End Of Year Dental Practice Checklist

The End of Year Dental Practice Checklist is a practical checklist and guidebook designed by ADAAMA to help dental practice managers review the year that was, identify areas for improvement, and prepare their practice for a stronger, more successful year ahead.

Created for busy dental managers, this resource provides a clear framework to help you assess key areas of your practice and create actionable plans for improvement.

Who it’s for
This resource is ideal for:
• Dental Practice Managers
• Practice Owners
• Senior administrative team members
• Managers preparing for annual planning

What’s inside
This practical guide includes:
• End-of-year self-assessment prompts
• Financial and operational review checklists
• Action planning guides for key practice areas
• Patient retention and marketing review prompts
• Team culture and leadership checklists
• Clinical and administration audit points
• Holiday closure planning checklist

What you’ll achieve
You’ll gain greater clarity on what worked, what needs attention, and where to focus your efforts for the year ahead.

This guide helps you review performance, identify gaps, prioritise improvements, and create a practical action plan to support smoother operations and stronger business growth.

The outcome
By completing this checklist, you’ll feel more organised, prepared and confident heading into the new year with a clear direction for your practice.

Format
Instant digital download. PDF checklist and guidebook for immediate use and easy annual reference.