Get oriented
Look at the current state, listen to the team, and define the challenge in plain language.
How Project Compass works
From a challenge
to a clear next step.
A steady operating cycle helps leaders focus attention, involve the team, create a useful routine, and learn from the result.
The Compass cycle
Four moves. Then keep learning.
Use the cycle for a practice-wide goal or one recurring workflow that needs more clarity.
Set the heading
Choose the desired outcome, name an owner, and agree on a time to check progress.
Build the routine
Translate the plan into clear steps that fit the team’s regular workday.
Review and adjust
Check the signal, recognize what changed, and decide what to refine next.
A practice example
Make the next step visible.
If unscheduled treatment is the priority, Compass turns a broad concern into a clear team routine.
See itReview the open treatment opportunity
Own itName who follows up and when
Do itUse a consistent patient follow-up process
LearnReview completed next steps each week
Keep the work connected
A simple rhythm supports steady progress.
Match the review to the work. The right rhythm is one the team can sustain and use to make decisions.
Coordinate the day
Surface schedule needs, patient handoffs, and immediate barriers before they grow.
Review the priority
Check the agreed measure, recognize follow-through, and clear the next obstacle.
Adjust the plan
Look at trends, confirm whether the routine helps, and update the next set of priorities.
Keep building with intention
Turn operational ideas into everyday practice.
The Practice by Design books explore the systems, leadership habits, and growth path behind Project Compass.