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Sally McKenzie,CMC
McKenzie Management

Sally McKenzie's
Weekly Management e-Motivator

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September 16, 2002

You have 3 MONTHS ... and 10 days to reach your year end GOALS. Will you make it? Find out here!

When was the last time your TEAM came TOGETHER, away from the office, and really benefited … not only for the practice, but the patients and as individuals? Schedule your next TEAM BUILDING RETREAT at The Center for Dental Career Development in beautiful LaJolla, California. Not only will you have perfect weather, relax, and have fun, we will also help you build YOUR Continuous Improvement Plan for the next 12 months. The Center focuses on one team at a time, by appointment only … so call today to reserve your seat, 1-877-900-5775. www.dentalcareerdevelop.com


Sally McKenzie's Weekly Management e-Motivator---Issue #29

Delegation – Trust Me They Can Handle It

Wouldn’t it be great if you could count on employees to take the ball and run with projects, completing them exactly as you want them to be done? Ha! I should keep dreamin’ eh? Nobody can do it as well as you can, right? Or maybe it’s “time.” You don’t have time to “teach” the staff how to do it the way you want. “It’s easier if I just do it myself,” you say. Or, perhaps you are such a nice person that you want to make sure everyone is taken care of - no stress, no pressure. Of course you’re about to have a breakdown, but hey the rest of the gang is happy, right?

Probably not, most employees want to feel they are contributing members of the team, and they want to be trusted and empowered. Furthermore, empowered employees are accountable employees. They take ownership in the business. So before you swoop in and do it yourself, consider delegating the project instead.

Sally’s Recommended Actions

  1. Ask and you shall receive. Request assistance nicely and remember to use the words “please” and “thank you.”
  2. Clearly explain the project and your expectations.
  3. Provide the necessary resources. If you expect a full report on accounts receivables make sure the employee knows where they can get all of the information needed.
  4. Establish a deadline you can live with and the employee can meet. Yes, we all want it yesterday. But yesterday has come and gone. Give the employee time to do the job right.
  5. Ask the employee to provide progress reports on a regular basis, such as at the weekly staff meeting.
  6. Encourage the team member to ask many questions and answer them completely and respectfully. There are no dumb questions.
  7. Encourage ownership of the project and professional creativity.
  8. Monitor progress.
  9. Redirect respectfully. If you don’t like the direction the project is heading, further educate the person on your expectations and show them what you want.
  10. Sing their praises. Congratulate the employee on a job well done make sure they know how much you appreciate their efforts.

The more you delegate the better your team will operate.


Don't Miss ... McKenzie Management's NEW WEB SITE!!!

  • Find out the TOP 5 REASONS why dentists use management consultants.
  • Find out about the Practice Enrichment Programs that everyone is talking about!
  • Discover how practices are increasing practice revenues EVERY YEAR!
  • Visit the Book Store with educational resources for hygiene, personnel, and practice management
  • Find out where to have your next TEAM BUILDING RETREAT
  • Discover if your practice is operating at peak performance ... FREE!

  • Technology Tool Box
    A series of short weekly chores designed to keep the return on investment in technology at its highest level.

    Mark Dilatush, VP of Professional Relations, McKenzie Management
    Mark@mckenziemgmt.com • 1-877-777-6151 Ext. 28

    Treatment Plan Data:

    Purpose: Increase efficiency, increase production, better service to your patients

    What to do:

    1. Run an outstanding treatment plan report once each month.
    2. Review every entry for age and validity.
    3. Remove any entry that has already been completed.
    4. Remove any entry older than 180 days.
    5. Re-run the report, store for comparison to next month.


    1. Start today
    2. Re-run sequence each month

    What now?

    1. Compare “real” treatment plan numbers from month to month. Discover trends before they become problems.
    2. Call your outstanding treatment plans to fill the schedule or holes in the schedule as a part of your daily routine
    3. Use the treatment plan information to automatically populate the appointment screen when the appointment is made

    12 Hours CE Credits


    Sail the Eastern Carribean on Holland America World's most luxurious Ships the MS Zaandam

    March 29 - April 5, 2003 -
    Work with two of the most dedicated knowledgeable experts on Finance and Management in the United States — Sally McKenzie, CMC and Dr.Hugh Doherty, CFP. They will share sound advice on how to develop a profitable practice which will lead to your future financial security.
    It will be a "one of a kind" vacation where you come back richer!


    This issue is sponsored in part by:

    McKenzie Management - A full service, in-office dental management consulting company specializing in the business, clinical, and hygiene areas of practices nationwide.You can find McKenzie Management at http://www.mckenziemgmt.com

    CareCredit - More than 30,000 healthcare practices nationwide use CareCredit as an alternative means of helping their patients finance treatment. You can find CareCredit at http://www.carecredit.com

    The Center for Dental Career Development - Providing Advanced Business Education for dentists and training for business employees as well as Team Building Retreats for the entire dental team in Beautiful La Jolla, California. You can find The Center for Dental Career Development at http://www.dentalcareerdevelop.com

    DentalTown - Never practice solo again! DentalTown.com is a free community, hosting dentistry's MOST ACTIVE message boards, classified ads and a dental event calendar.The site is open to dental professionals throughout the world, 24-hours a day, 7 days a week. Once you visit, you'll wonder how you ever practiced without it! Log onto http://www.dentaltown.com TODAY!

    Lares Research - Make Your Practice Profitability Soar! SoftCare boosts your hygiene department profitability to a new level. Treatment of periodontal disease with the Lares' PocketPro Lasers is easy to learn and offers a quick and dramatic return on your investment. Lares lasers will also make your dentistry faster and easier. Visit us at http://www.laresdental.com/products/lsc/default.asp or call 800-347-3289, ext. 1 and schedule an educational presentation.

    HPSC - Finances, via lease or loan, dental and office equipment, leasehold improvements, working capital and supply contracts at fixed competitive rates, with no points, variables or hidden fees. HPSC also offers a variety of financing programs to dental professionals seeking to set up, expand, buy into, or acquire a practice.

    INFORMS - Allow InForms to participate in your successful practice by becoming the "ONE STOP SOURCE" for your front office needs. We carry a full range of products including: recall and appointment cards, registration forms, exam forms, statements and envelopes, folders and labels. Call us at 1-800-722-4884 or email us at informs@bellsouth.net today to receive your catalog.


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    Copyrights 2002 McKenzie Management - All Rights Reserved.