The Yearly Reflection & Planning Bundle gives you proven tools to evaluate your past year, identify opportunities for growth, and create a clear strategy for success in the year ahead. These editable templates help leaders and teams reflect, plan, and set actionable goals that drive both practice growth and stronger team culture.
 
In this bundle, you will gain access to the following:
Annual Strategy Session – a guided framework for evaluating external, internal, and clinical changes impacting your practice
Are YOU the Problem? Action Items – self-assessment prompts and feedback tools to strengthen leadership and communication
Annual Retreat Agenda – a detailed agenda for reflecting on personal, family, and work satisfaction while setting goals for the year
Team Annual Retreat Agenda – a team focused version of the retreat agenda designed to review the past year, assess challenges, and plan forward together
 
Perfect for dentists, office managers, and practice leaders who want to boost team performance, improve communication, and grow their practice year after year.