{"product_id":"practice-management-self-assessment-tool-2026","title":"Practice Management Self-Assessment Tool 2026","description":"\u003cp\u003e\u003cspan\u003eA Quarterly Self-Assessment Across the Six Core Domains of Dental Practice Management\u003c\/span\u003e\u003c\/p\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003eGreat Practice Managers are self-aware. They know what they are strong at — and they are honest about where they are avoiding, stuck, or operating below the level their practice needs. The \u003cstrong\u003ePM Self-Assessment Tool 2026\u003c\/strong\u003e is a structured quarterly self-assessment that gives dental Practice Managers a clear, honest picture of where they stand across the six core domains of practice management — and a focused action plan for the quarter ahead.\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003eThis is not a performance review from your employer. It is a tool for you.\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e\u003cstrong\u003eThe assessment covers six domains — 10 competencies each:\u003c\/strong\u003e\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e\n\u003cstrong\u003eDomain 1 — Leadership (10 competencies)\u003c\/strong\u003e Setting clear expectations, holding accountability without avoiding, monthly one-on-ones, addressing performance within 48 hours, giving specific feedback, running purposeful team meetings, consistency, modelling standards, making confident decisions, and investing in leadership development.\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e\n\u003cstrong\u003eDomain 2 — Operations and Systems (10 competencies)\u003c\/strong\u003e Proactive appointment book management, recall system consistency, FTA rate below 5%, understanding production and revenue numbers, written and followed SOPs, systematic stock management, lab work tracking, equipment maintenance, operating proactively rather than reactively, and effective delegation.\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e\n\u003cstrong\u003eDomain 3 — Financial Management (10 competencies)\u003c\/strong\u003e Weekly production and revenue review, monthly financial summary to the Practice Owner, KPI understanding, identifying revenue shortfall causes, accounts receivable management, stock spend against budget, monitoring major cost drivers, fee schedule review within 12 months, distinguishing production from revenue, and proactively optimising schedule utilisation.\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e\n\u003cstrong\u003eDomain 4 — Team Management and Culture (10 competencies)\u003c\/strong\u003e Knowing how each team member is feeling, effective 90-day onboarding, current signed job descriptions for every team member, substantive performance reviews, prompt conflict management, positive team culture, identifying retention risks, celebrating wins specifically, current HR records, and Award compliance awareness.\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e\n\u003cstrong\u003eDomain 5 — Compliance and Risk Management (10 competencies)\u003c\/strong\u003e Proactive AHPRA registration checks, current CPR certificates, current radiation licences, WHS obligations, infection control auditing, clinical waste management, privacy and APP compliance, current emergency procedures, equipment maintenance records, and state-specific regulatory awareness.\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e\n\u003cstrong\u003eDomain 6 — Patient Experience (10 competencies)\u003c\/strong\u003e Consistently excellent new patient experience, active online review management, front desk communication standards, recall pre-booking above 80%, clear treatment plan presentation with fee disclosure, prompt complaint resolution, a patient experience patients comment on positively, physical environment standards, using patient feedback to improve, and being able to describe the patient experience accurately in three sentences.\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e\n\u003cstrong\u003eScoring and Action Planning\u003c\/strong\u003e Each competency is rated on a 1–5 scale (Not Yet \/ Developing \/ Capable \/ Confident \/ Exceptional). Domain scores are totalled out of 50, with an overall score out of 300. A score interpretation guide gives context:\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cul\u003e\n\u003cli class=\"u-break-words ps-[2px] hide-loading-dot\"\u003e\n\u003cstrong\u003e240–300 — High-performing PM:\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003eWell-led practice, focus on lowest-scoring domains\u003c\/li\u003e\n\u003cli class=\"u-break-words ps-[2px] hide-loading-dot\"\u003e\n\u003cstrong\u003e180–239 — Capable PM with clear opportunities:\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003eSolid across most areas, build a focused plan\u003c\/li\u003e\n\u003cli class=\"u-break-words ps-[2px] hide-loading-dot\"\u003e\n\u003cstrong\u003e120–179 — Developing PM:\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003eHonest about the biggest gaps, get support\u003c\/li\u003e\n\u003cli class=\"u-break-words ps-[2px] hide-loading-dot\"\u003e\n\u003cstrong\u003eBelow 120 — New to the role or significantly stretched:\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003ePrioritise fundamentals\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003eCloses with a quarterly action plan — three specific priorities, how to achieve them, and a completion date. Designed to be completed quarterly and tracked over time, so PMs can see their own growth.\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e\u003cstrong\u003eWho this is for:\u003c\/strong\u003e\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cul\u003e\n\u003cli class=\"u-break-words ps-[2px] hide-loading-dot\"\u003ePractice Managers who want a structured, honest quarterly check-in on their own performance\u003c\/li\u003e\n\u003cli class=\"u-break-words ps-[2px] hide-loading-dot\"\u003eNew PMs who want a clear picture of where to focus their development\u003c\/li\u003e\n\u003cli class=\"u-break-words ps-[2px] hide-loading-dot\"\u003eExperienced PMs who want to identify the areas they have been avoiding\u003c\/li\u003e\n\u003cli class=\"u-break-words ps-[2px] hide-loading-dot\"\u003ePractice Owners who want to use the tool as the basis for a quarterly PM development conversation\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e📄 \u003cstrong\u003eFormat:\u003c\/strong\u003e 9-page editable Microsoft Word document (.docx) — designed to be completed quarterly, printed and filed, or shared with a Practice Owner or mentor\u003c\/div\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e⬇️ \u003cstrong\u003eInstant digital download\u003c\/strong\u003e — available immediately after purchase\u003c\/div\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e🦷 \u003cstrong\u003eBuilt for dental Practice Managers\u003c\/strong\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e","brand":"Resolve Dental Consultancy","offers":[{"title":"Default Title","offer_id":53789051617644,"sku":null,"price":29.0,"currency_code":"AUD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0988\/9657\/6876\/files\/photo_business_handshake.png?v=1777776478","url":"https:\/\/www.resolvedentalconsultancy.com.au\/products\/practice-management-self-assessment-tool-2026","provider":"Resolve Dental Consultancy","version":"1.0","type":"link"}