Resolve Dental Consultancy

Annual Practice Planning Workbook 2026

Name: Annual Practice Planning Workbook 2026
Brand: Resolve Dental Consultancy
Price: 49.00 AUD
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$49.00 AUD

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A Complete Working Document for Planning, Goal-Setting, and Building Your 12-Month Practice Strategy — Covering Financial Targets, Team and Culture, Marketing and Growth, Quarterly Action Plans, and Monthly Review Tracking

Most dental practices start the year with good intentions and no plan. The ones that grow consistently — that hit their production targets, retain their team, and reduce the chaos — are the ones that take the time to plan deliberately, review honestly, and adjust as they go. This workbook gives you the structure to do exactly that.

The Annual Practice Planning Workbook 2026 is a complete, fill-in working document for practice managers and owners who want to move from reactive to intentional. It covers every dimension of practice performance — financial targets, team assessment, marketing strategy, quarterly action planning, and monthly tracking — in a single document you can complete with your team, refer back to throughout the year, and use as the foundation for every practice meeting. Fourteen pages. Seven parts. One clear plan for the year ahead.

The workbook is structured across 7 parts:

Part 1 — Year in Review: A structured reflection on the past 12 months — what went well, what did not go as planned, a nine-metric performance table (production, collections, new patients, FTA rate, recall retention, treatment plan acceptance, team turnover, and Google rating), and the one thing you would do differently. Because the best plans start with an honest look at where you actually are.

Part 2 — Vision and Goals for the Year Ahead: A one-line vision statement for the year, followed by three SMART goal frameworks — one for each of your priority goals. Specific, Measurable, Achievable, Relevant, and Time-bound. Three goals only — because practices that try to focus on ten things achieve none of them.

Part 3 — Financial Planning: Annual production and collections targets, monthly and daily production targets, new patient and recall targets — with a last-year-vs-this-year comparison table. Plus a revenue growth strategy section covering the six key levers (new patients, recall retention, FTA reduction, treatment plan acceptance, service expansion, and extended hours) and a cost and overhead review.

Part 4 — Team and Culture Planning: A team assessment table (performance and engagement rated 1–5 for each team member), a team development plan with owner and target date, three culture and engagement goals, and a recruitment and succession planning section. Because your team is your biggest variable — and the practices that plan for people perform better than the ones that don't.

Part 5 — Marketing and Growth Strategy: A new patient channel tracker (Google, paid ads, social, referral, community, recall reactivation, website) with monthly targets and key actions. Google review targets and a process for generating reviews consistently. A recall retention and reactivation strategy section covering recall intervals, overdue follow-up, and inactive patient reactivation.

Part 6 — Quarterly Action Plans: Four quarterly action plan tables — one per quarter — each with space for five actions, the goal each action supports, an owner, and a due date. Plus an end-of-quarter reflection for each quarter: what was achieved, what was not completed and why, and what carries forward.

Part 7 — Monthly Review Tracker: A 12-month tracking table for production, collections, new patients, FTA rate, and notes — so you can see at a glance whether you are on track, and catch problems early before they become expensive.

Who this is for:

Practice Managers who want a structured, practical planning framework they can use every year — not a theoretical model, but a working document they can fill in, share with their team, and refer back to every month. Practice Owners who want their practice manager to have a clear plan for the year, with goals, actions, and accountability built in. Any practice that currently plans informally, reactively, or not at all — and wants to change that before the next year begins.

📄 Format: 14-page editable Microsoft Word document (.docx) — complete the practice-specific fields and the workbook is ready to use immediately. Designed to be completed annually and reviewed quarterly. General guidance only — not financial or legal advice.

⬇️ Instant digital download — available immediately after purchase

🦷 Built for Australian dental practices — uses real dental practice metrics, benchmarks, and language throughout

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