Marc Portrait

MASTERY CONFERENCE 2010
'The Power of Partnership'
Creating and Structuring a Highly Effective Relationship with your Office Manager, Front Desk or Executive Team
Annual Mastery Conference
March 4-6, 2010
10 Spaces Remaining!


MANAGEMENT BY ACCOUNTABILITY

Part 2 of 2

Management by Accountability is the Fourth Step in our Six Step VALUOCITY Technology© which has been designed to ensure viability of dental practices in the new economy.

As we outlined last week, Management by Accountability differs significantly from management by job description (See Library at www.MasteryCompany.com). Both levels of management require staff members to be responsible for fulfilling their job duties. You cannot manage people who are not responsible. However, the major difference between these two models of management lies in 'who' people are in the practice.

To develop a staff member's accountability we ask the dentist and the staff member to engage in answering four questions. The answers must be negotiated between the dentist and the staff member until there is mutual agreement.

1) What core activities are you responsible for?

Core activities are exactly that - core. Many job functions fall into larger buckets. For example, the front desk fulfills a number of tasks; calling patients, appointing patients, managing patient records, sending in predeterminations, etc. But all those tasks could fit into one bucket - scheduling patients.

So, the first step in this process is identifying these core activities. Usually there aren't more than 3 - 5 core activities per job position.

2) What are the expected outcomes from these activities?

With the staff individual, you determine the expected outcomes from these activities for the practice, for the patient, for ownership and for team work.

Using our example above, patients are appointed in such a way as to be on time, accounts are up to date with complete explanations of the procedures to be performed and patients are shown appreciation for their participation with the practice.

3) How will the staff person be measured in her success in these core activities?

You and the staff individual determine a mutually agreeable metric for how their performance will be measured in fulfilling these core activities.

In the example above, it would be easily done by measuring production. In hygiene it might be percent of patients who keep their appointments or for an assistant, how many times the rooms are completely ready or patients are seated on time.

4) What conditions need to be in place for you to succeed in your core activities?

You and the staff person look at their needs from you, from the practice and from other staff to be successful in their core activities.

For the front desk, she needs you to be on time, write clear chart entries, make strong case presentations, etc.

Once all four questions have been answered and mutually agreed upon, we suggest to our clients they document everything using a spread sheet, listing the core activities in one column and measurements for success in another. These metrics will be used as a major part of their performance evaluation and salary review.

It's pretty straight forward. If people are performing in accord with the core values of the practice and fulfilling their accountabilities, practice performance is very strong and so are the numbers.

The next two eNewsletters will speak to the next step in the Valuocity process, Pay for Performance.

Dr. Marc B. Cooper
The Mastery Company
MasteryCompany.com




VALUOCITY
A Fable for Dentists

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Dr. Marc B. Cooper
President and CEO
The Mastery Company

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President
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