Client’s Objectives

  • Develop post-pandemic strategic plan
  • Identify advancement strategies to reach next level
  • Prepare for CEO’s retirement


  • Facilitate comprehensive strategic planning process, with input from the Board, management team, key employees, residents, and advisors


  • Provided extensive stakeholder survey input, IBISWorld industry information for retirement communities, and a proven strategic planning process
  • Developed comprehensive FY2024-26 strategic plan including five-year vision statement, mission statement, advancement strategies, and action plans
  • Offered plan implementation support and customized strategic planning process for future use