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Dental Business Management Meeting Template

Use this template to comprehensively cover all the bases of management and take time to focus on critical issues.

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What’s inside Content Dental Business Management Meeting Template:

1 Finance

  • Review of profit & loss statement for previous month & year to date
  • 12-month cash flow – comparison of budget versus actual
  • Key Performance Indicators
  • Average Daily Production of fee-earners
  • Profitability of fee-earners
  • Return on Investment from marketing activities
  • TCO conversion numbers


  • Overall progress of marketing plan
  • Web site review and analytics
  • Online Reviews
  • Social media connection and engagement
  • Word of mouth results
  • Testimonials
  • Direct marketing review
  • Networking review
  • B2B – B2C review
  • Study Club development

3 The Patient Experience 

  • Online booking
  • Telephony
  • Front Desk
  • TCO
  • End of Treatment Conversation
  • Membership

4 Operational

  • Clinical issues
  • Non-clinical issues
  • Governance and Compliance
  • Clinical Mentoring

5 Personnel

  • Review of team performance
  • Review of individual performance
  • Review of bonus system year to date
  • Schedule of team meetings
  • Training issues
  • Personal Progress Interviews

6 Strategy

  • Tactics for growth
  • Acquisitions
  • Product mix
  • Patient demographics
  • Delivery models
  • Expansion strategy
  • Exit strategy
  • Personal/professional time management
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