Mid-Year Check-In: How to Evaluate Progress and Revisit Financial Goals

August 20, 2021
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Mid-Year Check-In: How to Evaluate Progress and Revisit Financial Goals


Join Heather Driscoll and Drew Schaefer for a mid-year check-in for group practices. Most practices set goals once at the beginning of the year, but as months go by, the circumstances of running the business usually change. Costs shift, capacity shifts, and the overall market changes. 

So, as you look back at the goals you set months ago, is performance still on track to reach those financial goals by the end of the year? Does the strategic plan need to be updated with fresh numbers? What mid-year changes need to be made in order to have a strong finish to the year? And, if you need to make some adjustments, what’s the best way to go about it? 

Watch this quick check-in workshop now to make sure your organization is still on track:

The Strategic Thinker
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Do you run a group practice? Get your free toolkit.

The Spark Team has put together a set of complimentary tools and resources for group dental practices and DSOs. These tools will help you start to implement growth strategies right away.

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About Spark

Spark is a curated private group of owners and leaders of group dental practices, who come together four times a year to collaborate in a safe, inspiring, and humbling way. Spark is an invitation-only group specifically tailored to help you grow your small to mid-sized dental groups or DSOs by a factor of 10x.

Our members describe Spark as the perfect mix of coaching, masterminding, instructional presentations, education, and peer support. Spark has been engineered to make a huge positive difference in both your personal and professional life. Spark meets on a quarterly basis for two days with an option to stay for a third bonus day.

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