How to Set your Private Practice Up for Success Each Quarter

Resource - Download, your template

I’m the biggest fan of the New Year or a fresh To-Do list on a Monday and For me, the dawn of a New Quarter is a refreshing time in my private practice it’s an opportunity to regroup, reassess my direction, explore what is working and what’s not and refocus my energy.

As a private practice therapist, you are well aware that the success of your practice depends not only on your exceptional clinical skills but also on the effective management and planning of your private practice from your marketing strategies, CPD requirements, all the way through to the administration tasks.

It’s likely that like me you also often find yourself in the throes of countless tasks, with time seemingly slipping through your fingers.

There's an undeniable allure in tackling immediate tasks, but devoting time to strategic planning can substantially boost your private practice's success. Once the operational aspects of your practice are in check, you can channel your energy into your passion and what you love doing—delivering high-quality, effective and impactful therapy sessions.

1. Quarterly planning allows you to set specific business goals for your practice and develop strategies for achieving them. By breaking down your larger goals into smaller, achievable objectives, you can make progress towards your ultimate goals without feeling overwhelmed. This can help you stay motivated and on track.

2. By prioritising your tasks, you can focus your time and energy on the things that will impact your business the most. This can help you avoid getting bogged down in minor details and keep your eye on the bigger picture. This can help you stay focused and motivated throughout the year.

3. Helps you to manage your resources effectively by knowing what tasks need to be done and when they need to be done, so you can allocate your resources more efficiently.

   Quarterly Planning Session Invite

Paid subscribers are invited to The Quarterly Planning Session - Download and print off the template below and bring it along to the session so we can work through it together -

Save the date - Wednesday, the 28th, at 4 PM BST. This meeting will be the perfect opportunity for us all to align our strategies, share insights and plan for the coming months.

I hope to see you there, ready to shape the future of our private practice.

Now, let's delve deeper into why quarterly planning holds such pivotal significance for therapists running a private practice: