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Professional Portfolio Activity Log 2024
Professional Portfolio Activity Log 2024
2024-03-06
Contact Lens (CL): You must complete 1 hour of accredited contact lens activity.
2024-03-08
Professional Growth (PG): You must complete 1 hour of accredited professional growth activity.
2024-03-11 Finding and creating great social media content COO 4024 1
Self-directed (unaccredited) Activity
Instructions: Please record your self-directed (unaccredited) activity on the chart below. You must
complete a minimum of 1 hour to fulfill your self-directed requirements.
Step 3: Learning goal evaluation. Reflect on the new knowledge and/or skill you gained, and how you
can apply this new learning to your practice.
Goal: I plan to improve my practice by… [insert I had to learn new ways to increase
goal] profitability and build a successful practice in
Step 1
CE activity name and/or description (i.e. journal How to Build a Proficient and Profitable
article title, name of organized event, topic of Practice
discussion with colleague, etc.)
Explain how this activity addressed your The course included multiple metrics ,
learning goal. strategies and reports on how to build a
successful practice in today’s world
New knowledge and/or skills gained. (Please summarize what you learned from the CE activities
as they relate to this goal)
I gained knowledge on how to manage profitability in a practice, how to summarize your
financial statements by looking at gross margins and what kind of metrics we can look at to
increase the profit from each customer that comes in the practice . I also learned about different
types of strategies (marketing, customer experience) to gain more customers and have better
customer repeat and retention rate .
Application of new knowledge and/or skills. (Please explain how you will apply your new
learning to your practice)
I found out about metrics such as gross revenue per customer, per staff hour and patient growth
per year that can help to measure the success of the business and can help analyze where to
invest the money to gain more customers. Another metric which can really help a practice is
Step 3
inventory turn over rate which can help to analyze the future inventory that a practice wants to
keep. The course also helped in learning about financial statements which is a single source of
truth for managing a optical business.
Effect on your practice. Did your learning goal help you improve as a professional? ❍ Yes ❍ No
Please explain why:
I believe I have a better and concise understanding of how my practice is running at the moment
and how can I make it better with metrics , strategies shared in the course . The course shared
information on how to maximize the profits and minimize the loss by deeply looking through
where the money can be saved using profit and loss statements . Cash flow statements can also
help to analyze the amount of inbound vs outbound money transactions that are happening .
the course also explained about what today’s world satisfied customer is looking for such as
design , retail environment , marketing and product differentiation which can be applied directly
to my practice .