next steps

a. Plan to get Right People in Right Seats

b. Talent Assessment Coaching Plan

c. Next Level Accountability Chart

4. Systemized Core Values

a. Revised Values / Principles if needed

b. How we will use these to build our culture?

c. Start to socialize refreshed culture

5. Strategic Strength

Taking your strategy to the next level

6. Purpose

a. Why do we exist?

b. Hedgehog concept

 

7. #1 Goal

Finalize it

8. Milestones

Forecasted 3 – 5 years out

9. Growth Plan

Objectives for the next year

10. Summit Rocks

Define fast rocks for the upcoming quarter

11. Scoreboard

a. Define initial scorecard

b. Win the week!

 

w

12. Meeting Structures

a. Standup…. How do we make it better?

b. Tactical…start up Weekly

13. One Team

Head out as a unified team ready to conquer the upcoming quarter.

Quarterly Summit Objectives

w

1. Catch Up

How have things been going?

5. new Tools

Exactly what you need today

a. Profits First

b. Playbook Concept

9. Roll Out Plan at 1st Quarterly

a. Stand Up & Tactical down to next level

b. All Hands Mtg. Roll Out Vision & Plan

c. Fast Rocks for your Direct Reports

2. Rock Accountability

a.Review prior quarter rock completion percentage

b. Capture issues preventing completion

6. Strategy & Plan

Do we still have the right Strategy?

10. The List

a. Obstacles to address or Intel to share

b. Decisions to make & I need help

3. Tool Check-In

a. Key Accountabilities Chiseled in Granite

b. Coaching Up identified personnel

c. Daily & Weekly Meetings improving

7. Quarterly Rocks

Establish Quarterly Theme or Rally Cry!

11. Team Health

a. Training & conditioning

b. Like, admire, respect, & appreciate

4. After Action Review

a. What did we do right? The Wins

b. How can we improve? The Lessons

c. Grade our performance

8. Meeting Structure

a. New: Financial & Rock Accountability

b. All hands

12. One Team

Head out as a unified team ready to conquer the upcoming quarter.

w

1. Catch Up

How have things been going?

2. Rock Accountability

a.Review prior quarter rock completion percentage

b. Capture issues preventing completion

3. Tool Check-In

a. Key Accountabilities Chiseled in Granite

b. Coaching Up identified personnel

c. Daily & Weekly Meetings improving

4. After Action Review

a. What did we do right? The Wins

b. How can we improve? The Lessons

c. Grade our performance

5. new Tools

Exactly what you need today

a. Profits First

b. Playbook Concept

6. Strategy & Plan

Do we still have the right Strategy?

7. Quarterly Rocks

Establish Quarterly Theme or Rally Cry!

8. Meeting Structure

a. New: Financial & Rock Accountability

b. All hands

9. Roll Out Plan at 1st Quarterly

a. Stand Up & Tactical down to next level

b. All Hands Mtg. Roll Out Vision & Plan

c. Fast Rocks for your Direct Reports

10. The List

a. Obstacles to address or Intel to share

b. Decisions to make & I need help

11. Team Health

a. Training & conditioning

b. Like, admire, respect, & appreciate

12. One Team

Head out as a unified team ready to conquer the upcoming quarter.

Annual Summit Objectives

Two Day Retreat

1. Catch Our Breath

Catch up and take a moment to reflect

6. Meeting Structure

Is every meeting a 10?

2. Annual Plan

Quarterly Rock accountability, how did we do?

7. New Tools

a. Client Advisory Board

b. Cash Acceleration Strategies

c. The Power of One

11. Scoreboard

Adjustments to ensure that we win the week

3. Strategic Check

a. Challenge the entire strategic vision & plan

b. Is it still right for us?

c. Are we still inspired?

8. Team Health

a. Repair our relationships

b. Are we Ideal Team Players?

c. Getting Real & Authentic. Personal lessons from the climb

e

12. The List

a. Identify obstacles

b. Intel to share

c. Decisions to make & I need help

/

4. Fill The Gaps

Tighten our strategy

9. Level Up Thinking

a. Prepare next year’s growth plan

b. Business Development: How are we growing?

c. Build out the priorities into detailed achievements

13. Schedule Summits

All hands for the year

5. Talent Assessment

Do we have the right team for the next year?

10. Quarterly Rocks

a. Establish Quarterly Theme or Rally Cry

b. Establish Quarterly Reward

1. Catch Our Breath

Catch up and take a moment to reflect

2. Annual Plan

Quarterly Rock accountability, how did we do?

3. Strategic Check

a. Challenge the entire strategic vision & plan

b. Is it still right for us?

c. Are we still inspired?

/

4. Fill The Gaps

Tighten our strategy

5. Talent Assessment

Do we have the right team for the next year?

6. Meeting Structure

Is every meeting a 10?

7. New Tools

a. Client Advisory Board

b. Cash Acceleration Strategies

c. The Power of One

8. Team Health

a. Repair our relationships

b. Are we Ideal Team Players?

c. Getting Real & Authentic. Personal lessons from the climb

9. Level Up Thinking

a. Prepare next year’s growth plan

b. Business Development: How are we growing?

c. Build out the priorities into detailed achievements

10. Quarterly Rocks

a. Establish Quarterly Theme or Rally Cry

b. Establish Quarterly Reward

11. Scoreboard

Adjustments to ensure that we win the week

e

12. The List

a. Identify obstacles

b. Intel to share

c. Decisions to make & I need help

13. Schedule Summits

All hands for the year

Questions?

Let’s Chat

We’d love to sit down with your team, hear your story, and discuss how our approach can help you achieve the results you deserve.

Just fill out the form to the right and let us know how to get in touch.

We’d love to sit down with your team, hear your story, and discuss how our approach can help you achieve the results you deserve.

Just fill out the form below and let us know how to get in touch.