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Resolve Dental Consultancy
90 Day New PM Action Plan
90 Day New PM Action Plan
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$49.00 AUD
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$49.00 AUD
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Starting a new Practice Manager role is one of the most defining moments in a dental career. The decisions you make — and the foundations you lay — in your first 90 days will shape your effectiveness, your credibility, and your relationship with the team for years to come.
The 90-Day New PM Action Plan 2026 gives new Practice Managers a clear, structured, week-by-week roadmap through their first three months. Built specifically for Australian dental practices, this is not a generic onboarding checklist — it is a comprehensive action plan designed to help new PMs move from uncertain observer to confident, effective leader.
The plan is structured across three phases:
Phase 1 — Learn (Weeks 1–4) Listen, observe, and build trust before you build systems. Understand the practice's financial baseline, team dynamics, compliance status, and patient experience before making a single change.
Phase 2 — Lead (Weeks 5–8) Start making your presence felt. Establish your leadership routines, implement your first improvements, get on top of the appointment book and recall system, and build the foundations of a performance culture.
Phase 3 — Build (Weeks 9–12) Set your strategic priorities for the next quarter, build accountability systems, develop the team culture, and present your 90-day review to the Practice Owner.
What's included:
- 12 weeks of structured weekly action checklists — 10 actions per week, 120 actions in total
- Week-by-week focus areas covering orientation, financial review, team assessment, patient experience, leadership presence, recall and appointment book management, team development, financial fluency, strategy, accountability, culture, and 90-day review
- End-of-phase reflection prompts at the close of each 30-day phase — for personal growth and accountability
- A complete 90-Day Review Presentation Template — a 7-point structure for presenting your results to the Practice Owner with confidence
- Fillable fields for practice name, PM name, start date, and supervisor — personalised from day one
- Designed to be printed and kept on your desk — a working document, not a filing cabinet document
Who this is for:
- Brand-new Practice Managers stepping into their first PM role in a dental practice
- Practice Owners who want to give a new PM a structured, supported start
- Experienced PMs moving to a new practice who want a disciplined approach to their first 90 days
- Dental consultants and coaches supporting PM onboarding and development
Why this plan works: Most new PMs either try to change everything immediately — or they wait too long and lose credibility. This plan solves both problems. It gives you permission to listen and learn in Phase 1, a clear framework for leading in Phase 2, and the strategic tools to build for the long term in Phase 3. Every action is practical, dental-specific, and sequenced in the right order.
📄 Format: 16-page editable Microsoft Word document (.docx)
⬇️ Instant digital download — available immediately after purchase
🦷 Built for Australian dental practices
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