Sample Strategy Action Plan

01STRATEGY SESSION


A sample of what's included when you're planning to launch your own practice.

Example shown: Riverside Family Medicine (pre-launch)

WHAT'S INCLUDED-SAMPLE CONTENT

VISION & CURRENT REALITY

  • Where you want the practice to be in 3 years
  • An honest look at where things stand today

ADVISOR ASSESSMENT (SWOT)

  • Strengths, opportunities, risks, and blind spots
  • Framed around your specific market and goals

STARTUP BUDGET & RESERVE

  • Full line-item startup cost estimate
  • How much operating reserve you actually need

24-MONTH FINANCIAL PROJECTIONS

  • Conservative, expected, and strong growth scenarios
  • The math behind collections vs. take-home income

PRIORITY ACTION PLAN

  • What to tackle in the next 30, 90, and 180 days
  • Ranked by impact, not just urgency

YOUR NEXT 14 DAYS

  • Five concrete actions to start this week
  • A closing note from your advisor

READY TO BUILD YOUR OWN PLAN?

A Strategy Session turns "I want to open my own practice into a concrete, numbers-backed plan -covering vision, budget, financial projections, and your first 14 days.

Joe Cangas, MD — 20+ years of practice ownership.
I help doctors make better decisions about starting, growing, and running a practice.

Start Your Strategy Session