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Clinic Systems & Leadership Scorecard
Your name
*
Email
*
Clinic Name
Mobile
How dialled in is the backend of your business?
Instructions:
Rate each statement from 1 to 5:
1 = We don’t have this at all
5 = This is fully in place and working well
🔧
SECTION 1: Systems & Processes
We have a documented procedures manual for key clinic tasks
*
We have a documented procedures manual for key clinic tasks
1
2
3
4
5
Our admin and clinicians follow consistent workflows
*
Our admin and clinicians follow consistent workflows
1
2
3
4
5
New staff can onboard without needing handholding
*
New staff can onboard without needing handholding
1
2
3
4
5
Our systems are visible, easy to find, and kept up to date
*
Our systems are visible, easy to find, and kept up to date
1
2
3
4
5
⚙️
SECTION 2: Automation & Efficiency
1 = We don’t have this at all
5 = This is fully in place and working well
Key admin tasks (e.g., onboarding, billing, stock checks) are automated or semi-automated
*
Key admin tasks (e.g., onboarding, billing, stock checks) are automated or semi-automated
1
2
3
4
5
Our newsletter or marketing processes run without manual effort
*
Our newsletter or marketing processes run without manual effort
1
2
3
4
5
Our scheduling and payroll systems are clean and repeatable
*
Our scheduling and payroll systems are clean and repeatable
1
2
3
4
5
We rarely rely on paper notes, sticky notes, or memory
*
We rarely rely on paper notes, sticky notes, or memory
1
2
3
4
5
we rely on them
we rarely use them
📊
SECTION 3: Operational Visibility
1 = We don’t have this at all
5 = This is fully in place and working well
I can see team performance metrics clearly and quickly
*
I can see team performance metrics clearly and quickly
1
2
3
4
5
I know which services, sites, or clinicians are most profitable
*
I know which services, sites, or clinicians are most profitable
1
2
3
4
5
I review P&L and key numbers regularly
*
I review P&L and key numbers regularly
1
2
3
4
5
Our roster and resource planning is clear and predictable
*
Our roster and resource planning is clear and predictable
1
2
3
4
5
👥
SECTION 4: Team & Communication
1 = We don’t have this at all
5 = This is fully in place and working well
We have clear role descriptions and expectations for each team member
*
We have clear role descriptions and expectations for each team member
1
2
3
4
5
Our team knows where to go for updates, resources or answers
*
Our team knows where to go for updates, resources or answers
1
2
3
4
5
We run structured team meetings or check-ins
*
We run structured team meetings or check-ins
1
2
3
4
5
We have a mentoring or review system that supports clinician growth
*
We have a mentoring or review system that supports clinician growth
1
2
3
4
5
🧠 Section 5: Leadership & Owner Role
1 = We don’t have this at all
5 = This is fully in place and working well
I spend most of my time on work only I can do
*
I spend most of my time on work only I can do
1
2
3
4
5
I feel confident and supported in my leadership role
*
I feel confident and supported in my leadership role
1
2
3
4
5
I have time set aside weekly for strategy and growth
*
I have time set aside weekly for strategy and growth
1
2
3
4
5
If I took 2 weeks off, the clinic would still run smoothly
*
If I took 2 weeks off, the clinic would still run smoothly
1
2
3
4
5
Click submit below and we'll email you your results.
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