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    5 tips for planning a successful event at your practice

    Successful events are not limited to trunk shows


    2. Planning.

    It should go without saying, but planning of an event is often overlooked. The best events involve the entire team, including the planning phases. 

    Answer all of the standard questions:

    Who? Is this an event for your fellow healthcare providers or geared more toward your patients? Which segment of that group will be targeted?

    What? Will this be a 3D movie with some information about eye strain or a hot dog cookout celebrating the end of the school year? 

    Where? Many events are held in the practice, but off-site events also make for great venues. How many people are you expecting (see: Who?)? Do you have room for them, and will parking be a concern?

    When? Will the event be held during normal business hours, after hours, or on the weekend? What are the advantages of each? Is the event related to a particular season or awareness month?

    How? This is the big one.

    More practice management: Top 5 ways you break the law in your practice

    When informing the team, don’t forget to share the purpose and solicit input from everyone. Schedule the event with enough lead time to allow sufficient communication of the plan. The more decisions that are made prior to the event, the better. (Note that “procrastination” is not one of the Ps.)

    Next: People

    Michael Rothschild, OD
    Dr. Rothschild is the Director of Practice Management at Revolution EHR.


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