Monthly Business Meeting Pack 2026

A complete structured meeting pack for the monthly business meeting between Practice Manager and Practice Owner — 11 pages covering KPI review, financial performance, team and HR, marketing, compliance, strategic priorities, action register, and sign-off. Built specifically for Australian dental practices and designed to work directly with the Resolve KPI Spreadsheet and Financial Forecast.

The monthly business meeting between a Practice Manager and Practice Owner is the most important strategic touchpoint in any dental practice. Run it with rigour, honesty, and data — and it will transform how you work together. Run it without structure — and it becomes a 45-minute conversation that generates no accountability and no change.

This pack gives every meeting a clear agenda, a consistent format, and a built-in action register — so nothing falls through the cracks.

Designed to work alongside the Resolve KPI Workbook & Spreadsheet, Resolve Practice Financial Forecast, and Resolve Marketing KPI Tracker.

✔ Fully editable Microsoft Word format
✔ 11 pages — 7 agenda sections plus action register and sign-off
✔ Pre-populated with Resolve Dental Consultancy KPI benchmarks and discussion prompts
✔ Structured for a 60-minute meeting with time allocations per section
✔ Instant digital download
✔ Single-practice licence

What's Included:

Meeting Header
Practice name, date, time, location, chair, minutes taker, practice manager, practice owner, and next meeting date — plus a reminder to prepare using the Resolve KPI Spreadsheet, Financial Forecast, and Marketing KPI Tracker, and to distribute the agenda 48 hours in advance.

Attendance and Opening
Attendance register with present/apologies checkboxes, confirmation of previous minutes, and review of previous meeting action register.

Section 1 — KPI Dashboard Review (15 minutes)
Five structured discussion prompts, and a KPI Summary table covering all 10 Resolve KPI metrics — KPI 1 (Dentist $/hr Active and Chair Utilisation), KPI 2 (Hygienist $/hr Active), KPI 3 (Surgery Utilisation), KPI 4 (New Patients), KPI 5 (Recall Pre-Booking and Recall Confirmed), and KPI 6 (Consumables %, Salaries %, and Profit Margin %) — with result, benchmark, status, and action needed columns.

Section 2 — Financial Performance Review (15 minutes)
Six structured discussion prompts covering GFI vs budget, expense variances, gross profit, annual tracking, cash position, and cost reduction opportunities. Financial Summary table with budget, actual, variance, and notes columns for GFI, consumables, salaries, lab fees, marketing, total expenses, and gross profit.

Section 3 — Team and HR Update (10 minutes)
Six structured discussion prompts covering HR matters, performance concerns, leave planning, recruitment, CPD, wellbeing, and team wins.

Section 4 — Marketing and New Patient Review (10 minutes)
Six structured discussion prompts, and a Marketing Metrics table covering new patients (total, internal referral, and online), Google rating, new Google reviews, marketing spend, and marketing ROI — with this month's result and target.

Section 5 — Compliance and Risk Update (5 minutes)
Five structured discussion prompts covering patient complaints, incidents and near-misses, compliance expiry items (AHPRA, insurance, equipment servicing), WHS matters, and privacy/data security.

Section 6 — Strategic Items and Priorities (10 minutes)
Six structured discussion prompts covering strategic decisions, next month's top 3 priorities, capital expenditure, external factors, business plan tracking, and PM support needs.

Section 7 — Any Other Business (5 minutes)
Open AOB section.

Meeting Action Register
A full-page action register for every action agreed at the meeting — task detail, owner, due date, and done tick. Reviewed at the start of every subsequent meeting.

Previous Meeting Actions — Status Update
A structured review table for actions from the previous meeting — owner, due date, and three-way status (Done / In Progress / Overdue) with notes.

Sign-Off
Formal sign-off by meeting chair, practice manager, and practice owner.