Quarterly Planning Considerations

In this solo episode of Modern Chiropractic Mastery, Dr. Kevin Christie explains why chiropractors need structured planning through consistent yearly, quarterly, and weekly meetings to avoid running the practice without clear direction. He recommends scheduling quarterly meetings the month before the next quarter and keeping them practical in length (about two hours) while involving the entire team. Drawing from Gino Wickman’s book Traction and the EOS framework, Dr. Christie outlines a quarterly meeting agenda: start with a positive focus by reviewing wins from the prior quarter, create an issues list (small to big) to surface and address problems, set 3–5 quarterly “rocks” (major projects), and build an indicator scorecard with trailing metrics (e.g., new patients, office visits, revenue, reviews) supported by specific leading indicators that drive results. The meeting should also include a quarterly marketing plan covering events, initiatives, content, and ad spend, with larger issues carried into weekly meetings for execution. It’s a great listen to help you strategize for the remainder of 2026!