Thursday, December 29, 2011

The To-Do List

As I've written, the process is daunting, at least for someone like me. I'm making use of two high-tech tools to move forward:
  1. The to-do list
  2. "Next steps" list
"Next steps" are simple things you can do - "Call potential supervisor," "Check licensing rules" e.g. And they are useful because they are simple and specific. It is easy to get overwhelmed by a task like, "Set up business" or "Make website". So you break it down into specific steps. If you do a step every day, you will eventually complete the broader task.

That said, master to-do lists are useful too. So, just to give a sense of what's potentially involved just in getting off the ground, I thought I'd post my current to-do list (not necessarily in chronological order, or in order of priority). Am I missing anything?:



Groundwork
  • Find qualified supervisor
    • Get paperwork completed for license application
  • Decide on target customers:
    • Kids, families, couples, adults, men, all?
  • Decide on name of practice / business
    • Based on my name; location; theme?
  • Decide on location:
    • Chose neighborhood options
    • Find office available at appropriate times
    • Choose when I want to work
      • Rent it
Misc. expenses and purchases needed
  • Toys, materials for kids, families
  • New professional clothes
  • Small business software
  • Business cell phone
    • Smart Phone for traffic checks and emailing?
  • Transport: Bike, car
  • New computer (I need it but this can wait)
Business side of things
  • Decide what type of business (leaning towards LLC)
  • Get business license
  • Get business credit union account (checking, credit)
    • Credit card system?
  • Malpractice insurance
  • Health insurance
  • Set up record keeping system
    • Excel? 
    • Business software?
  • Comprehend insurance system (for future)
  • Learn more about general business expense rules
Marketing
  • Website and email address
    • Choose URL
    • Hire someone?
    • Wordpress?
    • Other services?
  • Local therapy listings
  • Use my current contacts
  • Make new contacts
  • Business cards
    • Logo?
    • Design
    • Get printed
    • Leave in good spots
      • Cafes
      • Other?
  • Beef up LinkedIn Profile
  • Spread the word elsewhere
    • Local listings (various)
    • Facebook?
    • LinkedIn?
    • Friends?
    • Family?
Licensing
  • Find Supervisor
  • Register as Associate
  • Continuing Education hours
  • HIV AIDS Training
  • Complete hours
  • Transfer hours from my old job
  • Complete Paperwork, get approved for exam
  • Take Clinical Exam
  • Get my license
Paperwork issues
  • Prepare disclosure form, and policy statement
  • Develop a good system for records 
  • Prepare list of referrals (Psychiatrist, other therapists)
There, that's not so hard.

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