ACT Internal Resources
Internal Resources - Category A:
- Item 1
- Item 2
- Item 3
Internal Resources - Category B:
- Item 1
- Item 2
- Item 3
Coaching Resources
Coaching Resources:
- The PRO Process Framework - Internal
- The PRO Process Framework - External - needs edits
Foundational Tools:
- ACTion Planner 90-Day Scorecard SOP
- Coaching Call Agenda
- Core Purpose SOP
- Core Values SOP
- FAC - Functional Accountability Chart SOP
- GAPs Scorecard SOP
- LHS - Leadership Health Score SOP
- OGT - Outcomes/Goals/Targets SOP
- PHS - Practice Health Score SOP
- Quarterly GAPs Analysis SOP
- Weekly Team Meeting Pulse SOP
Planning Meeting Resources:
- Leadership Alignment Meeting Agenda (Q1) - Virtual
- Leadership Alignment Meeting Agenda (Q1) - In Person
- Pre Planning Meeting 1 Agenda (Q2)- Virtual
- Planning Meeting 1 Agenda (Q2)- In Person
- Planning Meeting 1 Slide Deck (Q2) - In Person
- Planning Meeting 2-3 Agenda (Q3-Q4) - Virtual
- Planning Meeting 2-3 Agenda (Q3-Q4) - In Person
Supplemental Coaching Tools:
- Accounts Receivable
- Case Acceptance
- Case Presentation
- Collections
- Differentiation
- Financial Arrangements
- Ideal Day Scheduling
- Job Descriptions
- KPI Analysis Activity
- NDAS/Service Code Analysis
- New Patient Experience
- PPO Roadmap
- Reactivation
- Recare
- Strategic Vision Creator
- Supply Budget Tracker
- SWOT Analysis
- Unscheduled Treatment
- GAPs Companion Guides
- Reducing the Effort Gap by Dropping PPOs
- Reducing the Effort GAP without dropping PPOs
- Membership Plan Companion Guide
- Reducing the Collections GAP
- Reducing the Overhead GAP
- Reducing the Cash Flow GAP
- Built-Out Priority Trackers - Calibrated Folder
Sales Systems
Sales Systems - Category A:
Sales Systems - Category B
- Item 1
- Item 2
- Item 3
BPA Systems & Workflows
Systems - Category B
- Item 1
- Item 2
- Item 3
Systems - Category B
- Item 1
- Item 2
- Item 3
DOE Systems & Workflows
Systems - Category B
- Item 1
- Item 2
- Item 3
Event Workflows
Event Workflows - Category A:
- Item 1
- Item 2
- Item 3
Event Workflows - Category B
- Item 1
- Item 2
- Item 3
Marketing Systems
Marketing Systems - Category A:
- BPA Brand Guide - March 2025
- Item 2
- Item 3
Marketing Systems - Category B
- Item 1
- Item 2
- Item 3