Management Series: The Effective Daily Business Meeting (Morning Huddle), with Dr. Roger Levin

Mar 2, 2026

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Meetings don’t have to drain time or energy. In fact, they can become one of the most effective tools in a well-run practice! In this episode of the Everyday Oral Surgery Podcast, Dr. Grant Stucki welcomes back Dr. Roger Levin, founder and CEO of Levin Group, for a focused discussion on conducting effective daily business meetings, also known as morning huddles. Dr. Levin challenges the idea that meetings are inherently inefficient and explains why, when done well, they’re essential for clear communication in busy oral surgery practices. He breaks down ten practical rules for running effective daily meetings, showing how short, structured check-ins help organize the day, reduce interruptions, and keep teams aligned. The conversation also clarifies what belongs in a daily meeting versus a monthly staff meeting and why office managers play a critical role in setting agendas, managing time, and maintaining focus. Tune in for practical guidance on turning daily meetings into a reliable system that supports efficiency, leadership, and teamwork in your practice!

Key Points From This Episode:

How meetings gained a reputation as inefficient in business.
Why oral surgery practices rely on meetings more than most industries.
Three essential meetings for practices: daily business, monthly staff, and annual strategy.
A breakdown of Dr. Levin’s ten rules for daily business meetings.
Rule 1: Start with why and a clear agenda for every meeting.
Rule 2: Define the objective so everyone knows what the meeting is for.
Rule 3: Invite only the people who truly need to be in the meeting.
Rule 4: Start on time and end on time to show respect and leadership.
Rule 5: Appoint a facilitator to run and control the meeting.
Rule 6: Keep updates brief to maintain focus and momentum.
Rule 7: Use a “parking lot” to keep discussions on agenda and save off-topic ideas for later.
Rule 8: Encourage participation so meetings stay relevant and engaging.
Rule 9: Document action items, assign them, and give deadlines.
Rule 10: Follow up immediately so meetings lead to real action.
Why short, consistent daily meetings outperform long, infrequent ones.

Links Mentioned in Today’s Episode:

Dr. Roger Levin — https://www.linkedin.com/in/roger-levin-69ab744/

Levin Group — https://levingroup.com/

Office Manager Practice Mastery Program — https://levingroup.com/office-manager-practice-mastery-program/

Episode 313 — https://podcasts.apple.com/us/podcast/10-power-tips-for-multi-office-practice-growth-with-dr/id1535284898?i=1000717140271

Episode 343 —

Episode 346 —

Everyday Oral Surgery Website — https://www.everydayoralsurgery.com/

Everyday Oral Surgery on Instagram — https://www.instagram.com/everydayoralsurgery/

Everyday Oral Surgery on Facebook — https://www.facebook.com/EverydayOralSurgery/

Dr. Grant Stucki Email — grantstucki@gmail.com

Dr. Grant Stucki Phone — 720-441-6059