Three Pillars & Five Rosen Systems Coaching Questionnaire Name: Date: For each section, please grade yourself using A,B,C,D or F for each of the following statements. Three Pillars Questionnaire A. Mission and Vision I. Headspace I have clearly, concisely and concretely written my Vision, Mission, Purpose, Culture and Values statements I live a purpose driven life I have done DISC and VALUES assessments for myself. I understand my style and am becoming evolved to avoid my natural pitfalls B. Product I am clear about the product/service I offer people I know what I do and how I do it and what I am trying to accomplish with care I know exactly what people could hope for with my care www.rosencoaching.com
The Optimal Health Chiropractic System C. Certainty I. Headspace I have a high level of certainty of what I can deliver and how I measure it I understand chiropractic philosophy, science and art and apply the principles in my practice My team is certain on who they are, what we offer and they understand their role in delivering our service D. Goals I have clearly written SMART annual goals I have clearly written SMART quarterly goals I am clear about how to determine opportunity from distraction A. Congruent Strategies II. PROCEDURES I do not use scare tactics to persuade people into care I have congruent care plans for a true wellness model I lead by example with my own healthy lifestyle I have congruent wellness marketing to attract my ideal patient I have congruent communication strategies to share my truth so people can get it I demonstrate leadership with my staff and truly have a Dream Team I know how to Get My Team To Grow The Practice
The Optimal Health Chiropractic System A. Action III. Action I am very organized and know exactly what I need to do each day, week, and month to reach my quarterly goals I can prioritize easily, and do not get distracted. I have a single-focus on what needs to be done. I schedule blocks of time to work on my business as well as in my business I have a solid system to manage myself, my time and my life I have 10 quarterly objectives for the year. The business has 5 quarterly objectives. Each team member including myself has 5 quarterly objectives with clear action steps. We meet weekly and address wins, challenges and course correct - END - Three Pillars Questionnaire
The Optimal Rosen Health Coaching Chiropractic System Five Systems Questionnaire Headspace and Personal Growth Headspace SYSTEM 1 I understand how my beliefs (negative or positive) affect the outcome of my life I have strategies to handle my negative beliefs and thoughts I understand the Glass Ceiling concept and am consciously working to break through it I am an On purpose subscriber and listen monthly I am happy with my technique, and my results I am confident I can help people quit recreating problems with healthy lifestyle choices I have a clear system to educate people on healthy lifestyle choices I am totally congruent with who I am as a doctor and what I offer I easily communicate what it is I offer to my patients I fully understand the concept of build you and they will come, and I am in a place of full attraction I do what my patients need not what I think they want I recommend care people need, not what I think they will accept I stay in the flow and hit the bulls-eye with each patient, both with what I do and say, each and every visit I understand the concept of the sprinter vs. the marathoner, and I am the sprinter I am completely aware of my headspace between patients and I never allow myself to go to the place of stinking thinking when I am at the office I never talk too much with my patients q Could use some improvement q Got it WIRED www.rosencoaching.com
The Optimal Rosen Health Coaching Chiropractic System Headspace and Personal Growth Personal Growth I feel GREAT physically, mentally, emotionally and spiritually My reserves are high and my stress is low I eat well, I never go more than 4 hours without eating (aside from sleeping) I get plenty of exercise including strength and cardio training I am a good example of health and well being I get plenty of rest/sleep I wake up to an Hour of Power with stretching/exercise, feed my spirit with something positive, find my center with meditation/prayer I take long enough lunch breaks to recharge I don t work for more than two and a half hours at a time without a break I work the number of hours I would like to work I have good balance in my life I do the 10-minute practice regularly I use the 5 steps to problem resolution I have a happy home life I easily stay mentally present and focused I regularly disengage from my work and I never worry I am happy with my emotional state, I am extremely happy, joyous and have plenty of love and gratitude in my life I am happy with my spiritual life/fulfilling purpose in life, I am excited to get out of bed every morning to fulfill my mission I schedule in enough fun, alone time, etc I make sure my needs are being met in my life so I have something to give at my office I spend enough time with my loved ones and family I take at least 4 weeks vacation per year I take a three day weekend away at least once every six weeks q Could use some improvement q Got it WIRED www.rosencoaching.com
The Optimal Health Chiropractic System Operating System and Dream Team SYSTEM 2 My team is motivated, well-trained, and passionate We effectively utilize our behavioral reports during our communications to each other From a behavioral perspective, each of my staff is in the right position for their natural style Each positions tasks are completely clear, delineated and defined We have regular successful, inspiring and effective staff meetings We have daily mini-meetings before and after each shift I regularly ask for input from my staff for input on the changes that may need to happen to get to the next level I regularly use the Performance Appraisal System every 90 days Each member on the team has an ACTION PLAN that they are working on to improve performance We have an ongoing training system using the Team Training Checklist, we are always upgrading our performance My team understands Red Carpet VIP Service I effectively manage my staff, I delegate not dump, I don t micromanage and I follow up regularly I have read and utilize the concepts from the book the One minute manager We have read and have implemented the book, Raving Fans I am a great leader for my team I know exactly what is going on with my staff, stats etc. at all times I am completely happy with each of my staff s attitude and performance I have an effective bonus system in place Each of my staff are very happy with each other, with me and their job My staff tell me regularly where I need to improve and what needs to change in the office so we can attain our goals My staff are totally aware of our present goals and they are fully motivated and excited to get to the next level
The Optimal Rosen Health Coaching Chiropractic System Operating System and Dream Team I have enough staff, they never feel overwhelmed, get behind, have to work overtime or bring work home My staff are fully trained, are knowledgeable and are cross trained for other positions I have scripts for every possible interaction my staff may have with patients, insurance companies, and they are excellent at delivering the goods My associate doctor is making me money and decreases my stress Our goals are written and my staff and I read our goals out loud every day at our 4 mini meetings My staff and I regularly and consciously ask the universe/god/our subconscious questions and listen for the solutions We use these forms weekly: Bonus Appraisal form, Action Plan for Improvement form, Check Off List for Training Team Member q Could use some improvement q Got it WIRED www.rosencoaching.com
The Optimal Rosen Health Coaching Chiropractic System Patient Communications SYSTEM 3 VISIT 1: I have a clean and concise Consult Exam TIME SPENT: Minutes People can articulate the Whole Story of chiropractic on their first visit My CA does a Pre-consultation and helps with the examination VISIT 2: I have a clean and concise R.O.F. TIME SPENT: Minutes My CA does part of the ROF My care plans are not based on insurance coverage but the care people need I clarify the patient s health goals before recommending care I give real choices in the ROF I recommend care plans based on their goals People are willing to pay out of pocket, as they see the value in the care Do your patients get it? Patients understand their role and responsibility in their care, including lifestyle changes I am happy with the percent of new patients that sign up for care Nearly all of my patients sign up for blocks of care www.rosencoaching.com
The Optimal Health Chiropractic System Patient Communications LET S TALK MONEY: I have positive beliefs about money I have minimized my expenses to increase profitability I value my services, time talent and resources I feel I am worth my fees My practice is not insurance dependant If I do utilize insurance, I am compliant and protected when audited I track the stats of my office and know exactly where I am at all times (from financial system) My prices are competitive for my area and my initial evaluation is very reasonable I have patient friendly financial plans I find out what my patients want and make recommendations as to what I think they need to get to that level of health not what I think they can afford Billing is getting done on time Collections are being handled optimally Reports get done on time I am happy with all of the insurance plans I accept I use an insurance disclaimer to clarify with the patient what insurance does and does not cover I monitor my aging report and minimize my accounts receivable
The Optimal Health Chiropractic System Patient Communications DAILY INTERACTIONS: I have clean and concise Daily Interactions TIME SPENT: Minutes I can process as many people as I choose to I spend the right amount of time with them vs. spending the time I think they want I educate people by asking Socratic questions, not telling them what I want to say I stretch their consciousness and understanding each visit, so they learn a little bit more each time I help people stay excited and motivated to continue care I am confident in my communication skills, my patients and staff always fully get what I tell them and there is ease in our interactions RE-EVALUATIONS & RE-REPORTS: I have clean and concise Re-evaluations and Re-R.O.F s on a regular basis TIME SPENT: Minutes We discuss their health and their life, helping them see how their entire life is changing, not just their symptoms We help set new health goals at Re-evaluations I get referrals and opportunities to speak at Re-evaluations My patients are clear about what I do and what I don t do, and they want what I offer My patients ask if they can get their families checked DIFFICULT QUESTIONS: I am confident in handling the difficult patients/questions with L.A.A.S.R. I never find myself being aggressive with patients, nor completely non-assertive
The Optimal Health Chiropractic System Patient Communications RETENTION: I give my patients more than they bargain for (I under promise and over deliver) and I add value to everything I do for my patients I spend the same amount of time with patients when I am slow as when I am busy My staff schedules all appointments, re-exams etc. at the beginning of each series of visits My staff books Visit 1 & 2 when a new patient calls My staff and I do Dr. Handoff to CA protocol My staff knows how to handle missed appointments We have a strong recall system in place and don t lose people through the cracks q Could use some improvement q Got it WIRED
The Optimal Rosen Health Coaching Chiropractic System New Patients SYSTEM 4 I realize all new patients come from energy I am in an attractive energetic state and people are drawn to me I believe that people need me more than I need them I have a 13-month perpetual marketing calendar with internal, external and internet marketing for 12 months in advance I am doing health care talks every week I do a series of talks about lifestyle stress and advanced talks I am doing external talks regularly I am doing external marketing I have an effective re-call/reactivation system in place I use OP PowerPoint Slides I use OP Press release I have a website I do Internet marketing I have a social media plan and schedule to interact with my patients and community online I ve clarified my Ideal Patient and my Niche Market I market to my niche with a message that they need to hear I understand the concept of Tribes and I lead a tribe in my office and in the community I monitor my marketing events carefully, to clearly see the ROI q Could use some improvement q Got it WIRED www.rosencoaching.com
The Optimal Rosen Health Coaching Chiropractic System New Patients REFERRALS: I know how to ask for referrals and I ask regularly I feel great about the results I get with patients I offer and do free phone consults regularly for potential referrals I am excellent in making my offer to at the end of my talks, so attendees will book a first visit or refer I ask spouses to come to the ROF I ask for guests to come to my health talk and many attend q Could use some improvement q Got it WIRED www.rosencoaching.com
The Optimal Rosen Health Coaching Chiropractic System Flow and How to handle growth SYSTEM 5 Roadblocks and infrastructure: I am happy with the number of people I can see/hr I have enough space and there is good flow through my office I have enough equipment in each room and office My appointment book is mocked up for at least 6 months in advance with spots for new patients, R.O.F. s, Re-evals, Re-reports and adjustment times I cluster book effectively and run on time and in the zone I have plenty of room for special appointments (New patients, ROF s reexams, re-reports) because they are so quick! It is very convenient for patients to come in and see me I utilize my staff to their optimum. My staff do all of the pre-consultation, examination, re-examination they can do, so I can focus on adjusting I am uninterrupted by my staff, phone calls, etc., during my patient hours and easily stay in the flow so I can be the magician for my patients, and just focus on them and their concerns I am completely organized and never feel rushed We have systems in place for everything I have plenty of room for patients at the peak demand times and we never have to turn patients away Some tasks must be done during patient hours while the patient is there (ON), some need not (OFF). No staff position needs to do two (ON) tasks at the same time. I.e. answer the phone and perform a new patient history I have enough space, equipment, doctor availability, practice systems and organization and staff to get to the next level and reach my goals I utilize my staff to my staff to their optimum, I have the right people in the right positions, we all do what we do best, and we have enough staff to get to the next level I am happy with my office hours My technique is congruent with my patient volume goals If I have to do reports, I have software to assist or do them completely, or they are check off style and all I do is check off the box and my staff does the rest We have reminder systems installed so none of these exams, tests, re-exams/ re-reports, etc., falls through the cracks www.rosencoaching.com
The Optimal Health Chiropractic System Flow and How to handle growth I always do my reports etc. on time, my desk is clean and tidy I effectively delegate and manage my staff We are fully trained, understand, and comply with all of the nuances of each of the insurance companies I work with We have a personal training video for each staff position q Could use some improvement q Got it WIRED System to sustain practice growth: Our team uses the Get the Team to Grow the Practice format Each person on my team is in the zone We have plenty of space to grow without putting any team member in a state of stress I understand what stage we are at: making space, filling space or reorganizing I always run on time, patients never have to wait more than 5 minutes q Could use some improvement q Got it WIRED - END - Five System Questionnaire
The Optimal Health Chiropractic System I RECOGNIZE THAT MY PRACTICE IS ONLY AS STRONG AS ITS WEAKEST LINK. I AM COMMITED TO STAY THE COURSE AND CLEAN UP ALL OF THESE MAJOR ISSUES. PLAN OF ACTION Please review the above information and prioritize the most important things for you to work on in order of highest priority. 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. How important is it to you to have the practice and life of your dreams? What are you willing to do to achieve it? Our greatest wish is to help you have that success! If you are SERIOUS about growth A. Go to www.theoptimalhealthchiropracticsystem and watch the video. We are POSITIVE one of the 4 Options will be right for you! B. Contact us for a FREE 30 minute Consultation Email Kat at kat@theoptimalhealthchiropracticsystem.com or call (808) 878-8384 Much love and aloha, Russ and Angie