Page 37 - Traditions Policies and Procedures

1029 - To-Do List for Transitioning a Practice – Month 1

Current Completed Upcoming

Urgency Week Item: Div : Responsibility LAC Plan

1 -2 to -4 Interview for new DVM’s 1 K & D Suarez, Smith (Tiff), No-Fail/Patrick
1 -2 to -4 Interview ED’s 1 D
1 -2 to 0 Offers to New DVM 1 Kent
1 -1 Offer Letter to Seller DVM 1 Kent
1 -1 Offer Letter to ED 1 Kent by May 17th
1 0 Signed offer letter from Seller DVM 1 Kent
1 0 Signed Offer Letter from New DVM 1
1 0 Signed offer received from ED 1 Kent By May 22nd
1 -2 Obtain Property Insurance 1 Kent Kent -Pay $1055, Derrick mail $527.50
1 1 Open BB&T Banking Accounts 1 K & D Derrick sign first, Robby 469-365-6004
1 -1 Staff Meeting Off-Site (No Fear!) 7 Kent Derrick to call Kent with Date – then sched
1 -1 Escrow Account Current for Financing 3 Derrick
1 -1 Bookkeeper & CPA contract/plan in place 3 K Contact Gary
1 -1 Setup Contract for TVS Hiring Director 1 K & D By May 19
th
1 -1 Create Strategy for Hiring Director to TVS 1 Kent See TVS Policies > Dir of Recruit & Hire
1 -1 Setup VPS/No-Fail Training forTVS Hiring 1 K & D Jami + 1-2 observers – $15K($3k/mo X5)

1 0 Setup New & Existing Vet Vendor Accounts 1 ED
1 0 Change Utilities to New Entity 1
1 0 Transfer Quickbooks Data 1
1 0 Get Bookkeeper QB Data Access 1
1 0 Get CPA QB Data Access 1
1 0 Setup Payroll Company 1

1 1 Create Google Adword Campaign 6 Derrick
1 1 Implement Free First Exams 6 Derrick
1 1 Promote Free 1 Exams on website 6 Derrick
st
st
1 1 Promote Free 1 Exams on Sch Eng’s 6 Derrick
1 1 Create bestlocalreviews.com acct 6 Derrick
1 1 Design/Improve Logo & Motto 6 Derrick
1 1 Facebook Poster In-House Training 6 Derrick/Alyssa/Tiff
1 1 Plan & Schedule Open House 6 Derrick & ED
1 1 Set up Yelp Acct (free) 6 Derrick

1 1 Create hospital Manual w (PPV’s)7 Kent
1 2 Train Staff on Asking 4 reviews 1 Kent
1 2 Train Staff on collecting/ent’g emails 1 Kent
1 2 Start ED Training 1 Kent

2 2 Start Monthly E-mail Promo Calendar 2 Derrick/Julie

2 3 AVImark Up-to-Date & Supported 3 Kent
2 3 Create Stat Log 3 Kent
2 3 Set-up IT – Remote access/Backups 3 Kent
2 4 Ensure DVM Trained & Productive 4 Derrick and Prev. Owner

3 4 Viva Transition Mailings Design/Plan 2 Derrick Contact Jeff to start plan

4 6-8 Implement Weekly Staff Meetings 1 Kent
4 6-8 Update website with new DVM/Staff 6 Derrick
4 6-8 Start Viva Brochure mailings 6 Derrick
4 6-8 Ext. Signage On-Order if needed 6 Derrick

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