Title Page

  • Conducted on

  • Prepared by

  • Location

KPI Dashboard:

  • • All KPIs to be RAG coded. RAG code will determine visit frequency and populate the SMART Action plan
    o Red Sites – require a visit every two weeks – with PM to complete a toolkit weekly . ADM & PM to have additional weekly 121 call
    o Amber every two months minimum
    o Green – every quarter
    • Blueprint Review every practise– every month – SMART Template

Practise Profitability

  • P&L on target v budget

  • Staff Cost on target v budget

  • PSR at 1.8

  • Agency £ on target v budget

  • Overtime £ on target v budget

  • Sickness/Absence on target

  • Skill mix on team at 70% dual skilled

Dentist Hours

  • UDA v budget

  • Diary Hours increasing LFL

  • Diary hours match contracted hours in system

  • Utilisation at 96%

  • 0 open courses without appointment

Private Revenue Growth

  • Revenue v Budget

  • £p/h higher LFL

  • Hygiene Utilisation at 85%

  • Smile Checker Conversion at 20%

  • 0 open courses without appointment

  • Hygiene LFL hours higher LFL

  • AMD v budget

  • Options v budget

  • AOHC v budget

  • OHP at £10 per day

Patients First

  • MyComply - green on RAG report

  • Google Reviews at 5 stars

  • DNAs below 5%

  • Complaints resolved

Growth Opportunities

  • Growth Opportunities

  • Summary

The templates available in our Public Library have been created by our customers and employees to help get you started using SafetyCulture's solutions. The templates are intended to be used as hypothetical examples only and should not be used as a substitute for professional advice. You should seek your own professional advice to determine if the use of a template is permissible in your workplace or jurisdiction. You should independently determine whether the template is suitable for your circumstances.