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Senior Living Consulting & Management Services Provided by Insight

Initial Development Services

  • Site visit
  • Coordination of development team partners and meetings
  • Development of initial programming concepts
  • Meetings with development team including architects
  • Input to floor plan design complimenting operational pro forma and program
  • Input to interior design
  • Update operational pro forma
  • Presentation to potential investors or lenders
  • Selection of certain vendor partners
  • Presentation of technology plan
  • Development of Initial Annual Marketing Plan
  • Create branding and internet landing page
  • Develop operational FF&E and pre-opening budget
  • Specific policy development necessary for initial phases
  • Prepare for operations including securing insurances, benefits, etc.

Pre-Opening Services

  • Initiate Annual Marketing Plan including development of website, collateral, bus wrap, advertising campaign, etc.
  • Update Pro forma, pre opening and FF&E budget
  • Develop specific policies including resident handbook, residency agreements, employee handbook and all policies necessary for licensing
  • Coordinate vendor relationships and FF&E operational purchases
  • Hire initial on-site team
  • Coordinate welcome center
  • Promote and coordinate ground breaking events
  • Initiate CRM
  • Develop staffing ladders for lease up period
  • Develop training and hiring schedules
  • Coordinate training per schedules

Acquisition or New Management Transition

  • Pre-buying stage which may include site visits, evaluation of market study, assistance with due diligence, coordinating change of operators with entering/exiting operator, vendors, licensing, etc.
  • Upon transition services may include coordination of training, vendor transitions, employee and resident meetings, etc.
  • Evaluating current team and creating action plan for success

General Operations Services

  • Development of plans for under-performing properties
  • Development or operational team training
  • Full property reviews
  • Revenue enhancement plans
  • Budget development and expense management
  • Systems analysis
  • Pro forma review
  • Development of Policies and Procedures
  • Program Development
  • Critiquing or providing support and programs to current operator
  • Developing effective marketing plans
  • Competitive Analysis
  • Coordination of health services consultants
  • Develop staffing plans incremental to occupancy builds

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