To provide dental practice owners and leadership teams with an opportunity to develop business plans for 2027.
Approach:
Session Details: The 2027 Momentum Planning Session will be held virtually on Oct. 23, hosted by PDA co-founder and CEO Victoria Peterson.
Curriculum and Tools: Participants will use PDA’s Investment Grade Practice™ curriculum and planning tools to assess current performance and establish priorities.
Topics Covered: Topics include revenue and profit planning, patient flow and service mix, team and staffing priorities, marketing investments, and technology.
Action Roadmap: Participants will create a 2027 Action Roadmap to identify priorities, assign responsibilities, and outline next steps.
Key Findings:
Annual planning helps dentists step out of reaction mode and focus on future goals.
Understanding numbers and aligning the team around a plan enhances decision-making for independent dentists.
Interpretation:
The session aims to equip dental practices with structured planning tools to navigate uncertainties in the industry.
Limitations:
The session is virtual and may not accommodate all learning styles.
Participation is limited to those who register, and not all dental practices may be aware of the opportunity.
Conclusion:
The 2027 Momentum Planning Session is designed to help dental practices create actionable plans for the upcoming year.