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Geri’s course topics
Sessions for dental meetings, study clubs and in-practice team days. Each one can be adapted to the room and the time you have.
01 The Road In or Out of Network: Are You Ready to Navigate? Doctors and office managers
New. Presented with Teresa Duncan. Two-part program.
A two-part program for practices weighing their insurance position, presented with Teresa Duncan.
Part 1: Webinar
This program is designed to help doctors and office managers navigate the evolving insurance landscape. During this 60-minute virtual session, Teresa and Geri lay the groundwork for an in-person workshop. They identify the key factors that determine an office's success in the out-of-network world and outline the essential reports you need to make informed decisions. While the revenue potential may be higher, teamwork and dedication are more crucial than ever.
Upon completion of this webinar, attendees will be able to:
- Outline the reports to pull and understand why they are necessary for the insurance decision-making process.
- Prepare for the challenges and opportunities that lie ahead.
Part 2: In-Person Workshop
In part two, Geri Gottlieb and Teresa Duncan guide you through the complexities of the insurance process. They help you understand your current insurance positioning, navigate the shifting environment, and determine your comfort level with insurance participation and profitability.
Upon completion of this workshop, attendees will be able to:
- Understand the current environment, discover their office's true insurance position and plan for near-future changes.
- Assess and evaluate their practice metrics.
02 From Huddle to Cuddle: The Challenges of Dental Spouses Working Together, or Not Doctors and spouses who work in the practice
This presentation explores the unique dynamics and challenges that arise when spouses work together in a professional setting. It delves into the balance between personal and professional roles, the potential for conflicts, and how to maintain a healthy relationship both at work and at home. Key themes include communication strategies, setting boundaries, managing stress, and fostering collaboration without letting workplace issues affect the personal relationship. Through her own real-world examples and that of her clients, colleagues and expert insights, Geri provides valuable tools for couples to navigate the tricky transition from partners in business to partners in life.
03 Is Dentistry a Team Sport? All team, or doctors and leaders only
Build trust. Be vulnerable. Embrace conflict. Be accountable. These are just a few of the prescriptions practice management coaches often write for dental practices seeking to create a winning and cohesive team. Certainly these actions or attributes are important, even vital, to the functioning of a great team. But where does it start? How do we acquire them? The strength of the team is each individual team member, and the strength of each team member is the team. Zen master Phil Jackson, one of the winningest coaches in the history of basketball, says: in order to build and be a truly effective winning team, we must start with ideal team players. In this interactive and hands-on presentation Geri uses her 30+ years in the dental industry to discuss and teach the core essence of the ideal team player and a winning cohesive team.
Upon completion of this session, attendees should be able to:
- Articulate three tangible characteristics of an ideal team player.
- Identify one area or characteristic a team player can improve in themselves and others.
- Initiate a team discussion about what it takes to build a more cohesive and higher performing team.
04 Leading vs. Managing: The Imposter Syndrome Office and team leaders and managers
The dental office manager, the leader, is one of the most important roles in the practice. From managing day-to-day operations and patient care through to supporting and developing the team, the office manager can make or break a practice. The question is, are you just managing, or are you a leader striving to take your practice and team to the next level to be the best that you all can be?
Upon completion of this session, attendees should be able to:
- Learn the real difference between managing and leading, and when to do both.
- Understand their geniuses, or skill sets, and those of their team, and how to leverage those skills.
- Overcome and work through the different types of imposter syndrome and the loneliness of being a leader.
Also available as “Leading vs. Managing: The Art of Creating Success by Succession, Developing Others”.
05 It’s Not You, It’s Me: Helping Teams Understand Each Other’s Strengths and Communication Styles All team, or any group
Have you ever found yourself wondering why communication is so hard, or experienced the frustration of feeling like your message isn't getting through? Do you wish you could read people's minds or understand their actions? Join Geri in this interactive and captivating program designed to help you do just that, or at least come close. Geri guides you through the fascinating world of DiSC® styles. By understanding your own unique communication style and learning to identify the styles of those around you, you gain practical knowledge that empowers you to eliminate misunderstandings and foster harmonious relationships. Imagine being able to build stronger relationships, resolve conflicts more effectively, and enhance collaboration with anyone: colleagues, patients, friends and family members. You gain a deeper understanding of yourself and others, enabling you to adapt your communication approach for maximum impact.
Upon completion of this session, attendees should be able to:
- Discover effective strategies that enhance their ability to articulate ideas clearly, listen empathetically and build rapport effortlessly.
- Gain a deeper understanding of how different communication styles impact interactions.
- Navigate any conversation with confidence, ensuring their message is heard loud and clear.
Also available as “It’s Not You, It’s Me: Communication is for the Birds”. Matching DiSC® styles to various bird personalities such as eagles, parrots, doves and owls. By understanding which bird personality aligns with your own unique communication style, you gain invaluable insights into your strengths and areas for improvement.
06 How to Lose a Team in 90 Days Doctors and leaders only
The data today on employee retention is pretty bleak. In fact, the data tells us that 75 to 85% of employees quit within the first 90 days. Organizational success is about people success, and when it comes to people success, hiring is only half the battle. The other half is retaining them. How we welcome in and onboard our new team members is critical. Good people are necessary to consistently deliver the quality care and the culture you strive for, and you can't do it alone. Finding and retaining talented individuals has become more challenging than ever, and simply throwing money at the problem won't solve it. Statistically, when effort, time and energy are put into effective onboarding, it leads to increased job satisfaction, improved performance, higher engagement levels and ultimately long-term employee retention. That's a smart use of your time and energy, and a smart investment.
Upon completion of this session, attendees should be able to:
- Successfully onboard with multiple generations.
- Identify the building blocks of successful onboarding.
- Outline important onboarding considerations when merging or acquiring practices.
- Develop a blueprint or framework for their own improved and more successful onboarding process.
07 The Lie I Tell Myself: The Importance of Written Systems and Leadership Office and team leaders and managers
Effective systems are the cornerstone of a smoothly running and efficient practice. During this session Geri explains the why behind written systems and protocols, emphasising their crucial role in your leadership and management. She guides you through the process of constructing a comprehensive written system, providing valuable insights on what to include and how to make it stick. You gain practical insights and strategies that can be implemented immediately within your practice.
Upon completion of this session, attendees should be able to:
- Learn how to construct a written system, or protocol.
- Review best practices for implementation that sticks.
- Recognise the why of written systems and protocols.
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