SMART Goals to Implement CrVT Utilization and Team Optimization
Table 5.1
Table 5.1 utilizes the SMART goals system to establish action plans for success. First, identify the issue needing a solution and define the needed steps to achieve that goal. The action items provide a step-by-step plan to achieve optimal CrVT and team utilization. To begin integrating greater utilization into the workflow, prioritize appointments/initial assessment utilization, surgical utilization, and telehealth/teletriage. Also, develop detailed plans based on agreed-upon protocols (use algorithms as defined by SOPs, including if/then matrix) and train everyone on implementation.
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Issue Identified |
Our practice has determined that we do not utilize our team to maximal efficiency, resulting in the loss of team members, decreased revenue, and burnout. |
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Goal |
Improve revenue, reward the team, decrease turnover, and improve client retention and satisfaction |
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Objective |
OBJECTIVE 1 |
OBJECTIVE 2 |
SPECIFIC |
Implement CrVT utilization to the maximal capacity allowed by state regulation through team development, a gap analysis, and an understanding of maximal capacity as defined by state regulation. |
Develop and implement protocols and team training. |
MEASURABLE |
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ACCOUNTABILITY |
ACTION ITEMS/ACCOUNTABILITY | |
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RESOURCES |
Resources
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Resources
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TIMEBOUND |
TIMELINE | |
Action item #1 due: Checkpoint date #1: Checkpoint date #2: Action item #2 due: Checkpoint date #1: Checkpoint date #2: Action item #3 due: Checkpoint date #1: Checkpoint date #2: Action item #4 due: Checkpoint date #1: Checkpoint date #2: Action item #5 due: Checkpoint date #1: Checkpoint date #2: Action item #6 due: Checkpoint date #1: Checkpoint date #2: Action item #7 due: Checkpoint date #1: Checkpoint date #2: |
Action item #1 due: Checkpoint date #1: Checkpoint date #2: Action item #2 due: Checkpoint date #1: Checkpoint date #2: Action item #3 due: Checkpoint date #1: Checkpoint date #2: Action item #4 due: Checkpoint date #1: Checkpoint date #2: Action item #5 due: Checkpoint date #1: Checkpoint date #2: Action item #6 due: Checkpoint date #1: Checkpoint date #2: Action item #7 due: Checkpoint date #1: Checkpoint date #2: |
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Add additional action items as needed |
CrVT, credentialed veterinary technician; CSR, customer service representative; VA, veterinary assistant