SOBM Business Assessment

Spot On Business Mastery

Questionnaire
Full Name*

First NameLast Name
Email*
For each statement below, assign your ranking on a scale of 1 to 5 where 1 = disagree and 5 = agree
Is this you?
1=Disagree 5=Agree
You do NOT find managing your dental practice stressful.*

12345
Your team is performing to its full potential.*

12345
You are achieving the financial results that your hard work deserves.*

12345
You do NOT feel the weight of all the pressure and responsibility of running your dental business.*

12345
Vision and values
You have a clear vision that has been properly articulated, communicated, understood and bought into by the whole team.*

12345
Your core values are clear and documented. Your team shares and buys into these same values. The values form part of our recruitment, staff appraisal, development and exit processes.*

12345
Strategy
You have a clearly defined and financially proven three-year strategy that the team understands and is in pursuit of.*

12345
Your target patient base is clear, and your internal and external marketing and operational activities underpin our business strategy.*

12345
Your unique differentiators have been identified, are clear, and your internal and external marketing activities capitalise on and communicate them.*

12345
People and Organisation
All the people in your team are the ideal people.*

12345
Your organisational structure supports the needs of the business; roles & responsibilities are clear, documented and regularly reviewed and updated*

12345
Everyone in the organisation is in the right role.*

12345
Everyone in the organisation knows their part in achieving the overall business goals and is measured against this.*

12345
You hold monthly 1:1s at which we measure performance and ensure accountability.*

12345
Your senior management team is clearly defined and operates in an open and honest manner demonstrating a high level of trust.*

12345
Metrics
You have systems for consistently collecting regular customer and employee feedback, and we measure their levels of satisfaction.*

12345
A scorecard of key business measurables (KPIs) exists and the results are reviewed and acted upon frequently.*

12345
You have budgets and they are monitored monthly.*

12345
Problems
All teams clearly identify, discuss, and solve key issues for the greater good and long term. They operate as a team.*

12345
You have a positive, can-do, solution-driven culture of continuous improvement. All team members approach issues with a view to bringing positive change rather than creating barriers.*

12345
System and Process
Your core business is underpinned by robust systems and processes.*

12345
All your systems and processes are efficient, documented and followed by everyone.*

12345
Taking Action
You have a proven and focused methodology for doing business with our patients. The whole team adheres to and does not deviate from it.*

12345
Everyone has quarterly goals that are reviewed regularly, and they are all focused on achieving them.*

12345
You have regular scheduled meetings at which everyone is engaged and contributes. All meetings run to a planned schedule, on the same day and time, with a pre-set agenda. The meetings start and end on time and all attendees are fully engaged and contribute.*

12345
Financial Planning, Analysis and Control
You have a three-year strategic plan that is financially proven.*

12345
You set and review 90-day goals every quarter.*

12345
You produce and review monthly management accounts, investigating variances.*

12345
You review cashflow monthly.*

12345
You know the net profitability of our treatments and clinicians.*

12345
Your Score
Should be Empty:

Spot On Business Mastery