This post was originally going to be a recap of where I am in my practice; however, I got to talking to another Dietitian, who was in a similar position to me before I left my full-time job, and realized that some of the things I was telling her I had wished someone would have told me. So, alas, this post is all about figuring out if you are ready to make that leap from full-time employee to a self-employed business owner and how to prepare yourself for it.
Signs it is Time to Quit
There are a ton of articles out there about when you know it is time to quit your job. This could mean you get another full-time gig or go out on your own. From my experience and hearing from other RDs, here are a few of the signs that it may be time to quit your job: no current advancement available, overqualified for your position, lack of autonomy, dreading work, feeling stressed/anxious about work on a daily basis, and having your overall health suffer (limited sleep, poor food habits, etc). For my situation, in addition to the latter, I also knew that I was at the point that I could not grow my practice without leaving my full-time job.
Emotional Preparedness
If you have ever seriously thought about becoming a business-owner, you will go through a lot of different emotions. I would spend hours agonizing over my decision and second guessing myself. Was I going to be able to do this? Would I let everyone down? What if I failed? While you may always have ups and downs with your business, I would highly suggest working through your emotions in a productive way. Figure out your fears (check out my blog on tackling fears), create a plan, and find support (family, online groups, fellow entrepreneurs, etc). It will really help in the long-run when you are feeling discouraged or overwhelmed.
Financial Preparedness
Be prepared for the fact that you may not make the same level of income as you did in a full-time job. It may take 1-month or even a year to reach your financial goals. Everyone is in a different financial situation so the key here is to figure out what your comfort level is in terms of finances so you know the best time for YOU to make the leap towards becoming self-employed. One of the biggest things for me was knowing that I had built up a savings my whole life (thanks to my Dad) and I continued saving even more so during my last few months of working a full-time job. It also really helped to map out all of my financial obligations (rent, food, health insurance, etc) and determine how much I needed to make to either break-even or be able to save.
Practice Preparedness
I used to hear from some of my friends and family to just quit my job and pursue my private practice. They had such faith in me and knew how hard I worked at everything I did. Despite their encouragement, it still took me months to commit to leaving my job and becoming a sole proprietor. One thing I learned is that you have to do it on your own terms. Yes, sometimes you are there and just need a little push; however, if you absolutely know you are not ready, they don't be hasty and leap before you have a landing pad. I felt more comfortable taking the leap when I was already set-up as a provider (which included setting up my NPI, EIN, liability insurance, etc), had billed a few claims (successfully), figured out a method of taking payment (business and merchant accounts), had at least 1 referral source, and had set-up my social media/online presence. I am not saying you need to be totally sound and advanced at everything you do in your practice, because there is so much I learned along the way; however, if you are looking to stand on your own two feet within a month or so of being self-employed, you need to have some kind of base. Lastly, know yourself and your limits before taking the jump. Do you need to work on your organizational skills? Are you one to procrastinate? Know what your strengths are and play on them. Know what your weaknesses are and commit to either working towards strengthening or at least identify so you don't fall into poor business habits because of it.
One last thing I want to leave you with is that you cannot do everything without having one part of your life suffer. For me, I wasn't exercising enough and didn't get to enjoy being with friends or family as much as I had wanted. I was constantly stressed and stretched too thin. Honestly, true success to me now is knowing what my limits are, allowing time buffers in my day, and having the flexibility to balance all aspects of my life.
Are you thinking leaping towards a full-time private practice? Leave a comment and let me know if this post helped you to figure out your next move!
Check out my post on why I decided to make the leap to private practice!
Sunday, February 26, 2017
Saturday, February 11, 2017
A Day in the Life of a Private Practice Dietitian
I have been getting asked a lot lately how I structure my day and what does a day looks like for me now that I am full-time. Pretty much no day is ever the same for me since I never know who is going to call for an appointment, what important email comes through, or what last minute change in my schedule needs to happen. I broke down my day into two options: seeing clients/having classes and a "work" day so you can see what it looks like to be me all day long :)
A Day With Appointments (My Wednesday)
6:45am - Get ready for the day, eat, make coffee, pack my bag, check emails
8:00am - Head over for a committee meeting that I am Vice-Chair for, send out committee emails
9:30am - Chat with a fellow entrepreneur post meeting
10:00am - Leave to head downtown for my cooking class
10:45am - 1:45pm - Prep, have class, clean-up, chat with staff in the building, etc
2:15pm - Home. Eat lunch, check emails, log class information/expenses.
2:30pm -4:00pm - Make any insurance-related calls before offices close. Call back voicemails (if any). Work on posts for FB & IG. Follow-up with clients for paperwork needed for appointments.
4:00pm - Gym
5:30pm - Make and eat dinner. Usually, I take this time to also clean the kitchen.
7:00pm - Follow-up on emails. Work on committee related minutes/events. Prep for the next day. Sometimes I will have a late-night appointment at 6pm. If so, I will bill and write the reports right after.
8:30pm - Continue working on business-related items (could be accounting, billing, lesson plans, blogs, handouts, etc) or watch Netflix or read a non-business book.
10:00pm - Bed
If there is one thing I have learned while being in private practice it is to not overbook yourself. Even the days where I don't see clients I try not to overbook. Something always comes up to rock the boat! Going along with this, I have learning to go with the flow a lot more. Appointments change. Classes get rescheduled. Things in life just happen. If I get all stressed out and worked up about something, it just makes my day chaotic and negative. I take things as they happen and simply move on.
A Day Without Appointments (My Monday or Friday)
8:30am - Get ready for the day, make coffee, check emails, make pancakes (because why not), make my to-do list (prioritize)
9:30am - 1:30pm - Followed-up on calls. Booked a new class so I had to submit an invoice + signed contract. Write lessons for the new class. Follow-up on unpaid insurance claims. Follow-up on missing paperwork for upcoming appointments. Chat with another RD about insurance issues. Plan blog and social media posts. Brainstorm ideas for business. Input any paid claims into my accounting software. Usually Fridays I do laundry and vacuum in the midst of all of this.
1:30pm - 2:00pm - Make and eat lunch. Some days, this ends up just being a smoothie for convenience.
2:00pm - 5:30pm - Follow-up on more insurance-related issues. Chat with other RDs about insurance. Send appointment reminders to clients. Prep for appointments/classes for next week. Answer emails. Follow-up on patient calls. Schedule appointments as they come + send initial emails with paperwork. Mondays are my food shopping day normally so I also hit the food store mid-day too.
5:30pm - May go to the gym or if not eat dinner a bit earlier. Usually, prepping dinner involves emptying the dishwasher, putting dishes/groceries away, cleaning, etc, all while cooking.
7:00pm - Follow-up on emails. Work on committee related minutes/events. Prep for the next day.
8:30pm - Continue working on business-related items or watch Netflix or read a non-business book.
10:00pm - Bed
My days where I don't see clients usually end up being the "busiest" since I push everything office-related off until then. Sometimes, checking my emails takes 2-minutes and other times I end up back and forth about something for 10-minutes. As I mentioned earlier, I never really know how a day is going to go. Some days, I get through everything I needed to and can relax by 3 or 4pm. Other days, I work until 7 or 8pm, eat a late dinner, and pretty much go to bed right after. There are some days that I need a mental break so I will go out for a mid-day walk or watch a show. Again, just going with the flow really helps my sanity and productivity.
If you are in private practice, what does your day look like? Anyone reading this surprised at what I do all day?
A Day With Appointments (My Wednesday)
6:45am - Get ready for the day, eat, make coffee, pack my bag, check emails
8:00am - Head over for a committee meeting that I am Vice-Chair for, send out committee emails
9:30am - Chat with a fellow entrepreneur post meeting
10:00am - Leave to head downtown for my cooking class
10:45am - 1:45pm - Prep, have class, clean-up, chat with staff in the building, etc
2:15pm - Home. Eat lunch, check emails, log class information/expenses.
2:30pm -4:00pm - Make any insurance-related calls before offices close. Call back voicemails (if any). Work on posts for FB & IG. Follow-up with clients for paperwork needed for appointments.
4:00pm - Gym
5:30pm - Make and eat dinner. Usually, I take this time to also clean the kitchen.
7:00pm - Follow-up on emails. Work on committee related minutes/events. Prep for the next day. Sometimes I will have a late-night appointment at 6pm. If so, I will bill and write the reports right after.
8:30pm - Continue working on business-related items (could be accounting, billing, lesson plans, blogs, handouts, etc) or watch Netflix or read a non-business book.
10:00pm - Bed
If there is one thing I have learned while being in private practice it is to not overbook yourself. Even the days where I don't see clients I try not to overbook. Something always comes up to rock the boat! Going along with this, I have learning to go with the flow a lot more. Appointments change. Classes get rescheduled. Things in life just happen. If I get all stressed out and worked up about something, it just makes my day chaotic and negative. I take things as they happen and simply move on.
A Day Without Appointments (My Monday or Friday)
8:30am - Get ready for the day, make coffee, check emails, make pancakes (because why not), make my to-do list (prioritize)
9:30am - 1:30pm - Followed-up on calls. Booked a new class so I had to submit an invoice + signed contract. Write lessons for the new class. Follow-up on unpaid insurance claims. Follow-up on missing paperwork for upcoming appointments. Chat with another RD about insurance issues. Plan blog and social media posts. Brainstorm ideas for business. Input any paid claims into my accounting software. Usually Fridays I do laundry and vacuum in the midst of all of this.
1:30pm - 2:00pm - Make and eat lunch. Some days, this ends up just being a smoothie for convenience.
2:00pm - 5:30pm - Follow-up on more insurance-related issues. Chat with other RDs about insurance. Send appointment reminders to clients. Prep for appointments/classes for next week. Answer emails. Follow-up on patient calls. Schedule appointments as they come + send initial emails with paperwork. Mondays are my food shopping day normally so I also hit the food store mid-day too.
5:30pm - May go to the gym or if not eat dinner a bit earlier. Usually, prepping dinner involves emptying the dishwasher, putting dishes/groceries away, cleaning, etc, all while cooking.
7:00pm - Follow-up on emails. Work on committee related minutes/events. Prep for the next day.
8:30pm - Continue working on business-related items or watch Netflix or read a non-business book.
10:00pm - Bed
My days where I don't see clients usually end up being the "busiest" since I push everything office-related off until then. Sometimes, checking my emails takes 2-minutes and other times I end up back and forth about something for 10-minutes. As I mentioned earlier, I never really know how a day is going to go. Some days, I get through everything I needed to and can relax by 3 or 4pm. Other days, I work until 7 or 8pm, eat a late dinner, and pretty much go to bed right after. There are some days that I need a mental break so I will go out for a mid-day walk or watch a show. Again, just going with the flow really helps my sanity and productivity.
If you are in private practice, what does your day look like? Anyone reading this surprised at what I do all day?
Sunday, February 5, 2017
Two-Month Private Practice Anniversary
Today official marks the two-month milestone of quitting my full-time job and jumping into a full-time private practice. If you have read my previous blogs, I recently wrote on finding out what success looked like for me and what direction I wanted to take my practice in. While I am still figuring out what my long-term goals are, I know that I am rushing for things to happen, which is not good. It mean it does make sense that I was getting ahead of myself since my practice became my sole income source. I was constantly trying to plan my next move, develop more ideas, create partnerships, and more! I was becoming overwhelmed and ultimately beginning to dislike the position I was in.
I thought back to my previous 3 years of just doing my practice on the side, without much real effort (minus the insurance provider part). During that time, I still gained clients and had opportunities arise. I realized I was stressing myself out over just 2-months of focusing all of my efforts on my business. I thought to myself that I really did a lot more than I was giving myself credit for. I did something scary and challenging by quitting my job in December. I reached out to potential partners and gain two solid ones on top of those I already was working with. I landed a contract for a 6-week class that turned into an additional 7-week class (since the participants were so happy with the program I did). I created and stuck to a more consistent blog, Facebook, Twitter, and Instagram post schedule. I began networking with other Dietitians in my area. I took the chance to run for a position with the Philadelphia Academy of Nutrition & Dietetics. I became a blogger for Eat Right PA. The list goes on and on.
You may be reading this thinking to yourself that it may be great I am doing all of these things; however, why should you care. Well, if you are in private practice or are thinking about it you may probably get to the stage that I am in where you wonder if you should be doing more. You may wonder why (constantly) you chose to do something that is scary and unknown most of the time. I challenge you to take a few moments and write out all of the positive things you have done in the last month or even week. Doing so can help you to put in perspective just how much effort you have put into your business. The reason why I do this despite all of the doubts I have is that it is so rewarding to have success in something that you worked so hard for on your own (i.e. without a large company supporting you along the way, especially financially).
While the first two months have been flying by I know that I am doing all the right things and I need to not worry so much about forcing new ideas or opportunities. I know that if I keep doing what I am doing on a daily basis (at the level of quality I am), these opportunities will come, just as they have in the past. Getting overwhelmed is stressful and to be blunt, useless. It paralyzes you and can inhibit your creativity and drive. If I start to get overwhelmed, I journal (which really helps me to see what I have accomplished already), I go for a walk, I make a list, I go to the gym, etc. Taking that time to clear my head gets me back in the game, gets me motivated, and helps me to weed through clutter to make real progress.
So, what are your stressing over that is useless and inhibiting your creativity and drive for success?
Check out my last blog post on "Tackling Your Business Fears"
I thought back to my previous 3 years of just doing my practice on the side, without much real effort (minus the insurance provider part). During that time, I still gained clients and had opportunities arise. I realized I was stressing myself out over just 2-months of focusing all of my efforts on my business. I thought to myself that I really did a lot more than I was giving myself credit for. I did something scary and challenging by quitting my job in December. I reached out to potential partners and gain two solid ones on top of those I already was working with. I landed a contract for a 6-week class that turned into an additional 7-week class (since the participants were so happy with the program I did). I created and stuck to a more consistent blog, Facebook, Twitter, and Instagram post schedule. I began networking with other Dietitians in my area. I took the chance to run for a position with the Philadelphia Academy of Nutrition & Dietetics. I became a blogger for Eat Right PA. The list goes on and on.
You may be reading this thinking to yourself that it may be great I am doing all of these things; however, why should you care. Well, if you are in private practice or are thinking about it you may probably get to the stage that I am in where you wonder if you should be doing more. You may wonder why (constantly) you chose to do something that is scary and unknown most of the time. I challenge you to take a few moments and write out all of the positive things you have done in the last month or even week. Doing so can help you to put in perspective just how much effort you have put into your business. The reason why I do this despite all of the doubts I have is that it is so rewarding to have success in something that you worked so hard for on your own (i.e. without a large company supporting you along the way, especially financially).
While the first two months have been flying by I know that I am doing all the right things and I need to not worry so much about forcing new ideas or opportunities. I know that if I keep doing what I am doing on a daily basis (at the level of quality I am), these opportunities will come, just as they have in the past. Getting overwhelmed is stressful and to be blunt, useless. It paralyzes you and can inhibit your creativity and drive. If I start to get overwhelmed, I journal (which really helps me to see what I have accomplished already), I go for a walk, I make a list, I go to the gym, etc. Taking that time to clear my head gets me back in the game, gets me motivated, and helps me to weed through clutter to make real progress.
So, what are your stressing over that is useless and inhibiting your creativity and drive for success?
Check out my last blog post on "Tackling Your Business Fears"
Sunday, January 29, 2017
Tackling Business Fears
How many of you reading this are putting something off out of fear? Fear is something that can be overwhelming and paralyzing. Fear of contacting a new partnership company. Fear of making the first step to starting your own business. Fear of driving. Fear of the dark. Fear of a new relationship. Fear of leaving the comfortable for the unknown. Fear of failure. Fear of change.
Recently, I have let my own fears drive my emotions and ultimately my private practice. Two months after leaving my full-time job, I started to panic. What if I don't make enough money to survive? What if I don't get any more clients? I began to feel unsure of my next step and had a dip in my motivation. After reading multiple business books and filling my social media with positive business owners, I realized that everyone has similar fears to mine; however, the key to overcoming them was doing something about it. I could sit and worry all day long and that wouldn't solve anything. In fact, that would probably contribute to the possibility of my worst fears happening since I was ultimately neglecting my business.
Through working with my own fears, I have laid out 3 steps that I believe could be beneficial in many situations. These steps are a combination of thoughts from books, articles, my own experiences, and friends and family members. I hope these steps will help you as much as they have been helping me!
Step 1 - Write out the worst case scenario
What could happen if your fears came true? One of my fears is not getting enough clients to sustain my business. This is what my worst case scenario looked like: Loss of clients (or lack of gaining new clients) --> Loss of income --> Drain or use my savings --> Lean on my boyfriend (since we live together) --> Close my business --> Feeling like I failed and disappointed those who believed in me --> Be forced to find an actually 9-5 job, which I wasn't thrilled about. One thing I did when I wrote out the worst case scenario was think about a rebuttal. Loss of clients, maybe I would find better ones? Use my savings, isn't this what I have been saving for anyways? Lean on my boyfriend, didn't we talk about this being a possibility and work it out financially? Feeling like I failed, well don't they know how hard I tried? Finding a 9-5, maybe it is something I will love? I feeling like having the little rebuttal almost helps you to emotionally prepare for what could happen and it makes it easier to settle those fears for the time being. When thinking about your worst case scenario, I would think about ways you could fix things along the way too. You don't want to have a small loss of income and immediately think you need to forgo the business and find a job. Think about steps you could take if just one of those fears start to develop and how you could rebound from it.
Step 2 - Write out the best case scenario
Let's say you want to take a risk and that fear is stopping you. Once you have your fears broken down, think about what is the best thing that could happen. Take my client example from earlier: Influx of clients --> Boost in income --> Ability to grow my business --> Hire assistant or an additional dietitian --> Allows me to do more creating behind the scenes --> More products developed --> More opportunities with new clients --> Working less to allow time for a family --> Feeling really awesome! The possibilities seem endless in this scenario. When you take a risk in your business or personal life, you have the opportunity to grow, make connections, and succeed.
Step 3 - Start your day with one thing that you fear
I was reading the "Tools of Titans" by Tim Ferriss and I came across a section that said something like, "What we fear doing most is usually what we most need to do," which i believe was an excerpt from a previous work of his. That quote resonated with me so much since I was in a place of worry and fear of my business direction. I decided then that I would start every day with something that I feared or something that I needed to do, but didn't really want to. Doing this made me feel charged, accomplished, and more confident afterwards. Instead of letting that fear continue to paralyze you, nip it in the butt first thing in the morning. It doesn't have to be a huge jump every morning, but instead, can be a small step in overcoming your fears.
Fear is definitely hard to overcome, especially in business. It takes courage and strength to push through the uncomfortable and grow. I would highly suggest finding someone close to you who could give you the honest truth about your fears. Are they even rational? Do you need a good shake? This person will need to be able to give you honest feedback in that they can't just agree with everything you say. Find someone who will challenge you and push you.
I hope reading this blog helped you to either take the first steps in identifying your fears or take actions to overcome them. Leave me a comment to let me know what you are working on!
Recently, I have let my own fears drive my emotions and ultimately my private practice. Two months after leaving my full-time job, I started to panic. What if I don't make enough money to survive? What if I don't get any more clients? I began to feel unsure of my next step and had a dip in my motivation. After reading multiple business books and filling my social media with positive business owners, I realized that everyone has similar fears to mine; however, the key to overcoming them was doing something about it. I could sit and worry all day long and that wouldn't solve anything. In fact, that would probably contribute to the possibility of my worst fears happening since I was ultimately neglecting my business.
Through working with my own fears, I have laid out 3 steps that I believe could be beneficial in many situations. These steps are a combination of thoughts from books, articles, my own experiences, and friends and family members. I hope these steps will help you as much as they have been helping me!
Step 1 - Write out the worst case scenario
What could happen if your fears came true? One of my fears is not getting enough clients to sustain my business. This is what my worst case scenario looked like: Loss of clients (or lack of gaining new clients) --> Loss of income --> Drain or use my savings --> Lean on my boyfriend (since we live together) --> Close my business --> Feeling like I failed and disappointed those who believed in me --> Be forced to find an actually 9-5 job, which I wasn't thrilled about. One thing I did when I wrote out the worst case scenario was think about a rebuttal. Loss of clients, maybe I would find better ones? Use my savings, isn't this what I have been saving for anyways? Lean on my boyfriend, didn't we talk about this being a possibility and work it out financially? Feeling like I failed, well don't they know how hard I tried? Finding a 9-5, maybe it is something I will love? I feeling like having the little rebuttal almost helps you to emotionally prepare for what could happen and it makes it easier to settle those fears for the time being. When thinking about your worst case scenario, I would think about ways you could fix things along the way too. You don't want to have a small loss of income and immediately think you need to forgo the business and find a job. Think about steps you could take if just one of those fears start to develop and how you could rebound from it.
Step 2 - Write out the best case scenario
Let's say you want to take a risk and that fear is stopping you. Once you have your fears broken down, think about what is the best thing that could happen. Take my client example from earlier: Influx of clients --> Boost in income --> Ability to grow my business --> Hire assistant or an additional dietitian --> Allows me to do more creating behind the scenes --> More products developed --> More opportunities with new clients --> Working less to allow time for a family --> Feeling really awesome! The possibilities seem endless in this scenario. When you take a risk in your business or personal life, you have the opportunity to grow, make connections, and succeed.
Step 3 - Start your day with one thing that you fear
I was reading the "Tools of Titans" by Tim Ferriss and I came across a section that said something like, "What we fear doing most is usually what we most need to do," which i believe was an excerpt from a previous work of his. That quote resonated with me so much since I was in a place of worry and fear of my business direction. I decided then that I would start every day with something that I feared or something that I needed to do, but didn't really want to. Doing this made me feel charged, accomplished, and more confident afterwards. Instead of letting that fear continue to paralyze you, nip it in the butt first thing in the morning. It doesn't have to be a huge jump every morning, but instead, can be a small step in overcoming your fears.
Fear is definitely hard to overcome, especially in business. It takes courage and strength to push through the uncomfortable and grow. I would highly suggest finding someone close to you who could give you the honest truth about your fears. Are they even rational? Do you need a good shake? This person will need to be able to give you honest feedback in that they can't just agree with everything you say. Find someone who will challenge you and push you.
I hope reading this blog helped you to either take the first steps in identifying your fears or take actions to overcome them. Leave me a comment to let me know what you are working on!
Sunday, January 15, 2017
Private Practice Tip: Thinking of Your Big Picture
After my last two blog posts, I found myself thinking a lot about where I wanted my practice to be in the next few years. Although I am still working out the details, I finally have a clear picture of what I envision for PorrazzaNutrition. I would HIGHLY recommend anyone reading this, whether you have a private practice or not, to really brainstorm your ideal set-up. Do you want to niche down in a certain area of your field? Do you want this to be a full-time role or just something you will do on the side? Do you want to take insurance? Do you want to have a virtual component? Questions like these can help you to see the big picture and give you a sense of direction.
I hear so many dietitians say to me that they want to have their own practice, but most don't have a clue as to what they want to do with it. While that may not be a bad thing, I realized, for myself, that having little sense of direction can be paralyzing. We often do nothing when faced with too much unknown. Having that big picture in mind will allow you to focus your efforts towards a path that will help you to reach your goal. I have been asking myself this question a lot --> "Are the things you are doing now, supporting your end goal?" If the answer is yes, I keep investing my time in that area. If the answer is no, I think to myself if this is something I need to stop doing or spending less time on.
Once you have an idea of what you want your practice to entail, think about your action steps. An idea or knowledge is great, but it is what you actually do that matters. Let's say you want your practice to be able to accept insurance to drive more clientele while first starting out. Some of your action steps may be: 1. Gain an NPI, 2. Gain a Federal Tax ID Number , 3. Fill out a CAQH application, 4. Send in provider inquiries or initial applications for each insurance company, etc. Prioritize your goals! No matter how big your end result (goal) is, make it manageable and less intimidating by breaking it down into monthly, weekly, and daily tasks.
This week, I also made a commitment to myself that I would not buy or read another business-related book until I took action. While these personal/business-development books are really awesome and provide a lot of great information, the information means nothing unless you actually use it. Instead of just taking notes and moving on to the next book, I create actionable steps for the knowledge I gain in any capacity to use either that day, or that week.
For all my readers out there (whether you are dietitians or not), I challenge you to think about your 'big picture" or "end goal." What does that really look like and how can you break it down into small and manageable steps? Leave a comment and let me know what YOUR journey looks like.
Check out my first week in Private Practice HERE or my last post about organization HERE
I hear so many dietitians say to me that they want to have their own practice, but most don't have a clue as to what they want to do with it. While that may not be a bad thing, I realized, for myself, that having little sense of direction can be paralyzing. We often do nothing when faced with too much unknown. Having that big picture in mind will allow you to focus your efforts towards a path that will help you to reach your goal. I have been asking myself this question a lot --> "Are the things you are doing now, supporting your end goal?" If the answer is yes, I keep investing my time in that area. If the answer is no, I think to myself if this is something I need to stop doing or spending less time on.
Once you have an idea of what you want your practice to entail, think about your action steps. An idea or knowledge is great, but it is what you actually do that matters. Let's say you want your practice to be able to accept insurance to drive more clientele while first starting out. Some of your action steps may be: 1. Gain an NPI, 2. Gain a Federal Tax ID Number , 3. Fill out a CAQH application, 4. Send in provider inquiries or initial applications for each insurance company, etc. Prioritize your goals! No matter how big your end result (goal) is, make it manageable and less intimidating by breaking it down into monthly, weekly, and daily tasks.
This week, I also made a commitment to myself that I would not buy or read another business-related book until I took action. While these personal/business-development books are really awesome and provide a lot of great information, the information means nothing unless you actually use it. Instead of just taking notes and moving on to the next book, I create actionable steps for the knowledge I gain in any capacity to use either that day, or that week.
For all my readers out there (whether you are dietitians or not), I challenge you to think about your 'big picture" or "end goal." What does that really look like and how can you break it down into small and manageable steps? Leave a comment and let me know what YOUR journey looks like.
Check out my first week in Private Practice HERE or my last post about organization HERE
Sunday, January 8, 2017
Private Practice Tips: Organization & Prioritizing
I was recently approached by a fellow Dietitian and friend of mine about how I stay organized and prioritize my time. The organizational side of it seemed like a no brainer for me to comment on. I have always been "highly organized" (as some would say) since I carried my planner everywhere and when opened it was an array of colors, each meaning something different. Being in full-time private practice, I realized my method of keeping organized was still efficient, but, not as effective for managing my time properly and ultimately prioritizing things daily.
Now, I am definitely one for list making. I will go as far as adding "shower" or "eat", which some find hilarious that I even need to put those things on a list. Making a daily list is a great idea; however, I find it best to break down my priorities for business and personal health. When I would just write down everything I needed to do on a list, I would often not accomplish what I wanted (no surprise there). I also found that important tasks were getting pushed to later in the week. The unrealistic expectation I put on myself was actually making me feel less productive (see more on this from Week 1 of my Private Practice).
Honestly, if you still like the pen and paper method, which I love, getting yourself a good planner is the first place to start. The planner I have now allows space for you to set monthly and weekly goals/tasks. I usually put a bunch of ideas and goals on there sporadically and then take the time daily to break down my weekly tasks into daily priorities. I usually set 3-5 daily priorities for myself (as related to my business) and this widely varies based on what clients/classes I have scheduled. I also set personal/health goals for the day, which are always a priority. These personal/health goals usually involve things like exercise* and meal prep. Since my planner has space for me to write out weekly tasks, my daily goal is to take 1-3 items from that master list that isn't a priority for the day and get it done.
When thinking about prioritizing my daily tasks, I had to think to myself, "What am I doing out of habit?" Often, we do things without even realizing and they end up being a huge time sink. One thing I had to change when prioritizing, was checking my email every time my phone went off. I now limit this to about 3 times per day. Think to yourself what are you doing now that can be changed, eliminated, or simplified to allow more time for your priorities.
With making a priority list for the day, remember not to overbook yourself. If you are stretched to the max, the quality of your interactions can suffer. Also, don't continue adding to your list if you find yourself with more time to spare. Use that time to do something else you enjoy (hang with a friend, go for a walk, play an instrument, etc). I often felt like if I was done everything by 3pm, I still needed to do more after that. I mean, don't business owners work all hours of the day?! It was hard for me to get used to the idea that I didn't need to put in 10-12 hour days anymore and if I did, it was for a particular reason and not my status quo.
Last point I have for you with organization and prioritizing is to be okay with having to re-prioritize your list. I woke up one morning and realized that my Wordpress "about me" section was from 4-years ago. Turns out that when I updated my "about me" I only did it for the one page and not the other...oops. That instantly became my priority for the day. I ended up spending about 2 hours redoing my Wordpress layout. The next day, I ended up spending 3 hours updating my "services" page on my website. This replaced the time I was going to spend following up with potential partnerships. Was it a good choice? Definitely. A lot of businesses will go directly to my website to find out what I do, especially if I just reached out to them for a potential partnership proposal, so having a well polished website is crucial.
I hope this helps you to organize your business (or daily habits) to be more effective and efficient. Leave a comment about how this has helped you or let me know you tips for staying organized!
**Just a side note here. As a Dietitian, I talk about exercise with my clients for the various health benefits; however, I make it a priority for my daily business life because I find that it helps me to recharge, clear my mind, and just feel better overall. I usually aim for a short, 15-minute, workout daily and a 45-minute workout 4 times per week. I also try and get up every hour from my computer to walk around my apartment. Your workout schedule can be quite different from this and my routine is not an indicator of any "gold standard" approach.
Now, I am definitely one for list making. I will go as far as adding "shower" or "eat", which some find hilarious that I even need to put those things on a list. Making a daily list is a great idea; however, I find it best to break down my priorities for business and personal health. When I would just write down everything I needed to do on a list, I would often not accomplish what I wanted (no surprise there). I also found that important tasks were getting pushed to later in the week. The unrealistic expectation I put on myself was actually making me feel less productive (see more on this from Week 1 of my Private Practice).
Honestly, if you still like the pen and paper method, which I love, getting yourself a good planner is the first place to start. The planner I have now allows space for you to set monthly and weekly goals/tasks. I usually put a bunch of ideas and goals on there sporadically and then take the time daily to break down my weekly tasks into daily priorities. I usually set 3-5 daily priorities for myself (as related to my business) and this widely varies based on what clients/classes I have scheduled. I also set personal/health goals for the day, which are always a priority. These personal/health goals usually involve things like exercise* and meal prep. Since my planner has space for me to write out weekly tasks, my daily goal is to take 1-3 items from that master list that isn't a priority for the day and get it done.
When thinking about prioritizing my daily tasks, I had to think to myself, "What am I doing out of habit?" Often, we do things without even realizing and they end up being a huge time sink. One thing I had to change when prioritizing, was checking my email every time my phone went off. I now limit this to about 3 times per day. Think to yourself what are you doing now that can be changed, eliminated, or simplified to allow more time for your priorities.
With making a priority list for the day, remember not to overbook yourself. If you are stretched to the max, the quality of your interactions can suffer. Also, don't continue adding to your list if you find yourself with more time to spare. Use that time to do something else you enjoy (hang with a friend, go for a walk, play an instrument, etc). I often felt like if I was done everything by 3pm, I still needed to do more after that. I mean, don't business owners work all hours of the day?! It was hard for me to get used to the idea that I didn't need to put in 10-12 hour days anymore and if I did, it was for a particular reason and not my status quo.
Last point I have for you with organization and prioritizing is to be okay with having to re-prioritize your list. I woke up one morning and realized that my Wordpress "about me" section was from 4-years ago. Turns out that when I updated my "about me" I only did it for the one page and not the other...oops. That instantly became my priority for the day. I ended up spending about 2 hours redoing my Wordpress layout. The next day, I ended up spending 3 hours updating my "services" page on my website. This replaced the time I was going to spend following up with potential partnerships. Was it a good choice? Definitely. A lot of businesses will go directly to my website to find out what I do, especially if I just reached out to them for a potential partnership proposal, so having a well polished website is crucial.
I hope this helps you to organize your business (or daily habits) to be more effective and efficient. Leave a comment about how this has helped you or let me know you tips for staying organized!
**Just a side note here. As a Dietitian, I talk about exercise with my clients for the various health benefits; however, I make it a priority for my daily business life because I find that it helps me to recharge, clear my mind, and just feel better overall. I usually aim for a short, 15-minute, workout daily and a 45-minute workout 4 times per week. I also try and get up every hour from my computer to walk around my apartment. Your workout schedule can be quite different from this and my routine is not an indicator of any "gold standard" approach.
Friday, December 30, 2016
My First Month - What Does Success Look Like?
It has been just about a month since I decided to leave my full-time job and grow my private practice. This week has been a bit weird for me since it is the first without my intern (aka it is just me...and my cat...all day long). I forgot how much random chit-chat filled the days! Even just driving with someone else and reviewing the morning's class was something I really missed.
Since we are almost to the New Year, I didn't have a lot of appointments scheduled for the week and I was being to feel a business slump. I started thinking, "Why are you doing this" and "What were you thinking leaving your full-time job" I mean no business means no paycheck! Once I stopped letting my emotions get the best of me, I realized that it is completely normal to have a slow down during this time (it happened at my previous job). I also realized that I will be "making up" for this in January and February when I had more appointments.
I have been reading "Tools of Titans" by Tim Ferriss this week and one of the biggest things that struck me was actually in the first couple of pages when Ferriss had been asking someone what they thought of when they heard the word "successful." Success. That was the key that I had been missing and what I needed to think about to change my thoughts into more positive ones. The goal I always wanted was to be in full-time private practice and I had accomplished that 4-weeks ago. Now, I wasn't sure what my new "success" looked like. Sure, I wanted to build partnerships and gain clientele; however, I wasn't envisioning my practice in the next month, year, or decade. While I haven't quite figured out what my vision is for my practice, I know once I determine that that my efforts will feel like they have more purpose and I am not just spinning my wheels so I don't fail.
What Else I Have Learned
Get ahead when you have downtime - What did I do the past few weeks with limited number of appointments? I followed up on headaches (like insurance calls), planned out my Facebook posts for my page, and set a schedule for myself. I already know that January/February is going to be a lot busier for me than December was, so I planned some of the menial tasks now to get them out of the way.
Track your expenses - I also took some time this month to review my yearly finances. It really helped me to set practical goals once I determined what I needed to make to break even and then what I actually wanted to make. From that, I figured out how many clients I needed to see per month to reach my financial goals.
Google Docs/Drive is awesome - I have been using this for minutes for committees I am in and it is great! I also started tracking my mileage on a Google Drive spreadsheet instead of writing it on paper. I feel like this helps to streamline a lot for me since I can access it on the go.
Nothing is really a disaster - Last week in my cooking class, the building's power shut off due to a Septa issue and Peco needing to do an emergency shut off to fix something. So, to paint you a picture of this, I am making a soup for class and I have most of the ingredients prepped so I can just dump everything in the pot to cook in time. I also planned on making veggie chips with my mandoline. Oh, and this is 20 minutes before class is supposed to start. I was told to try and talk through the recipe so people felt like they got something out of the class when they arrived. I am pretty good on my feet; however, I was thinking to myself how am I going to take up 1-hour of time talking and not making anything (with no back-up food). What did I do? I made it fun, because what else is there? I told the class to pretend the onions were sizzling and I had them "smell" the lovely blends. You learn a lot about yourself while doing a "cooking" class in partial darkness (only emergency lights). Fast-foward a bit and the power returns mid-way through the class, I speed up the recipe, and everyone got to eat and enjoy the soup/chips. I got so many compliments on how I handled the class in the dark and I felt awesome. So, that was one for the books.
What I am Still Working On
-Not letting work consume me or stress over thinking that I am not doing "enough."
-Not over planning so much that I don't actually do anything but plan.
-Figuring out "office hours" (aka what is my cut-off time for answering calls and emails?)
-Spending some time de-stressing with meditation, playing the piano, or exercising.
Hope everyone has a great New Year! I am excited to see what 2017 has in store :)
Check out my previous blogs to see why I made the jump to private practice + Weeks 1 and 3 :)
Since we are almost to the New Year, I didn't have a lot of appointments scheduled for the week and I was being to feel a business slump. I started thinking, "Why are you doing this" and "What were you thinking leaving your full-time job" I mean no business means no paycheck! Once I stopped letting my emotions get the best of me, I realized that it is completely normal to have a slow down during this time (it happened at my previous job). I also realized that I will be "making up" for this in January and February when I had more appointments.
I have been reading "Tools of Titans" by Tim Ferriss this week and one of the biggest things that struck me was actually in the first couple of pages when Ferriss had been asking someone what they thought of when they heard the word "successful." Success. That was the key that I had been missing and what I needed to think about to change my thoughts into more positive ones. The goal I always wanted was to be in full-time private practice and I had accomplished that 4-weeks ago. Now, I wasn't sure what my new "success" looked like. Sure, I wanted to build partnerships and gain clientele; however, I wasn't envisioning my practice in the next month, year, or decade. While I haven't quite figured out what my vision is for my practice, I know once I determine that that my efforts will feel like they have more purpose and I am not just spinning my wheels so I don't fail.
What Else I Have Learned
Get ahead when you have downtime - What did I do the past few weeks with limited number of appointments? I followed up on headaches (like insurance calls), planned out my Facebook posts for my page, and set a schedule for myself. I already know that January/February is going to be a lot busier for me than December was, so I planned some of the menial tasks now to get them out of the way.
Track your expenses - I also took some time this month to review my yearly finances. It really helped me to set practical goals once I determined what I needed to make to break even and then what I actually wanted to make. From that, I figured out how many clients I needed to see per month to reach my financial goals.
Google Docs/Drive is awesome - I have been using this for minutes for committees I am in and it is great! I also started tracking my mileage on a Google Drive spreadsheet instead of writing it on paper. I feel like this helps to streamline a lot for me since I can access it on the go.
Nothing is really a disaster - Last week in my cooking class, the building's power shut off due to a Septa issue and Peco needing to do an emergency shut off to fix something. So, to paint you a picture of this, I am making a soup for class and I have most of the ingredients prepped so I can just dump everything in the pot to cook in time. I also planned on making veggie chips with my mandoline. Oh, and this is 20 minutes before class is supposed to start. I was told to try and talk through the recipe so people felt like they got something out of the class when they arrived. I am pretty good on my feet; however, I was thinking to myself how am I going to take up 1-hour of time talking and not making anything (with no back-up food). What did I do? I made it fun, because what else is there? I told the class to pretend the onions were sizzling and I had them "smell" the lovely blends. You learn a lot about yourself while doing a "cooking" class in partial darkness (only emergency lights). Fast-foward a bit and the power returns mid-way through the class, I speed up the recipe, and everyone got to eat and enjoy the soup/chips. I got so many compliments on how I handled the class in the dark and I felt awesome. So, that was one for the books.
What I am Still Working On
-Not letting work consume me or stress over thinking that I am not doing "enough."
-Not over planning so much that I don't actually do anything but plan.
-Figuring out "office hours" (aka what is my cut-off time for answering calls and emails?)
-Spending some time de-stressing with meditation, playing the piano, or exercising.
Hope everyone has a great New Year! I am excited to see what 2017 has in store :)
Check out my previous blogs to see why I made the jump to private practice + Weeks 1 and 3 :)
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