Quarterly Planning Considerations

In this solo episode of Modern Chiropractic Mastery, Dr. Kevin Christie explains why chiropractors need structured planning through consistent yearly, quarterly, and weekly meetings to avoid running the practice without clear direction. He recommends scheduling quarterly meetings the month before the next quarter and keeping them practical in length (about two hours) while involving the entire team.

 

Drawing from Gino Wickman’s book Traction and the EOS framework, Dr. Christie outlines a quarterly meeting agenda: start with a positive focus by reviewing wins from the prior quarter, create an issues list (small to big) to surface and address problems, set 3–5 quarterly “rocks” (major projects), and build an indicator scorecard with trailing metrics (e.g., new patients, office visits, revenue, reviews) supported by specific leading indicators that drive results.

 

The meeting should also include a quarterly marketing plan covering events, initiatives, content, and ad spend, with larger issues carried into weekly meetings for execution.

 

It’s a great listen to help you strategize for the remainder of 2026!

 LISTEN NOW!!

Read full transcript
 

About the author, Kevin

Dr. Kevin Christie is a Chiropractic Physician and Certified Ergonomic Assessments Specialist (CEAS II) who dedicates himself to treating his patients’ symptoms and physical dysfunctions, whether it’s a professional athlete, a weekend golfer, or an office worker. 

Dr. Christie received his B.S. degree from the Florida State University in Exercise Physiology and was an assistant strength & conditioning coach for FSU athletics. His education and desire for learning continued at Logan College of Chiropractic in St. Louis where he received his Doctor of Chiropractic and Masters In Human Biology degrees. 

Dr. Christie is currently the CEO of Health-Fit Corporate Wellness which provides On-Site Chiropractic and Ergonomics for corporations such as Royal Caribbean, ADT Security, Tyco Integrated Systems, World Fuel Services, Strategic Coach, Frito-Lay, and others. 

In 2016 he launched The Modern Desk Jockey Podcast, which provides healthy solutions for the desk worker. 

Dr. Christie has been the Chiropractic/Sports Medicine Physician for multiple football academies in South Florida. He is currently the Sports Chiropractor for XPE Combine Prep Program in Boca Raton, FL. This role includes treating the college football players during the NFL Combine Prep Program and the NFL Combine in Indianapolis. He also has worked on over 500 NFL, MLB and NHL players for these strength & conditioning companies during their off-season Pro NFL/MLB programs.

In November 2009, Dr. Christie was appointed by Governor Charlie Crist to the Board of Athletic Trainers as the Chiropractic advisor. This appointment is through the year 2017 and will include working with and advising the Board of Athletic Trainers on maintaining and improving the quality of care for Certified Athletic Trainers in the state of Florida.

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