Medical Practice Business Plan Workbook

Preface -- Acknowledgments -- SECTION I INTRODUCTION -- Introduction -- Why This Book? -- What’s a Business Plan and What Do You Do with It? -- Questions a Plan Should Answer -- Getting Started on Your Plan -- Organizing to Develop a Plan -- Board and Leadership Support -- Planning Committee -- Staff Support and Resources -- Timeline -- Data and Information Needs -- How to Use This Workbook -- 1. Getting Started -- 2. Sit Down and Read through This Book -- 3. Start Writing -- 4. Prepare Your Rough Draft -- 5. The Final Draft and Action Plan -- SECTION II THE W ORKBOOK -- 1 Background of the Practice -- Writing Guide -- Background of the Practice -- 2 Forms of Business Organization -- Forms of Business Organization -- Forms of Business Organization -- 3 Governance and Management -- Writing Guide -- Management -- Advisors to the Practice -- 4 Personnel -- Writing Guide -- Personnel -- Clinical and Technical Staff -- Clinical and Technical Staff -- Support Staff -- 5 Key Business Relationships -- Writing Guide -- Other Providers -- 6 Key Contacts -- Writing Guide -- Key Contacts -- 7 Your Market: Demographic and Economic Factors -- Writing Guide -- Economic Factors Information -- Demographic Analysis -- 8 Services -- Writing Guide -- 9 Patients as Customers -- Writing Guide -- A. Major Employers -- B. List top M COs -- C. Analysis of Patient Services -- 10 Facilities and Location -- Writing Guide -- Facility/Location -- 11 Business Process/Patient Flow -- Writing Guide -- 12 Competitor Analysis -- Writing Guide -- Competitor Analysis -- 13 Marketing -- Writing Guide -- Marketing Strategy -- 14 Regulatory Compliance -- Writing Guide -- Regulatory Compliance -- 15 Quality of Care -- Writing Guide -- 16 Information Technology (IT) -- Writing Guide -- 17 Disaster and Business Continuity Plan -- Writing Guide -- The Goal: What Are You Protecting? -- Focus on People First -- 18 Finance -- Writing Guide -- Historical Analysis -- 19 Financial Strategies -- Writing Guide -- Develop a Projected Financial Plan -- Personnel: Position Control Register -- Schedule of Insurance -- Schedule of Leases -- Capital Spending Plan -- Projected Financial Plan -- SECTION III THE BUSINESS AND ACTION PLAN -- 20 Pulling It All Together: The Action Plan -- Writing Guide -- Assumptions -- Actions -- Milestone and Time Frames -- Endnote: Now What? -- About: Peter D. Lucash -- Index.