What to Bring/Preparation
- A brief description of your practice
- Solo, group, multi-specialty; ownership
- Years in practice
- Income trend last 3 years (increasing, stable, decreasing)
- One year and 3 year goal
- Practice satisfaction
- Strengths and Weaknesses
- 3 key strengths
- 3 key weaknesses
- 3 key opportunities
- 3 key threats
- Marketing
- Website
- Advertising (print or online)
- Peer associations or hospital affiliations
- Social networking
- Other
- Operational Strategy
- emr
- practice management software or practice management outsourcing
- PA or NP assistance
- Office personnel
- Facility
- Equipment/lab
- Hospital affiliation or IPA
- ACO/Medical Home alignment/capability
- Relationship with local employers
- Finances
- One year and 3 year projected capital needs
- Projected profitability over next 3 years
- Growth Strategies
- Five key strategies you would like to implement to increase practice growth/profitability and decrease overhead
- The Future
- What changes would you envision that would improve your satisfaction with you practice over the next 3 years.
- Would you be willing to join an ACO or some collaborative with hospitals and employers to improve your practice.
- Signed confidentiality agreement – downloadable by clicking here







