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Manager's To-Do

Capture those Emails and More Manager’s to Dos for December and January

Like implementing new financial policies and blocking time off for next year.




Capture those Emails and More Manager’s to Dos for December and January

Dec. 4-10

OPERATIONS Run through a checklist of everything that needs taking care of to allow you to focus on selling during the holiday season. After a busy day, the last thing you’ll want to do is run an errand. Stock up on essentials (paper products, ribbon, etc.). In a cold weather location? What are your winterizing needs (de-icing salt, space heaters)?

Dec. 11-17

FINANCES Pre-order any tax forms needed for end-of-the-year through the IRS website.

Dec. 18-24

MEDIA Pitch to local papers a story about how people can use flex dollars — and not just by Dec. 31, but during any grace period they may have, too.


Dec. 25-31

FINANCIAL The new year is a great time to introduce new financial policies to patients. Is it time to raise fees or charge for PD measurements without a purchase?

Jan. 1-7

PLANNING While the holiday season is still fresh, have a meeting to discuss how things went. Discuss broad targets for the 2023 season.

Jan. 8-14

OPERATIONS Set up a procedure to track wait times. If doctors are waiting, there’s a kink in your process — and it’s wasting everyone’s time.

Jan. 15-21

MANAGEMENT Launch a weekly staff email to keep everyone up to speed. Sign them up for our daily bulletin too —


Jan. 22-28

TRAINING Write down a skill that you can teach each member of your staff — then spend time with each one to put the plan into action.

GLORY The America’s Finest Optical Retailers Contest honors the country’s most innovative vision businesses. Entries for 2023 open in January at



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