Ten Steps to Building a Successful Veterinary Practice
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About this ebook
Intensely practical, it delivers key facts for veterinary staff starting out in business. The book:
· Details how you can attract, recruit and retain the right people for a winning team
· Guides you on creating a well organised, supportive practice in which employees can flourish
· Provides you with a basic introduction to building a strategy and improving your marketing campaigns
· Covers the basics of sound financial planning and how to win clients and increase your revenues
· Looks at how to manage common pitfalls
With a wealth of practical templates and forms to use, this book adopts a straight-talking approach which will be welcomed by anyone starting their own veterinary practice.
Wendy Sneddon
Wendy Sneddon, RVN, MSc, FInstLM is an Author, Business Coach and Veterinary Practice Manager with a strong work ethic and passionate about her role. With nearly 30 years of experience within the veterinary industry, she has built a great understanding of how veterinary practices should be run, and what it takes to build an engaged, motivated team. She qualified as a veterinary nurse technician and has worked in a whole range of roles: in practice, as a locum, as a lecturer and as a practitioner in industry. She has a wealth of experience in HR, Recruitment, Financial Management and Training, with an expertise in setting up HR systems and people management: from recruitment to exit. Also she enjoys mediation and conflict resolution - the more challenging the better! Wendy is a fellow of the Institute of Leadership & Management and an associate member of the CIPD. She is on the editorial board of the Veterinary Nursing Times and provides industry articles and publications. As the Veterinary Profession evolves, the focus is increasingly on business. Balancing business priorities with integrity is one of the biggest challenges we face. Veterinary practice employees who want to increase their standing in practice, earn more money and have a better work life balance, first must value what they do themselves, demonstrate their abilities and continually update their skills, and practices must charge appropriately for their services. Wendy provides support to those practice owners who want success!
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Ten Steps to Building a Successful Veterinary Practice - Wendy Sneddon
Ten Steps to Building a Successful Veterinary Practice
Ten Steps to Building a Successful Veterinary Practice
Wendy Sneddon RVN, MSc, FInstLM, Assoc CIPD
CABI is a trading name of CAB International
© Wendy Sneddon 2021. All rights reserved. No part of this publication may be reproduced in any form or by any means, electronically, mechanically, by photocopying, recording or otherwise, without the prior permission of the copyright owners.
A catalogue record for this book is available from the British Library, London, UK.
Library of Congress Cataloging-in-Publication Data
Names: Sneddon, Wendy, author.
Title: Ten steps to building a successful veterinary practice / written by Wendy Sneddon ; edited by Lynn Wardlaw.
Description: Boston, MA : CAB International, [2021] | Includes bibliographical references and index. | Summary: This book is a down to earth, practical guide outlining ten simple steps for recruiting, retaining and managing people in veterinary practices. The book provides valuable guidance to new practice owners and managers
-- Provided by publisher.
Identifiers: LCCN 2020051512 (print) | LCCN 2020051513 (ebook) | ISBN 9781786394910 (hardback) | ISBN 9781786394927 (paperback) | ISBN 9781786394934 (ebook) | ISBN 9781786394941 (epub)
Subjects: LCSH: Veterinary medicine--Practice. | Veterinary services--Administration. | Veterinary medicine--Economic aspects.
Classification: LCC SF756.4 .S64 2021 (print) | LCC SF756.4 (ebook) | DDC 636.089/069--dc23
LC record available at https://lccn.loc.gov/2020051512
LC ebook record available at https://lccn.loc.gov/2020051513
References to Internet websites (URLs) were accurate at the time of writing.
ISBN-13: 9781786394910 (hardback)
9781786394927 (paperback)
9781786394934 (ePDF)
9781786394941 (ePub)
DOI: 10.1079/9781786394910.0000
Commissioning Editor: Caroline Makepeace
Editorial Assistant: Ali Thompson
Production Editor: Shankari Wilford
Typeset by SPi, Pondicherry, India
Printed and bound in the UK by Severn, Gloucester
Contents
Testimonials
About the Author
Preface
Acknowledgements
1.Step 1: Why?
2.Step 2: Your First Time?
The main functions required in every business
Levels of responsibility
Foundations of a successful business
3.Step 3: Vision, Mission, Values and Culture
What do I mean by vision?
What do I mean by mission?
How are your vision and mission statement relevant when hiring?
Values and culture
What do I mean by values?
What do I mean by culture?
How is culture relevant when hiring?
Be clear about what you need
4.Step 4: How to Define What and Who You Need
Sample recruitment and selection policy
The recruitment process
The selection process
Exit interviews
Job description
Who you need
5.Step 5: Recruitment and Induction
About your company
What are you offering?
How do you want applicants to apply?
Interview and selection
The best start
Preparation for induction
6.Step 6: Performance Management and Employee Engagement
Day 1 plan for development
One-on-one reviews
Six-month appraisal
Engagement surveys
Performance improvement plan (PIP)
Employee engagement
7.Step 7: Employee Health and Wellbeing
Mental health challenges faced by vets
Absence management
Might your workplace contribute to poor mental health?
Employee’s return to work
Talking about mental health
External support
Making health and wellbeing central
8.Step 8: How to Build a Loyal Client Database and Marketing Your Practice
Providing a better client experience
How are you gaining new clients?
Marketing tips
9.Step 9: Financial Management
Managing finance in veterinary practice
Do you regularly review your profit and loss (P&L)?
10.Step 10: Three Key Strategies to Increase Your Revenue by 25%
Increase the number of new clients
Get your clients to come back more often
Increase the amount of money clients spend with you
Appendix 1: Organization Plan
Appendix 2: Values Worksheet
Appendix 3: Job Description Template
Appendix 4: Person Specification Template
Appendix 5: Advert Template
Appendix 6: Template Application Form
Appendix 7: Applicant Screening Form
Appendix 8: Suggested Interview Questionnaire
Appendix 9: Telephone Interview Questionnaire
Appendix 10: Reference Request Form
Appendix 11: Example Induction Checklist
Appendix 12: Example Appraisal Form
Appendix 13: Example Performance Development Plan
Appendix 14: Case Study: How Not to Treat Your People
Testimonials
I have known Wendy, working in several management and consultancy roles. She has experienced many of the challenges that entrepreneurs face, and her insights into how to make businesses flourish, especially in relation to the all-important people aspects will be invaluable.
Mark Johnston MA VetMB PhD MRCVS, Managing Director, Vetstream Ltd
Wendy is someone with a big vision and a very practical attitude. She has experience in many areas as well as her own personal awareness of what it takes to run a business successfully, so she speaks from the heart and the head, and that’s a winning combination. This book takes a simple and pragmatic approach, step by step, to help entrepreneurs figure out how to prioritize and manage their time so that they can work on the business, as well as in the business.
Georgia Parker, Cascade Coaching and Training
About the Author
Image of Wendy SneddonI am a firm but fair leader with the tenacity and determination to get through anything. I have a strong work ethic and I am passionate about enjoying what I do.
With nearly 30 years of experience in the veterinary profession, I have a great understanding of what practices need in order to build an engaged, motivated team.
My experience is in human resources (HR), recruitment, marketing, financial management and training. My expertise lies within people management, from recruitment to exit. I also enjoy mediation and resolving conflict – the more challenging the better!
I am passionate about employee engagement – we spend a lot of time at work, it should be fun! My mission is to help employers realize that they are the ones who hold the key to creating a happy, fun work environment, full of people who believe in their vision and values, and thrive in a nurturing culture.
Wendy Sneddon
wendy@wendysneddon.com
Preface
I have owned and managed several businesses, and have worked with many veterinary practices over the years. Of all the tough challenges we faced, there is one common struggle – managing people! I have heard it said that people leave managers, not companies. I have also found this to be very true. All too often managers are put in positions of responsibility by default rather than being selected for their aptitude. This can work, providing the new manager is offered training and support to make the transition; however, more often than not, there is little support – and so the challenges begin.
This is often true of veterinary professionals. They are highly skilled in their field, have great ideas, the drive and passion to get things done and succeed, but they can lack the skills in leading a team. The practice evolves around them, with little or no consideration for organizational development. Veterinary professionals who have taken that leap into self-employment, because they are fabulous at what they do, now have to make the transition into leaders – often without knowing or really understanding what that means. This is, of course, a sweeping generalization; there are many veterinary professionals who become great leaders!
‘You can’t expect employees to exceed your customer’s expectations if you don’t exceed your employees’ expectations of management.’
(Howard Schultz, founder of Starbucks, 2008)
Leadership and management are disciplines in themselves; take your leadership role seriously! There is a lot of information to assimilate if you want to get it right and build a successful business.
Research shows that business success comes down to motivated, engaged teams. There are lots of initiatives to help you to identify how engaged your teams are, and these will provide great feedback for you to build a strategy to improve employee engagement.
You need to recruit the right people for your team. It all starts with you, changing your attitude and mindset.
This book has been written for veterinary professionals who are starting up or growing their practice and will help you to set up a basic system to attract, recruit and retain great people within your business. These simple steps will ensure you have the correct procedures in place, which, if followed, will help you to successfully recruit a winning team.
It will also help those practice owners who are struggling to retain good people, by giving them a framework to review their current foundations and to identify where they need strengthening.
By the time you have read this book you will understand what foundations you need to have in place to build great teams. You will know what systems you require to recruit and select great people, and how to keep them!
You will understand how to identify your ideal client and the marketing secrets to target them.
You will also learn the basics of financial management to help you understand how to keep your business profitable. This book has been designed to be a practical guide, to get you started in the right direction. I have included recommendations for further reading throughout. It is also worth saying that you don’t have to do all of this on your own!
Change Yourself First
When I was young,
I wanted to change the veterinary profession.
When I found, I couldn’t change the veterinary profession;
I began to focus on the practice.
I couldn’t change the practice, so I tried to change the team.
Now, older and wiser,
I realize the only thing I can change is myself.
Suddenly I realize that if long ago I had changed myself,
I could have made an impact on my team.
My team and I could have made an impact on our practice.
Then my practice and I could indeed have changed the veterinary profession.
(Wendy’s version. The original poem has various attributions. You can read it at Cardinal Spirits (2016).)
References
Cardinal Spirits (2016) The Unknown Monk. Blog, 10 May. Available at: https://www.cardinalspirits.com/spirit-trail/the-unknown-monk (accessed 3 January 2021).
Schultz, H. (2008) How Starbucks Built a Global Brand. Talk at UCLA Anderson School