Keep Your Team on Track with Staff Meetings

March 1 2004 Eric Kaplan
Keep Your Team on Track with Staff Meetings
March 1 2004 Eric Kaplan

A good football coach meets with his players before the game to inspire them. This you should do daily. Lunch-time is your halftime, a time to review how the first half of your day went. The end of the day is post game. Didvou win or lose? Review your day, and prepare your troops for another day, another game, tomorrow. There are two types of staff meetings I recommend to pro­duce the best intra-office com­munication and growth. They are: Daily Planning Ses­ sions. Weekly Staff Meetings. Daily Planning Sessions Daily planning sessions create teamwork and camara­derie. These daily planning sessions occur before pa­tients enter the office and are 10 minutes or less in length. The purpose is to organize the day, assign any unassigned daily tasks that may have arisen, increase staff commu- nication, improve case management, and encourage teamwork and a good attitude during the day. During the session, be sure to accentuate the positive and reserve confrontation, correc­tion, or difficult tasks for weekly staff meetings or private meet­ings. Since this daily meeting occurs before you see patients, it is imperative that everyone leave with a positive attitude. As a result, the first topic should be a review of yesterday's activi­ties, pointing out the good things that happened and the pa­tients who have had good results. Second, cover goals for new patients, patient visits, collections, and services rendered for the day. so that each staff member can keep an eye on the goals throughout the day. Third, review the patients' charts, paying special attention to any patient who is not progressing well or has other concerns with their treatment or care. Also note any changes in treatment plans and specific patient needs. Toward the end of the meeting, the doctor should delegate a "Do It" list to each of the staff members that will lighten the doctor's load throughout (he day and allow him or her to see patients more efficiently. Finally, the doctor should close the daily planning session with some motivation, encouragement, or praise for the staff. Daily planning sessions can be viewed as a huddle in the foot­ball game prior to each play. It organizes and encourages. Weekly Staff Meetings Weekly staff meetings are imperative and should be held by every office without exception. Decide on the day of the week and time that will be most logical for the office to meet. Have an agreement that a staff meeting will be held at the same time each week regardless of rushed schedules, absent em­ployees—including the doc­tor—or any other unforeseen circumstances. Most offices have had staff meetings at some time during their history. However, due to lack of good procedure, many offices have stopped meeting on a regular basis. This inevitably contrib­utes to a plateau in the office. Do not adopt the attitude that, "We will have a staff meeting if there's something to dis­cuss." Instead, adopt the attitude that, "There will be a staff meeting each week regardless of the amount of material that needs to be covered." You will find that, once you are in an organized staff meeting, there is always adequate material to cover. The best time for holding a staff meeting is in the middle of the day, at the beginning of the week. On that day, let the staff go to lunch as usual then return an hour later for the staff meet­ing. Do not combine your staff meeting with a meal. In almost every case this proves to be counterproductive. Your staff"meeting should last no longer than an hour. Good staff meetings cover the following topics in the following order: A recap of the positive activities that have occurred dur­ ing the last week or month. A review of the staff meeting notes from the previous week. I suggest that you appoint one staff member to take staff meeting notes. Those notes should be typed up in a posi­ tive, friendly way immediately following the staff meeting and posted in the employee lounge or a location where all employees will have an opportunity to view the notes with­ out concern that patients may also read the notes. During the week, as each employee reads the notes, they should initial the bottom of the staff meeting note paper to indi­ cate they understand and agree with the summary of the staff meeting. Read the meeting notes at the next weekly staff meeting and, if an employee has not signed the staff meeting notes, they should initial the notes at that time. Those notes should be kept in a file for future reference. Also, any tasks that were assigned and not com­pleted during the week should be reassigned and a notion should be made in the new staff meeting notes. 3. New business should be handled in the following way: All staff members are encouraged to keep a file in or near their desk en­titled "Staff Meetings." Through­out the week, as questions arise, the employee should jot down the ques­tion or concern and place it in their staff meeting file. When you as­semble for the staff meeting, every­one should bring his or her file to the meeting. During the new busi­ness portion of the meeting, the doc­tor should start with reviewing all questions, concerns, and new busi­ness that he/she has brought to the meeting. After he/she has com­pleted his/her new business, the meeting should progress with each employee presenting his or her new business. As this new business is discussed, it is important to com­plete each cycle. Be sure that as you leave a staff meeting you have discussed the new business and ere- ated a plan of action for handling i any problems or concerns that may have arisen. During the staff meeting, three major rules apply: The staff meeting is not a gripe ses­ sion. Never present a problem without a possible solution. All staff members should participate in the staff meeting unless the em­ ployee is a new staff member. All members who are present at the meet- ing should contribute in some way. If a staff member never presents any problems, concerns, or questions to be addressed at the staff meeting, we must decide whether that staff member has value to the organiza­ tion. Staff members that are always silent bystanders or who only com­ plain during staff meetings probably will have a similarly negative effect on the work being done in the clinic. After all new business has been con­cluded, the staff meeting should then be directed toward the monthly goals and the progress the clinic is making toward those goals. If the clinic is ahead, staff should be encouraged and praised; and if you're behind with your monthly goals, the staff and doctor should discuss cor­rective measures to place themselves back on track to meet their goals. If the staff is not totally trained in the philosophy and education of chiroprac-tic/wellness, a case-of-the-week should also be included in your staff meeting. Again, weekly staff meetings should not be longer than one hour. Staff meet­ings are not about length of time but qual­ity of service. A great leader is a great communicator. Staff members, like your­self, need to be kept on purpose, and kept focused. They must see the light at the end of the tunnel. Set goals, bonus your staff, make their job fun! If you do this, you will win at the GAME OF WORK. Dr. Eric Kaplan is the CEO of MBA, Inc.. one of the nation 's largest multi-specialty consult­ing companies. Dr. Kaplan ran ami operated five of his own clinics, seeing over 1000 patient visits per week. He is the hesl-selling author of Dr. Kaplan's Lifestyles of the l-'it and Famous, endorsed by Donald Trump. Norman I'incent Peale and Mark Victor Hansen. He was a re­cent commencement speaker at New York Chi­ropractic College and regularly speaks through­out the country. For more information about Dr. Kaplan or MBA. call 561-626-3004. Daily planning sessions can be viewed as a huddle in the football game prior to each play. It organizes and encourages. Win at the GAME OF WORK!