Disclosure(s): No financial relationships to disclose
Disclosure(s):
Adam Cmejla, CFP: No financial relationships to disclose
In this course, owners will explore the role of delegation in managing both professional responsibilities and personal life. Participants will examine common barriers to delegation and learn strategies for overcoming them. By identifying key tasks that align with their strengths and offloading others, practitioners can streamline their operations and focus on high-impact activities. Attendees will discover tools and frameworks to enhance delegation, including project management systems and workflows designed to optimize efficiency and reduce stress.
Learning Objectives:
Upon conclusion of this activity, attendees will be able to:
Understand the key reasons why delegation is essential for growing a successful optometry practice
Identify tasks that align with core competencies and those that should be delegated to others
Develop strategies to overcome common barriers and limiting beliefs around delegation
Implement practical delegation frameworks, including task management systems and the Getting Things Done™ (GTD) workflow
Recognize how the time-money trade-off shifts throughout the stages of practice growth and adapt delegation strategies accordingly
Utilize project management tools like Asana, Trello, and Monday to streamline workflows and empower your team
