Simple Steps to Building Your Practice Global Calendar

Are you stuck taking work at your practice one day at a time? Do you scramble to rearrange your schedule when you or your team need to take time off? Do you wish that you could have a streamlined calendar with office closures, meetings and special events mapped out in advance? I’m here to tell you that you can, and that it’s pretty easy. In fact, let’s start right now!

First, write down any recurring events that take place in your practice with regularity. I’m talking about days your practice is closed for holidays, community and patient outreach events, marketing campaigns, local school closures and testing dates (read more about how to turn these into POWER DAYS here), meeting or training days, and professional travel dates.

Next, create a shared calendar using an application like Google, Outlook or iCal, and enter all of these important dates on this calendar. While you’re at it, go ahead put in your all of your team’s birthdays, anniversary and benefit eligibility dates as well. Make sure you set up entries as recurring where applicable.

Now you are ready share this calendar with your team and appoint key team members to maintain the calendar throughout the year. Make sure you have a system in place to notify your key players of new events as they come up (I suggest email), so they can keep the calendar up to date.

Finally, don’t forget to plan ahead for next year. I suggest setting a date in September when you and your key team members can look at dates for the coming year and make decisions on closures, meeting dates and so on.

Having a global calendar can help your practice become more organized and better prepared for the year ahead. I can help you get yours together using my Smart Calendar planning tools. Have questions? Contact me at al*****@*********************ng.com or call me at 757-817-2213. I’m here to help!