The Best Goal Tracking Template for Optometrists

Developing a 3 or 5 year plan for your practice can be stressful, but it's something every independent optometrist usually creates in alignment with their personal career goals. Why shouldn't you do the same for your optical staff?

When your employees have measurable targets, they are more motivated to stay on track to meet sales requirements, bring in new patients, and gain promotions. However, providing guidance and direction is difficult when you have a team of individuals with different skills, interests, and personal desires.

That's why we created a goal tracking sheet that can help keep your staff on track, organized, and productive. Keep reading to learn how to create SMART goals and meet your annual targets together.

Measure & Track Optometry Staff Performance

Staff Performance Tracking BlogThe most difficult and worthwhile thing you’ll do when it comes to job satisfaction is creating and tracking measurable goals.

Without SMART goals for every individual team member, there isn’t a surefire method to figure out which areas need improvement. SMART goals are specific, measurable, attainable, relevant, and timely. You can start developing annual individual goals by branching them off your annual practice goals.

For example, if your 10-year plan is to have three more practices under your umbrella, practice-wide goals could focus on patient growth and increased revenue. Furthermore, each employee’s individual goals could be numerical targets they should hit each quarter to reach the revenue requirements for opening those new practices. Always discuss goals with the team members before solidifying them. 

We've created a printable goal tracking sheet that you can use quarterly, annually, or as often as you'd like. This sheet can help address obstacles, align individual tasks with company-wide goals, and assist in developing career tracks.

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Print the full-sized goal tracking sheet in our ebook, Expert Staff Management in Eyecare.


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