A MasterClass for
Leaders In Transition
Whether going through or planning for a future transition, this class is for you.
Buying or selling a business?
Changing team members?
Going to fee for service?
This class will prepare you for any transition.
Who Should Join
High Achievers in dentistry who are going through or planning on an upcoming transition.
Creative Leaders who want a positive outcome for all.
Courageous Leaders who are willing to be vulnerable with a commitment to action.
Small Individual Groups
With a max class size of 8 we can ensure enough time for individual attention and personalized benefits.
Surround yourself with hard working and inspiring systems thinkers, leaders, and facilitators.
Embrace more difficult challenges in a group than you could alone.
A Proven Learning Strategy
We'll address every level of learning from the tools, skills, and strategies, to sharing and insights, to personalized attention.
Each month you'll get access to a new session of learning. We'll learn helpful language, tools, skills, strategy, and process.
This lesson will also include case studies of what worked (or didn't) and why.
Like in a workshop setting, everybody benefits from more ideas and experiences in the room.
Similar to a study club setting, you'll find additional insights with your peers shared experiences.
Let us dive deeper into your individual situation and your personal strengths to deepen the learning.
We'll take theory into practice and Joan can be a sounding board as you consider your options.
Action-Oriented Classes to Ensure Transition Success.
Start 2023 off on the fast-track where you'll learn what works and why with nuanced tips and tricks required for a successful transition. With each MasterClass session you will be more focused and energized about the future. Your confidence will increase and it will be easier to embrace the complex problems that await.
The Monthly Topics
Viewing transitions as whole systems. We’re creating systems everyday, and often this is done unconsciously. The speed of our decision making is also increasing. Having a systems level perspective helps things go right.
Taking time for reflection. Each month we'll come back to this concept as we learn more and build our strengths. You'll work on and develop this skill throughout the entire year.
Developing curiosity into a super power. We'll practice asking helpful questions and avoiding judgement. We'll learn how to truthfully ask: What do we know? and dive deeper into: What do we really know?
Leadership is letting go and opening up. Transitions are difficult and we'll learn to honor the difficulty with tips and tricks to avoid all the negative consequences.
No rigid plan ever works perfectly. Fortunately, we can build adaptive strategies and reframe our path to find flow. We’ll look towards the adjacent future with what we know now to modify to something new.
Collaboration is a skill. We'll discuss the nuances of how to create a decision tree with a group, map out a plan, and implement a course of action.
Paying attention to what matters (and why). Every day we shape our lives. Every conversation has an effect. Each moment of interaction is a chance to positively impact the future and our path into it.
When intuition fails us (and what to do instead). Blindspots are when you loose awareness and end up sabotaging the bigger picture, often by making a snap decision. We'll examine letting go of fear and reaching for control as a way of trying to find safety.
How to create financial values (money matters). We'll dive deep into how you use money as a guide to decide if decision making is successful. We'll also discuss the financial parameters (not just the outcome) that describe a successful process. We'll create a financial model that will support everybody in the practice along with the patients.
Tailored to your needs
In addition to the lessons above there are two ways to gain more insight and feedback.
First is the group call where we'll address specific questions, share experiences, and dive into the details of how each monthly topic is leading us towards success.
Second is the 1:1 call where we can go further into how to effectively apply the new learning to your unique challenges. This can be two 1-hour calls or one 2-hour call. Whatever works best for your questions and schedule.
A New Year, A New Start
No matter the size of your transition, whether it's big, like selling a practice, or smaller, like hiring or making a process change, this class will help guide you through successful navigation of a transition.
Instead of feeling stuck you'll have a mentor and trusted group to guide you in the right direction.
In this MasterClass you'll be able to ask questions, dive deeper into your own values, and come out with a congruent path forward.
Each Month Will Include Personal Actions You Can Take
The monthly lesson will share proven concepts and strategies for successful implementation (along with potential pitfalls to avoid). You'll also hear multiple case studies so you can see the concepts in action. This content will be recorded so you can watch at your own pace at your own time.
The second half of the month will include a live call dedicated to diving deeper into the specifics and nuances of the months theme. There will be focus will be on how to achieve a successful transition touching on specific examples and case studies.
Let's Talk About Money
All decisions have a financial impact. Whether we're conscious of it or not, the financial impact will have an influence over the state of the practice.
In addition to being November's main theme, the topic of money will be woven into all our conversations. You'll be looking at making decisions that you want to test out against your financial plan.
We'll continually ask "what is the real cost?" We'll also learn to identify and track the hidden costs of our decisions.
The savings in money from identifying these hidden costs alone will be far greater than the cost of this MasterClass.
Hosted by Joan, a Seriously Skilled Facilitator
Together, we can benefit from Joan's 30+ yeas experience consulting with small businesses during transitions, big and small.
We can weave together the concepts of leadership development, applied social psychology, and interpersonal neurobiology and combine all this learning together to make the best choices.
During these sessions, Joan will help form actionable insights, share useful tips, and shine focus on personalized growth opportunities and concrete (yet fluid) development plans.
Additional MasterClass Benefits
- Personal support & feedback, from Joan and the group
- 1-1 follow-ups via phone and email with Joan
- Ability to further clarify your personal and business values
- Help creating a concrete transition plan for your business
- Individualized tips, guidance, and support
- Going further than being "adaptable" to change -- instead, becoming able to shape the future
- Gain valuable facilitation skills to solve complex problems
- Access the tools you need to for a successful business
- Direct feedback to your most pressing questions
How much does it cost?
How are the calls done?
What might a session look like?
What is most important to bring to a session?
What is the monthly time commitment?
How many months does the MasterClass last?
How does billing work?
Can I invite my friend to join?
What if I miss a call?
What if I have more questions?
Get On The Transition Fast Track
This Transition MasterClass will be the most cost effective way to learn the skills and make the connections that will allow you to create a successful transition. I invite you to become part of a collaborative team that will launch you through any transition and into the future.