Established practice

Growth is happening, but no one can say where it's heading

Opportunism gets most independent clinics to a point. Beyond it, reacting to what arrives rather than planning what comes next costs you margin, people, and momentum, often before you notice.

steps
7
steps
to start
2 days
to start

The short answer

Opportunistic growth works until the clinic is too big for the owner to hold every decision. A usable strategy is short: where your income and margin really come from, three priorities for the next 12 to 24 months, what you will stop doing, and the numbers you will track monthly. You can draft it in two days with your own data.

7 steps

Do it yourself: step by step

0 of 7 done

  1. Pull 3 years of income, volume and margin by service, payer and clinician, plus capacity use by room and session

    Time
    2 days
    Typical cost
    £0
    Who does it
    practice manager with accountant

    Done when: One sheet shows where income and margin come from

This problem is Solvable.

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One-page clinic strategy

Free to copy, adapt and use. No sign-up.

Template

[Clinic name] strategy, [year] to [year]

Where we are now

  • Annual income: £[ ] Margin: [ ]%
  • Top three services by margin: [ ], [ ], [ ]
  • Payer mix: insured [ ]%, self-pay [ ]%, NHS [ ]%, other [ ]%
  • Capacity use: [ ]% of bookable sessions filled

What patients and referrers value

  1. [ ]
  2. [ ]
  3. [ ]

Our three priorities

PriorityWhyOwnerTarget by [date]First step
[ ][ ][ ][ ][ ]
[ ]
[ ]

What we will stop

Monthly measures

MeasureNowTarget
Income
Margin
New patients
Referrals by top 5 sources
Capacity use
Waiting time to first appointment
Patient feedback score

Review dates: [ ], [ ], [ ], [ ]

Avoid these

Common mistakes

  • Choosing too many priorities, so none get done.
  • Planning from income rather than margin, and growing the least profitable services.
  • Never deciding what to stop.
  • Writing a long strategy document nobody reads after the away day.
  • Not asking referrers, who often know your reputation better than you do.

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Paul Robinson

Paul Robinson

14 years in UK private healthcare

I solve this one for clinic and hospital teams

Want a hand? I'll look at your situation and tell you the three things I'd tackle first.

A few quick questions, about two minutes. I read every one myself and usually reply the same day.

No sales call unless you ask for one. Just a straight answer from me.

I reply personally, usually the same day.

Questions

Frequently asked questions

How long should a strategy be?

One page for the team, with supporting numbers behind it.

How far ahead should we plan?

12 to 24 months for priorities. Longer than that is guesswork for most clinics.

Should we involve clinicians?

Yes, the senior ones. They will deliver it.

What if the data is poor?

Start with what you have. Improving the data can be one of the three priorities.

Do we need a consultant to do this?

Not to draft it. An outside view can help challenge assumptions.

Last reviewed:

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No paid placements. If I have a commercial relationship with anyone I recommend, I'll tell you.This information is for educational purposes only and does not constitute professional advice.

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