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Manager's To-Do

Take a Break! … and More Manager’s To-Dos for March

Try to grab a long weekend to recharge.

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March 5-10

OPERATIONS The year is gathering pace and those small operational adjustments you made in January should be starting to stick. Always document best processes as they emerge as well as common errors to save employees time troubleshooting later.

planning Jenna Gilberston of McCulley Optix Gallery in Fargo, ND says this month it’s “Probably time to look at all of our patient forms again. Plan a staff retreat day. Plan the 2018 event schedule … and that might just be in the first month of the year! First six months … always looking at better technology solutions, including a new email program for our office.”

STRATEGY Set times to meet with your advisers — your lawyer, accountant, banker, consultants and especially if you haven’t done it yet, your tax pro. Review the state of the company and take advantage of your changing tax obligations.

EDUCATION If you send staff to Vision Expo East (starts March 15), ask them to each pick a course they particularly enjoy and plan to recreate it for the rest of your staff.

March 12-17

OPERATIONS EMR/PM systems have undergone some big changes of late with features such as iPad sign-ins that encourage customers to update their demographic and medical histories, e-signature pads and so on. But in many cases the technology has outpaced the implementation. If you have yet to fully integrate the features in your practice, make it your big to-do item of the month.

MARKETING Start plotting a trunk show for summer.

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TECHNOLOGY Does the name of your network promote your services, as in “best-eye-doc-in-town”? It should. 

March 19-24

MAINTENANCE Schedule a tune-up of your A/C. Maintenance now will save you money come summer.

MARKETING Send a spring promotional e-mail highlighting your fashion frames. Longer, sunnier days are right around the corner. 

SALES FLOOR Step outside your store and assess how staff interact with customers. Research suggests words account for only around 7 percent of communication. What kinds of things are your sales staff communicating with their body language?

March 26-31

ONLINE The FCC’s recent Net neutrality ruling introduced a lot of uncertainty for small business with regards to how their online operations might be affected. Visitors to your site won’t have patience if pages don’t open quickly. Check your download speed with one of the sites recommended here: invmag.us/021802.

OPERATIONS Create an employee suggestion box but add a twist — they have just 30 days to suggest ideas to make your business and their working lives better.

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EDUCATION Take out your notes from all those education courses during Vision Expo East and start implementing the great ideas you learned.

GENERAL March is a good month to catch your breath. You’ve likely been working non-stop since the holidays. Try to grab a long weekend to recharge.

Since launching in 2014, INVISION has won 23 international journalism awards for its publication and website. Contact INVISION's editors at editor@invisionmag.com.

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Manager's To-Do

Schedule, Schedule, Schedule and More Manager’s To-Dos for November

Plus a reader tip for how she get this things done in a day.

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Nov. 3-9

LAYOUT Do a quick test of your store’s circulation. Look out for pathway dead-ends and store fixtures that are too tall to allow shoppers to look across and take in your store. Fixtures that restrict visibility through the space kill the “spirit” of a store and the impulse to buy.

MANAGEMENT Novemburrrrrr! Winter is on the way and with it, flu season. Recommend staff members get a flu shot, on company time if need be.

MARKETING Prepare an editorial calendar for your blog and other social media channels. Aim to post something new every day, be it a blog, Facebook comment or new video. It will all help increase your main website’s SEO at the time of year when people are scouring the Internet for gifts and gift ideas.

Nov. 10-16

MARKETING It’s high season for functions. Accept all invitations to parties, Chamber of Commerce events, neighborhood fundraisers, open houses and mixers. Check your stock of business cards. Volunteer to be a speaker to talk about what your business has to offer.

ONLINE Mobile devices are expected to drive about 70 percent of all Christmas related retail traffic this year. Test your website and any apps to ensure the customer experience on tablets and phones is working as well as on desktops. It often doesn’t.

Nov. 17-23

MARKETING Post your advertising schedule in the back room. Make sure your staff is fully aware of what promotions will run when.

IN-STORE Investigate what it would take to allow prospective patients to take a virtual tour of your store or practice. Google provides a list of “trusted pro” photographers in your local area as part of its efforts to promote Street View. See here: www.google.com/streetview/contacts-tools.

Nov. 24-30

MARKETING Your Flex Dollars are expiring! Your flex dollars are expiring! Yes, this is how simple (and how loud) your message to customers should be over the next two weeks. Add a daily countdown graphic to your website.

OPERATIONS Done well, meetings ensure everyone is on the same page, not just with store policy, but with promotions, inventory and equipment. Why not invite a vendor in to lead a weekly meeting with a focus on getting the most out of those fancy tools you’ve installed?

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Come Up With 20 (New) Questions and More November Events

And we’ve got an idea for a social media post any independent ECP can do.

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28 Two hundred and thirty years ago, President George Washington created the first holiday by presidential declaration, ordering America to take a day off to give thanks for its many blessings. To get in the spirit of Thanksgiving and gratitude, send a goodie bag of lens cleaner, lens wipes, and a mini bottle of wine (Seeing Red!) or whatever you can imaginatively come up with, to your best 50 customers. It’s likely they provide an outsize contribution to your success.

19 Peter Drucker was born this day 110 years ago. Among his many contributions to the management field, perhaps his most important was his maxim that if you’re a manager, staying aware of what genuinely deserves your attention is the most crucial thing you can do. Mark his birthday by saying no to something that you feel is vaguely important, but if you’re being brutally honest, you don’t have time for.

24 The quiz show Twenty Questions made its debut on national TV on this day 70 years ago. Mark the occasion with a brainstorming session to come up with 20 surefire questions to get your customers talking, other than “Can I help you?”

30 Small Business Saturday … Print up a T-shirt emblazoned with the Small Business Saturday logo. Take a picture of yourself wearing it. Post on social media.

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The Internet is Middle Aged and More October Events

And beware those household chemicals; the entire month is dedicated to eye safety at home.

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1-31 From flying leaf blower debris to splashed household cleaners, the average American home is a leading contributor to the 2.5 million eye injuries that occur each year. During Home Eye Safety Awareness Month, do your bit to educate patients on the potential perils and preventative actions they should be taking … starting with protective eyewear. Also, check your homepage has emergency contact information clearly displayed.

01 You know the arguments well by now: “Don’t do co-op advertising because you’re spending good ad dollars building up somebody else’s brand,” countered by, “It’s a brand age — the big names bring in the dollars and foot traffic and you should jump on those coattails.” At the start of Co-Op Awareness Month, when the holiday-season offers begin pouring in, weigh the pros and cons.

09 A little-appreciated fact: Teddy Bears look great in glasses. On National Bring Your Teddy Bear to Work Day, feature a few bespectacled teddies in your cases.

29 Think the Internet is a fairly recent invention? It turns 50 today. Yes, it’s middle aged and bloated, but it still gets better every year. If your online presence is little more than an electronic brochure, sit down today and map out a more aggressive online strategy. The future is not waiting for you.

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