What To Do When You Lose A Business Employee
Dentist Case Study #261
The doctor’s concerns: “My Office Manager turned in her notice today. She’s been a loyal employee for 10 years and I really have no idea what she does or how she does it. I’ve always just trusted her to get the job done. How will I ever replace her?”
Losing a valued employee can be pretty stressful – especially if you’re completely unprepared for the departure, like this doctor. As the practice CEO, you have to keep in mind that even your most loyal employees will likely leave at some point, meaning you should have a plan in place to make the transition as smooth as possible when they do.
In this doctor’s case, he needed to find a new business employee, and fast. His Office Manager was leaving in a mere two weeks, relocating to another state with her husband. But our doctor had no idea what actually went on in the business area, making it difficult for him to find a suitable replacement and then properly train the new team member. He was feeling pretty lost, which is why he came to McKenzie Management for help.
This checklist is a great start, but it certainly isn’t enough to get the doctor and eventually his new Office Manager up to speed. The second checklist we had him ask her to create detailed protocols for various business procedures. It outlined how to:
• Generate weekly statements
We suggested creating forms for every task, and then making them easy for all team members to access.
Have a Plan
To avoid this scenario, I suggest you ask current team members to put checklists together as they can. Make it clear you’re not expecting them to leave any time soon, but that you’d like to have the checklists ready to go in case of an emergency. Remember these checklists don’t only come into play when a team member quits. They can be useful when employees are out sick, on vacation or on maternity leave. They also can be great training tools.
Don’t Forget About the Clinical Team
• Set up trays
The Value of Checklists
If you’d like more guidance on how to create these checklists, feel free to reach out to McKenzie Management. We’ll help make sure you’re prepared the next time an employee tells you they’re moving on.
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