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.
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
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
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
Profits First Discipline
The Power of One
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
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
b. Talent Assessment Coaching Plan
c. Next Level Accountability Chart
8. Milestones
Forecasted 3 – 5 years out
12. Meeting Structures
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
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!
12. Meeting Structures
b. Tactical…start up Weekly
13. One Team
Head out as a unified team ready to conquer the upcoming quarter.
Quarterly Summit Objectives
1. Catch Up
How have things been going?
5. new Tools
a. Profits First
b. Playbook Concept
9. Roll Out Plan at 1st Quarterly
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
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
11. Team Health
a. Training & conditioning
b. Like, admire, respect, & appreciate
4. After Action Review
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.
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
a. Profits First
b. Playbook Concept
6. Strategy & Plan
Do we still have the right Strategy?
7. Quarterly Rocks
8. Meeting Structure
a. New: Financial & Rock Accountability
b. All hands
9. Roll Out Plan at 1st Quarterly
b. All Hands Mtg. Roll Out Vision & Plan
c. Fast Rocks for your Direct Reports
10. The List
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
b. Cash Acceleration Strategies
c. The Power of One
11. Scoreboard
Adjustments to ensure that we win the week
3. Strategic Check
b. Is it still right for us?
c. Are we still inspired?
8. Team Health
b. Are we Ideal Team Players?
c. Getting Real & Authentic. Personal lessons from the climb
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
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
b. Cash Acceleration Strategies
c. The Power of One
8. Team Health
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
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.