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Tips To Get You Dental Team Organized & Motivated in 2023

Updated: Jan 1, 2023

I'm so excited to share some of my favorite organizational secrets and show you how dental offices can use them improve their productivity!

Welcome to Trello!

First I need to tell you that I am not the only one who knows this app is amazing, companies such as Peloton and Costco use it. If you have followed me for awhile you know that I love Costco, if it's good enough for them... it's good enough for me.

Trello is an amazing way to help your team collaborate efficiently and work through projects and accomplish goals.

Frequently I speak with dentists who have a running list in their head of things they would like to accomplish but not real action plan as to how and when they will start taking action on those goals. I also see teams that are holding meetings, brainstorming awesome ideas- creating list after list that rarely result in action. Those days can be in the past and Trello can help!

By creating a board for your office and adding your team members you are on your way to being the most productive, accountable version on yourself- prepare to be amazed!

Watch this short video to see how you can use Trello for your team and visit my demo dental office Trello board by clicking HERE- feel free to copy and use it as your own.

Happy Trelloing!


I think every office should have a yearly planning and vision meeting. Re-evaluate your mission statement. Set goals for the practice as well as individual and personal goals.

It's essentially a road map for the year ahead. If possible have this meeting on a day when you are not seeing patients. Provide snacks, beverages and start your year off with a relaxed and productive vision casting meeting.


Set up your calendar for the year, include days the office will be closed, CE courses, birthdays, work anniversary's, vacations, holidays, potlucks and whatever else your team will find helpful.

I absolutely LOVE this beautiful Personalized Yearly Dry Erase Acrylic Calendar with Title, Horizontal Large Year Wall Calendar for Home or Office, Year at a Glance- order HERE

I love the idea of your planning meeting including time to create a vision board. Supply magazines, poster boards, glue and markers. If this isn't an option, creating vision boards in CANVA is also a nice option.

Another idea while you are planning out your about an office book club?

There are soooo many great books that focus on dental related topics such as airway and overall health. I recommend a quarterly pick and rotate between dental and motivational topics. See my 2023 picks HERE. Consider an incentive for team members who read all four book picks for the year.

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