Dental Practice Resources

FREE Dental CEO Academy Resources

  • DISC Assessment Tool

    CLICK HERE TO TAKE THE DISC ASSESSMENT


    Discover your leadership and communication style using the DISC assessment. Share the link with your team and compare results to strengthen how you work together. Use the results to tailor conversations, manage conflict, and lead more effectively. 

  • Accountability and Leadership Worksheet

    CLICK HERE TO DOWNLOAD YOUR ACCOUNTABILITY AND LEADERSHIP WORKSHEET


    Build Your Accountability Chart


    1. Download the Accountability and Leadership Worksheet
    2. Define your key practice functions
    3. List the responsibilities for each seat
    4. Leave the names off for now—focus on structure
    5. Begin assessing: Who “Gets it, Wants it, and has the Capacity” for each role?
  • GWC Worksheet

    CLICK HERE TO DOWNLOAD YOUR ACCOUNTABILITY AND LEADERSHIP WORKSHEET


    Instructions: Use this worksheet during performance reviews, team development, or hiring. Evaluate whether a team member is in the right seat by answering the three core GWC questions for each key role or team member.

  • Level 10 Agenda Template

    CLICK HERE TO DOWNLOAD YOUR LEVEL 10 MEETING AGENDA WORKSHEET


    Level 10 Agenda Template


    Use the Level 10 Agenda Template to create a version of this meeting for your practice.


    Customize it by:


    • Adding your own Scorecard metrics
    • Including your practice’s Rocks
    • Listing common issues you want to solve as a team
    • Choosing who should attend and lead each section

    Make it your own—but stick to the structure. Once this becomes a weekly rhythm, it will transform your team’s ability to execute.

  • Elevate and Delegate Worksheet

    CLICK HERE TO DOWNLOAD YOUR ELEVATE AND DELEGATE WORKSHEET



    Using the Elevate and Delegate Worksheet, list out your weekly responsibilities. Divide them into four quadrants:


    • Love it / Great at it
    • Like it / Good at it
    • Don’t like it / Good at it
    • Don’t like it / Not good at it

    Circle all the items in quadrants 3 and 4. Choose two tasks to delegate this quarter. Then ask yourself:


    • Who on my team might GWC this?
    • Is this clearly in someone’s seat on the Accountability Chart?
    • What support or training do they need?

    Implement a 30-day plan to elevate yourself and empower someone else.

Other Resources for Dental Practice Owners