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Manager's To-Do

Is It Already Time to Get Ready for the Holidays? Yup! And More Manager’s To-Dos for October

Start preparing for the year-end rush.

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Commitment to follow through is on my Manager’s To-Do. I can get easily distracted and if I don’t force myself to sit down and do it, it doesn’t get done. — Sherry Berry, Eye Against Eye, Philadelphia, PA


Oct 1-7

STAFF If you don’t already, institute quarterly meetings between your optometrists and opticians to discuss their recommendations and learn about new products. It will ensure both sides are on the same page when it comes to discussing lens and frame selection with patients.

INVENTORY Get serious about the upcoming holiday season. Organize and finalize your marketing strategy. Prepare for ad campaigns and trunk shows. Shore up the team in terms of scripts (greetings, what to showcase, etc.) and additional training. Draft a cleaning schedule.

DISPLAY Autumn has arrived. Change your window display to reflect seasonal trends and the coming cool months.

Oct 8-14

EVENTSocial obligations tend to proliferate with the arrival of the holiday season. Help your patients and customers prepare with a makeover night. Partner with a esthetician or a makeup artist. Many women love free skin care samples and the chance for a makeover.

strategy Get to know local officials as their actions can have significant effects on how you do (or don’t do) business.

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MANAGEMENT It’s hurricane season. If you’re in a high-risk area, run a mock emergency and bad weather training session to ensure your protocol is up to speed. 

Oct 15-21

SALES Institute a “good, better, best” ranking system that allows you to explore lens and frame options with your patient. The doctor explains the best lens option. If the customer hesitates or pricing is an issue, move to better, then finally best. 

SELF CARE Spending a lot of time at a computer or hunched over patients? You may be setting yourself up for back and joint issues down the road. Chair and office yoga can help. Typical “routines” take between 5 and 15 minutes. Give it a try.

Oct 22-28

EMAIL Your weekly e-mail bulletins should now be encouraging early holiday shopping while also promoting popular gift products and categories.

MARKETING Yes, Black Friday belongs to the big guys, but figure out a blockbuster promotion to feature on your website. It’s a time of year when everyone is on the lookout for a deal.

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Channel Your Inner Pamela Anderson and More April Events

It’s a month devoted to administrators and women and we have some ideas to help you celebrate.

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23 A HUGE date in history. Not only is it the 30th anniversary of the premiere of the most watched TV show ever – Baywatch – but it’s also the date on which both Miguel de Cervantes (author of the second-most-read book in history, Don Quixote) and William Shakespeare (author of several notable titles) died (1605, 1616 respectively). If you can tie together red bathing suits, tilting at windmills and midsummer nights in a marketing campaign, you also deserve to go down in history.

1 WOMEN’S EYE HEALTH AND SAFETY AWARENESS MONTH. According to Prevent Blindness, women make up 63 percent of the blind and 62 percent of the visually impaired. This month, get involved in the effort to educate women about the special risks they face.

22 EARTH DAY. Look into carrying more products that “give back.” Lucky for you we’ll have an entire feature devoted to Eco-Friendly frames in our April issue. Stay tuned if you need pointers.

25 Google “secretary” and you’ll get an image of a woman wearing glasses. It’s a tacky stereotype with a kernel of truth in it — many office workers wear glasses. On ADMINISTRATIVE PROFESSIONALS DAY give thought to what special corporate package you could offer that office park around the corner.

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Manager's To-Do

Take a Team Lab Tour Field Trip and More Manager’s To-Dos for March

Plus spring allergy season is nigh and we see a marketing opportunity.

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Mar. 31-Apr. 6

MERCHANDISING New stock headed your way? Develop a product launch plan, or schedule training sessions to ensure the successful sell-through of the styles ordered at VEE.

MARKETING Spring is here along with allergy season. Sniffles aside it’s a great time to boost your daily contact lens business. Offer them as an add-on or as the central part of another marketing push. Talk to your suppliers as well — they often roll out rebates in the middle of the year.

Apr. 7-13

OPERATIONS Book a lab tour. Get in touch with your favorite provider and see if you can bring the staff around for a visit.

INVENTORY Start your Mother’s Day (May 12) preparations by going through last year’s data. Compare popular price points with what you have in stock now.

Apr. 14-20

MARKETING Launch “Project Big Shot.” Start contacting local personalities: newscasters, society figures, sports people, to see if they are interested in promoting your sunwear ahead of summer. The deal: Free eyewear that you’ll style them in with cutting-edge shapes and colors.
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Apr. 21-27

FINANCIALS Review your cash-flow projections. With the economy in something of a state of flux, it’s easy to run into a mismatch between the cash coming in, what you’re taking out, and what you owe your vendors.

SALES TRAINING Selling by face-shape: Brush up your guides for identifying flattering frames in inventory for those with square, diamond, oval, round and heart-shaped faces.

Apr. 28-May 4

INVENTORY  Finalize Father’s Day orders. Dad’s big day arrives just as men start thinking of fish-filled waters, a glorious drive down the 17th fairway or catching those beach rays from behind a pair of fine sunnies.

SALES Set up what sales trainer Shane Decker calls T.O. teams. When you see two people who work well together, schedule them together.

STAFF Ask employees for their summer vacation requests. And block your vacation time as well.

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Banish Winter Blues by Going Green and More March Events

Don’t miss these important dates.

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17 Banish snakes? You can do better: Banish the winter blues. St. Patrick’s Day is the perfect date to raise a toast and bid the cold months farewell. Lay out some green drinks (kombucha, green tea, anything but beer), green foods and give prominent display to any green tinted or environmentally friendly frames. Everyone loves a party … and it’s really not so hard being green.

6 Dentists, celebrated today on Dentist’s Day, and doctors (who are honored on Mar. 30) are great customers and even better referral sources. Reach out to both groups to express your thanks with a card, phone call or flowers.

10 Daylight Savings … Invite your customers to inspect your latest frames during your “Great Leap into Spring Fashion” celebration with special daylight “savings.” Today only!

23 Thirty years ago we all nearly died. A huge asteroid passed within 500,000 miles of Earth — a very close call according to NASA. Luckily, we survived and Near Miss Day was born. In thanks, dig up one of your business’ recent “near misses” and conduct an autopsy. In your next morning meeting, debate what may have saved the sale. A lower price? More questions? Bruce Willis?

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