THE OWNERSHIP GAP AUDIT

Before You Begin

Most practices aren't struggling because the work isn't getting done. They're struggling because nobody was ever named responsible for it, whether that's a team of five or a team of one.

This is a self-assessment you score yourself. It looks at who owns what, not at your numbers or your software.

This audit takes about 10–15 minutes. Give yourself the time. What you find here is worth more than a quick skim.

One note before you start: ownership isn't about how many people you have. It's about whether there's a clear, repeatable way each of these gets handled, even if the answer is “it's me, every time, the same way.” If it's you but it's consistent, that counts as owned. If it's you but it only happens when you remember, that's the gap.

How to Score Each Area

For each of the 10 areas ahead, choose the score that's most true right now, then answer the reflection question. The reflection is where the real clarity happens, don't skip it.

2 — CLEARLY OWNED

There's a clear process and it happens the same way every time, whether that's you or someone else. If it didn't happen, you'd know exactly why.

1 — ASSUMED

It usually gets done, but it depends on memory, mood, or whoever has a free minute. No consistent process behind it.

0 — UNOWNED

It depends entirely on whether someone notices, or it sometimes just doesn't happen.

1. Booking New Patients

Reflection: When was the last time a scheduling mix-up cost you a patient, or your peace of mind?

Score: ☐ 2 Clearly Owned ☐ 1 Assumed ☐ 0 Unowned

BEFORE YOU SCORE YOURSELF, ONE MORE QUESTION:

Which one of these ten stung the most to answer honestly? Circle it. That's the one worth starting with.

The 10 Areas

Your Score

16–20 — MOSTLY OWNED

You've got real structure, solo or not. What's left is probably small but costly, and you already know which ones.

9–15 — ASSUMED TERRITORY

Things are getting done, on goodwill and memory, not on a written process. This is usually exactly where burnout starts, quietly.

0–8 — WIDE OPEN

Most of this is running on whatever you happen to catch that day. That's not a reflection on you, especially if you're doing this alone. It just means it's time to put it in writing, so it doesn't rely on you remembering everything.

Add up your points from all 10 areas, then find your range below.

WHAT NOW

You just spent real time being honest about your own practice. That's not nothing, most people never stop long enough to look. Whatever you circled as the one that stung the most, that's not random. That's the place to start.

Naming the gap is the first step. Closing it starts with a name on it and a written step, and that's a different skill entirely, one you didn't go to school for.

Impact Catalyst is built for exactly this: bring me the one you circled, and let's start on it together, on a small scale first.

No overhaul, no big commitment. Just proof that it can actually be handled, whether it's just you running things or you've got one person helping.

Let's talk → brynna@brynnashoob.com | brynnashoob.com