Our 30th Year!
 


 

Berning & Affiliates, Inc.
National Administrative Office (Mail Address)
6017 Pine Ridge Rd #260
Naples, FL 34119

Toll Free 800.999.8121

Voice: 239.262.8121
Fax: 239.262.0087

Contact Us

     
  Stay on Track Annual Coaching TM
A Progressive Practice & Personal Control Program
 

 

When you need more than a consulting assessment because of involved complex matters or as a follow through from our Doctor CEO Practice Planning Day program you need this special Coaching Service.

This service is designed to guide doctors and through them their practices using a consistent progressive interface over a twelve month period. The service starts with establishing parameters for the result(s) desired, identifying challenges or barriers, evaluating options and considering resources available. With the parameters stated, the results are broken out into a worksheet tailored to that doctor / the practice / the desired result and is used during all coaching sessions to evaluate progress.

The program starts either as a natural follow through from the our planning day program or from an independent doctor situation.

The Coaching Service Offers Consistent Guidance

  • Observation: Doctors are well intentioned in resolving pressing matters or seeking to improve a situation but often loose focus, fumbling golden opportunities. Without a consistent documented approach to identifying result(s) sought and the execution toward achieving it, matters can drag. When they drag it is extremely frustrating. This is true for many business and professional persons, not just doctors. But in doctors lives, between the heightened demands of patients, practice administration, family life and self, the situation can be exacerbated. One of the finest resolutions is having a service offering consistent guidance from an objective well trained third party. Our Stay On Track service is designed to offer the benefit of exceptional oversight from trained advisors. The program is integrated with our Smart Doctor CEO Interactive Newsletter in both timeline and objectives.

  • Observation: Due to the rapid pace of a doctor's life, the best time frame for consistent coaching is a weekly interface. With pressure from both practice and personal affairs most doctors can quickly lose focus. Our experience is that using a weekly basis the guidance worksheet designed at the outset of the engagement gives the best return for problem solving.

 

  • Observation: Periodic assessment of the result(s) desired, the challenges and barriers and next steps to be taken should be timeline identified events. The coaching experience can take on a life of its own with the risk that appropriate evaluation does not occur. Our rigorous approach builds in at the start of each engagement the best evaluation points both from a process and a timeline standpoint. We encourage that any evaluation is tied to previously identified business objectives including: overall practice administration, marketing, finance and profitability and personnel, self and estate planning.

  • As with the vision and practice planning programs we feel that assessing what the doctor's personal goals are and how the practice can help to achieve those goals is critical. The economic engine that is the doctor's solo or group practice is the golden key to achieving both practice, career and personal satisfaction. We see the practice as an ends to a means for doctors, which depends on the individual "drivers" that impel a doctor to continue practice.

How We Help You Establish Your Practice Path.

  • A Tackle It consultation is scheduled prior to initiating the Annual Coaching program. In addition, a Doctor CEO Practice Planning Day may be required to thoroughly assess the challenges and next steps to be implemented with the Annual Coaching engagement. Further, a demographics study may be required to assess the position of the practice as it relates to future initiatives.  The initial consultation is designed to help ensure that the Annual Coaching program is right for you and tailored to the needs of the doctor(s) and practice.

  • Once the Annual Coaching program is initiated we request relevant information on the practice and practitioners by sending appropriate questionnaires, set the initial meeting date and weekly follow up and set the weekly contact time.  As needed over the course of the year, we will suggest advisors if the practice does not currently have needed expertise.  

The above description of the full program offered by Berning & Affiliates coordinates the identified practice vision with implementation objectives and a weekly interface to help ensure accomplishing the objectives. Practices vary. Call us at 800-999-8121 to discuss your practice and your needs.

If you are ready to proceed -

 #1 - Purchase your Tackle It Consultation

#2 - Purchase your Annual Coaching Program

We offer creative solutions. You can experience our one-on-one services, our higher level services and expert valuation services now!    Services by the hour or the program!  All our major services - Tackle It, Valuation, Practice Transition, Practice Marketing, Practice Planning are available in pre-designated time blocks.    We orchestrate! We guide doctors, their advisors and our affiliates to achieve the desired outcome based on our experience.   We have superior solutions just waiting for you. Check out our valuation, financial performance and profitability analysis services.   No matter what the engagement, our goal is to find creative solutions and bring a margin of value you cannot find elsewhere.  We offer knowledgeable mediation, dispute resolution, legal audit services, practice transition with affiliated law firms. For legal services, Berning Health Law may be the answer your're looking for.   Our expert counsel along with that of our team of affiliate firms in valuation, law, accounting, business practicies and financial planning daily addresses a broad spectrum of concerns brought by our clients. Go ahead, give us your toughest challenge or your most treasured dream. We're up for it!
NAPLES. FL      CHICAGO, IL      BURLINGAME, CA      WASHINGTON, DC

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