Academy›Programs › Executive Practice Growth

Bespoke Leadership Academy

Turn operational strength into strategic leadership.

Build enterprise thinking across people, systems, capital, and sustainable expansion.

The opportunity

Clear thinking. Confident action.

This pathway is designed around the responsibilities of executive leaders. Learn how to make sound decisions, build systems that support the team, and follow through.

What participants will work toward

Translate enterprise goals into measurable location-level execution
Strengthen P&L awareness and strategic prioritization
Lead change, integration, and scale-up efforts responsibly
Design governance and accountability systems that last

Ask about this program

READING THAT SUPPORTS THIS PATHWAY

Practice by Design III · Scaling to $100 Million and Beyond

Each module connects leadership concepts to practice. Project Compass helps turn the learning into a focused action plan with an owner, measure, safeguard, and review date.

Explore this book Explore Project Compass

Pathway overview · 6 modules · 36 lessons

The lesson plan, from first principles to applied leadership.

Each module pairs clear instruction with a practical exercise and a tool to use in a real dental practice. Work through the lessons in order, apply the module assignment, and bring the learning together in the capstone.

MODULE 01 · SET ENTERPRISE DIRECTION

Set Enterprise Direction

Choose priorities that connect the organization’s purpose, market position, operating model, and available resources.

LESSON 01.01

Translate purpose into strategic priorities

Define the population served, the value promised, the organization’s distinctive strengths, and the few outcomes that matter most.

Practice tool: Strategy-on-a-page

LESSON 01.02

Turn priorities into an execution portfolio

Choose what to start, stop, continue, or sequence. Assign an executive owner and define leading and lagging measures.

Practice tool: Strategic initiative portfolio

LESSON 01.03

Read the market and define the strategic context

Combine patient, provider, competitor, and community signals to clarify where the organization can create value.

Practice tool: Market and stakeholder scan

LESSON 01.04

Make explicit strategic choices and trade-offs

State where to focus, what capabilities are required, and what the organization will not pursue now.

Practice tool: Strategic choice and trade-off map

LESSON 01.05

Align owners and executives on decision rights

Define which decisions require owner, board, executive, or operating-team input and who recommends each one.

Practice tool: Executive decision-rights charter

LESSON 01.06

Translate enterprise strategy into measurable outcomes

Cascade strategic priorities into accountable workstreams, milestones, and reviewable measures.

Practice tool: Strategy deployment scorecard

Apply: Write a one-page strategy with three priorities, explicit trade-offs, owners, measures, and a quarterly review cadence.

MODULE 02 · BUILD FINANCIAL FLUENCY AND ALLOCATE RESOURCES

Build Financial Fluency and Allocate Resources

Read enterprise economics, understand the drivers of performance, and compare investments with transparent assumptions.

LESSON 02.01

Read the P&L through operating drivers

Connect revenue, provider capacity, staffing, collections, AR, and overhead to the choices leaders can influence.

Practice tool: Enterprise KPI and P&L driver map

LESSON 02.02

Evaluate investments and growth options

Compare expected return, cash needs, execution capacity, patient impact, downside risk, and time to value. Separate known facts from assumptions.

Practice tool: Investment decision brief

LESSON 02.03

Connect unit economics, cash flow, and capacity

Understand how site-level contribution, working capital, provider capacity, and central costs shape enterprise results.

Practice tool: Unit economics and cash-flow bridge

LESSON 02.04

Build a useful budget and rolling forecast

Use clear assumptions, operating drivers, scenarios, and monthly variance reviews to update the outlook.

Practice tool: Driver-based budget and forecast

LESSON 02.05

Allocate capital across competing priorities

Compare return, strategic fit, timing, execution risk, and capacity across proposed investments.

Practice tool: Capital allocation portfolio

LESSON 02.06

Stress-test assumptions and downside exposure

Model plausible changes in demand, staffing, collections, and costs and set indicators that prompt action.

Practice tool: Scenario and sensitivity register

Apply: Prepare a decision brief for one resource request with assumptions, scenarios, owner, measures, and a review trigger.

MODULE 03 · BUILD THE LEADERSHIP BENCH AND CULTURE

Build the Leadership Bench and Culture

Design clear decision rights and develop the leaders who will carry the strategy into daily execution.

LESSON 03.01

Align structure, roles, and decision rights

Clarify accountability across executives, regional leaders, and practice teams. Reduce duplicate ownership and unresolved handoffs.

Practice tool: Organization and decision-rights map

LESSON 03.02

Develop talent, succession, and culture

Identify critical roles and capabilities, build meaningful development assignments, and make the organization’s standards visible in daily work.

Practice tool: Leadership bench and succession plan

LESSON 03.03

Design an organization for the chosen strategy

Match structure, spans, role clarity, and decision flow to the work the organization must perform.

Practice tool: Enterprise organization design map

LESSON 03.04

Build leadership development and succession systems

Identify pivotal roles, readiness gaps, sponsors, and experiences that build future capability.

Practice tool: Leadership bench review

LESSON 03.05

Shape culture through visible executive behaviors

Translate stated values into behaviors leaders model, reward, and address consistently.

Practice tool: Culture behavior and accountability guide

LESSON 03.06

Set an executive operating rhythm

Use focused leadership reviews, decision logs, and follow-through to keep cross-functional work moving.

Practice tool: Executive cadence and decision log

Apply: Identify one critical leadership capability gap and design a development assignment with a sponsor, evidence of progress, and review date.

MODULE 04 · DESIGN SCALABLE OPERATING SYSTEMS

Design Scalable Operating Systems

Create governance, scorecards, and standard work that enable disciplined growth across locations.

LESSON 04.01

Build the enterprise operating system

Connect strategy reviews, regional scorecards, practice-level huddles, decisions, and escalation so information moves to the right level.

Practice tool: Operating cadence and governance calendar

LESSON 04.02

Scale standards while preserving local judgment

Define which workflows must be consistent, where local adaptation is appropriate, and how performance and patient experience will be audited.

Practice tool: Standards and local-adaptation matrix

LESSON 04.03

Design the enterprise operating model

Clarify how central teams, regional leaders, and practices coordinate to deliver consistent care and performance.

Practice tool: Operating model and service map

LESSON 04.04

Govern performance with a balanced scorecard

Select a small set of financial, operational, people, patient, and quality measures with named owners.

Practice tool: Enterprise performance scorecard

LESSON 04.05

Build trustworthy data and technology governance

Set data definitions, access, review controls, system ownership, and a roadmap for useful technology adoption.

Practice tool: Data and technology governance checklist

LESSON 04.06

Embed quality, compliance, and risk controls

Assign oversight, define monitoring, and ensure concerns move quickly to accountable leaders.

Practice tool: Enterprise control and escalation matrix

Apply: Map one enterprise workflow from executive priority to practice execution and close the gaps in ownership or measurement.

MODULE 05 · LEAD GROWTH INTEGRATION AND CHANGE

Lead Growth, Integration, and Change

Evaluate expansion and integration as operating transformations with people, systems, capital, and patient care implications.

LESSON 05.01

Plan responsible expansion or acquisition integration

Assess leadership capacity, location economics, technology, people practices, patient continuity, and integration risks before committing.

Practice tool: Growth readiness and integration checklist

LESSON 05.02

Sequence change and protect execution capacity

Set milestones, decision gates, communications, support, and measures that help teams absorb change without overloading operations.

Practice tool: 100-day integration and change plan

LESSON 05.03

Conduct diligence that tests operational readiness

Evaluate leadership, people, patient continuity, systems, facilities, and operating risks before a transaction.

Practice tool: Operational diligence workplan

LESSON 05.04

Plan integration around decisions and owners

Set integration priorities, accountable workstream leads, milestones, dependencies, and decision gates.

Practice tool: Integration management office plan

LESSON 05.05

Choose a pace of growth the organization can absorb

Compare expansion opportunities with leadership bandwidth, capital, execution capacity, and service quality.

Practice tool: Growth pace and capacity model

LESSON 05.06

Lead organizational change and sustain adoption

Track readiness, communication, training, resistance, and outcomes while adjusting support by site.

Practice tool: Change adoption and readiness dashboard

Apply: Build a 100-day plan for a growth or integration scenario, with workstreams, owners, dependencies, risks, and decision gates.

MODULE 06 · COMMUNICATE AND GOVERN FOR SUSTAINABLE PERFORMANCE

Communicate and Govern for Sustainable Performance

Make executive decisions understandable, measurable, and reviewable while balancing growth, culture, and care.

LESSON 06.01

Lead executive reviews and communicate decisions

Present the question, evidence, options, recommendation, risks, and owner in a concise format. Close the loop with affected leaders.

Practice tool: Executive decision memo and review agenda

LESSON 06.02

Manage enterprise risk and sustain results

Establish practical monitoring for financial, staffing, operational, compliance, and patient-experience risks. Define when leaders intervene.

Practice tool: Enterprise risk and performance dashboard

LESSON 06.03

Present recommendations for clear executive decisions

Frame the decision, evidence, options, trade-offs, recommendation, and required approval in a concise format.

Practice tool: Executive decision brief

LESSON 06.04

Monitor enterprise risks and define intervention triggers

Rank material risks, assign accountable owners, monitor early signals, and agree when executives intervene.

Practice tool: Enterprise risk register and trigger map

LESSON 06.05

Review strategic outcomes and reallocate attention

Compare results with intended outcomes, test assumptions, and shift resources when evidence supports a change.

Practice tool: Quarterly strategy review

LESSON 06.06

Build a 90-day executive action agenda

Translate the chosen enterprise priority into sequenced actions, owners, milestones, measures, and governance.

Practice tool: 90-day executive action plan

Apply: Capstone: present a strategic growth and 90-day execution blueprint with economics, organization needs, operating measures, decision rights, risks, and a leadership communication plan.

Pathway capstone

Demonstrate the work in a real setting.

Use the tools from all six modules to complete the capstone described in the final module. Your plan should name the baseline, target, owner, first action, review cadence, and evidence you will use to judge progress.

The full interactive curriculum is being tested in a private training portal. Public enrollment, delivery dates, and course access are not yet open.

Ideal participants

Who this is for.

Practice owners, vice presidents, directors, executives, and operators preparing for enterprise responsibility.

Compare all pathways

Develop a plan for stronger leadership.

Interested in this pathway? Start a conversation about what you want to achieve.

Request Program Details