Client’s Objectives
- Develop post-pandemic strategic plan
- Identify advancement strategies to reach next level
- Prepare for CEO’s retirement
Project
- Facilitate comprehensive strategic planning process, with input from the Board, management team, key employees, residents, and advisors
Results/Value
- 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