Want an actually useful morning meeting? Cover these 5 topics

Maybe you’ve tried them and ditched them. Or have them just to have them but think they’re just kind of “meh.” Either way it’s not hard to fall into a morning huddle rut.

But you shouldn’t give them up. Starting each day with a team meeting allows things to run more smoothly and pumps everyone up for the day ahead. You just need to make sure you’re meeting on the right topics.

So here are the five things you should discuss in your morning huddle.

  1. The day before
    Have everyone share one thing that went right and wrong from the day before, so you can celebrate high points and learn from low points in a safe and supportive environment. Then, based on the prior day’s review, you can create the foundation for your day ahead.
  2. Today’s schedule
    This is the time to alert the team of new patients, select optimal times for getting in emergency patients, discuss how to fill potential openings, check to see if any patients are past due for treatment, etc. Everyone having an overview of the entire team’s schedule—not just their own—will make the day much more efficient.
  3. Marketing
    Use a small part of your morning huddle to go over any marketing initiatives you’ve been running, discuss any referrals and reviews you’ve received, and point out any of the day’s patients you think may be willing to give a referral. This way you ensure you’re being strategic about growing your patient base—not just letting it happen if/when it happens.
  4. Numbers
    The first team meeting of a month should highlight that month’s production goal, and then each following meeting should check the progress the team has made towards that goal. Use this formula: PRODUCTION TO DATE + AMOUNT SCHEDULED REST OF MONTH = TOTAL ANTICIPATED PRODUCTION. Based on this estimation you can see whether or not you’re on track to meet your goal and adjust accordingly.
  5. A positive send-off
    Perhaps most important, after you’ve checked on the boxes on your meeting agenda, a member of the team should end with a motivating statement—whether that be a simple wish of luck on the day’s work, a showing of appreciation for the team, a favorite quote, etc. No matter what the positive statement is, it should leave the team feeling warm, fuzzy, and ready to tackle the day!
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