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CVPM study plan

CVPM · Give each week a clear focus.

8 weeks · About 7 hours per week

Week 1

Financial Management

  • Map every Financial Management objective to a one-page summary of formulas, definitions, and decision rules you write yourself

  • Compute and interpret the core practice financial statements: income statement, balance sheet, and cash flow, using a sample clinic scenario you construct

  • Calculate and explain break-even volume, contribution margin, and markup versus margin for a veterinary service line

  • Define the accounting vocabulary you cannot yet explain aloud without notes, and flag those items for spaced review

Your checkpoint

A personal finance formula sheet plus three fully worked practice scenarios (break-even, margin, cash flow) with your own answer key

Week 2

Financial Management

  • Analyze a sample practice P&L to identify the three largest controllable expense categories and propose one reduction lever for each

  • Build a simple 12-month cash budget for a hypothetical practice and stress-test it against a 10% revenue decline

  • Compare financing options (equipment loan, lease, line of credit) and justify a recommendation using total cost of capital

  • Explain how pricing decisions flow through to net income using your own worked example

Your checkpoint

A one-page financial analysis memo with a cash budget, sensitivity table, and financing recommendation

Week 3

Human Resources Management

  • Draft the full hiring cycle for an associate veterinarian, from job posting through offer letter, listing each decision point

  • Write behavior-based interview questions mapped to competencies and define scoring anchors for each

  • Outline a compliant onboarding plan for the first 90 days with named owners and checkpoints

  • Identify the employment-law topics you must know (classification, leave, workplace safety) and note the questions you would route to counsel

Your checkpoint

A hiring toolkit: job description, five scored interview questions with rubrics, and a 90-day onboarding timeline

Week 4

Human Resources Management & Leadership, Ethics and Professional Development

  • Design a performance review process with measurable criteria and a calibration step

  • Script a corrective-action conversation for a performance problem and a separate one for a conduct problem

  • Distinguish coaching, discipline, and termination triggers, and state the documentation each requires

  • Apply an ethical decision framework to two workplace dilemmas and defend your chosen action

Your checkpoint

A performance management packet containing a review template, two conversation scripts, and a documentation checklist

Week 5

Practice Operations and Administration

  • Diagram the client and patient flow through a practice from scheduling to checkout, marking every handoff and delay point

  • Calculate key operational metrics (appointment utilization, no-show rate, average client wait) from a dataset you assemble

  • Propose three scheduling or workflow changes and predict their effect on each metric

  • Draft a written standard operating procedure for one high-frequency task

Your checkpoint

A workflow map with a metrics dashboard and a one-page SOP for a single core process

Week 6

Practice Operations and Administration & Marketing and Client Services

  • Inventory the technology and record-keeping systems a practice relies on and note the risks of each failing

  • Write a client communication plan covering reminders, follow-up, and complaint response

  • Segment a client base into at least three groups and tailor one outreach message to each

  • Design a simple client satisfaction survey and state how you would act on the results

Your checkpoint

An operations and client-experience plan combining the systems inventory, communication plan, and survey instrument

Week 7

Marketing and Client Services & Leadership, Ethics and Professional Development

  • Build a 90-day marketing plan with a budget, two channels, and defined success metrics

  • Write a positioning statement and three proof points that differentiate a practice without making unverifiable claims

  • Outline a team development plan with one growth path per role and a continuing-education budget

  • Resolve two ethical scenarios involving marketing claims and client financial consent, documenting your reasoning

Your checkpoint

A marketing plan plus a staff development plan, each with budget and measurable targets

Week 8

Financial Management & Human Resources Management & Practice Operations and Administration & Marketing and Client Services & Leadership, Ethics and Professional Development

  • Rehearse every flagged weak objective from weeks 1 through 7 and rewrite any summary you cannot explain from memory

  • Complete a timed mixed-domain practice set and categorize each miss by domain and error type

  • Convert your error log into a final one-page review sheet of high-risk facts and formulas

  • State your exam-day plan: timing per question, flagging strategy, and how you will handle a question you cannot answer

Your checkpoint

A final review sheet, a categorized error log, and a written exam-day timing plan

Milestones

Week 2: Can you build a break-even calculation and a cash budget from scratch, without notes, in under 20 minutes each?

Week 4: Can you explain the difference between coaching, discipline, and termination, and name the documentation each requires?

Week 5: Can you calculate appointment utilization and no-show rate from raw numbers and state what each tells a manager?

Week 6: Can you describe a complete client visit flow and identify the two highest-friction handoffs?

Week 7: Can you defend a marketing claim as accurate, substantiated, and consistent with professional ethics?

Week 8: On the timed mixed set, do you score at or above your target and can you explain every missed item after review?