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2006 ACSW CONFERENCE. PRACTICAL APPROACHES FOR STARTING A PRIVATE PRACTICE Presented by: Thomas Baker, MSW, RSW Bill Cunes, MA, RSW. THOMAS BAKER, MSW, RSW. Background in Clinical Social Work, Program Management & Teaching Operating Private Practice since 1998
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2006 ACSW CONFERENCE PRACTICAL APPROACHES FOR STARTING A PRIVATE PRACTICE Presented by: Thomas Baker, MSW, RSW Bill Cunes, MA, RSW
THOMAS BAKER, MSW, RSW • Background in Clinical Social Work, Program Management & Teaching • Operating Private Practice since 1998 • Personal & Relational Counselling • Contracts with Child & Family Services, EAP Companies, MSB/Native Affairs and Private Referrals • Mount Royal College Instructor
BILL CUNES, MA, RSW • Background in Clinical Social Work, Program Management & Teaching • Part-time Private Practice since 1981 & full-time since 2002 • Focused on Individual, Family and Couples Counselling • Contracts with Juvenile Probation, EAP Companies, and Private Referrals • Part-time University of Calgary Instructor
AGENDA • Myths of Private Practice • Formulating a Business Plan • Establishing a Financial Plan • Developing a Marketing Plan • Professional Development • Self Care • Panel Discussion
STARTING A PRIVATE PRACTICE Analyzing the Pros and Cons of Starting a Private Practice Complete the Self-Assessment Questionnaire during the Presentation
MYTHS AND REALITIES OF PRIVATE PRACTICE • Independence • Lifestyle • Work Schedule • Income • Security • Personal Growth
IDENTIFICATION OF SERVICES • Professional Qualifications • Professional Interests • Professional Reputation • Market Assessment • Scope of Practice
LEGAL STATUS OF BUSINESS • Name of Organization • Sole Proprietorship • Limited Corporation • Corporate Registry • Tax Status
OFFICE SPACE • Location • Size • Accessibility & Parking • Soundproofing • Costs • Sharing Space
OFFICE SET-UP • Office Furniture • Office Equipment • Office Supplies • Telephone Service • Promotional Items
CLIENT FILES • Client Information • Client Involvement • Client Billing
FILING SYSTEM • Organization • Security • Retention of Files • Access to File Information
FINANCIAL PLAN • Start Up Costs • Operating Costs • Realistic Income Expectations
OPERATING COSTS • Office Operation • Office Upkeep • Personnel • Vehicle • Insurance • Business Promotion • Taxes • Professional
BOOKKEEPING • Bookkeeping System • Accounts Payable • Accounts Receivable • Systematic Record Keeping • Computer Software Packages • Business Accountant
MARKETING PLAN • Recruiting and Maintaining Referral Sources • Networking • Contracting • Business Promotion • Developing a Client Base • Know Your Strengths and Weaknesses
PROFESSIONAL DEVELOPMENT AND SELF CARE • Professional Training • Peer Consultation and Support • Professional Supervision • Networking • Personal Time Out • Personal Supports and Relationships
COFFEE BREAK Introduction to the Panel Discussion