#172 Checking in on Annual Planning

In this episode, Dayna Johnson shares why annual planning is one of the most powerful steps you can take to build a high-performing dental practice. From setting up your appointment book to mapping out production goals and involving your team in the process, Dayna breaks down a practical, results-driven approach to scheduling and goal setting. You’ll learn how to use structured scheduling to keep your re-care patients on track, how to set production targets based on your actual overhead (not random percentages), and how to foster a culture of communication and feedback that drives consistent results. Whether you’re a dentist, office manager, or part of the admin team, these strategies will help you kick off your year with a plan that boosts productivity, improves team alignment, and creates a better patient experience. Key Takeaways: Start your annual planning in June or July for maximum impact. Set up your appointment book early to secure re-care patient visits. Schedule days off and vacations in advance to avoid last-minute chaos. Base production goals on practice overhead instead of arbitrary increases. Keep your team informed and engaged in scheduling decisions. Adjust your “perfect day” schedule to meet new patient goals. Track production daily to maintain team focus and performance. Encourage team feedback to refine your scheduling approach. Commit to continuous improvement to build a high-performing team. Chapters: 00:00 – Kickstarting Annual Planning 02:35 – Setting Up the Appointment Book 05:39 – Establishing Production Goals 08:27 – Engagement and Support Please rate, review and share this episode with your colleagues. Book a call with Dayna: calendly.com/dayna-johnson/discovery-call