Goals

Goals & actions. Advice that proves itself.

The few numbers that matter for Dental Practice A, the actions attached to each, and — below — the ones already completed and measured.

Active goals

Reduce owner-produced share

Owner-produced % of production · deadline Dec 2026

Behind
Start71.0%
Now71.0%
Target55.0%

Behind — no associate hired yet.

Trajectory71.0% → 71.0%
Actual Required pace
Linked actions
  • Draft associate offer letter
    OwnerIn progressOpen
  • List role on ADA & DentalPost
    Office managerNot started
  • Block 2 shadow days per candidate
    Front deskNot started

Keep cash ≥ 2 months of expenses

Months of operating cash · deadline Ongoing

On track
Start2.2 mo
Now2.5 mo
Target2.0 mo

On track — 0.5 months above safety line.

Trajectory2.2 mo → 2.5 mo
Actual Required pace
Linked actions
  • Auto-sweep >$220K to money market
    OwnerDone
  • Weekly AR review
    Office managerIn progress

Grow hygiene share of production

Hygiene % of production · deadline Dec 2026

On track
Start28.5%
Now29.3%
Target30.0%

On track — pacing 0.15 pts ahead.

Trajectory28.5% → 29.3%
Actual Required pace
Linked actions
  • Add third hygiene day on Thursdays
    Office managerDone
  • Pre-book recall at checkout
    Front deskIn progress

Measured impact

Every recommendation is tracked. If it didn't work, you'll see that too.

Renegotiated lab contract

Completed Feb 2026

+$5,400/yr
Lab fees as % of production
Before
7.2%
After
6.8%