Optometric Management Tip # 362   -   Wednesday, January 14, 2009
Office Calendar 2009

The beginning of the calendar year is a good time to look ahead and plan your office calendar. With the winter holidays still within recent memory, this is a perfect time to look ahead and plan for 2009. Were there any mistakes made last year that can be avoided? Do you want to clarify or change your office policy for bonuses? Are there days the office is closed without pay? Within reason, can you consider staff preferences?

Paid and unpaid holiday planning

You may want to set your office hours differently depending on the day of the week major holidays fall on. For example, Christmas in 2009 falls on a Friday. Many offices will be closed on the following Saturday to enjoy the long weekend. The decision may be based on what's good for business, staff preferences or office policy. There are lots of considerations and it's best to decide well in advance before the decisions have a personal impact on someone's plans.

A master calendar

We have a large erasable wall calendar mounted in our inner business office. All office events, vacations and special office closings are written on the calendar by the office manager.

Vacation requests

It's important to have rules so employees are treated fairly. Vacation time is often based on a first come, first served basis and we may not be able to grant vacation days for two people at the same time from the same department. We approve vacation requests based on the staffing needs of the office. Some employees like to request specific days off to coincide with school schedules or to build upon holidays and their usual day off. For example, if Mary usually has Wednesdays off and if Christmas falls on a Friday, she may want to take the Thursday off as a vacation day.

We set the month of January to be open for vacation requests for the rest of the year based on seniority. After that, vacation requests are on a first come, first approved basis.

Doctor time off

If possible, it's smart for the doctors in the practice to set their vacation time as early as possible. It helps for planning staff schedules and for blocking off appointment times for patients as far in advance as possible.

Educational conferences

Plan in advance for eye care conventions that doctors and staff will attend. You can then decide if the office will be closed any days or if reduced staff is needed and enter it on the master calendar. Consider scheduling an all day office retreat meeting to work on technical training and customer service.

Staff meetings

Scheduling staff meetings well in advance is the key to making them happen. I would set them once per week unless there are special circumstances. Block off the appointment schedule and enter the meetings on the master calendar.

Best wishes for continued success,

Neil B. Gailmard, OD, MBA, FAAO
Chief Optometric Editor, Optometric Management