Goal Setting in 2021- A Note From the Regional Manager Team

With the same safety measures and procedures implemented in 2021, many offices have adapted to new ways to provide a more impactful and personable experience for patients. Alongside getting schedules back up to multiple patients per hour, doctors also must focus on setting their annual office goals. While this may seem like a daunting task, there are solutions and best practices that can assist.

The TSO Regional Managers team has set out to develop best practices for goal setting with TSO’s Doctors and staff. We asked the Regional Manager team about their best practices for goal setting, ways to identify when a goal is achievable, and how they plan on serving the Doctors of TSO in 2021.

When asked what useful tools to include in developing your 2021 goals, Regional Manager Steve Coronado answered, “The importance of goal setting of your practice in 2021 can be enhanced with the utilization of EdgePro with capture ratio as an example from the opportunities link provided to establish a S.M.A.R.T. goal.”

“Did you know that the average TSO sold to 59.9% of eyeglass exams completed in 2020? Why didn’t the other 41.1% buy from us?” asked Regional Manager Mike Jacks. “In establishing a goal to increase the capture ratio, for example, for a practice in 2021, my role as a Regional Manager is to identify why a patient did not choose to buy from us; and establish S.M.A.R.T. goals to guide the increase in the capture rate in a feasible way.”

S.M.A.R.T. goals consist of doing the following:

Being Specific: Goal established, a 10% increase over the current. It’s simple, sensible, and significant.

Making the goal Measurable: It’s meaningful and motivating.

Making the goal Achievable: The goal is agreeable and attainable.

Making the goal Relevant: The goal is appropriate, results-based, and realistic.

Setting a Time: Goals set with deadlines are easier to breakdown and gauge.

Here’s an example of how to set a S.M.A.R.T. goal:

Option 1: We want to grow this year.

Option 2: We want to increase our annual Gross Revenue by a minimum of 7% with a stretch goal of 9% by the end of the third quarter of 2021.

We will reach this goal by doing the following:

1. Add your first action item needed to achieve your goal here.

2. Add your second action item here. Repeat as needed.

The TSO Regional Manager team looks forward to working with TSO offices in tracking the progress goals and utilizing the S.M.A.R.T. goals system to evaluate growth and of this example of goal setting in the development of the eye care associates and opticians of the practice.