5 Tips for the Perfect Morning Huddle

 
 

Today's tips are about your morning meeting or morning huddle. The morning huddle is such an important meeting in preparation for the day, yet many practices have fallen flat in this area.

The huddle is used to:

  • Strategize about any potential obstacles in the day

  • Identify solutions to those obstacles

  • Explore potential in the day

I want to share with you 5 EASY tips to break the routine of the morning huddle and breathe new life into it!

1. Start on time. Very simple. Team members trickling in after the meeting starts is very distracting. You huddle should start 15 to 20 minutes before you begin seeing patients, so it is very important the teams

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is ready to start the meeting on time.

2. The power is in the prep. A huddle is only as productive as the preparation. I recommend using a Chart Review Checklist. This provides you with a list of things that need to be reviewed for each patient in order to prepare for their visit that day. A checklist may look very different for different practices, but it's important for a doctor and the team to create a checklist that supports what they find most important to be prepared for each patient.

3. Have a clear agenda. Make sure you agenda identifies what is most important to cover and who wis going to give that information. Will the clinical team give their information first or will the business team? There is really no right or wrong way to do it. You just want to develop a system that supports a clear agenda to help you avoid falling into the trap of just reading the daily schedule.

4. Avoid side conversations. Side conversations are those that come up during the huddle that is more appropriate for a team meeting. The huddle is not to solve your practice's challenges or go into depth about certain issues. A good idea is to have a white board near by where you can write down those things, therefore making the team confident they will be addressed. It is important to keep the huddle huddle-related and stay focused on your objectives.

5. End with something positive. The dentist should handle this task. End the huddle with appreciation for your team, a positive quote, or talking about the practice's purpose and how you are looking forward to the day. A positive, leadership-type statement from the dentist to start the day off on a positive note is very powerful.

For more practice management tips, visit my website KristinPelletier.com. Fore more information about how I can help you take your huddle to the next level, email me at contact@kristinpelletier.com