PT Business Education Hybrid Series
Bridging Clinical Expertise with Business Mastery

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Module 1: Strategic Vision & Business Models

Months 1–2

Core Topics

• Vision, mission, and organizational alignment
• Goal setting frameworks (OKRs, Balanced Scorecard)
• Healthcare business models
• Cash-based, hybrid, wellness, telehealth, and performance models
• Strategic planning for healthcare organizations

Deliverables

• 3-Year Strategic Growth Roadmap
• Business Model Canvas
• Vision and Mission Framework

Speaker Profiles

• PT entrepreneurs
• Healthcare business strategists
• MBA faculty with healthcare expertise
• Innovative private practice founders

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Module 2: Leadership, Talent & Culture

Months 3–4

Core Topics

• Leadership development
• Team culture and accountability
• Recruitment and retention strategies
• Values-based hiring
• Coaching and performance management systems
• Organizational communication

Deliverables

• Leadership Development Plan
• Role Clarity Map
• Performance Management Framework

Speaker Profiles

• Healthcare leadership coaches
• HR and talent acquisition specialists
• PT clinic directors and founders
• Organizational culture consultants

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Module 3: Patient Experience & Market Strategy

Months 5–6

Core Topics

• Patient journey mapping
• Brand development and positioning
• Digital marketing strategy
• Consumer behavior in healthcare
• Community outreach and partnerships
• Patient retention systems

Deliverables

• Patient Experience Blueprint
• Marketing Strategy Plan
• Ideal Client Profile Development

Speaker Profiles

• Healthcare marketing experts
• Branding consultants
• Digital marketing strategists
• Patient experience specialists

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Module 4: Financial Literacy & Practice Performance

Months 7–8

Core Topics

• Income statements and cash flow
• Financial forecasting
• ROI, EBITDA, and breakeven analysis
• Revenue cycle management
• Productivity metrics and KPI tracking
• Performance dashboards

Deliverables

• Financial Performance Dashboard
• 12-Month Forecast
• Practice Scorecard

Speaker Profiles

• Healthcare CFOs or CPAs
• Revenue cycle consultants
• Multi-site practice owners
• Healthcare financial strategists

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Module 5: Operations, Compliance & Risk Management

Months 9–10

Core Topics

• Lean operational systems
• Workflow optimization
• HIPAA and compliance
• Labor law and payer compliance
• KPI development
• Risk assessment and mitigation
• Automation and scalability

Deliverables

• Operations Manual Draft
• Compliance Checklist
• Risk Management Plan

Speaker Profiles

• Healthcare operations experts
• Compliance consultants
• Healthcare attorneys
• Practice operations leaders

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Module 6: Growth, Scaling & Exit Strategies

Month 11

Core Topics

• Growth strategy and expansion
• Multi-site development
• Strategic partnerships
• Service diversification
• Mergers and acquisitions
• Succession planning
• Enterprise value and exit strategy

Deliverables

• Growth Strategy Outline
• Expansion Feasibility Plan
• Succession Planning Framework

Speaker Profiles

• PT entrepreneurs who scaled practices
• Healthcare M&A advisors
• Growth consultants
• Healthcare investors and strategic partners

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Month 12: Capstone Business Growth Plan & Pitch

Capstone Objective

Participants will integrate all program elements into a comprehensive Business Growth Plan.

Capstone Components

• Strategic roadmap
• Business model and leadership plan
• Marketing and patient experience strategy
• Financial dashboard and projections
• Operations and compliance systems
• Growth and scaling framework

Final Event

Participants will present their capstone projects in a “Shark Tank”-style presentation to mentors, faculty, and invited industry leaders.