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Social Media
Training Videos
Created all graphics for a video
using Photoshop and Illustrator.
Learned how to create
graphics from a video script
and collaborate with others to
convert a creative vision into a
final design.

MEMBER PROFILE SELF-ASSESSMENT
1.

CASE STUDIES MEMBER HIGHLIGHTS

Which best describes the current scope of your business?

BUSINESS SCOPE

A. I am focused on developing a strong and thriving practice with a limited size and scope.
B. I am focused on growing my practice and gaining market share to impact a broader market.
C. I am focused on expanding across a wide geography to build a network enterprise.

2.

Approximately what percentage of time do you spend seeing patients?

What level of Net Revenue did your practice achieve in 2015?

A Responses
B Responses
C Responses

5.

_____
_____
_____

+

+

How would you describe your growth goals?

How would you describe your engagement and level of interaction with your SBU Team?
A. Varied: It depends on my schedule and the immediate needs of my practice.
B. Moderate: I participate in SBU calls, have periodic calls with individual SBU managers and actively attempt to
implement recommendations.
C. Advocate: I consider my SBU Team an indespensible part of my success and am in frequent communication
with multiple members of the team.

7.

How many years have you been an Audigy Member?
A. Less than 5 years
B. 5 to 8 years
C. Greater than 8 years

STEP TWO
A Responses
B Responses
C Responses

Enter the number of A, B, and C responses for questions 5 through 7
_____ x 1 =
_____ x 2 =
_____ x 3 =

_____
_____
_____

+

Section 1 Total

+

Section 2 Total

+

Grand Total

=

Self

Mindy Brudereck

Tony Milliano

Brooke Tudor

Location: Birdsboro, PA
Member Since: 2014

Location: Paducah, KY
Member Since: 2006

Location: Lansing, MI
Member Since: 2006

Operational success starts with
commitment to making your vision for
the practice a reality.

To duplicate provider success, embrace
accountability and clear communication,
and commit to your long-term goals.

Get the biggest bang for your marketing
buck by focusing on grassroots efforts and
investing resources in figuring out what
works in your marketplace.

Continue to grow and influence local market

Section 1 Total

=

Flow & Conversion, Systems & Process

Marketing

BUSINESS SCOPE

A. Attain marginal growth to maintain the size and scope of my current business (up to 5% growth).
B. Achieve moderate growth to continue increasing my net revenue and discretionary earnings (6-9% growth).
C. Aggressively grow the size and scope of my business (10+% growth).

6.

Owner Doer

Provider Duplication

NET REVENUE

MARKET INFLUENCER

Enter the number of A, B, and C responses for questions 1 through 4
_____ x 2 =
_____ x 4 =
_____ x 6 =

Up to $850K

Operational

A. Less than $750,000
B. Between $750,000 and $1,500,000
C. Greater than $1,500,000

STEP ONE

Practice

NET REVENUE
OWNER MATURITY
OPERATIONAL ORIENTATION
REFLECTION POINT

A. Greater than 50%
B. Between 25 and 50%
C. Less than 25%

4.

Develop a strong and thriving practice

Which best describes your operational focus to enhance business results?
A. Improving my KPIs as a Provider and those of my immediate staff.
B. Duplicating my success through additional Providers and achieving greater consistency across multiple office locations.
C. Optimizing performance with numerous Providers, several locations and a large support staff.

3.

PRACTICE DEVELOPER

OWNER MATURITY
OPERATIONAL ORIENTATION
REFLECTION POINT

Market
$750K - $1.5M
Owner Doer / Manager
Duplication & Consistency
Peer Group

Leadership

Culture

Marketing

Eric Hecker

Marlene Bevan

Susan & Brooks Gore

Location: Newport News, VA
Member Since: 2005

Location: Traverse City, MI
Member Since: 2008

Location: Supply, NC
Member Since: 2006

You’re never done building an aligned
team; it’s an ongoing journey. But it’s
a journey worth taking, because the
destination is ongoing practice growth.

Cultivate a remarkable team culture
through communication, engagement,
and goal alignment.

Marketing doesn’t just happen outside
your practice walls. Understand the
role your team plays in creating lasting
marketing success.

ENTERPRISE BUILDER
Expand the business to build a
network enterprise

BUSINESS SCOPE

Network

NET REVENUE

$1.2M +

OWNER MATURITY
OPERATIONAL ORIENTATION
REFLECTION POINT

Event Worksheet
&Handout
Designed a quiz-like worksheet
and an informational handout
using inDesign. Based on a
Word Document and a rough
sketch of the desired end result.
Followed branding guidelines.

Owner Manager / Investor
Optimize & Sustain
Market

Leadership

Owner Duplication

Marketing

David & Lan Anderson

Mary Ann Gilbert & Kim Ortega

Pam Riley

Location: Las Vegas, NV
Member Since: 2009

Location: Whittier, CA
Member Since: 2009

Location: South Bend, IN
Member Since: 2010

People don’t follow leaders because of
what they say; they follow leaders who
make them feel good about themselves.

What’s the endgame of provider
duplication? Find out how to develop an
exit strategy that ensures your practice’s
legacy after you leave the practice.

Your brand is the foundation of your
marketing strategy and tactics. Learn how
to represent it in both marketing and
patient interactions.

=

Quick Guide
Asked to redesign an existing
"quick guide" for use as a
placemat or handout/reference.
Used InDesign to create an
easy-to-follow guide to match
a Powerpoint presentation and
other collateral.

“Stressful “ Dating

Yeli Hernandez
_______________________________________________________

Worksheet

Directions: In classic speed dating style, you will spend 4 minutes with each member of the team
discussing your R3 “stress” graph and addressing the following questions.

1
2
3
4

_______________________________________________________

Jon Loveridge
_______________________________________________________

When I am under stress, I find that I can be ___________________________.
When I am under stress, I have to be mindful of _______________________
and I am working on _______________________________________.

_______________________________________________________

Patti White

When I am under stress, I like to be approached like ___________________.
One destressing technique I use to get out of my negative conflict strategy
is ____________________________________________________________.

_______________________________________________________
_______________________________________________________

Austin Peachey

Team Building
Activity Worksheet
Created a team building
activity worksheet for a team
offsite using Indesign.

_______________________________________________________

Take notes on the discussions you have with each member of the team. Focus on the characteristics
of each team member when reacting to stress under their core energy.

_______________________________________________________

Garrett Jackson

Danial Parscale

_______________________________________________________

_______________________________________________________

_______________________________________________________

Jennifer Boedeker

_______________________________________________________

Cy Vedder

_______________________________________________________

_______________________________________________________

_______________________________________________________

Jessica Karchere

_______________________________________________________

Candance Chin

_______________________________________________________

_______________________________________________________

_______________________________________________________

_______________________________________________________

DUPLICATING SUCCESS
In an ideal world, our commitment to these principles
would ensure that every patient received remarkable
care. But patients arrive early, late, or sometimes not at all!
Doctors fall behind schedule.

Informational Flyer

Team members feel stressed about events in the practice
or at home. By relying on a process, we can consistently
deliver the best possible experience to our patients, at
each and every interaction.

AN INTRODUCTION TO
PATIENTS FOR LIFE

COMPLETE PATIENT CARE
Understanding our patients better is the first step on the path to the dental care
that treats the entire patient, not just their teeth. Nonetheless, as ethical dental care



providers, we want to have a complete picture of our patients’ oral health. But often,

THE CORE PRINCIPLES OF

WHY PATIENTS FOR LIFE?
Patients for Life™ helps us to practice the dentistry we love for patients we truly care
about. The PFL process helps us consistently create remarkable experiences for our
patients, from the moment that they first contact the practice through the end
of their treatment—and beyond. But more importantly, it lays out a framework
of ideas—a philosophy—about dentistry. It presents and explains principles of
leadership and communication that guide us in all our interactions with patients
and team members alike.

PATIENTS
FOR OF
LIFE
THE CORE
PRINCIPLES
PATIENTS FOR LIFE


Understand and respect your patients’
wishes and circumstances.



The best dentistry treats the entire patient,
not just their dental condition.



Documented systems and processes ensure
that we can duplicate the success of Patients
for Life principles.

UNDERSTANDING OUR PATIENTS
The best possible dental care starts with understanding and respect for our patients—
not just their dental needs, but also how their conditions affect them and how
dentistry can fit into their lives.
Traditionally, dental practices focus on the patient’s chief complaint; it’s the patient’s
top concern. But on its own, it doesn’t provide enough information to give our
patients the best possible care. Rather than focus on a patient’s chief complaint, we
think about their Four Chiefs.

CHIEF CONDITION
The closest to chief complaint and easiest to find out. It’s the
biological entity inside the patient’s mouth that is outside of normal
limits.

LEFT-SIDE AND
RIGHT-SIDE PATIENTS
We classify patients as left-side or right-side based
on where their clinical needs fit on a continuum of
dentistry that runs from simple tooth dentistry on the
left to complex care on the right. Left-side patients
need only basic care to restore their teeth to optimum
health, function, and appearance, while right-side
patients require more extensive clinical interventions.

CHIEF DISABILITY
The negative emotion or consequence the patient experiences
because of the condition.

CHIEF BENEFIT
The positive feeling the patient will experience after treatment.

CHIEF FIT ISSUE
The life circumstances, like budget or schedule, that affect the
patient’s ability to accept care.

the patient just wants to treat their chief condition and be on their way. We offer
same-day dentistry because it builds the positive relationships that encourage new
patients to return for a full examination.

“We recommend treatment that
fits in patients’ lives and gives
them the benefits they want.”
Patients for Life doesn’t help you sell treatment plans. Selling treatment doesn’t work,
because patients don’t want dentistry; they want their pain to go away or to feel good

attitudes, and that can be difficult. But it’s a proven system that has
increase their productivity, and achieve higher levels of success.

Tuesday
Breakfast

8:30 am — 9:00 am

Pacific Northwest Open Market Review

9:00 am — 9:30 am

SBU Alignment: Membership Support

9:30 am —11:30 am

Peer to Peer Discussion — Member Topics

11:30 am —12:00 pm

Next Steps & Closing Statements

12:00 pm — 1:00 pm

Optional Member Lunch

1:00 pm

Member Departure

Introductions & Breakfast
End of Year Survey Results
Agenda and Housekeeping Overview

10:00 am —11:00 am

Cultural Integration

Team Alignment: Communication
& Engagement
Value to Aligning Staff PPFs
to Practice Goals

BREAK
11:10 am —12:10 pm

Operational Effectiveness

12:10 pm — 1:00 pm

Creating a Market Culture to Support Transformational Growth

1:00 pm — 1:45 pm

Lunch

1:45 pm — 2:30 pm

Q & A With Leadership

2:30 pm —3:30 pm

Financial Success

Market Opportunity & Achieving
Transformational Growth
Practice Maturity — Process
& Development

Moving through the OMM
(Owner Maturity Model)
Equity Earn In/Equity Buy In
& Audigy Venture Partnership

BREAK
3:45 pm — 4:30 pm

Shared Services Highlights

4:30 pm — 5:00 pm

Closing of Day 1

6:30 pm — 8:30 pm

Membership Dinner

Marketing PPC with Eric Kammer

Followed brand guidelines to
conceptualize and design a
flyer using InDesign. Revised
and edited multiple times with
changes to both content and
design. Learned key layout
skills, version control and how to
manage many content changes.

helped hundreds of practices improve relationships with their patients,

8:00 am — 8:30 am

9:45 am — 10:00 am

PATIENT RETENTION:
Keep your active patients engaged
and bring lapsed patients back.

Adopting the PFL process requires change in our routines and our

Monday
9:30 am — 9:45 am

IN THE OFFICE:
Create positive first impressions
and set the team up for success.

CHANGE ISN’T EASY—BUT IT
IS WORTHWHILE

West Territory | Pacific Northwest Regional Roundtable — April 25th & 26th, 2016

9:00 am — 9:30 am

SMART SCHEDULING:
Build a schedule with less waiting
time for patients and more time
for dentistry.

about their appearance. That’s why we have case conversations—not presentations—

LEFT-SIDE PATIENTS

Younger

Minor conditions

Minor disabilities

Minor fit issues

Accept care based on
education

Older
RIGHT-SIDE
• PATIENTS
Major conditions
Major disabilities

Older •

Major fit issues

Major conditions

Accept care if they’re

Major disabilities
understood

Major fit issues

Accept care if they’re
understood

Agenda

ON THE PHONE:
Engage patients and gather
important information before the
appointment.

Event Agenda
Used InDesign to modify
an existing event agenda
document and customize for a
new event.

Multimedia
Video Project
Created graphics for and
edited a four-video series using
Photoshop and Premiere Pro.
Learned the importance of
simplicity and visual consistency
through many rounds of edits
and internal reviews.

T-Shirt Design
Appointed to create a t-shirt
design for the 5th annual Grant
High School Poetry Slam.
Created different versions with
Illustrator. I loved seeing an idea
come to life and see my design
being worn around the school.

CD Case and
Booklet
Created a CD case and lyric
booklet for an English class at
Grant High School. Given an
illustrated front cover and asked
to design around it. Picked fonts,
layouts, and figured out page
order. Created with Photoshop.


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