Pre-Engagement-Profile - Veterinary Practice Consulting

Pre-Engagement-ProfileDigital Empathy2017-12-21T07:38:06+00:00

Pre-Engagement Practice Profile

To Be Completed by Practice Owners

Contact Information
Practice name*
Address
Street Address City State / Province / Region ZIP / Postal Code
Telephone number
Fax number
Email*
Operations
How long has the practice been in existence?
How long has the practice been under current ownership?
What is the percent of practice revenues from each of the following species:
Canine
Avian
Pocket Pet
Feline
Reptile
Large Animal
Revenue
What is the annual gross revenue?
Is the practice growing or declining in revenue?
- Growing
- Declining
What do you believe is the key factor of the practice growing or declining?
What days of the week and hours is the practice open? When do doctors see appointments?
Day Open Close Appointments
Facility
Is this a freestanding or leasehold facility?
What is the square footage of the facility?
How many exam rooms does the practice have?
How old is the building?
Healthcare Team
Practice Owner(s)
Name Percent Ownership Approximate Hours Worked Per Week Years at Facility
Associate Veterinarian(s)
Name Approximate Hours Worked Per week Years at Facility
Team Members
Receptionists
Number of Full-Time
Number of Part-Time
Technicians
Number of Full-Time
Number of Part-Time
Kennel Assistants
Number of Full-Time
Number of Part-Time
Groomers
Number of Full-Time
Number of Part-Time
Administrative
Number of Full-Time
Number of Part-Time
Other
Number of Full-Time
Number of Part-Time
Potential
What adjectives best describe your practice?
- Old School
- Average
- Progressive
- Outdated
- Chaotic
- Affordable
- Expensive
- State of the Art
- Dysfunctional Family
- Very Professional
How many practices are within three miles of your practice?
General Practices
ER Practice
Specialty Practice
What areas would you like the practice to improve the most?
- Creating a vision
- Conduct effective weekly meetings
- Customer service training
- Improve practice culture
- Decrease expenses
- Recruiting
- Become a systems dependent practice, and not an owner-dependent practice
- Medical training
- Increase revenue & profits
- Inventory management
- Improve organization through standards
- Due diligence with buy/sell transaction
What are the biggest challenges you face while running the practice?
What concerns you the most about the practice’s income statement?
What do you feel are the top three priority needs for the practice?
How much are you willing to spend on a practice consultant?
- Under $10,000
- Up to $20,000
- Up to $30,000
Client Service Assessment
Vision and Values

Vision and Values Does your practice have a vision and mission statement? If yes, what are they?
Vision
Mission Statement

Day	Open	Close	Appointments

Name	Percent Ownership	Approximate Hours Worked Per Week	Years at Facility

Name	Approximate Hours Worked Per week	Years at Facility

Pre-Engagement Practice Profile

To Be Completed by Practice Owners

Contact Information

Operations

Revenue

Facility

Healthcare Team

Potential

Client Service Assessment

Vision and Values