Virtual Learning Series
Application-focused sessions, live discussion, and coaching support throughout the year.
This is where learning becomes leadership.
The Leadership Perch virtual experience is not a series of traditional webinars. Each session is designed to help participants take what they learned in person and actively use it inside their own practices. Sessions combine brief instruction with guided application, discussion, problem-solving, hands-on practice, and real situations participants are currently navigating with their teams.
Goal Getting: Achieving Professional Goals
Participants will identify a meaningful professional goal, clarify what success looks like, break the goal into actionable steps, and determine how progress will be measured. The session is designed to help leaders move from “I want to improve” to a practical plan they can actually manage and revisit.
- Defining a clear professional goal and desired outcome.
- Identifying the behaviors and actions required to achieve it.
- Creating progress checkpoints and accountability.
- Recognizing barriers that could interfere with follow-through.
Working With the Different DiSC Styles
Building on the self-awareness introduced during the in-person experience, this workshop moves participants into application. Managers will work through different DiSC styles and practice adjusting how they communicate, delegate, coach, motivate, and give feedback based on what each team member may need from their leader.
- How different styles prefer to receive direction and feedback.
- What may motivate or frustrate each style.
- How to adapt delegation and coaching conversations.
- Real team scenarios requiring a different leadership approach.
Observation Into Application
This guided implementation session continues the communication work introduced in person. Participants will bring examples from conversations occurring inside their own practices, examine what they noticed, identify where a different approach produced a different outcome, and determine what they want to continue practicing.
- What communication opportunities they have recognized since the workshop.
- Which conversations produced different outcomes.
- Where patients or team members responded differently because the approach changed.
- What measurable improvements are appearing in scheduling, treatment acceptance, retention, or team communication.
From Numbers to Action
The in-person program introduces the financial and practice metrics leaders need to understand. This virtual session turns that knowledge into action. Participants will learn which reports to pull, how often to review them, where to track the information, what should be discussed with the doctor, and what belongs in team conversations.
Participants will then move into hands-on breakout training based on the practice software they currently use, with guided walkthroughs showing how to locate and pull the reports inside their own systems.
- Which practice reports should be reviewed and how often.
- How to organize and track the numbers consistently.
- What to discuss with the doctor versus the team.
- Hands-on software-specific report navigation and application.
Onboarding With Intention
This workshop continues the employee-development work from the in-person program by moving participants into the first stages of a new hire’s experience. Leaders will work through what needs to happen after someone accepts the position, how training should be organized, how expectations are communicated, and how progress is assessed over time.
Participants will receive practical training sheets that can be used step-by-step to guide training, document follow-through, establish goals, and assess whether the team member is progressing as expected.
- The first steps that should happen after a new team member is hired.
- Clear training expectations, responsibilities, and checkpoints.
- How to use training sheets to guide and document development.
- How to assess progress and create clear next goals.
When Leadership Gets Complicated
Leadership becomes most challenging when the situation is not clean, the personalities are different, and competing priorities are all valid. In this interactive panel, participants will work through complex practice-management situations and compare multiple approaches before deciding how they would move forward in their own practice.
- Real leadership situations submitted by participants.
- Different ways experienced leaders might approach the same problem.
- The trade-offs, risks, and likely outcomes of each approach.
- A practical next move they can apply to a current challenge in their own practice.
Learning sessions + live coaching support throughout the year.
The six application-focused virtual learning sessions will be scheduled across February, March, May, June, September, and October. Individual topics will be assigned to those dates as the Year 1 calendar is finalized.
Six 60–90 minute working sessions that continue the concepts introduced at Perch @ Symposium through guided practice, discussion, tools, and application.
Open coaching workshops where office managers can come online and talk directly with Leadership Perch practice coaches about real situations they are facing inside their practices.
These sessions are designed for live problem-solving—not prepared lectures. Participants can bring a current team, leadership, communication, accountability, or practice-management challenge and work through it with experienced coaches.