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TylerG

Jul 15 2021

The Biggest To-Do List Mistake

next steps for to-do list, arrows on chalkboard

by Phil Zeltzman, DVM, DACVS, CVJ, Fear Free Certified and Meredith Jones, DVM Co-Founders of Veterinary Financial Summit

A good friend (and Uncharted member) wanted to write thank you cards to people who came to her wedding. A pandemic later, her to-do list still said: “Send thank you cards.”

For weeks.

How embarrassing.

One day, she had an aha moment. She couldn’t send thank you cards, because she didn’t have thank you cards to write on. “Writing thank you cards” was not a to-do. It was a mini-project, and it encompassed several to-dos:

  • Buy (or order) the cards
  • Write a draft
  • Write on the cards
  • Write addresses on the envelopes
  • Mail the cards.

She’s not the only one who wrote the wrong goal on a to-do list.

Another friend needed to send a refund to someone. His to-do list said “Refund Mark.”

For weeks.

How embarrassing.

One day, he had an aha moment. He couldn’t send a refund check, because he didn’t have his friend’s mailing address. “Refund Mark” was not a to-do. It was a mini-project that encompassed a couple of to-dos:

  • Get Mark’s address
  • Send the check (snail mail or electronic).

Productivity goddess April Perry had a similar experience. Her friend needed to order bookshelves to organize some books that had been sitting in boxes.

For weeks.

How embarrassing.

She kept copying, from to-do list to to-do list, “empty boxes.” One day, she had an aha moment. She couldn’t empty the boxes because she didn’t have enough bookshelves, or order bookshelves because she didn’t know how wide they should be. She couldn’t tell how wide they should be because… she didn’t have a tape measure! Yet again, “empty boxes” was not a to-do, it was a project. The 7 steps of the project were:

  • Buy measuring tape
  • Measure walls
  • Decide on dimensions of cabinet
  • Order cabinet
  • Take cabinet out of box
  • Put cabinet together
  • Put books on shelves.

Do you think you might have fallen into that trap?

How to Fix To-Do Lists

It’s a common pitfall. We think we have a goal, but it’s the wrong goal. So we copy a task from list to list. For days, weeks, and months. A small to-do suddenly becomes a huge burden. In reality, the to-do is not a to-do. It’s a project or at least a mini-project. The secret is the “Next Action” concept.

David Allen, the best-selling author of Getting Things Done, explains that a Next Action is “The next physical, visible activity that progresses something toward completion.” If you need to send thank you cards, your next action is to buy the cards. If you need to send a refund, your next action is to know where to send it. If you need to put books on shelves you don’t have, your next action is to buy the shelves. If you need to repaint the family room, your next action is to choose the right color (and not to buy the paint!). If you need to “do your taxes,” you need to gather your W2, K1s, 1099s, and countless other fun statements, etc.

Look at your own to-do list and see if defining Next Actions might help you get closer to achieving your goals.

The views and opinions expressed in this article are those of the author and do not necessarily reflect the position of the Unchartedvet.com editorial team.

More from Uncharted Community Members Dr. Meredith Jones and Dr. Phil Zeltzman:

Mic Drop: Goal Setting For High Achievers by Dr. Phil Zeltzman

Cone of Shame Podcast: Biggest Questions Veterinarians Have On Student Debt with Dr. Meredith Jones


Join the Uncharted Veterinary Community

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Written by TylerG · Categorized: Blog

Jul 14 2021

Are Benefits Really Needed – Can’t I Just Pay Them?

Uncharted Veterinary Podcast Episode 133 - Are Benefits Really Needed - Can't I just pay them?

What's This Episode About? Better Benefits for Veterinary Teams.

This week on the podcast, Dr. Andy Roark and veterinary practice manager Stephanie Goss weigh in on a great question from the mailbag about creative ways to offer benefits for veterinary teams:


“Our clinic has always paid good for our area, but we have never offered much in terms of benefits. I am losing great staff members because they can get retirement plans, more vacation time, better discounts, etc. at other practices in the area. What do you recommend I do (as a practice manager who can’t really put anything into place without the owner’s buy-in) to help show that we need to offer better benefits? How do you recommend a clinic add benefits to their employment package without breaking the bank?”

Let's get into this episode!

Uncharted Veterinary Podcast · UVP 133 Are Benefits Really Needed – Can’t I Just Pay Them?

You can listen to the episode on Apple Podcasts, Spotify, Google Podcasts, or wherever you stream!

What Are Some Alternative Job Benefit Ideas for Veterinary Teams?

In this episode of the Uncharted Podcast, Stephanie promised to share some of the outside-the-box job benefit ideas she loved that don’t break the bank! Here they are:

  • Barkbox for Pets
  • Insurance for team pets (discounts are available for veterinary professionals!)
  • Gym memberships – Is your team into something like yoga, Zumba, or BollyX?
  • Meal in a box subscription – who has time to meal plan when they get home after a long shift? Make it easier on them with ready-made food options at home!
  • Stocked kitchen for the practice – SNACKS, FTW! Don’t just limit snacks to junk food either. While most everyone appreciates a Snickers bar or other quick sugar choices when you really need to jump your blood sugar up, consider healthy options like veggies, fruits, nuts, hummus, cheese, yogurt, and hard-boiled eggs for quick, on-the-go options.
  • Freebie days off for things like birthdays and anniversaries
  • Remote work – Start a rotation and give everyone the opportunity to work from home for a shift or two every so often! Chart audits, paperwork prep, phone calls etc. can all be easily tackled by almost every position within the practice.
  • Flexible schedule (Andy and Stephanie recently tackled this topic on the podcast! Click Here to listen to the episode.)
  • Give them a half day or whole day off during holiday season to shop or a day off in busy season to enjoy the sunshine. Who doesn’t need a mental health day once in awhile that doesn’t mean staying in bed and wishing for a do-over?
  • Tickets to activities they enjoy – this is where knowing your team comes in handy. This option provides endless opportunities for us to reward our people with the things they are involved in outside of work!
  • Commute assistance – Do you have people on your team who drive far and could use a little boost in the form of a gas card? Could you load $50 on their fast pass account for toll payments? Gift them a year ferry pass?

Got a question for the mailbag? Submit it here: unchartedvet.com/mailbag

Upcoming Events

August 14 – The Secret Sauce To Optimizing Workflow with Senani Ratnayake, RVT


The way we are doing things isn’t working. At least, not working well. Some inefficiencies might feel normal to us because we've always done it that way and we don't even realize there might be a better way to move forward.

This 4-hour workshop is here to help.

Dissect your hospital’s workflow with Senani Ratnayake, RVT so you can get out of the woods in 4 strategic steps. Then, talk through what it will take to get your team on board to lean into your strengths and address your weaknesses.

All upcoming Uncharted events: unchartedvet.com/upcoming-events/

A UVC MEMBERSHIP IS YOUR KEY TO FINALLY GETTING THINGS DONE AND GROWING YOUR VETERINARY PRACTICE.

Learn More About Membership.

Written by TylerG · Categorized: Podcast

Jul 07 2021

Stop Trying to Please Everyone

This post from Dr. Andy Roark, founder of the Uncharted Veterinary Community, contained words of encouragement that we all needed to hear.

photo of hikers helping each other up a mountain

“Some things cannot be fixed, they can only be carried.”

– Megan Devine

I’ve been thinking a lot about this quote recently. There are so many challenges beyond our control. I think it’s good to remember we shouldn’t expect to conquer all our burdens. Some of our struggles can only be addressed by breathing, accepting, being kind to ourselves, and putting one foot in front of the other.

If you are struggling right now, please take heart that you are not alone.

I hear stress from across the industry as our workforce is spread thin and demand for our services just seems to keep going up. You aren’t doing anything wrong. You’re just in a hard position (and you are not alone).

Remember you can’t please everyone, and you can do more harm than good if you try too hard.

You need to take care of yourself first because no one is more responsible for you than you. Put your own oxygen mask on before assisting others. After that, take care of your team. After that, take care of your clients.

Know that this too shall pass.

You will not be emerging from a pandemic forever. The summer rush will end as it always does. You will sort out the headaches you are facing, and then you’ll get a new set of headaches. The frenzy of corporate consolidation will come to an end, and most groups buying up practices will be gone. Prices and wages will sort themselves out and our businesses will persist. The only thing that won’t change is that people will love their pets and want to take care of them.

I don’t say these things to encourage anyone to “suck it up.” I say them because I don’t think, for most of us, there’s an immediate answer to our struggles. Some problems won’t be solved; they’ll just be endured. All we can do is take care of ourselves and discipline our minds for the required endurance. We can rest, hold on to the good parts of our job, and be proud of all that we accomplish. We can see our jobs as worthy challenges instead of unfair burdens. We can find meaning in laying our hands-on patients, supporting our community, learning and growing daily, giving people a healthy workplace, serving those we lead and setting an example for what it means to be a kind and loving person. We can encourage each other and celebrate our victories. We can try to make the world better than it would be without us.

If there is anything the Uncharted team can do to help support you or make your practice stronger, better or happier, please let us know. Otherwise, we will keep cheering you on, making the workshops we think will help, and celebrating your victories both personal and professional.


Join the Uncharted Veterinary Community

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An Uncharted Membership is $699 or $65/month and lasts for 365 days. After you become a member you have access to all of our webinars, intensive courses and access to purchase your spot at our ground-breaking conferences.

Written by TylerG · Categorized: Blog

Jul 07 2021

Rising Minimum Wage – How Do We Compete?

Uncharted Veterinary Podcast Episode 132: Rising minimum wage - how do we compete?

What's This Episode About?

This week on the podcast, Dr. Andy Roark and veterinary practice management consultant Stephanie Goss wade into the wage discussion that is rapidly gaining traction in veterinary medicine. The minimum wage is quickly rising in places all over the country and we have a note from the mailbag asking how one manager's clinic can possibly compete.

Uncharted Veterinary Podcast · UVP 132 Minimum Wage is Rising – How Do I Compete?

You can listen to the episode on Apple Podcasts, Spotify, Google Podcasts, or wherever you get your podcasts.

Discussion Points We Cover:

  • The discussion and pressure on wages are a good thing for veterinary medicine. We have needed to raise the wage base to a living wage for a long time. It will get messy. We will need to work together to figure out the answers. But this is a good thing for our practices in the long run. 
  • Can we raise wages without passing the entirety of the rise on to our clients? 
  • How in the heck do we stay within industry benchmarks when those were built on wages that were, in some locations, less than ½ of the rising minimum wage?
  • Minimum wage is going up but social security isn’t. What do we do about elderly clients or clients on fixed incomes? Is pet care only going to be easily accessible for the financially elite clients?

Got a question for the mailbag? Submit it here: unchartedvet.com/mailbag

Upcoming Events

August 14: The Secret Sauce to Optimizing Workflow with Senani Ratnayake, RVT

The way we are doing things isn’t working. At least, not working well. Some inefficiencies might feel normal to us because we've always done it that way and we don't even realize there might be a better way to move forward.

This 4-hour workshop is here to help.

Dissect your hospital’s workflow with Senani Ratnayake, RVT so you can get out of the woods in 4 strategic steps. Then, talk through what it will take to get your team on board to lean into your strengths and address your weaknesses.

All upcoming events: unchartedvet.com/upcoming-events/

A UVC MEMBERSHIP IS YOUR KEY TO FINALLY GETTING THINGS DONE AND GROWING YOUR VETERINARY PRACTICE.

Learn More About Membership

Written by TylerG · Categorized: Podcast

Jun 30 2021

When & How Do We Take Care of the Team’s Pets?

Uncharted Veterinary Podcast Episode 131: When and how do we take care of the team's pets?

What's This Episode About?

This week on the podcast, Dr. Andy Roark and veterinary practice manager Stephanie Goss give their takes on a topic that deserves more attention – team member’s personal pets and the care we give them. The questions specifically asked were:
How do we schedule team member’s pets for care – do we smush them in where we have time when they need it or do we take spots in the paying client schedule?
Do we treat wellness/preventative care visits differently than we do when it's urgent/emergent? Should we treat it differently?

Uncharted Veterinary Podcast · UVP 131 When and How Do We Take Care of The Team’s Pets???

You can listen to the episode on Apple Podcasts, Spotify, Google Podcasts, or wherever you get your podcasts.

Discussion Points We Cover:

Things to consider when discussing with your leadership team or considering your veterinary team pet benefit scheduling:

  • Are we treating our team like clients?
  • A lot of us value patients like extended members of their families. Shouldn’t we be doing the same for our team member’s pets?
  • What are some of the external benefits to have team members experience life as a client? And on the flip side, are there internal benefits and what are they?
  • How do we balance providing care for team pets when we offer it as a discount? Do we give vets production? Do we have the team pay full price for certain circumstances? How do we help them realize their pet benefits don’t mean free pet care (or do they? Can they?)

Got a question for the mailbag? Submit it here: unchartedvet.com/mailbag

Upcoming Events

The Secret Sauce To Optimizing Workflow with Senani Ratnayake, RVT

The way we are doing things isn’t working. At least, not working well. Some inefficiencies might feel normal to us because we've always done it that way and we don't even realize there might be a better way to move forward. This 4-hour workshop is here to help.
Dissect your hospital’s workflow with Senani Ratnayake, RVT so you can get out of the woods in 4 strategic steps. Then, talk through what it will take to get your team on board to lean into your strengths and address your weaknesses.

All upcoming events: unchartedvet.com/upcoming-events/

A UVC MEMBERSHIP IS YOUR KEY TO FINALLY GETTING THINGS DONE AND GROWING YOUR VETERINARY PRACTICE.

Learn More About Membership.

Written by TylerG · Categorized: Blog, Podcast

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