The Practice Owner’s Guide to Quarterly Planning (and Staying Ahead of the Chaos) - A Special Snack Episode, EP 214

Overview: Each quarter brings predictable patterns in patient behavior and practice operations, yet many healthcare providers find themselves constantly reacting instead of planning. In this snack episode, Tracy Cherpeski shares her insights on how practice owners can leverage quarterly shifts to build sustainable growth and avoid burnout. From Q1's deductible reset surge to Q4's strategic planning opportunities, Tracy offers a roadmap for thriving year-round. 

Click here for full show notes 

Episode Highlights: 

• How to prepare for Q1's patient surge and deductible reset without overwhelming your team 

• Why Q2 is the perfect time for mid-year assessments and what metrics actually matter 

• Using Q3's momentum (or downtime) strategically instead of just coasting through summer 

• The competitive advantage of Q4 planning over end-of-year scrambling 

• Understanding the "hustle and glide" mentality for sustainable practice growth 

• The Time Leadership Quadrant: A practical framework for triaging what needs your attention now 

Memorable Quotes: 

• "What you track, you can manage." 

• "You don't want to make your adjustments in the busy time. It's the analogy of getting caught with your pants around your ankles—it's not a good time to try to run if you are bound." 

• "If you take some time in Q3 to plan, you'll be at least a quarter ahead of your competition." 

• "Embrace the hustle and glide mentality—we hustle when it's truly hustle time, and when it's not, you slow down, become more reflective, and recharge your batteries." 

• "The practice owners who thrive year-round know when to work on the business instead of always being in it." 

If you're ready to stop riding the quarterly roller coaster and start planning for predictable success, visit thrivingpracticecommunity.com to schedule a consultation with Tracy today. 

Is your practice growth-ready? See Where Your Practice Stands: Take our Practice Growth Readiness Assessment 

Miranda’s Bio: 

Miranda Dorta, B.F.A. (she/her/hers) is the Manager of Operations and PR at Tracy Cherpeski International. A graduate of Savannah College of Art and Design with expertise in writing and creative storytelling, Miranda brings her skills in operations, public relations, and communication strategies to the Thriving Practice community. Based in the City of Oaks, she joined the team in 2021 and has been instrumental in streamlining operations while managing the company's public presence since 2022. 

Tracy’s Bio: 

Tracy Cherpeski, MBA, MA, CPSC (she/her/hers) is the Founder of Tracy Cherpeski International and Thriving Practice Community. As a Business Consultant and Executive Coach, Tracy helps healthcare practice owners scale their businesses without sacrificing wellbeing. Through strategic planning, leadership development, and mindset mastery, she empowers clients to reclaim their time and reach their potential. Based in Chapel Hill, NC, Tracy serves clients worldwide and is the Executive Producer and Host of the Thriving Practice podcast. Her guiding philosophy: Survival is not enough; life is meant to be celebrated. 

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