Category: Technology

Roland Park Place is a Life Plan Community located in the historic Roland Park neighborhood of Baltimore, Maryland. It’s the only not-for-profit CCRC in the city and one of the most innovative communities in the nation. It was also recently named the sixth best CCRC in the nation by Newsweek.

Recently on our weekly Roundtable we were joined by Roland Park Place VP of Operations Kiril Apostolov. Kiril gave us a closer look at Roland Park Place’s use of technology and the innovative spirit that makes his community great.

Here are some highlights from that conversation. 

ENHANCING RESIDENT ENGAGEMENT THROUGH TECHNOLOGY

Kiril shared some impressive ways technology supports the mission at Roland Park Place. A visitor management system, powered by QR codes, makes check-ins seamless for family and friends while also providing a unique “love meter” feature. This tool helps staff track resident engagement, allowing them to identify who might need extra attention. 

They’ve also introduced robots to assist in dining operations. But these aren’t intended to replace staff—they’re there to handle routine tasks so associates can focus on building personal relationships with residents, which Kiril emphasized is the heart of what they do.

STREAMLINED SYSTEMS FOR BETTER LIVING WITH ICON

To make things easier for everyone, Roland Park Place has integrated its work order system and dining reservations into one resident engagement application called ICON. Residents no longer have to juggle multiple systems; everything they need is in one place. This streamlined approach even extends to user-friendly features like large, clear navigation boxes that eliminate the frustration of endless scrolling.

PRIORITIZING SAFETY WITH INNOVATIVE SOLUTIONS

Safety is important at Roland Park Place. Supported by tech innovations like a Wi-Fi-enabled appliance system that shuts off appliances if no motion is detected in the kitchen, a cloud-based emergency communication system (AlertMedia) that allows residents to receive information in their preferred format via landline, text, or email, and wireless pull cords. Preventing hazards and allowing residents to age in place is a top priority. 

INCREASING ENGAGEMENT THROUGH REAL-TIME UPDATES

ICON has revolutionized how residents stay connected. Instead of relying on bulletin boards, paper calendars and flyers, residents receive real-time updates and reminders directly to their devices. Whether signing up for a trip or joining a digital social group, the app provides timely notifications, boosting participation in activities and community events.

Varsity’s Roundtable is a weekly virtual gathering of senior living marketers and leaders from across the nation. For updates about future weekly Roundtable gatherings, submit your name and email address here. 

Katie Griffith and Bright Solutions work hard to empower senior living communities to unlock the full potential of their technology. Katie was also a recent guest on Varsity’s weekly Roundtable, where she shared some ideas for holiday tech gifts for residents and their loved ones.

Here are some highlights from that conversation. 

GIFT GUIDES CAN SHOW OFF A COMMUNITY’S COMMITMENT TO TECH

Communities are encouraged to consider creating a tech gift guide as a fun and engaging way to connect with residents and their loved ones during the holidays. Beyond being helpful, the guide provides an opportunity to highlight the community’s tech-friendly environment and show that it’s prepared to support modern devices. 

WHAT TO INCLUDE IN A GIFT GUIDE

If creating a tech gift guide for loved ones and residents, it’s helpful to focus on practical, popular devices that residents can easily adopt and enjoy. Katie emphasized the importance of compiling a thoughtful list, which might include categories like streaming devices (such as Roku or Fire Sticks), iPads, smartphones, and smart home gadgets like thermostats or voice assistants (Alexa, Google Hub, or Apple devices). Wearable health trackers, including Fitbits and Apple Watches, also make great additions for those interested in fitness and health monitoring.

HELP RESIDENTS GET ACQUAINTED WITH NEW DEVICES

Katie suggested hosting events shortly after Christmas to help residents get acquainted with their new gadgets. These gatherings can combine social time with tech assistance, inviting residents to bring their devices while enjoying snacks and coffee. Having tech staff available to answer questions and provide hands-on support ensures a smooth integration of these tools into daily life.

Varsity’s Roundtable is a weekly virtual gathering of senior living marketers and leaders from across the nation. For updates about future weekly Roundtable gatherings, submit your name and email address here. 

Over the past two decades, the senior living industry has witnessed remarkable changes driven by technology and data. From improving operations to enhancing resident care, these advancements have transformed the way we serve aging populations. Today, artificial intelligence (AI) presents an even greater opportunity to reshape the future of aging services. 

AI isn’t just another technological trend; it is a transformative force that has the potential to improve every aspect of retirement living—from resident experience and wellness to sales, marketing, and operations. But achieving this transformation requires a clear, strategic approach. 

Varsity and the data scientists at Pavone Group’s data and analytics firm, WildFig, have watched this digital transformation unfold and have tracked the rise of AI over the past few years. Together, we’ve partnered with clients to embrace this innovation, helping them leverage AI to enhance decision-making and drive operational efficiency. 

Here’s a closer look at how the process we use to make that happen:  

THE AI ROADMAP: A PROVEN PROCESS FOR TRANSFORMATION 

Before an organization or community can truly embrace AI, we first need to develop a roadmap that aligns with their mission and strategic goals.  

1. ENGAGE LEADERSHIP THROUGH INTERVIEWS – We start by sitting down with your executive team to uncover key challenges, opportunities, and goals. AI is not a one-size-fits-all solution; understanding your organization’s unique needs ensures that AI initiatives are both practical and impactful.
2. MAP WORK PROCESSES – Using the insights from leadership, we map out workflows across departments. By identifying inefficiencies and opportunities for automation or enhancement, we lay the groundwork for targeted AI applications.
3. IDENTIFY PILOT PROJECTS – Pilots are critical for demonstrating quick wins and building organizational buy-in. Whether it’s optimizing sales pipelines, improving operational efficiency, or personalizing resident engagement, we help you select and implement high-impact pilot projects.
4. GUIDE STRATEGIC TRANSFORMATION – With the success of pilot projects, we support your organization in scaling AI initiatives across departments. The result? A cohesive, AI-enabled operation that enhances resident satisfaction, improves employee productivity, and drives overall organizational success. 

WHY NOW? 

AI is no longer a future concept—it is already transforming industries worldwide. For senior living, the stakes are high. Aging populations are growing, expectations for personalized services are increasing, and competition is fiercer than ever. Organizations that embrace AI now will be positioned as leaders, delivering unmatched resident experiences while optimizing their operations for long-term success. 

TAKE THE FIRST STEP TOWARD AI TRANSFORMATION 

Embracing AI is a continuous evolution that calls for thoughtful planning, clear priorities, and a commitment to change. With the right guidance and strategies, your organization can unlock its full potential, transforming the way you serve and support your community.

Got questions about AI and how your community can embrace it? Contact Varsity President Derek Dunham at ddunham@varsitybranding.com. 

Our guest at a recent gathering of our weekly Roundtable was Zack Collevechio, senior data scientist at WildFig and Pavone Group. 

Zack’s presentation focused on AI and included a discussion of what it is, why it’s valuable and how communities can leverage this technology to gain a competitive advantage in today’s market. He also used ChatGPT to give demonstrations of AI in action as a copywriting and customer service tool.

Here’s are some highlights from that presentation: 

AI-POWERED WRITING

Zack introduced AI’s role in writing and communication, noting its ability to produce natural language for diverse tasks. AI can assist with blogging by generating ideas, outlines, or full posts from simple prompts. It’s also useful for drafting emails, saving time for users who tend to overthink responses. 

AI ASSISTANTS

The discussion moved to building AI assistants with ChatGPT’s “custom GPTs” feature, enabling tailored models that align with your brand, community, and needs. 

Zack emphasized creating a personality and backstory for the assistant to enhance its performance. Clear, detailed instructions ensure it generates accurate, relevant content. Once customized, these assistants can be saved for ongoing use, eliminating the need to reset parameters each time and providing a consistent AI partner for your communication tasks. 

AI-POWERED CUSTOMER SUPPORT

Zack discussed AI-powered customer support, a popular tool that WildFig also uses. Chatbots provide 24/7 virtual assistance, managing many inquiries that would otherwise demand staff time. They help filter out low-quality inquiries, like price requests from unqualified leads, enabling staff to prioritize high-quality prospects. 

AI-POWERED SALES

Zack introduced AI-driven sales optimization, covering several valuable applications:

• LEAD SCORING: AI ranks prospects by their likelihood to convert, considering factors like website activity and past interactions. This allows sales teams to focus on the most engaged leads.
• CUSTOMER SEGMENTATION: AI groups prospects or residents based on behaviors, enabling tailored recommendations. For instance, a prospect frequently viewing a specific floor plan might receive an automated email featuring that interest.
• ENGAGEMENT TIMING: AI suggests the best timing and frequency for outreach, helping teams engage leads effectively by identifying those needing frequent contact versus those needing occasional check-ins.

Varsity’s Roundtable is a weekly virtual gathering of senior living marketers and leaders from across the nation. For updates about future weekly Roundtable gatherings, submit your name and email address here. 

Guest post by Mary Muñoz, Senior Managing Director, Ziegler

This is certainly an interesting time for senior living — we’re moving away from COVID-19, although we’re not quite past it yet. The pandemic has taught us a lot about where we’re headed in the future, but there are also a lot of industry trends that have remained constant through it all. Let’s take a look at what’s trending in senior living right now.

Industrywide Growth and Consolidation

What hasn’t changed with COVID-19 is the population wave we have coming, with a surge in the 75- to 85-plus cohort. And with that, we still have many drivers that make our business an attractive one. For starters, there are those still living at home who don’t have anybody there to take care of them during the day. We have the dangers of social isolation among older adults. And there are those who can’t afford caregiving.

In addition, we’re seeing a consolidation trend across the industry. Why is this happening? Almost every transaction we’ve seen has involved a CEO retirement. We’re facing a labor shortage in care and dining, along with a shortage on the C-suite side, as fewer people are coming into the senior living business, although larger organizations have some advantages in recruitment and career path offerings.

Ongoing Labor Market Challenges

Speaking of which, let’s talk about the labor market a bit. The U.S. Bureau of Labor Statistics is projecting almost 1.2 million annual job openings in senior living. Worldwide, we’ve already crossed the line in the past couple of years that there are fewer people under 5 than there are those 65 and older.* That means we literally won’t have the bodies to do things the way we’ve done in the past. So, we have to find ways to reinvent how work is getting done in our communities.

The pressures are coming from many different directions. We’ve got financial struggles, and the changing demographics of who’s coming into the workforce. Government reimbursement is under pressure, which in turn affects health care worker wages. The pandemic caused clients to lose employees because they refused to be vaccinated or simply burned out. Immigration was disrupted and a lot of the caregivers we get from across the border were affected. And then we have the lasting issue that senior services isn’t exactly a sexy line of work.

Stressors in Skilled Nursing

For post-acute care, I want to highlight the compounding challenges in the skilled nursing environment. COVID-19 definitely exhausted and burned out employees. There’s also the need for private rooms, which many communities did not offer pre-COVID. And a lot of the nursing communities are old, with declining occupancy, in part because we didn’t have assisted living and memory care until recent years. So, there were some people who didn’t need to be there and could be taken care of in a less acute setting.

All of these factors are leading to a downsizing of skilled nursing, and in some cases the transition of skilled nursing rooms to high-acuity assisted living. In fact, we’ve counted 35 Life Plan Communities around the country that have eliminated skilled nursing from their continuums in favor of high-acuity assisted living.** And there are many new communities being built right now that have no skilled nursing.

Technology as a Partner for Smarter Aging

There are many developing technologies that serve seniors in various ways. We’ve certainly had a dramatic rise in telehealth during the pandemic. Beyond that and electronic medical records — which most already have in place — there are resident engagement technologies, including dining reservations, menus and activities. There’s also been a focus on predictive technology, not only tracking footsteps but also predicting falls by tracking gait. That’s in addition to cognitive brain solutions, smart home technology and even robots. While robots probably won’t cure the labor shortage, we have seen communities using robots to deliver plated meals and bus plates in dining venues, for example.

These four takeaways are just the beginning of what’s trending as we emerge from the pandemic. For more information, feel free to subscribe to the Ziegler e-newsletter, refer to our white paper about health care technology or message me at mmunoz@ziegler.com.

*Source: U.S. Census Bureau, Percentage of World Population Under Age 5 and Aged 65 and Over: 1950-2050

**Source: Ziegler Investment Banking

At our 18th sales and marketing roundtable, communities contributed ideas and talked about changes on their campuses. This week, Adam Grafton, vice president of culinary for Morrison Living, shared his tips for elevating environments while keeping communities safe.

Here are some tips from Adam’s discussion:

He and other Morrison Living employees live by this motto: “Through compassion and dedication, creating an equitable approach to memorable experiences.”

Elevating Experiences in the Next Normal

• Assure Safety
  • It’s obviously more important than ever
  • How are we communicating this to current and future residents?
• Deliver Care
  • Care of associates and residents
  • Focus on wellness
• Take Action
  • Look at opportunities to create innovation now and for the future

Culinary

Take Action:

• Wellness
  • Set snack time with fun vibes (music and dancing)—all while social distancing
• Flexibility
  • Residents have been introduced to different styles of service and food

and will want flexibility moving forward

Consider creating a marketplace for groceries for purchase or delivery

• Cognitive health
  • Superfoods—virtual demonstrations through community channel (e.g., health benefits of citrus)

Technology

Take Action:

• Wellness
• Equitable food solutions
  • iPads with menus
  • Self-order kiosks
  • Residents able to view nutritionals
  • Technology connects directly with POS at community
• Flexibility
• Cognitive health

Innovation

Take Action:

• Independence
• Variety and flexibility
  • Takeout becomes more important, as well as other styles of service
  • Heavy on tech side with automated machines
    • Takeout lockers
    • Automated salad makers
    • Automated barista coffee machine
    • Virtual teaching kitchens
    • Robots to help assist with service
  • Experience
  • Socialization

Training + Engagement:

Take Action:

• Retention
  • Let residents know that you’re thinking about them during this time with a takeout/delivery menu
  • Alcoholic/nonalcoholic drink kits to coincide with current events (e.g.,mint juleps for Kentucky Derby—which will be held on Saturday, September 5, this year)
  • Note that takeout items must be carefully selected as not everything will travel well
• Safety
• Pride of ownership

 Additional discussion:

• Social distancing
  • Distancing of tables
  • Encourage reservations and staggered seating times vs. everyone attending at 4:30 p.m.
  • Dining rooms won’t be filled since there will be so many different types of services (market cafe, takeout, sit-down dining, etc.)
  • Staying 6 feet apart will be the new norm
• Signage
  • Essential signs (floor/reminder to stay 6 feet apart)
  • General signage that assures residents, staff and visitors of the extra precautions your community is taking to keep them safe (washing hands/hand sinks)
• Dining updates
  • We’ve reopened our dining rooms, but only at 25% capacity. They are being used at all hours (7 a.m.–7 p.m. for bistro and 5–8 p.m. for fine dining)
  • Our bistro is open with limited service times

Join the next sales & marketing roundtable on July 30!

• Please join our next roundtable discussion on Thursday, July 30, at noon ET.

Mark Ingram from SenioROI will join us to share his thoughts on direct marketing and list procurement in the time of COVID-19.

For log-in information, contact DDunham@VarsityBranding.com

As more areas open up, communities met virtually for roundtable #14 to discuss this week’s reopenings and answer one another’s questions.

Check out the recap of our discussion below. Please also join us for our next sales and marketing roundtable, coming up this week.

Questions from attendees:

What can our resident panel talk about in an upcoming Zoom call?

Ideas discussed:

• Ask residents to share what they’ve been up to on campus (and the fun they’re having)
• Talk about dining and activities
• Discuss safety protocols in place
• Talk about how the administration communicates with residents and keeps them engaged
  • Were you respected as a resident and individual?
  • How did the community try to keep life as normal as possible?
  • Do you have any regrets or wish you were still at home? (Use caution on this one; make sure you know what the resident will say)
• Contrast social engagement vs. social isolation

One participant asked about struggling with visually interacting with prospects since they can’t meet in person. How do residents interact with people? Is a Zoom meeting better than a Zoom webinar platform?

Ideas discussed:

• Webinars are good for larger conferences, and meetings seem to be better for more personal interactions with fewer than 10 to 15 people
• Zoom meetings allow for breakout rooms and more personal conversations
• Strive to book a private Zoom meeting in the days following a presentation to have a more personal conversation

We will explore this topic more in next week’s roundtable.

Join the next roundtable on July 2!

Come kick off the holiday weekend at our next roundtable discussion on Thursday, July 2, at noon ET.

You don’t have to be a client to join — all are welcome. For call-in information, email DDunham@VarsityBranding.com.

 

 

 

Communities in different parts of the country came together last Thursday to share their thoughts and challenges as shutdowns continue. Jackie Stone, VP of sales at Varsity, joined our general discussion to share insights on virtual event topics and processes during social distancing.

Check out the takeaways below. You are also welcome to join our next sales & marketing roundtable, coming up this week.

Jackie leads a discussion on virtual presentations:

• Presentation objectives
  • New lead generation
    • Use the purchased email list and lead base
    • Select universal topics of interest to anyone
    • Ensure that the presentation represents the lifestyle at the community and reinforces the established brand
  • Sales presentation
    • Target the lead base
    • Address common objections
      • “I’m not ready yet.”
      • “I want to stay independent.”
      • “I’ve lived here for 50 years; I don’t know where to start.”
      • “This apartment is so small.”
      • “I don’t want to live with all old people.”
      • “How would I even go about selling my home?”
      • “The economy/stock market is unstable.”
    • Personalize to the prospect
      • Customized to each individual prospect — what he or she values in life and in a community

• Potential presentation topics
  • New lead generation
    • Mindfulness — Putting Your Practice Into Place
    • Healthy Aging: Achieving Wellness in All Dimensions
    • Living a Big Life
    • Dispelling the Myths of Retirement Living
  • Sales presentations
    • Decluttering Your Life to Make Room for Experiences
    • Living a Big Life
    • Bridging the Gap Between “I’m Not Ready Yet” and “I Wish I Had Done This Sooner”
    • Protecting Your Nest Egg
    • Does a Life Plan Community Make Sense for Me?
    • Selling Your Home in a Virtual World
  • Personalizing to the prospect
    • Presentation of the community’s services, amenities, residences and benefits
    • Video walking tour of the community
    • Happy hour Zoom call

• Marketing automation
  • Targeting prospects
    • Email seminar invitation
    • Confirmation and login instructions
    • Resending of seminar invitation to those that did not open the original email
    • Reminder email two days prior to the event
  • Communicating with those who did attend
    • Post-webinar “Thank you for joining us”
    • Survey
    • What other topics might interest you?
    • Schedule a private appointment?
    • Next seminar invitation
  • Communicating with those who did not attend
    • “We missed you” email
  • Schedule a private appointment?
  • Next seminar invitation
• Typical attendance expectations
  • We’ve seen anywhere from 7–10, 25–30 and close to 50, so it can really vary.

Where are you doing to go from here with marketing?

• It depends on your community.
  • Examples:
    • One community is stretched for dollars because of the current bond market.
    • Other communities may have more money to spend, with cancelling in-person marketing events.
  • You may need to move dollars around in your budget. The focus will need to be on engaging prospects in blue sky projects. If you don’t use the money this year, you won’t have it next year! Spend it wisely, and don’t let it go.
  • An AL community in New York has online events/speakers every week. It’s very buttoned up and structured — link to check out: https://inspireseniorliving.com/events.
  • I think we’ll be Zooming for a long time.
  • Follow these virtual call tips.
    • Do a roll call.
    • Ask what participants miss during this time of quarantine. If they say Starbucks, deliver a coffee to their doorstep.

Join the next sales & marketing roundtable on June 4!

We thank everyone for participating, and we invite you to join the next session on Thursday, June 4, at 12 p.m. ET.

You don’t have to be a client to join — all are welcome. For call-in information, email DDunham@VarsityBranding.com.

 

 

As COVID-19 continues to impact senior living, we held another virtual roundtable to see what sales & marketing tactics are working now — and what will change at communities after restrictions are lifted. Check out the highlights below.

All are welcome to attend our sales & marketing roundtable next week. Details below.

Join the next sales & marketing roundtable on April 30!

We thank everyone for participating, and we invite you to join the next session, Thursday, April 30, at noon ET.

Kim Lehman, Varsity’s PR director, will join us for part of the session to share tips and trends on PR/crisis communications.

You don’t have to be a client to join the session — all are welcome. For call-in information, email DDunham@VarsityBranding.com.

 

‘Like it’ or not, we’ll never know, thanks to a new update being rolled out by Instagram that will prevent you from seeing how many likes the accounts you follow are receiving on their accounts. To see what this means for your brand, check out this infographic.