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Bespoke Leadership Academy

Lead multiple practices without losing the human connection.

Move beyond putting out fires and build the operating rhythm needed for consistent results across offices.

The opportunity

Clear thinking. Confident action.

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

What participants will work toward

Establish site-level scorecards and useful meeting cadences
Coach office managers and dentists using clear expectations
Identify performance variation in scheduling, production, and collections
Build action plans, follow-up cycles, and standard operating playbooks

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READING THAT SUPPORTS THIS PATHWAY

Practice by Design II · From Practice to Enterprise

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 · LEAD THROUGH A REGIONAL OPERATING RHYTHM

Lead Through a Regional Operating Rhythm

Clarify the regional leader’s role and establish a cadence that makes support, standards, and decisions predictable.

LESSON 01.01

Define the regional leader’s operating contract

Translate organization priorities into clear expectations for each site and define what the regional leader owns, coaches, and escalates.

Practice tool: Regional leadership charter

LESSON 01.02

Create a useful weekly and monthly cadence

Design site visits, manager one-to-ones, operating reviews, and escalation paths around decisions and follow-through—not meetings for their own sake.

Practice tool: Regional cadence calendar

LESSON 01.03

Map the region and segment support needs

Group locations by performance, capacity, staffing stability, and change readiness to focus regional time.

Practice tool: Regional portfolio heat map

LESSON 01.04

Prepare a site visit around decisions

Review current data, set a short visit agenda, observe work, and leave with named owners and dates.

Practice tool: Site visit planning brief

LESSON 01.05

Set escalation and response expectations

Define what site leaders resolve locally, what requires regional help, and when an issue must move upward.

Practice tool: Decision and escalation matrix

LESSON 01.06

Protect time for the highest-value work

Balance site coaching, travel, reviews, and urgent support using a transparent priority rule.

Practice tool: Regional time-allocation planner

Apply: Create a 30-day calendar showing each meeting’s purpose, required inputs, decision owner, and follow-up method.

MODULE 02 · DIAGNOSE PERFORMANCE WITH COMPARABLE SCORECARDS

Diagnose Performance with Comparable Scorecards

Use common definitions, leading indicators, and site context to identify where help will have the greatest effect.

LESSON 02.01

Build a balanced site scorecard

Pair production and collections with capacity, staffing, patient access, conversion, and experience indicators. Use consistent definitions and time periods.

Practice tool: Regional scorecard and KPI definitions

LESSON 02.02

Separate signal from noise

Compare trends, establish a baseline, ask what changed, and test causes before concluding that a site or leader is underperforming.

Practice tool: Variance review and root-cause worksheet

LESSON 02.03

Distinguish leading indicators from outcomes

Use access, staffing, and schedule measures to anticipate movement in production, collections, and experience.

Practice tool: Leading and lagging indicator map

LESSON 02.04

Validate definitions before comparing sites

Check source, timing, exclusions, and ownership so scorecard comparisons are fair and reproducible.

Practice tool: KPI definition and validation sheet

LESSON 02.05

Use peer comparisons with relevant context

Compare locations with similar scale and operating conditions, then investigate meaningful gaps.

Practice tool: Comparable-site review worksheet

LESSON 02.06

Set thresholds that trigger useful action

Agree on a variance range, review owner, and next step before a metric becomes a surprise.

Practice tool: Scorecard threshold and response guide

Apply: Select two sites with different results, normalize the comparison, and write a short evidence-based diagnosis for each.

MODULE 03 · COACH OFFICE LEADERS ACROSS LOCATIONS

Coach Office Leaders Across Locations

Develop managers through clear expectations, observation, feedback, and accountable support.

LESSON 03.01

Coach the manager, not only the metric

Use questions and evidence to help a site leader see the problem, choose an action, and build ownership. Adjust coaching to skill and will.

Practice tool: Manager one-to-one and coaching plan

LESSON 03.02

Handle difficult performance conversations

Address missed expectations promptly, document facts and support offered, agree on measurable next steps, and set a review date.

Practice tool: Performance conversation and follow-up template

LESSON 03.03

Observe leadership in the practice

Watch a huddle, schedule review, or patient handoff and record behaviors before offering coaching.

Practice tool: Manager observation guide

LESSON 03.04

Build a coaching plan around one capability

Choose a specific behavior, practice it together, gather evidence, and schedule a follow-up review.

Practice tool: Manager development plan

LESSON 03.05

Develop a bench of ready-now leaders

Identify critical roles, readiness evidence, and assignments that build practical leadership experience.

Practice tool: Regional talent and succession map

LESSON 03.06

Reinforce accountability while offering support

Clarify the commitment, remove a real barrier, and address repeated misses with consistent follow-through.

Practice tool: Commitment and support tracker

Apply: Prepare and role-play a coaching conversation using an actual operating challenge, then define how progress will be observed.

MODULE 04 · IMPROVE CAPACITY AND OPERATING DISCIPLINE

Improve Capacity and Operating Discipline

Align staffing, provider time, scheduling, and workflows so each practice can deliver consistent care.

LESSON 04.01

Review provider capacity and staffing

Connect provider days, chair availability, staffing coverage, schedule utilization, and patient demand. Identify constraints before adding resources.

Practice tool: Capacity and staffing analysis

LESSON 04.02

Standardize workflows without ignoring local needs

Identify core non-negotiable processes, allow appropriate local choices, and use SOPs and audits to sustain adoption.

Practice tool: Standard-work deployment checklist

LESSON 04.03

Forecast provider and chair capacity by site

Combine provider days, productive hours, staffing, room use, and demand to identify constraints.

Practice tool: Provider capacity and demand model

LESSON 04.04

Connect hiring plans to access and workload

Translate persistent access gaps and team workload into a role profile, timing, and onboarding plan.

Practice tool: Staffing request and readiness brief

LESSON 04.05

Improve schedule utilization without overloading teams

Review template use, cancellations, open time, and clinical constraints before changing scheduling rules.

Practice tool: Schedule utilization review

LESSON 04.06

Audit adoption of a new standard

Check whether the workflow is understood, usable, and followed; distinguish training needs from process friction.

Practice tool: Standard-work adoption audit

Apply: Choose one recurring multi-site constraint and design a pilot with a baseline, test location, owner, guardrail, and review date.

MODULE 05 · CONNECT PRACTICE GROWTH TO FINANCIAL FLUENCY

Connect Practice Growth to Financial Fluency

Link patient access and operating choices to sustainable production, collections, AR, and overhead results.

LESSON 05.01

Find the operational drivers behind financial results

Trace KPI movement back to schedules, conversion, provider capacity, treatment follow-up, and collection workflows.

Practice tool: KPI driver tree

LESSON 05.02

Build a focused site improvement plan

Prioritize a small number of controllable actions, quantify expected impact where data supports it, and assign accountable owners.

Practice tool: Site action plan and weekly scorecard

LESSON 05.03

Evaluate a site growth opportunity

Assess demand, patient access, provider availability, conversion, and execution capacity before setting a target.

Practice tool: Practice growth opportunity brief

LESSON 05.04

Find collection and receivable process gaps

Trace balances from estimate through payment and follow-up, then choose the point most likely to improve.

Practice tool: Collections and AR process map

LESSON 05.05

Review overhead and purchasing discipline

Compare major expense categories, purchasing patterns, and local controls before recommending action.

Practice tool: Practice expense and purchasing review

LESSON 05.06

Link resources to measurable site improvement

Match coaching, staffing, or capital support to the expected operational result and a defined review point.

Practice tool: Resource request and ROI tracker

Apply: Build one site plan that includes a measured baseline, two operating actions, weekly indicators, and a 30-day decision point.

MODULE 06 · LEAD CHANGE AND SCALE RESULTS

Lead Change and Scale Results

Turn a site-level recovery into a supported, repeatable regional improvement.

LESSON 06.01

Lead a 90-day practice turnaround

Set the diagnosis, outcome, owners, support, weekly checkpoints, and escalation triggers for a practice needing focused intervention.

Practice tool: 90-day turnaround plan

LESSON 06.02

Scale change while protecting culture

Explain the reason for change, listen for friction, equip local leaders, check adoption, and refine the standard based on evidence.

Practice tool: Change communication and adoption tracker

LESSON 06.03

Run a structured 30-day recovery cycle

Set a baseline, choose a few controllable priorities, assign support, and review evidence weekly.

Practice tool: 30-day practice recovery board

LESSON 06.04

Communicate change with local leaders

Explain the reason and expected outcome, invite practical feedback, and make responsibilities clear.

Practice tool: Change briefing and feedback log

LESSON 06.05

Replicate improvements with a learning loop

Pilot a practice change, compare results, capture local adaptations, and decide whether to expand.

Practice tool: Regional pilot and scale tracker

LESSON 06.06

Sustain gains through governance and recognition

Build successful routines into regular reviews and recognize the behaviors that keep the result in place.

Practice tool: Sustainment review and recognition plan

Apply: Capstone: present a regional 90-day operating review with a portfolio scorecard, one site turnaround plan, a coaching cadence, risks, and a sustainment decision.

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.

Regional managers, multi-practice directors, growing group operators, and leaders overseeing more than one location.

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Develop a plan for stronger leadership.

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

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