Slack: Delegating, Accountability Systems and Reporting Templates | GYC Podcast E267

Grow Your Clinic

In this episode, Ben Lynch discusses the importance of delegating with confidence in order to reduce reliance on oneself and others, emphasizing on efficiency, avoiding abdication and micromanagement.

Ben also talks about a simple method for successful delegation and highlights the significance of a strong performance culture in high-performing clinics.

Quotes

• 00:31 - "So often when we get the opportunity to delegate, it's a real milestone or moment to celebrate because we are so often the bottleneck in the business."
• 01:14 - "When we do delegate, so often we delegate in a fashion that's actually abdication."
• 12:28 - "What I'm hoping to show and share with you today is a couple of copy-and-paste template messages that could be used in whatever platform you use."

Timestamps

00:00 Intro

01:12 Delegating without micromanaging

02:40 Reporting as an accountability measure

03:52 Revenue report template

06:53 Outstanding accounts template

08:30 Practitioner utilisation/productivity template

09:38 New client report template

10:16 Client excellence report template

10:36 Portfolio (vanity and sanity) templates

12:24 When and how to use these reports

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If you found this episode valuable, please give us a thumbs up, share, comment, and give us your ratings on iTunes, Spotify and Stitcher. You can catch us on YouTube as well. We appreciate your support and feedback!

If you found this episode valuable, please give us a thumbs up, share, comment, and give us your ratings on:

• iTunes - https://podcasts.apple.com/us/podcast/grow-your-clinic/id1332920944?mt=2
• Spotify - https://open.spotify.com/show/03nmt7gYDfeeOPV6qBmVTu
• Watch on YouTube - https://www.youtube.com/@clinicmastery

We appreciate your support and feedback!

Chapters

1. Intro (00:00:00)

2. "So often when we get the opportunity to delegate, it's a real milestone or moment to celebrate because we are so often the bottleneck in the business." (00:00:31)

3. Delegating without micromanaging (00:01:12)

4. "When we do delegate, so often we delegate in a fashion that's actually abdication." (00:01:14)

5. Reporting as an accountability measure (00:02:40)

6. Revenue report template (00:03:52)

7. Outstanding accounts template (00:06:53)

8. Practitioner utilisation/productivity template (00:08:30)

9. New client report template (00:09:38)

10. Client excellence report template (00:10:16)

11. Portfolio (vanity and sanity) templates (00:10:36)

12. When and how to use these reports (00:12:24)

13. "What I'm hoping to show and share with you today is a couple of copy-and-paste template messages that could be used in whatever platform you use." (00:12:28)