senior living strategy Archives – Varsity Branding

Tag: senior living strategy

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The following is a guest blog entry from Larry Carlson. Larry is an advisor, board member, and author of Avandell: Reimagining the Dementia Experience. A longtime CEO in senior living, he now writes and speaks about helping older adults finish strong — living with purpose, vitality, and impact in their third age.

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6:54 a.m… The day shift is gathered outside the nurses’ station. The charge nurse reviewed the overnight report, answered a few questions, then paused before dismissing the team.

“One reminder before we head out,” she said. “We’ve been talking a lot about giving residents more choice throughout the day. Before helping someone with their morning routine, don’t assume what they want. Ask. Give them options whenever you can.”

Heads nodded. The meeting ended. Within moments, nurses and certified nursing assistants disappeared into hallways and resident rooms to begin the day. At first glance, it looked like an ordinary shift report.

It wasn’t.

It was strategy being translated into behavior.

In senior living, strategic plans aren’t supposed to tell employees exactly what to do. They describe aspirations: resident-centered living, exceptional hospitality, employee engagement, operational excellence. Those are important goals. But they remain abstract ideas until someone translates them into behaviors that employees can understand, practice, and repeat.

That translation rarely happens in the boardroom or the executive conference room. It happens through frontline leaders.

Whether it’s a charge nurse beginning a shift, a dining manager preparing breakfast service, a life enrichment director reviewing the day’s activities, or a maintenance supervisor assigning work orders, every frontline leader faces the same challenge: How do I turn organizational priorities into today’s actions?

In my experience, organizations don’t struggle because they lack strategy. They struggle because strategy often loses clarity as it moves through the organization. The strongest organizations don’t simply communicate strategy well. They equip frontline leaders to translate it into behaviors employees can put into practice immediately.

Here are three ways leaders can make that happen.

1. TRANSLATE ASIPRATIONS INTO OBSERVABLE BEHAVIORS

Many strategic plans emphasize concepts like service, quality, innovation, or resident-centered care. Those are important aspirations, but they aren’t behaviors. Employees can’t consistently perform an aspiration. They can perform a behavior.

Instead of asking teams to “improve hospitality,” identify the specific actions that demonstrate hospitality. Instead of encouraging “resident-centered care,” define the everyday behaviors that bring that commitment to life.

Clarity begins when employees know not only what matters—but what it looks like.

TRY THIS:

At your next leadership meeting, choose one strategic priority and ask: “If a new employee started tomorrow, what would they actually see someone doing if we were living out this priority?”

If the answers vary widely, your strategy may still be too abstract.

2. EQUIP FRONTLINE LEADERS TO BECOME TRANSLATORS

Frontline leaders are the bridge between organizational vision and daily execution.

The CEO introduces strategy. Department leaders develop plans. But supervisors, charge nurses, managers, and team leads are the ones who answer the question employees ask every morning: “What does this mean for me today?”

When frontline leaders understand not only the strategy, but also the behaviors that support it, execution becomes remarkably more consistent across the organization.

TRY THIS:

During your next supervisors’ meeting, ask each frontline leader to identify one strategic priority and explain how they would translate it for a new employee beginning today’s shift.

The goal isn’t to repeat the strategic plan. It’s to translate it into language employees can immediately act upon.

3. MEASURE BEHAVIORS BEFORE OUTCOMES

Organizations naturally focus on outcomes—resident satisfaction, employee engagement, occupancy, quality measures, and financial performance.

Those metrics matter. But they are lagging indicators. Long before those results appear on a dashboard, employees have already been practicing the behaviors that created them.

Leaders who regularly observe, coach, reinforce, and recognize desired behaviors are far more likely to achieve the outcomes they seek.

Behavior comes first.

Results follow.

TRY THIS:

Choose one strategic priority for the next 30 days and identify two or three observable behaviors that support it. Then intentionally reinforce those behaviors during team meetings, coaching conversations, recognition moments, and daily rounding.

What leaders consistently reinforce eventually becomes organizational culture.

A few minutes after the morning huddle ended, one of the certified nursing assistants quietly knocked on Mrs. Anderson’s door. “Good morning, Mrs. Anderson,” she said with a smile. “Would you like to get dressed before breakfast today, or would you rather enjoy your coffee first?”

Mrs. Anderson smiled. “I think I’d like my coffee first.”

It was a simple conversation. No one would have recognized it as strategy. But that was exactly what it was.

A strategic commitment to resident choice had been translated by a frontline leader into one simple behavior—and then carried out by a caregiver who understood exactly what it looked like.

That’s how successful senior living organizations execute strategy. Not through strategic plans. Not through mission statements. Not even through leadership meetings.

But through ordinary interactions repeated every day by people who understand what the strategy looks like in practice.

One employee.

One interaction at a time.

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This collaborative article features insights from Derek Dunham of Varsity, MaryJane Fitts of Greystone Communities and Cameron Martin of The Highlands at Wyomissing following their presentation at the LeadingAge PA Annual Conference.

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Senior living waitlists were originally designed to solve a simple problem: hold future demand until an apartment becomes available. But today’s senior living consumer journey is far more complex than simply adding a name to a list and waiting for the phone to ring.

That’s why more senior living communities are rethinking the traditional waitlist model and moving toward membership-based programs designed to create earlier engagement, stronger emotional connection and more predictable occupancy growth. 

That topic was front and center during a recent presentation at the LeadingAge PA Annual Conference, where Varsity’s Derek Dunham joined MaryJane Fitts of Greystone Communities and Cameron Martin of The Highlands at Wyomissing to discuss how communities can transform passive waitlists into active membership experiences.

WHY TRADITIONAL WAITLISTS ARE FALLING SHORT

The conversation focused on a growing challenge facing senior living sales teams. Traditional waitlists often create long periods of inactivity. Prospects join, disengage and remain emotionally disconnected from the community. Sales teams spend time servicing depositors without always knowing who is truly ready to move. Meanwhile, demand for senior living continues to rise as the 80+ population grows rapidly over the next several decades.

Today’s prospects also move through the decision-making process differently than previous generations. Some are actively planning for a move within the next year. Others may be exploring options years in advance. Treating every prospect exactly the same creates friction for both sales teams and future residents.

THE HIGHLANDS AT WYOMISSING: A MEMBERSHIP MINDSET

The Highlands at Wyomissing offered a real-world case study of how communities can rethink the process. With a current waitlist of roughly 460 prospects and approximately 30 to 35 move-ins annually, the organization sees an opportunity to better align engagement with how prospects actually make decisions today.

Rather than treating every prospect the same, The Highlands is developing a tiered Future Residents Club built around different levels of readiness. The Reserve Club is designed for individuals likely to move within 18 months and includes a larger refundable deposit alongside priority benefits and incentives. The Explorer Club will focus on prospects who may still be three to five years away from moving but want to remain engaged with the community over time.

The organization also hosted focus groups with both current and future residents while developing the program. One key takeaway emerged quickly: simple was better. Prospects wanted clarity around expectations, benefits and next steps rather than overly complicated structures or processes.

BUILDING CONNECTION BEFORE MOVE-IN

The shift reflects a broader understanding of how senior living decisions are made today. Prospects don’t fall in love with floor plans or amenities. They connect emotionally to lifestyle, relationships and community identity. That’s why membership-based programs often include dining experiences, events, lifestyle access, downsizing support and financial planning guidance long before move-in occurs.

The goal is not simply to create more activity. It’s to create more meaningful engagement that shortens decision timelines, improves confidence and strengthens future occupancy pipelines. Communities also benefit operationally through clearer engagement paths, more intentional sales conversations and stronger prioritization of near-term move-ins.

The communities that win in the years ahead will be the ones that build relationships long before a move-in ever happens. Membership-based programs create that opportunity by turning future residents into active participants in community life earlier in the journey. 

When it comes to decision-making (especially when it comes to senior living options) most people believe they’re guided by logic. Carefully weighing options and choosing what makes the most sense. Neuroscience tells a more nuanced story, one where emotion plays a powerful and often immediate role.

WHY EMOTION LEADS THE WAY

The brain processes emotional information faster than rational thought. Reactions often begin with a feeling, followed by reasoning that supports it. In senior living, this dynamic is especially important. Decisions are deeply personal, shaped by identity, independence and family relationships.

WHAT PEOPLE ARE REALLY ASKING

For prospective residents and their loved ones, the journey involves more than evaluating features or comparing amenities. Questions like Will I feel at home? Will I be safe? Will I belong? sit at the center of the decision. These emotional considerations carry significant weight throughout the process.

Facts still matter. Clear information builds confidence and supports decision-making. Emotion creates connection and trust, two elements that influence whether someone takes the next step.

BRINGING EMOTION TO LIFE

For senior living brands, this means approaching marketing with intention. Focus on the lived experience within the community. Show what daily life feels like through real stories, authentic voices and meaningful moments. Highlight connection, purpose and a sense of belonging.

Visual storytelling plays an important role. Images and video communicate emotion quickly and intuitively. A shared laugh, a warm welcome, a quiet moment of comfort. These cues resonate in ways that data alone cannot.

CONSISTENCY BUILDS TRUST

Consistency strengthens emotional engagement over time. Every interaction, from digital touchpoints to in-person conversations, should reflect a tone that feels welcoming, respectful and human.

Empathy remains essential throughout. Each inquiry represents a significant life transition. When marketing acknowledges that reality and responds with care, it builds relationships grounded in understanding.

FRESH PERSPECTIVE

Emotion shapes how people evaluate, connect and decide. Senior living brands that lead with empathy and bring real experiences to life will build trust, strengthen relationships and guide more confident decisions.

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