
Mindset
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What is your motivation to run a psychology practice?
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What are your skills and interests?
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Who are you most drawn to help?
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Do you consider yourself a generalist or a specialist?
Mission
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What is you mission?
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Who is your market?
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How will you communicate your mission to your market?
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Do you have a website?
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Are you planning to have a Social Media presence?
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What will that look like?
Business Basics
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Do you have a Business Plan?
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Have you done a SWOT Analysis of your business?
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What capital investment is required?
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Are you tracking your income & expenditure accurately?
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What is your fee schedule?
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What software will you be using to manage appointments, invoices etc?

Protecting yourself
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Do you have adequate supervisor?
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Are you adequately insured?
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Are you completing regular PD and staying in your lane when it comes to clients?
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Have you established an agreement that includes consent, cancellation policies etc?
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Have you drawn up your disclaimer and Terms & Conditions?
Office Space & Logistics
Client Considerations
Does your office tick the following boxes for your clients?
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Is your office easily accessible? Do you have wheelchair access? Enough space for a pram?
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Is there easy access to toilets?
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Is parking, crossing the street, etc safe and easy?
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Is the space confidential (neighbouring offices can't overhear you?)
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Can you ensure a space free of interruption during your session?
Office Space & Logistics
Practitioner Considerations?
Does your office space tick the following boxes for yourself and your staff?
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Is there adequate security in the building / office / home office?
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Do you have a plan if a client became aggressive with you or a staff member?
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Do you have access to the basics: water, tea, coffee, the bathroom?
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Have you included COVID protocols in place?
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Is your property ensured for damages?

Paperwork
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Do you rely on pen and paper?
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Do you dispose of confidential paperwork correctly?
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Have you considered a paperless process?
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How do you store / backup client information?

Processes
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Do you have intake forms & procedures?
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How do you store credit card information?
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What's the client experience of your processes? Both online and physically?
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How do you have the process as smooth, streamlined and stress free as possible?


Exit Strategy
Anticipate the unexpected:
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What happens to your client files if you are unwell for a period of time or decide to close your practice?
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How will your business be managed in your absence?
Retirement Strategy
Start with the end in mind:
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What is your exit strategy when you decide to retire?
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Who accesses your files when information is required by courts, other professionals, etc?