Tag: Senior Living Trends

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 .

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

**Source: Ziegler Investment Banking

Solo agers. Kinless seniors. Elder orphans. These buzzwords have entered the common vernacular, but they’re also describing a very real shift in demographics. The current generation of seniors contains more solo agers than ever before.

“Solo agers” are defined as those over age 50 who live alone, are not married or partnered in a long-term relationship, and have no living children. They make up 12% of the ages 50+ population in the United States, and this trend is increasing, as more baby boomers get divorced and fewer have children, and people live longer overall.

According to a recent report by Forbes, among adults 75 years and older (not boomers), 10.9% reported being childless; among those ages 65–74 (early boomers), 15.9% reported being childless; and among those ages 55–64 (late boomers), 19.6% reported being childless.

Right now, there are close to a million solo agers in the U.S., and as Generation X and Millennials head to retirement, that number could grow even larger. These generations are getting married even less frequently than boomers.

What does the trend toward more seniors without family ties mean for retirement communities? We hear a lot about “demanding boomers” and the high-end amenities they expect — but another audience to consider is diverse populations like these.

According to an article in InsideHook, kinless seniors often live alone and rely on appointments with doctors or encounters with cashiers to interact with other people.

What’s more, a Canadian study reported in the New York Times that those without partners or children had lower levels of self-reported mental and physical health, and higher levels of loneliness, which in itself has been linked to many health conditions. Even more worrisome, a decade after respondents’ initial interviews, more than 80% of seniors with partners and children had survived, compared with only about 60% of those without either.

In contrast, studies have shown that residents of Life Plan Communities tend to live longer than other people. So what better environment for solo agers than senior communities, where they can form meaningful friendships and live happier, healthier, longer lives?

Here are a few suggestions on ways to connect with kinless seniors — and to help them get the most out of your community once they join it.

1. The sales process

Typically, the salesperson must consider the influence of adult children on the sales process. But there are a growing number of prospects who will be trying to make these decisions on their own, and who will be looking for input and advice.

2. Online resources

Why not show that you understand this growing audience and their concerns by including solo ager-focused blogs and resources on your website?

3. Prospect events

Events can address issues that solo agers are coming to terms with, such as decision-making on one’s own, medical power of attorney, financial planning and loneliness.

4. Marketing materials

While married couples will always be depicted in brochures and ads, it’s also important to think about the diverse populations we’re serving and make sure they’re represented in marketing pieces.

5. Campus events

Since connecting with others is so important for kinless seniors, inclusive activities, events and clubs can help them feel a part of campus life. Shared meals with “friendship tables” open to all are also a great way to make solo agers feel welcome.

6. Celebrations

Holidays like Mother’s Day, when the mailroom is filled to bursting with bouquets and cards from children around the country, can be a time to also acknowledge those who don’t have children.

7. Support groups

Campus support groups that address the needs of solo agers can help them find a niche in your community.

Senior communities have always had a focus on supporting solo residents, but with the trend toward more divorces and lower marriage rates, combined with longer lifespans, this group will only continue to grow. In a society that doesn’t provide well for those without family ties, communities can be a powerful solution to help them thrive during their later years.

I’m Stuart Jackson. executive vice president at Greystone. We are a development and operations consultant in all areas of senior living. We work with Life Plan Communities in over 40 states, and have consulted with well over 500 providers in our corporate history. We are often asked to come in and bring strategic thinking to help organizations grow, adapt and change.

Recently, Brad Straub, executive vice president at Greystone, and I presented “A Bird’s Eye View in Growth and Redevelopment” at the Greystone Sales Adventure event in Dallas. In this post, I’ll touch on some of the highlights, including trends within the space and how your peers are adapting their businesses to them.

An Overview of Our Current Environment

Our current environment has a lot of pressures and uncertainties. Inflation has had its impact. Labor has been difficult to come by. Interest rates are rising. Hopefully, we’re past COVID-19 to a degree, but that’s been painful and tough. Yet there are positive indicators, too, like demographic growth, economic improvement and a healthy real estate market  (depending on where you are). Cost of capital has historically been a positive indicator. Rates are rising, but availability is still relatively strong.

Demographics Remain Strong

I want to emphasize the positive indicators that make us excited for the future of senior living. There will be continued, sustained growth of the senior population over the next 20 years. The roughly 25 million 75+ year-olds in the U.S. will grow to roughly 45 million, remaining strong. By the mid-2020s, twice as many people will celebrate their 65th birthday than in the 1980s and ‘90s.

Households Age 75+ by Income

All of that is great, but you might ask, “Will this generation have the economic means to move into a retirement community in the future?” We looked at projections from 2016 as to how many households would meet income thresholds in 2021. When we compared them to the actual 2021 data, the number of seniors meeting those thresholds were actually 30% to 40% greater than projected. That tells us that when looking to the future, seniors will have more income and assets than they had before.

US Home Values Up 110% Since 2002

In some locations we’ve seen a decline in home prices. But we have to take a broader view. Seniors who have owned their homes for a long time have experienced significant run-ups in price. The value of homes post-COVID-19 has skyrocketed. That’s a positive indicator for entrance-fee-based communities, as seniors will have even more assets than anticipated.

Favorable Mortgage Rates

The bond market expects mortgage rates will average 5.6% in 2023. If you look at rates, they’ve risen sharply over the last nine months, but they are still at all-time lows. They’re projected to normalize in the 5% range. That’s great for a buyer looking to buy a senior’s home when they sell it.

Current Market Conditions

Sales and pricing conditions are slow or very slow in 64% of markets, down from 81% last month. 36% of markets are normal, which reflects 2–3-month sales per community with rising net prices. Homes are selling in around 60 days, which is pretty normal for this last decade.

What’s on Providers’ Minds Today?

Let’s shift to the current landscape and touch on the mindset of the customer. Even if people have a high-value home, that doesn’t necessarily mean they’re confident in selling their house and moving into senior living. They may be hearing about the economy and putting a pause on the decision-making process. So how do communities address planning for the future?

We’re seeing a range of methods to position communities for the future, including expansions of current campuses, new locations, satellite locations, acquisitions and affiliations. Let’s focus on a few.

Expansions

Expansions are a great way to incrementally innovate your campus, to better position yourself with current residents, and better serve future Boomer residents who may look to your community for aging well. We believe you should create projects in small phases that are both market- and financially supportable, in order for expansions to support themselves and generate benefits for your organization.

Independent living is the main focus. Creating larger accommodations has absolutely been a trend, because Boomers have more resources and are willing to pay for, or wait for, bigger accommodations. If you have one-bedrooms or studios, you may find those challenging to fill. If you have assisted living and/or memory care on campus, our view is to right-size those types of residences to benefit mostly your internal population, and have them fill those levels of living. Choice for the consumer is key. There is lots of focus on dining and amenity spaces, and how existing spaces can benefit new prospects. We’ve talked about pickleball more in the last six months than I think we ever have! That’s what we’re seeing a lot of, combined with great social spaces.

Canterbury Court is an example of a recent Greystone expansion. This Buckhead Atlanta community has a replacement healthcare building going in next to their existing towers. We’ve been helping them adjust by reducing their healthcare and adding more independent living.

Satellite Campuses

Another trend we’re seeing is the satellite campus. If you’re landlocked and have a difficult time adding more land to your campus, but you need more independent living to improve your offerings, the way to do so is with a satellite location. At Friendsview in Portland, we created an expansion of an existing satellite cottage community, about one-and-a-half miles from the main campus. This satellite community is also adjacent to the nearby college campus for lifelong learning opportunities. It’s already sold out and filled up.

Strategic Pricing

Another area we spend a lot of time digging into is strategic pricing analysis to really evaluate your market.

Nationally, the number of age-and-income-qualified seniors in the market has jumped 20% in the last two years. Your market can afford more. There is value in adjusting your entrance fees and monthly fees, and you can analyze your current pricing and compare it to the pricing of your competitors. Once you have that knowledge of your market, you can determine how to change your pricing and contract structures, and look at your healthcare benefit and refund options. This analysis can help your businesses with inflation and rising costs that are putting pressure on your operating margin.

One thing to do in any pricing analysis is prepare a penetration analysis. We actually test every unit, style and price point across monthly and entrance fees, to understand the market’s ability to afford those specific price points within your mix of units. That penetration rate shows either risk or opportunity in your marketplace.

I hope this analysis of the latest trends in senior living has been helpful to you. Today’s landscape has challenges, but there are many positive indicators that can help your community move forward to a successful future.

By Dana Wollschlager,  Plante Moran

This article was originally published by Plante Moran. Reprinted with permission.

The actions senior living leaders take now will set the stage for how their organizations transform and thrive into the future. Success will require a fundamental shift in the way leaders approach their business.

As senior living and care providers slowly pivot away from crisis-mode, it’s clear we’ll be facing a new normal rather than business as usual. The actions leaders take now will set the stage for how their organizations emerge from this crisis. Success will require a fundamental shift in the way leaders approach their business — a shift that may be especially difficult for those used to the slower pace of nonprofits.

Catalyzing Transformation

There are six ways leaders need to adapt their thinking to catalyze transformation within their organization.

Be bold — ask the critical questions

The first step to transformational growth is to ask the uncomfortable question, “What needs to change within our communities?” Leaders should scrutinize their operations, procedures, culture, technology, design and the built environment, unit mix, staffing model, pricing … the list should be exhaustive of every function of your organization. Just because you’ve always done something some way doesn’t mean it should remain that way. In fact, familiarity and longevity might make a process even more suspect.

Be thoughtful — start with strategic planning

Strategic planning is a critical first step toward meaningful transformation, allowing organizational leaders to align on the vision, goals, and objectives that will guide decision-making and hone priorities. This process requires an analysis of internal strengths and weaknesses and external opportunities and threats to guide planning that will transform your organization into a stronger, nimbler one. As part of those discussions, consider policies and regulations, economic trends, and broader senior living trends that may affect any long-term decision-making.

Be adaptable — consider diversification of portfolio and position

Does your organization have too much of one product and service? Many organizations are evaluating the produce and revenue mix in light of the pandemic. Especially as consumers in the market continue to show their preference for assisted living and independent living over nursing homes, you’ll need to consider reducing the number of skilled nursing beds  on your campus. A market study will shed light on the demand and supply metrics in your market to uncover where you may be overbuilt or missing opportunities.

Be inclusive — prioritize leadership diversification

According to research, diverse teams are better at making decisions 87% of the time over non-diverse teams. Diversity of skillsets, diversity of thought, and diversity of leadership will help make your organization stronger. Consider looking outside of our industry for new talent and broadening your diversity, equity, and inclusion (DEI) initiatives  for new leadership candidates.

Be educated — provide ongoing board education

Leaders must make ongoing education a priority for the organization’s board members. Your board members generally do not work in our industry, so they don’t have firsthand knowledge of the day-to-day operations and challenges we face. Making sure they are abreast of current factors influencing the senior living and care industry will go a long way to helping them make informed, timely decisions when necessary. We offer board retreats to bring your board members up to speed on important market trends.

Be prepared — think about succession planning

If you’d like to see your organization remain viable over the next 10, 20, 30 years, successful planning is key. Succession planning is often only addressed when change is imminent or in response to an unexpected crisis or staff departure. Starting early not only allows for better planning but fosters talent development at a more realistic and achievable pace. If your organization has not focused on building a team behind the current leadership, now is the time to build a plan. (Your DEI efforts factor into this as well!)

Leading the Change

Now more than ever, the market is demanding leaders adapt if they want their mission to survive and thrive. This kind of change will not happen overnight. The process to become more bold, thoughtful, adaptable, inclusive, educated, and prepared is one started with optimism and continued with intentionality. Senior living organizations will become healthier and stronger if we commit to shedding the expectations of the past, challenging the status quo, and blazing a trail toward transformation.

In case you couldn’t make it to our November Sales & Marketing Roundtables, here are some key takeaways from the month.

Rates Jump for 2023
Rate increases are expected to take a high leap in the upcoming year due to inflation and rising living expenses. Entrance and/or monthly fees are being raised across the board.

“Our rates are going up 7.5 to 8%, which is the biggest increase we’ve ever had that I can remember. Usually, it’s only 2 to 3%. I also heard the average rate increase in the country is 9%.” (Washington state)

“Yes, we’re raising our entrance fee as well, by roughly 10 to 15%.” (Arkansas)

GUEST SPEAKERS OF THE MONTH 

The Party is Over in Real Estate

Elias Papasavvas, CEO of Second Act Financial Services 

CElias spoke about the changing housing market and how it will likely impact the senior living industry. Seniors now have rising mortgage rates, lots of newer construction, and other factors that are putting the pressure on home sales and adding time to the selling process. This means it won’t be as easy anymore for seniors to sell their houses, and not as quickly as they did earlier in 2022 during the housing boom. Second Act is a senior-focused division of a Federal Savings Bank that offers a senior-focused Home Equity Line of Credit and bridge loan solutions. They work with senior living sales professionals to help with the home sale process for seniors looking to move into an LPC/CCRC.

“Studies show that if you embed the conversation with how to pay for senior living in the beginning of the journey, and communicate that you have the solutions if somebody can’t sell their home in time or doesn’t want to at their move-in time, it can increase sales by 6%,” says Elias.

Rethinking Resident Engagement

Shawn Richard, Vice President Strategic Accounts, Cubigo
Shawn spoke about rethinking resident engagement and the importance of resident experience overall. Senior living sales and marketing programs are shifting more toward selling a lifestyle, and how to tailor the resident experience to meet the needs of the baby boomers as they filter into the senior living space. Communities need to have programs and activities that are personalized to residents, as well as having the methods to track resident engagement and satisfaction. Cubigo is an app that residents can download on their device, where they can track events in their calendar, RSVP to activities, manage their transportation and dining, and more.

“A focus on resident experience is becoming more prevalent, and people are talking more and more about it overall,” says Shawn. “Programs are shifting to meet the needs of the new wave of seniors coming in. So we need a holistic and a personalized view on what they’re looking for, versus the broad brush we used to apply to it.”

“When looking at resident experience as a whole, it’s not just experience itself, but how you can tailor it to the individual,” Shawn says, “When you think about experience and selling lifestyle, there’s a company who does a phenomenal job of it, and that’s Margaritaville. They take their experience in resort living to apply to senior living, and these are properties pre-selling that are full before they even open.”

Selling Through the Holidays
After the slowdown of the summer and the mad rush of September/October, November is calming down but is still steady. Life Plan Community sales and marketing leaders are staying busy with planning for the upcoming new fiscal year, and preparing for the busy holiday season of events. Many are hosting open houses to invite people into their community during the holidays.

“We’re having a holiday dinner for residents, and that is always the event of the year. Anyone who is a depositor — whether they’re a resident, or not moving in for months — can come as a networking opportunity.” (Wisconsin)

“We’ve had snow the past few days, but we got in a turkey trot event before the snow came. We had residents from all levels of care doing laps on the grounds, dressed up as turkeys and other things.” (Illinois)

Many communities hosted successful Veterans Day events and invited military guest speakers, or even their own residents, to share about their military experience.

“We’re having a guest speaker from the local Air Force base coming out. We’ll recognize our veterans, of course, and we’ll do different military hymns. And the local ROTC will come out and do a presentation. We do offer a veterans’ benefit with a discount on their entrance fee.” (Arkansas)

Takeaways From SMASH
Several roundtable participants picked up new tools at the Senior Care Marketing & Sales Summit  (SMASH)

“Everything is all about local SEO, especially for standalone communities. Being local is so important, so [we’re] trying to have more of a focus that way.” (Wisconsin)

“Content is king. So much about the customer journey is having the right content, on the right platform, at the right time. Keywords aren’t the thing anymore, but key intent is, the intent of the person viewing your content.” (Washington state)

Join the conversation at our weekly Sales & Marketing Roundtables on Thursdays at noon ET, 11 a.m. CT and 9 a.m. PT.

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The Varsity team attended the National LeadingAge Annual Meeting + EXPO, which was held October 16–19 in Denver, Colorado. In case you weren’t able to attend, here are some of the top themes we heard.

1. Workforce recruitment. This remains a hot topic of conversation and a major struggle for much of the field. However, it seems as if the situation is slightly improving and there are some signs of hope.
2. Raising rates. How much and when? People talked about how they had to raise rates twice in a year and deal with the issues that go along with that. Given that Social Security will increase by 8.7% in 2023, there is hope that residents will be (somewhat) understanding.
3. Technology. Some people said they were excited by all the technology they were seeing. However, others said they just keep hearing a lot of buzzwords and no real substance. Technology is great; it can replace the tasks that don’t need human interaction (e.g., waiting for food and delivering it to residents), so team members can focus on relationship building. But high tech alone is not enough — we need high touch as well.
4. Marketing content development. We saw fresh ideas from old and new vendors alike. Marketers are looking for new ways to redefine perceptions of Life Plan Communities in the marketplace.
5. Cherish the moment. We’ve all been through a lot with COVID-19. We’ve all lost people in our personal and professional lives. It’s been hard, hectic and long hours of work, but let’s cherish the moment and cherish the people we do have.

What moments have you been cherishing during these challenging times? Please share your thoughts on the Varsity Facebook page.

Many people thought it would take senior living years and years to recover from the COVID-19 virus. But this May, Varsity’s Sales & Marketing Roundtable participants were feeling resounding optimism! Their positive experiences with leads and move-ins are echoed in communities across the country, as we found through a presentation by Lana Peck of the National Investment Center for Seniors Housing & Care (NIC) in our last roundtable of the month, where she shared statistics about the  state of senior living.

Here are 10 takeaways from this month’s roundtable:

1. Momentum is positive. Leads and move-ins are on the upswing. One participant in New Jersey said, “We have a small memory care wait list, which we haven’t seen since the pandemic started!” Another participant in Arkansas said, “Tours are way up. Leads are coming in strong.” From Pennsylvania, the news was, “IL is booming. Our small carriage home project is going well with 15 of 16 reserved.” And from Washington state: “We’re also super busy moving in people. There’s so much going on, our sales team can’t even keep up with it.”
2. Staffing issues are still challenging. One participant said, “We are definitely having challenges. We used to struggle with nursing positions, but now it’s across all departments. We’ve been offering between $2,000 and $5,000 [as a] signing bonus. Another community shared a tip: “We held our Drive-In Career Fair yesterday and had 27 candidates show up.”
3. The hot housing market helps. “The housing market is really hot and there are not enough houses, removing the challenge of selling your home,” said one participant from Illinois.
4. People are “Zoomed out.” But that’s OK, since in-person events, especially outdoors, are back! “The turnout for in-person events has been strong and there’s a lot of interest,” said one participant.
5. Mask updates are confusing. “Some of our campus is under one set of guidelines and some is under another set of guidelines,” said one attendee in Washington state. “It’s really confusing. We’re developing bullets to outline what our residents can and can’t do, depending on what buildings they are going in and out of.”
6. Communities have to get used to holding in-person events again. “We had our first in-person event yesterday after a year and three months,” said one marketer. “It went OK — you forget things like putting pens and pads on tables — it’s been a long time! It was very well received. We just had some minor hiccups and need to remind ourselves of how to do in-person events again.”
7. More team members are getting vaccinated. “Our staff is showing more interest in getting vaccinated and we’re at 66% right now. We think they are feeling more comfortable now that they’ve seen [that] others haven’t had negative reactions,” said one participant. Other communities are providing cash incentives and not requiring weekly tests if employees are vaccinated. One community even created videos of staff members explaining why it’s a good idea to get the vaccine. “It helped get us over 70%,” the participant said.
8. There’s a lot of buzz around mandating the vaccine. There’s a desire to mandate the vaccine, and some communities have started to do this, but our prediction is that we’ll be hearing much more about this, especially the legal implications.
9. It’s a struggle to re-engage residents. As discussed on a call with LeadingAge D.C., there’s a current struggle in getting Memory Care residents to re-engage because they’ve been in their rooms for 14 months.
10. Move-ins are trending higher. Findings presented by Lana Peck of NIC back up participant experiences: Across all three levels of care, move-ins are up, move-outs are down, and traffic and leads are strong. Details below.

NIC Executive Survey Insights with Lana Peck

• Lana Peck, Senior Principal from the National Investment Center for Seniors Housing & Care (NIC), attended the roundtable and shared insights from the latest wave of NIC’s Executive Survey.
  • A few high points:
    • Nursing care occupancy fell more than IL and AL — 12.5 points vs. 8.7 points. Senior housing declined 8.7 points over the course of the pandemic; that includes IL and AL. Nursing care fell the most, by 12.5 points. So, COVID-19 hit nursing properties especially hard.
    • Vaccinations have fallen off — right now, they are at 90% for residents and about 65% for employees.
    • A smaller share of properties have 90% or more occupancy — only 24% in the first quarter of 2021 versus 54% in the first quarter of 2020.
  • On the bright side:
    • An acceleration in the pace of move-ins is clearly trending, and the pace of move-outs is either staying the same or decelerating.
    • In March, we may have reached an inflection point in occupancy.
    • In IL, 56% of communities said they have seen an increase in occupancy.
    • Lead volume is increasing. Encouragingly, we’re seeing a growing number of organizations reaching lead volumes at pre-pandemic levels.
    • Rent discounts, free rent and rent freezes have been increasingly used as incentives to boost occupancy. Most of the C-suite operators and owners who were questioned believe that occupancy will reach pre-pandemic levels in a year or two.

See more details of Wave 28 of the NIC survey here.

We hope that move-ins, reopenings and vaccination rates continue to rise in June. Look for the next monthly recap of our roundtable discussions in your inbox.

Until then, please be sure to join our weekly Sales & Marketing Roundtable on Thursdays at noon ET and 11 a.m. CT.

For login information, email .

The month started out on a hopeful tone, with some hesitancy mid-month, but in general, April seems to have ended quite positively for most participants of Varsity’s weekly roundtables! Restrictions have generally eased, although this varies from state to state. Many marketers are talking about a spike in leads, and a lot of success with more tours and people ready to make a move. People are indicating that they are “feeling good or great.”

Here are seven takeaways from our April roundtables:

1. Sales are up. Way up.

Contrary to prior months when “people just weren’t ready,” the dam is breaking. Some positive words from our participants:

“We had a good month in IL and sold eight homes. There’s been so much pent-up demand, and people are ready to get out and ready to move, although spring is typically the busiest time. The real estate market is great. All of those things combined have contributed to a great month.”

“We’re doing better than we have in months for tours and move-ins.”

“The last few deposits I’ve received have been pretty quick. People have been thinking about it for a while and are ready to make a decision.”

2. Digital is hotter than ever.

One marketer shared, “A majority of leads are coming from the internet and family referrals. Really the online space is what’s driving the most traffic.”

According to another participant, “We’ve been super busy with a lot more leads (especially email leads). We do a lot of digital ads, which direct people to our website to fill out a form. We also get a lot of requests through our autochat.” Another participant shared the love for online marketing, saying, “We have that constant flow to the website. It’s been a nice flow in light of us not making a huge effort.”

3. Outdoor events are popular, with virtual still in the mix.

One community hosted an outdoor Earth Day event. “It’s a grab-and-go event, and the purpose of it is to get people to step on our property, get a goodie bag and say hello,” the participant explained. Another community is focusing on virtual seminars: “We had 14 people join the first one (on incontinence, promoting our short-term rehab offering) and it went really well. Tonight’s webinar is a food demo (brownies with blood orange-infused olive oil).”

4. Staging is selling.

Many communities find staging to be a tried-and-true, but highly effective, tool that sells units faster.

“We have a flat rate with someone local who does our staging, and these apartments always go quickly when people see what she’s done,” said one participant. Another community calls the area where future residents can select their finishes their “Design Center.” New residents can pick paint colors, finishes, flooring, etc. Another participant also referenced the staging of AL apartments as a marketing tactic.

5. Marketing AL to IL residents is working.

Some communities are finding that their best customers for AL are already living on campus in IL.

“We actually did an open house with our IL residents to showcase AL,” one marketer said. “We had four AL residents show their apartments, so residents can see what it looks like living in an AL residence. Another community had a different tactic: “Moving forward, I would consider inviting the IL family members to our next open house to showcase AL.”

6. There are almost too many CRM choices.

Marketers have a bewildering number of choices in Customer Relationship Management systems (CRMs), with a wide array of high-tech bells and whistles. One participant said, “We use Enquire and have for a little over a year. It has a marketing automation platform called MAP that we’re in the process of implementing now. It looks like a very robust platform.” Another marketer commented, “We use MatrixCare Marketing for everything. It’s a good system.” Other communities referenced using Sherpa, SharpSpring, Mailchimp, RHS, HubSpot and Yardi.

7. Staffing issues are rampant.

Staffing in senior living has always been a challenge, but in the post-COVID environment, the competition for team members is even more competitive. One participant said, “As we’re staffing up our new building, literally no one has applied for housekeeping.” Another marketer commented, “We’ve hired a few people, but within a week or two they get paid more somewhere else. We’re having a hard time with the pay scale. They just don’t stay.”

One community has found a solution: “We’ve offered a signing bonus with a time limit, so we know that we will at least keep them until that bonus.” Another participant, who is having a particularly hard time filling CNA positions, said, “We started our own CNA school and do all of the training at our community, which has helped a lot.”

Here’s hoping May is filled with more good news, from reopenings to move-ins! Look for our next recap of our roundtable discussions in your inbox.

Until then, please be sure to join our weekly Sales & Marketing Roundtable on Thursdays at noon ET and 11 a.m. CT.

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At our 37th weekly sales and marketing roundtable, communities discussed the light at the end of the tunnel and shared how they’ll be implementing the vaccine.

Dig into the recap below, and please join us for our next roundtable this week.

Please join our last roundtable of 2020 on Thursday, December 17, at noon ET.

This will be our last discussion of the year, but we will start back up in early 2021!

For login information, please contact .

As they deal with cases and closures during the holidays, participants of our weekly sales and marketing roundtable are experiencing a mix of emotions: worry about current COVID spikes and hope for the coming vaccine.

Check out the recap below, and please feel free to join us for our next roundtable, later this week.

Please join our next roundtable discussion on Thursday, December 10, at noon ET.

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At our 34th sales and marketing roundtable, we shared our successes and setbacks during the pandemic. We were also fortunate to have one participant share takeaways from this year’s SMASH conference.

Check out the recap and conference takeaways below. We also invite you to attend our next roundtable this week.

Takeaways from the SMASH Conference 

Over 200 sales and marketing professionals from senior living organizations of all sizes across the U.S. participated. One of our roundtable attendees shared these takeaways:

Biggest Sales and Marketing Trends

1. Since COVID-19, leads and occupancy have plunged across the board.
2. The deepest occupancy decreases have been in assisted living, with the toughest objection being “Why would I move my mom into assisted living when I know I won’t be able to see her for months?”
3. Marketing budgets are not being cut and, in many instances, they are being increased.
4. Marketing dollars are being reallocated from events and on-site activities to digital, SEO/SEM, virtual tours, videos and webinars.
5. Marketing automation (automated lead nurture) is by far the #2 marketing priority after digital paid search and search engine optimization (SEO/SEM).
6. Marketing messages have pivoted for assisted living and memory care to safety and security. IL messages are still about lifestyle, with a bit of safety and security in the message mix.
7. Website — making sure the messages are appropriate/correct for the times. For most senior living communities, COVID-19 info has recently been moved from front and center to a smaller tab on the homepage, still easily accessible.
8. Salespeople across the board are still focusing 100% of their time on sales, including nurturing the wait list/depositors, cold calling, working through the database, delivering treats/meals to depositors, virtual tours, apartment tours, answering website/call leads, etc. Activity team members, as well as social workers and front desk team members, are taking care of all window/outside visits, temperature taking, Facetime/Skyping with family members, virtual doctor visits, etc.
9. Sales messaging, especially for assisted living — do not lead with COVID-19. We are living with COVID-19 24/7; however, prospects are calling us because mom/dad needs more help. They want to know how we can help them first and foremost.
10. “Backstage Pass” — can’t tour the community, but can tour individual apartments.

Interesting Sales and Marketing Stats

• New reality — 90% of prospects do not want to talk with us. They just want more information (which they are finding digitally via Google, website, videos, Facebook, Instagram, etc.)
• Across the U.S. in CCRCs:
  • 43% increase in cost per conversion in digital search
  • 39% decrease in goal completion (filling out a form, calling, etc.)
  • 103% increase in phone calls (these are not all sales calls)
• 70% of adult daughters find care for their parents through digital (up from 50% not so long ago)
• Google will drive 90% of digital leads
• 77% of searches for senior care begin online … even for skilled nursing
• 80% of senior living search online is Google, Facebook and individual community websites
• 6 billion minutes of content per week are consumed via video
• 3 connected devices per person — and we switch between them all day long
• Average number of brand touchpoints = six per person … up from two 10 years ago.
• 92% of consumers begin their healthcare search online — with 6,000 searches related to long-term care EVERY HOUR
• 88% of residents overall would recommend LTC. (Perception: 24% of seniors don’t want to move to LTC. Reality: 88% who live in LTC really love it.)

Please join our next roundtable discussion on Thursday, November 19, at noon ET.

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At our 30^th weekly sales and marketing roundtable, communities shared out-of-the-box, socially distanced ideas they’re using to get people to campus.

Find out how to make these ideas work at your community by checking out the recap below.

Please join our next roundtable discussion on Thursday, October 22, at noon ET.

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Last week at our virtual sales and marketing roundtable, participants shared that they are trying new sales strategies and working to debunk the myths of COVID-19.

Dig into the recap below. Please also join us for our next roundtable, coming up this week.

Please join our next roundtable discussion on Thursday, October 15, at noon ET.

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At our weekly sales and marketing roundtable, we all shared creative tactics we’re using to attract prospects as communities gradually open back up.

We’d especially like to thank " target="_blank" rel="noopener noreferrer">Lana Peck, Senior Principal at the National Investment Center for  Seniors Housing & Care (NIC) for sharing insights gleaned from 11 waves of executive surveys, all completed since the pandemic hit.

You’ll find discussion highlights and survey results below. We also invite you to join us for our next roundtable, coming this week.

NIC Executive Survey Insights

We were joined by Lana Peck, Senior Principal at NIC.

Lana:

NIC is a nonprofit organization with a mission to enable access and choice for America’s seniors through data, transparency and making connections.

We’ve been doing our executive survey, since 3/24/20, with 11 waves of data so far. Our audience is C-suite executives and owners/operators of senior housing properties across the country.

We would encourage each of your executives to email to take the executive survey.

Some highlights from the results so far:

• Wave 10 = 53% (mid- to late July)
  • About half of organizations with more than one property are easing restrictions
• Wave 11 = 63% (late August)
  • Even more are easing move-in restrictions

Note: blue = good; orange = bad

• Wave 8 (around Memorial Day)—we start to see an improvement and a downward trend in decreasing occupancy (directional changes in occupancy by care segment across the respondent’s portfolio of properties—single-property operators included)
• Mid- to late August sees pullback in move-ins for AL

• Note: blue = good; orange = bad
• Across the board, the pace of move-outs hasn’t changed tremendously (gray bars)
• Around Memorial Day, we see some improvement, with fewer organizations reporting acceleration in move-outs
• In mid- to late August, we see a pullback in acceleration again

• The recent decline in a slowdown in leads/conversions is due to easing moratoriums and pent-up demand (especially in IL) when doors opened, and people waiting in the wings could actually move in
• When the blue line goes down, that’s a good thing—it’s a reverse in the slowdown of leads and conversions
• The orange line has been trending lower—about half of organizations eased move-in restrictions
• Yellow line—only about half of organizations initially felt that resident or family member concerns contributed to deceleration of move-ins, but this has increased quite a bit, possibly due to a resurgence of COVID-19 or issues of residents not being able to see family members. This is a significant factor in more recent waves of the study.
• This slide is aggregate and shows all care segments
• Leads, conversions and sales are happening more frequently as of more recently. Before, there was an inability to have people on campus to make sales.

• This shows the toll of the pandemic on organizations—how many are feeling the need to provide incentives to bring residents in. For the most part, most are not reducing rents or fees at this time.
• The majority of respondents don’t have a backlog of residents waiting to move in.

Valuable Resources NIC Offers:

• NIC’s Fall Virtual Conference. The conference will start on October 3. Week 1 will focus on education. Week 2 will be about making connections and business contacts in peer-to-peer discussions. Anyone who signs up for the conference will be able to participate in Community Connector—essentially a LinkedIn for senior housing.

• COVID-19 Resource Center.  Data, analytics and connections to help provide transparency to the sector and keep  communities informed.

Please join our next roundtable discussion on Thursday, October 1, at noon ET.

 For log-in information, please contact .

At our weekly sales and marketing roundtable, aging services expert Scott Townsley, principal of Trilogy Consulting, LLC, joined us to discuss consumer research and other insights related to the pandemic.

Check out the takeaways below. Please also join us for our next roundtable, coming this week.

Highlights from presentation on consumer research by Scott Townsley, Principal, Trilogy Consulting, LLC:

Opportunities are already emerging amid COVID-19—this will change who we are as a field and will change the product. Here are some resources that can be helpful as you deal with this situation.

The End of Competitive Advantage and Seeing Around Corners, two excellent books by Rita Gunther McGrath

• “Inflection point” is a key concept she discusses, which she describes as jerking the steering wheel while driving
• Unfortunately, by the time you recognize an inflection point, it can be too late; for example, discovering that occupancy has dropped from 96% to 80%, and it’s not going back up
• My observation is that skilled nursing is at an inflection point—it was already changing, but the coronavirus has pushed it to this point—and that a portion of it will be forever changed
• Life Plan Communities aren’t at an inflection point yet, but we need to have our eyes wide open

Nonsense: The Power of Not Knowing, by Jamie Holmes

• “While uncertainties can be painful, they are also, by definition, eras of change. They’re destabilizing because they’re a threat to the status quo, which is also precisely why they represent an opportunity for innovative and cultural rebirth.”
• The risk is that we seek information or anecdotes that hint we’re returning to the “way things were” sooner rather than later—rather than seeking actual data
• We can’t look to the past (even January 2020) for clues about the future, because we’re probably going to be wrong; I refer to it as the “perilous backslide to the status quo,” in which we will innately make decisions thinking things will get back to “normal”
• Virtual tours are a great example of how we’ve adapted
• When I first saw a billboard for telemedicine, years ago, I thought, “Who’s going to want telemedicine?” But without it, many people (particularly in skilled nursing) wouldn’t have been able to see their physicians; we went from talking about it to it being a key part of life

Consumer Behavior Survey

We just completed a 1,000-person survey of four market areas in Pennsylvania (southeastern, south-central, west-central and northeast), one in Maryland and one in Delaware.

Too often, we’re talking in anecdotes, but we need to use data that tracks consumer behavior. This is especially risky when talking about the coronavirus.

• Background on the study
  • Participants are 60 to 80 years old; all income groups
  • Conducted last week in July/first week in August
  • Asked approximately 50 questions
  • All telephone conversations (landline and mobile)
  • Allowed us to reach the “essential non-customers”
  • With people at home, it was easier to reach them; they’re still answering their phones
  • Completed 1,000 surveys in five days
• What’s key is that this survey has statistical validity—it provides insight into the thinking of consumers rather than anecdotes

Early on, it was clear that we (as an industry) knew neither the questions to ask nor the answers. Today, there’s more clarity about the former (the questions that we, as an industry, should be asking) and an ability to obtain the answers. Hence this survey.

We asked the question, “How concerned are you about coronavirus in your area?” Seventy-eight percent are very or somewhat concerned about the coronavirus in their area. For those whose adult children are involved in making decisions about retirement living options, that number increases to 87 percent.

It’s also notable that, in this and prior surveys:

• The percentage of people who are concerned about future long-term care needs is typically low
• The percentage of people who are concerned about their ability to afford their retirement is also low
• The percentage of people who are concerned about dementia or Alzheimer’s, for themselves and those they love, is incrementally higher than the other two—but still a fraction of those concerned about the coronavirus

We then assessed the impact of COVID-19 on Senior Living Community (SLC) interest later in the study:

• By and large, every cross-tab is very or less interested due to the coronavirus
  • With respect to SLC interest, there are as many people who are less interested as there are who are more interested—due to the coronavirus
  • Interestingly, people who identify as evangelicals are 17% less interested in senior living communities than the average (due to the coronavirus)
  • There’s still a core of people who remain interested, which may be proving the naysayers wrong, but: (a) it’s too soon to know for sure, and (b) the coronavirus has significantly reduced interest in senior living “congregate”-type options
    • The field could be in jeopardy if the virus stays around
    • The virus has, conversely, also made some people more interested
  • Note: This study won’t be valid six months or a year from now—everything is changing so quickly
  • It’s critical to talk to people who are “the essential non-customers”—those who are living outside the senior living world (and who aren’t on your lists)—to understand who is motivated and why
    • Ask how they feel about congregate living on their overall health and well-being
    • In unprecedented times, we need to rely on information that’s current
  • I was wrong about the recession in 2008–2010—I thought the loss of value in portfolios would have a searing effect on people’s decisions about senior living, much in the way the depression impacted how people spent money
    • This didn’t happen, and the for-profit sector took advantage of that
    • The not-for-profit sector did not jump on it
  • It’s possible that, six months from now, if there’s an effective vaccine, the consumer could forget about this—but it’s also possible that it will stay with them for a long time, perhaps forever
  • It’s important to note that concerns about the coronavirus did not increase the interest in a stay-at-home program (though the percentage of people “very interested” in a stay-at-home program is twice what it is for a senior living community)
  • HJ Sims is soon coming out with a national study that will be fascinating to review; it, hopefully, will include all regions of the country, not just those heavily impacted by COVID-19
  • The secret to success is data analytics, and WildFig (Varsity’s sister firm) is ahead of the curve
  • “You never let a serious crisis go to waste. And what I mean by that: It’s an opportunity to do things you think you could not do before.” – Rahm Emanuel

Please join us for our next roundtable discussion on Thursday, September 17, at noon ET.

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During Thursday’s roundtable, retirement communities around the country shared sales and marketing strategies that are working during COVID-19. From virtual events to smart home communications, tech is being tapped frequently to reach and attract residents.

Join the next sales and marketing roundtable on July 23!

Please join our next roundtable discussion on Thursday, July 23, at noon ET. We will have a speaker from Morrison Living sharing tips to create safer environments.

For log-in information, please contact .

During Roundtable #16, community marketers shared the latest news from their campuses as they worked on new sales tactics.

Check out the highlights of our discussion below. Please join us for our next roundtable, coming up this week.

Join the next sales and marketing roundtable on July 16!

Please join our next roundtable discussion on Thursday, July 16, at noon ET.

For log-in information, contact .

Today, Stacy Hollinger Main, a partner and interior designer at RLPS Architects, is sharing a guest post on the latest trends in senior living design. RLPS is an award-winning firm located in Lancaster, Pennsylvania, that specializes in architecture and interior design for a variety of industries, including senior living, assisted living and dementia/memory care. Stacy has 28 years of design experience and has spent 21 of those years designing senior living communities at RLPS.

Here are some of the design trends I’m seeing in the senior living space right now:

Healthy design materials

During this time of the coronavirus crisis, it’s more important than ever to use products that safely combat the spread of bacteria in materials for flooring, door hardware, seating, etc. When we select products for our clients’ communities, we not only make sure that they can be easily maintained and cleaned, but that they include materials that aren’t harmful to people or the environment. One example is copper, a naturally self-sanitizing material that can be used in bed rails, door and cabinet hardware and other high-touch surfaces as a healthy alternative to harmful chemicals.

Flexible dining spaces

When we do renovations, we’re focused on flexibility. One trend is creating a bar that can be used as a breakfast spot in the morning, a smoothie bar midday (where residents can come after exercising) and a bar that can be used for happy hour or pre-dining gatherings in the evening.

In terms of seating, booths or banquettes are appealing because people feel they have their own zone. We can create intimate spaces with the appeal of a restaurant for a variety of seating and tables, rather than a sea of furniture that is all the same.

Region-specific design

Communities don’t want to look or feel like Anywhere, USA. They want to reinforce their brand and create spaces that feel relevant and resonate with seniors in their market area. We look at every aspect of our work to make sure that it reflects the vernacular design of the area. For instance, the artwork has to be authentic to the region. For a community we are working with in Florida, that means if we specify artwork featuring birds, they are indigenous to the west coast of Florida — not birds you might find in North Carolina. The designs we do for communities in Lancaster, Pennsylvania, aren’t going to look like the ones we’re doing in New Hampshire or Florida.

Holistic amenities

Another huge trend is pushing the limits on amenities. Instead of just a salon where you can get your hair done, clients want to see spaces that convey a multidimensional, holistic approach to wellness in every aspect of the environment.

Multiuse spaces

Spaces need to be very flexible — it’s important to get three or four uses out of them. For example, we created a theater room for a local community. The community doesn’t just use it for movie night; it uses it as a space to interact with other communities (playing competitive Wii bowling against each other), and it sets up equally well as a space for lectures and presentations.

Technology

With the rise of smart homes and intelligent design, the use of technology in senior living is already a major trend. I see technology being incorporated more and more into all levels of care. From an interior design perspective, that means making sure we’ve addressed how people can easily and comfortably connect to technology within their living spaces. Technology also provides opportunities for interactive artwork or screen savers for aesthetic appeal when a screen is not in use.

Look for another blog about Stacy Hollinger Main’s design work coming soon.

To learn more about the way RLPS interior designers work with you to create appealing spaces with lasting value, visit their website.

A guest blog post by Brian Mailliard, CFO of St. Paul’s Senior Living Community

What does a community do with a prospective resident that is nursing home-eligible, does not need 24-hour care and yet can’t live independently? Up until now, the answer in western Pennsylvania has primarily been “personal care.” Unfortunately, Pennsylvania has many older adults who primarily live off of social security. These seniors do not have the assets to pay for personal care.

The problem is especially severe in rural western Pennsylvania. Here, the main industries of farming and manufacturing have taken a hard hit over the last 20 years. To make matters worse, affordable housing options for older adults are few and far between.

The good news is that, in the last five years, an alternative housing model has appeared. Share Care houses have been opening up in western Pennsylvania. This new housing bridges the gap for those with a low asset base who need assistance with activities of daily living.

A Neighborhood Solution

For-profit and nonprofit companies have been purchasing three-bedroom ranch homes in the community outside of their traditional campuses. The companies make small renovations, such as wheelchair ramps, wider doors and accessible bathrooms, to accommodate three residents. The residents utilize the Medicaid Home and Community-based Services waiver program,  plus their social security, to cover the cost of care. Once the home has three residents, the community can typically recoup the cost of the real estate purchase, plus renovations, in a 4–5-year time frame. At this point, the model becomes profitable. Since there are not more than three residents receiving services under the same roof, this model does not fall under personal care regulations.

The waiver will pay for an individual to get up to eight hours of assistance per day in a home in the community. Housing three residents, each optioned for eight hours of care per day, under one roof allows a company to have a care partner in the home 24 hours per day, seven days per week. Staffing is provided though a company’s home and community-based service providers, which now have the ability to offer staff the set schedules that are typically offered in home care. What I have found is that, in these small homes in the community, the staff and residents become their own little family. They grow close by doing activities together, such as shopping and cooking.

New Share Care Homes Opening

St. Paul’s Senior Living Community has opened two of these Share Care houses in the last six months. Wesbury United Methodist Community in Meadville, Pennsylvania, is also involved in Share Care. In addition to providing care at its campus, Wesbury owns and operates eight Share Care homes in the Meadville area. I have toured two of these homes. I’ve also met with Wesbury’s chief financial officer to discuss the community’s successes and struggles with Share Care.

Wesbury identified the need for a level of care for lower-income individuals that are not nursing home-appropriate. It first heard about the Share Care model from a local home care agency that operated a home. The Share Care homes are contributing to the entity’s bottom line and are operating at a profit. The impact on the outside community has also been very positive for Wesbury, with residents and staff getting involved in the greater communities in which the houses are located. That community involvement is something I plan to take back to promote at the Share Care homes within my organization.

Lessons Learned About Share Care 

Wesbury learned early on that, when making renovations, it is best to keep the house looking just like any other in the neighborhood. This way, neighbors do not get a sense that an outside organization is coming in and changing their neighborhood. One of the ways in which Wesbury combats this stigma is by putting the wheelchair access ramp inside the garage. That means the ramp is out of sight when people are driving through the neighborhood.

We have opened two of these homes in the last six months, and we are filling our second one with residents now. During this process, it has become obvious that, with any fewer than three residents, the costs outweigh the revenue. Because of this, filling the home has become a priority. When I asked Wesbury how it combats the cost of census turnover in its homes, I received a simple answer. Currently, they said, the only way to absorb the cost is by scale. The more houses you have to spread the costs of census turnover across, the better the model performs financially.

The Top Challenge Communities Face

What’s the number one struggle that Wesbury — and now St. Paul’s — has with this care model? It’s getting people approved for the waiver. Individuals who apply for the waiver wait, on average, six months for approval to be finalized. And, unlike the Medicaid benefit for the nursing home, there is no presumption of eligibility with the Home and Community-based Services Waiver. This means that someone in need of services cannot start receiving them until final approval is given.

As leaders in our communities, we have the ability to effect change. Organizations like ours and LeadingAge PA can advocate for change to the approval process for the waiver. Additionally, organizations such as mine that are just starting to offer Share Care can work with experienced organizations, like Wesbury, to learn how to navigate the current approval process. Share Care has proven that it can be an effective care model for low-income individuals who need help to live on their own. We just need to work together to make it easier to implement.

As the clock ticks down to 2020, we look back on another exciting year for the Varsity blog! Here’s a countdown of our five most popular posts for 2019. It’s a grab bag of hot-button topics, from groundbreaking wellness ideas to intergenerational brainstorms.

5. 18-year-old Jumps Into Life at Senior Community

In this interview with out-of-the-box thinker Rosemary Ramsey, she reveals her inspiration for The Victory Lap, a one-of-a-kind program that pairs youth aging out of foster care with senior communities. Read about an intergenerational program that could change senior living.

4. Overheard at LeadingAge TN: What if…

Our VP of Client Services Derek Dunham takes us inside the “what-if” moments of the 2019 LeadingAge TN Annual Meeting & EXPO. Explore “what-if” moments.

3. Disruption in Senior living — Opportunity or Threat?

From shrinking staff to the growing middle market, Derek Dunham disrupts our world with the highlights of the 2019 PAHSA conference. Get disrupted.   

2. 10 Leadership Secrets From LeadingAge PA

This series chronicles the year-long journey of LeadingAge PA’s Fellows in Leadership program. In this post, Brian Mailliard and Sakkara El share what they’ve learned at the halfway mark of their adventure. Learn the secrets of leading well.

1. When It Comes to Wellness, Nothing’s off the Table

Our most-read post of the year was a fascinating conversation between Becky Anhorn, the inspirational wellness director at Meadowood Senior Living, and Rob Smith, Varsity’s creative director. Read about a groundbreaking approach to wellness.

That’s our countdown of top posts for 2019! Stay tuned for more fresh content in 2020, and please contact us if you’d like to do a guest post or be interviewed for an upcoming blog.

‘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.

Today I’m talking with Maura Z. Richards, Vice President of Business Development at Wohlsen Construction, a top-ranked construction company specializing in senior living. Prior to her current position, Maura spent more than 15 years working in senior living as a provider and consultant, giving her unique insights into finding solutions that are economically and operationally viable to increase occupancy.

Hello, Maura! Thank you for talking to me today! What do you view as the biggest challenge facing older adults in the middle market?

The affordability of senior living communities. We have not completely solved the middle market product challenges to serve the number of seniors that will need to move to — specifically  — an assisted living or memory care community. Seniors will stay home as long as possible — which more times than not means too late — due to the fact that they do not have enough money to afford a senior living community.

What are some common misconceptions about the middle market?

People get confused when you talk about the middle market. They think middle market housing is affordable, but it’s really not. It’s essentially less costly than a traditional senior community, but it’s still expensive. The middle market community is much smaller in size and has more of a model of two bedrooms sharing a kitchen and bath. This type of living arrangement is not one that a prospect seeks until there is a need.  Having been in senior living for many years, I can share that this is not what you want to hear when a prospect comes through the door. You want prospects to move to a community when they are independent  and not making a need-based decision so that they are content with the move and will take full advantage of the lifestyle a senior living community offers.

What are the biggest barriers to building for the middle market?

Building costs and land cost — with both being high, the financial model is hard to pencil out to be affordable for the middle market. Developers look for sites that are outside urban areas to keep land costs down. However, to make the community pencil out, there typically is less amenity space and an apartment layout in which two individual prospects share a kitchen and bathroom.

What is the biggest competition for middle market housing?

People’s own homes and technology. If people can stay in their home and install smart home technology for less than it costs to move to a senior living community, then they will always choose their own home. They will then wait until there is a need to move to a community. The struggle from a proforma perspective is that the higher the acuity level of the residents, the more staffing the community needs.  With that comes higher entrance fees and monthly fees.

Since studies have found that, by 2029, 54 percent of older adults will not be able to afford private pay senior living, how will the industry as a whole need to change? 

The industry will need to look to partner with other organizations to create a mixed-use development that taps several housing options to share in the cost of the amenity space to bring down the cost of senior living.

What types of organizations would be good partners for senior living?

Maybe there is an option for senior living to partner with intergenerational housing options to form a mixed-use development. For example, many universities need additional student housing yet are faced with high construction costs just like senior living. There could be an opportunity for developers to look at student housing and senior housing to share in amenity and community space to lower the costs for both. This would also allow both populations to take advantage of the educational opportunities.

Do you have any other creative ideas that could benefit the middle market?

Another idea I have thought about from a socialization standpoint is to build senior centers on or next to local public schools to leverage intergenerational opportunities and programs. High schools are being renovated all over the country and facing issues of getting funding passed. Why not look at combining the two? The more our younger population interacts with and understands senior needs, the more we will see solutions to take care of older adults in the future. To get youths to understand seniors, you have to put them together.

At the 2019 LeadingAge Tennessee Conference and EXPO, an entire audience of people sat together quietly, eyes closed, remembering how they felt on the first day of school.

After several minutes, the presenter had them open their eyes and share their feelings. Emotions ranged from fear and excitement to nervousness and anxiety.

Why did presenter Melissa Ward, PT, MS, RAC-CT, Vice President of Clinical and Regulatory Affairs at Functional Pathways, have the audience do this exercise? She wanted to evoke the emotions students and parents feel on the first day of school, which is very similar to the way residents and their loved ones may feel on their first day in a retirement community.

Trying to find your way around an unfamiliar place can be a tremendous adjustment, and the move can be just as stressful for families leaving their loved ones. But there are ways to help the transition go more smoothly, like the techniques described in this recent article in McKnight’s Senior Living. And now, new residents and their families have another powerful resource to draw on: a unique program developed by the Functional Pathways team.

According to Ward, the Transition Concierge Program began as a “what-if” idea about two years ago. “A client community was  struggling with having residents successfully age in place,” Ward said. “New residents came in and weren’t engaged in community life. They weren’t taking advantage of everything available on the campus. This issue was leading to increased risk for falls and residents requiring higher levels of care.”

That’s when the Functional Pathways Team, led by Beth Reigart, Clinical Outcomes Specialist, decided to create the new Transition Concierge Program. This collaborative approach brings together a powerful arsenal of tools, including social services, nursing, therapy, activities, wellness, resident programming, resident support groups, resources for the family, on-campus physician services and more. By making the transition smoother, the program helps residents successfully age in place.

How the Transition Concierge Program Works

When the resident moves in, a Navigation Team conducts in-depth standardized assessments. Then, an Interdisciplinary Team creates a plan of individualized support. Every element is geared toward giving the individual input into his or her own life.

Here are a couple of examples: If a resident has breathing problems, he or she may need a plan that addresses limitations in endurance to make it possible to get to the bistro. If a resident has low vision, apartment modifications or a plan to get and read mail may be needed. Every resident adjusts to resident living at a different rate, according to Ward. The program was designed to provide services and support that fit each individual’s unique needs.

More Than Just a Real Estate Transaction

The Functional Pathways team believes that moving into an independent living community should be “more than just a real estate transaction.” It’s fostering a true continuum of care through this innovative service.

New residents may still face those first-day-of-school jitters. Fortunately, this innovative collaboration helps ease the transition so they can find passion and purpose in their new environment.

How is your community helping resident transitions go more smoothly? Let me know at . I’d love to feature your strategies in an upcoming blog post.

A solution to occupancy challenges can come from someplace you never expected, like foster care.

When you think about it, it’s a natural combination: Youth aging out of foster care need a job and a place to stay. Senior communities have empty housing, job vacancies and caring mentors. But no one has thought to bring the two together — until now.

Rosemary Ramsey, the director of The Victory Lap, got this unique idea while she was employed at Brookdale Senior Living and volunteering with Monroe Harding, a nonprofit that helps foster kids that are aging out of the system.

How The Victory Lap Began 

“I was sitting at my desk at Brookdale, thinking about occupancy challenges. At the same time, I was volunteering with kids aging out of foster care. I saw their issues of finding employment, housing and connection to caring adults,” Ramsey said. “It kind of hit me that my worlds could collide in a productive way.”

“The truth of the matter is, a lot of these kids never get adopted,” she went on. “Twenty-two thousand kids age out every year in America. At least 30 percent of them will experience homelessness — and every one that bottoms out costs tax payers over a million dollars.”

In addition to occupancy challenges at communities, there’s also a nationwide labor shortage. “There are tons of entry-level opportunities in senior housing,” said Ramsey.

She also feels that great relationships can develop between residents and youths aging out of foster care. “There are three things older people universally love,” she said. “Mail, ice cream and young people.”

Cannonballing Into Community Life

John, the first participant, age 18, liked the idea right away. “It was an opportunity for him to have his own space. In the group home, you have to share a kitchen and a bathroom,” Ramsey said. “He also liked the idea of being around seniors because he was close with his grandparents. And he loved the pool.” That’s why, to celebrate John’s move-in, the local TV station shot a video of him cannonballing into the community’s pool. Watch it here.

John will attend college this fall while working part time and living at East Ridge Residence, an independent living community. He’ll receive oversight and counseling from a local nonprofit: Partnership for Families, Children and Adults.

Now that her program is up and running, Ramsey is looking forward to future placements. “This is not just a touchy, feel-good opportunity. It has real, practical economic benefits,” she stressed. “Retirement communities can not only fulfill their need for employees, and contribute with some living spaces not in use, but they can actually receive a stipend from the state for helping provide housing.”

In senior living, she said, “intergenerational” is a popular buzzword, referring to initiatives like Girl Scouts coming in to read stories, but Ramsey thinks that it can be taken a lot further. “I think it’s a marketing advantage — a place where older people and younger people live together,” she said.

Expanding the Program

Eventually, Ramsey would like to expand the program to populations beyond the foster demographic, such as veterans and people who are developmentally disabled. “Our industry is sitting on 100,000 vacancies. Let’s try to make a dent in our occupancy challenges and think outside the box,” she said. “These people can add life to the community, and residents have life experience and wisdom to impart.”

Right now, Ramsey is excited that the first participant has moved in. “John is doing great! He describes life in the retirement community as ‘way better’ than the group home,” she said. “He  has more freedom to come and go as he chooses. His job in the dining room is going well, and he has his own section now, so he is proud of that! He’s enjoying playing Bingo and cards, and the residents are teaching him new games.”

Has your community found unique solutions to occupancy challenges? Let me know at

Even after three days in the steamy summer heat, my excitement about everything I learned at the LeadingAge Tennessee 2019 Annual Meeting & EXPO is just beginning to heat up. The theme was: “What if we helped people find passion and purpose?” The individuals I connected with at the show are doing that in amazing ways. They’re bringing generations together, leveraging strategies from other industries and approaching their challenges with a fresh perspective.

Without further ado, I’m excited to report back to you my top five “what-ifs” at the show:

1. What if we could integrate former foster youth into senior living communities?

While I was walking the floor, I spoke with Rosemary Ramsey, founder of The Victory Lap, an organization committed to matching youth, 18 to 21, who have aged out of the foster program, with open apartments at senior living communities. The community would be paid $900 per month (funded by the foster program in Tennessee) and would be asked to provide a job for the individual (at least 10 hours per week). The program is intended to give former foster kids a boost — with stable housing, employment opportunities and support from caring older adults — while meeting workforce challenges, filling otherwise vacant units and fostering intergenerational friendships. Look for an interview with Rosemary in a future blog post!

2. What if we could bring the principles of doula care to hospice?

A session on creating a doula program for hospice created some serious conference buzz. The program follows the principles of birthing doulas to help guide the individual and family/loved ones through the dying process.

3. What if we could find and retain top talent?

One of my favorite sessions, led by Matt Thornhill, stressed the need for transparency and inclusion when hiring. It was all about finding and retaining top talent. One example Matt referenced was the innovative 30/40 program by LifeSpire of Virginia in which certified nursing assistants are paid for 40 hours but are only required to work 30.

4. What if new residents could feel at home more easily?

I heard several people talking about a unique continuum concierge program discussed by Melissa Ward, vice president of clinical & regulatory affairs at Functional Pathways. The program promotes successful transitions and helps people stay in their current levels of care. Its tools include new resident orientations, resident-driven support groups, physician services, collaboration across the care continuum and more. Stay tuned for a future blog post about this innovative program.

5. What if we looked beyond a prospect’s age and income?

Last but not least, I’d be remiss if I didn’t mention our session with co-presenter Robbie Voloshin of United Methodist Communities (UMC). Robbie celebrated her birthday that day! The talk covered an in-depth research study on which we had partnered with UMC. In short, the study shows how going beyond superficial demographics to interests and values can help organizations connect more deeply with the right prospects. Discussion centered around the core aspects of the study — the values statements and how they were ranked.

Have you had any what-if moments of your own? If so, drop me an email at . I’d love to hear about them.

At Varsity, we take every opportunity to get into the mind of the mature market, so we thought, “What could be better than using the social media phenomenon, FaceApp, on one of our own, James Schorn, resource manager at Varsity?” I decided to capture a few of James’s reactions to seeing himself aged several decades.

Q. Did seeing yourself aging change your perceptions about growing older?

A. It was refreshing to see myself aging like fine wine, as opposed to aging like milk…All kidding aside, I did feel that my spirit remained resilient, and that confirmed the many experiences I’ve had with older people ever since my first job working in the dining room of a retirement community. I think what I have always enjoyed about the mature market is seeing how happy and active this generation is. I love hearing about their life experiences. Sometimes it seems as if the world classifies our older generations as weak and fragile. Based on my experiences, this couldn’t be further from the truth. Nothing is more inspiring than a couple that has been married for 50+ years and still loves each other, day in and day out.

Q. What are your responsibilities at Varsity?

A. I’m in charge of quotes, scheduling and planning of projects. Through my career, I have overseen hundreds of projects of all different scopes. This has allowed me to use knowledge from past initiatives to ensure that our future projects run efficiently while giving our clients the best possible return.

Q. Are there any myths that still need to be debunked about aging, and the senior living industry specifically?

A. The overall perception of senior living needs to change. From my visits to communities, I have seen personally that they are built on friendship, trust and care. From residents to staff members, everyone looks out for one another. This generation is made up of strong individuals, and they should be respected for their impact on this world.

Two very different leaders have just reached the halfway point of their journey in the LeadingAge PA Fellows in Leadership program. For all those who aren’t able to attend, we wanted to share ten unexpected things they’ve learned about leadership along the way.

Brian Mailliard is the CFO at St. Paul’s. Sakkara El is the Director of Personal Care at Masonic Villages. As they hit the halfway mark of their journey, here are 10 invaluable insights Sakkara and Brian have gained about leadership so far:

1. Shake up your thinking. “I came into the program with my own ideas on leadership, much of which was inculcated during my youth,” said Sakkara. “Now I realize that there’s so much more to it. My overall thinking has expanded.”
2. Be aware of your impact on others. “The program is teaching me to be more aware of myself, and how my actions and reactions can have an impact on those I’m tasked with leading,” Brian said.
3. You don’t have to have all the answers. Brian has been amazed by the sheer volume of leadership information that is out there. “It’s not always about knowing all the answers,” he said, “but having resources to reach out to and learn from other individuals that are experiencing similar situations.”
4. Praise your team. All of the Fellows underwent a DISC profile, a test that assesses personality styles. “It was eye opening reading page after page about my leadership style,”  Sakkara said. She has made a conscious effort to implement some of the leadership suggestions that came from the profiles, such as praising the team she directly manages more often.
5. Be an advocate. The Fellows visited the Capitol Building in Harrisburg to gain a deeper understanding of the importance of advocacy, including interacting with government officials and their office staff.
6. Execution is key. Sakkara found one presentation on the work of leaders enlightening. “The lecturer explained the importance of crafting a vision, building alignment and championing execution,” she said.
7. Look outside yourself. Both Sakkara and Brian were inspired by a visit to  Messiah Lifeways in Mechanicsburg. “The community is very innovative and 100% resident focused,” Sakkara said.
8. Look inside yourself. “”It has been an introspective journey in terms of continuing to learn, grow and evolve in my leadership style,” Brian said.
9. Build relationships. Current fellows, past fellows and LeadingAge PA staff attended a mixer at the LeadingAge PA offices. “Meeting new people you can learn something from is always a plus,” Brian said.
10. Don’t wait to be a better leader. What would Brian tell people who are thinking about participating in Fellows in Leadership? “The sooner you can do it, the better.”

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One major myth about older adults and technology is that they don’t use it because they don’t understand it. But that idea is as outdated as a flip phone. From social media to online banking, older Americans are adopting tech at the speed of light.

Recent findings by the Link-Age Connect 2019 Technology Survey of Older Adults Age 55-100, also featured in Senior Housing Forum, bear that out. Smartphone use in particular has been skyrocketing. Among people ages 70-74, it shot up from 54 percent to 81 percent. That’s in just the past three years.

Unexpected  Choices

What’s even more surprising than the speed at which older adults are adopting new technologies? The reasons why some are unplugging from tech completely. Or at least using it less. Seniors often make this change, not because they’re confused about technology, but because they’re making a conscious choice to live offline. Here are some of their very smart reasons:

1. 1. Older adults prefer human connection. As smartphone penetration spikes ever higher in people of all ages, we’re all on our phones, all the time. Even when we get together, we’re logging on to check social media or our daily step count instead of talking to one another. Older Americans have the wisdom of knowing that time on this earth  is precious. It’s important to spend it with family and friends instead of glued to a device. One quote from the study proves the point. “I think technology is taking over people’s lives and it takes away from relationships with people.” – Female, age 95-99.
   2. They’re simplifying their lives. Older adults often have a desire for minimalism that goes hand in hand with human connection. The survey states, “As people age, they simplify their lives, allowing more time for personal interaction and less time for things that ‘busy’ them or take them away from time with family and friends.” Another quote adds,“It isn’t necessarily about teaching older adults to use a technology. It very well could be that they have used it and walked away from it because they do not want it in their lives any longer.”
   3. They’re watching their budget. Those on a fixed income struggle to pay for technology. For instance, only 25% of affordable housing residents have in-home WiFi , compared to 90% of the greater population. Even when older adults can afford to spend more, they follow the principle: “If it works, don’t fix it.”  Sure, marketing campaigns are persuading other generations that they need to spend hundreds on the latest Smartphone. But older Americans often aren’t interested in updating just to get the latest bells and whistles. If it’s a “want” instead of a true need, they’ll keep the device that still works just fine.

 Personality Trumps Age 

The study also found that technology adoption relates more to personality than age. Comments from two different survey participants underscore that point: “I L-O-V-E technology.” – Female, age 84. “I prefer to use it when I want to and not be run by it or tied to it.” – Female, age 95-99. At Varsity, we’ve expressed our opinions before about not lumping everyone 65+ into one category. This new research has driven home, once again, that people of ages need to be seen as individuals — when it comes to technology or anything else.

At the recent LeadingAge CA conference, the buzz was around the changes in how mature consumers are using their homes.  Those changes also mean different expectations for their new residences. Here are three design elements your community must have to attract Boomers:

1. Space that works

More residents are continuing their careers. Therefore, they desire more usable work and office space. It’s no longer enough to provide the corner of a room for computers. These days, prospective residents are looking for more formal office space and built-in furnishings to support their ongoing careers.

2. Indoor-outdoor living

Common space for socialization is no longer sufficient. Prospective residents are looking for open floor plans and spaces that transition to outdoor areas. so they can entertain groups of friends and relatives.  A place to party in the privacy of their own space is a common request.

3. A home with a heart

Along with higher-grade finishes, Boomers want open-concept, larger kitchens and kitchen islands. An open layout can replicate what happens in their own homes, where everyone congregates in the kitchen to socialize.

Architects and marketers are sharing notes in an effort to create more pleasing environments for a younger set of prospects. Although the shift toward younger residents is slow at best, the mindset and expectations of prospects — regardless of age — feels younger.

This past week, I attended the LeadingAge Colorado 2019 Annual Conference and Exhibition in Vail, Colorado. One of my most profound experiences there was hearing a presentation by keynote speaker Jonathan Fanning. In his speech, Fanning challenged us to “happen to the world.” Our speaker’s assumption was that too many of us don’t happen to the world.  Instead, the world happens to us.

To me, his message had personal meaning. You see, in our business, we often allow life to simply happen to us. This is true not only at work, but too often in our personal lives as well. When we allow life to just happen to us, we usually find ourselves in a place where we feel less in control of circumstances. Perhaps, we even feel  victimized by life’s events.

My Early Travels
Fanning’s talk brought me back to a time early in my career, when I had begun traveling for work. Throughout my career, I’ve continued to have many opportunities to travel across the country and the world. (That’s why my agency, Varsity, ended up creating Flat Wayne,  my alter ego, an intrepid traveler who shows up in cities all over and is always the life of the party.)

Today, I’m as gregarious as “Flat Wayne,” but early on, I would spend most nights huddled around my paperwork within the four walls of the hotel. My work was always the most important task for the evenings, along with a lonely dinner.

Thinking Differently
One of my mentors challenged me to think differently about my travel. He tasked me with doing two things: One was to always find something unique about the area I was visiting and to go see that place or event. The other challenge was to never dine alone. Although a bit more difficult, the effort to always find a dinner guest, regardless of the time zone, allowed me to make life happen.

These small changes in my travel habits have helped me foster more meaningful relationships. That  brought me greater work-life balance over time. I now have a greater sense of so many local cultures, and stay in learning mode.

Making Life Happen
Most of us spend so much of our day with activities centered around work. When I learned how to make life happen through intentionally engaging with the people and environments around me, good things happened. I found fulfillment in relationships and learned so much more about the world. Life had more meaning and purpose. I now look forward with anticipation to opportunities to learn during my travels. More importantly, I  connect with people and break bread together. No longer does life just happen. I make it happen.

As leaders in our category, what are we doing daily and weekly to “happen” to our world? What’s our purpose in life? Why are we here? Who matters to us and why?

Finding Meaning 
Wrestling with the above questions, though challenging, can reveal answers that raise incredible considerations for each of us. We can work to promote meaning for our life and for others. Having a clearer understanding of our answers helps us act with more intention. We can control more of what goes on in our lives and how we create opportunity for meaning  purpose for those who’ve entrusted us with their well-being.

Earlier this week, my entire world was disrupted. I flew to Pittsburgh for the Facing Disruption, Forging Direction conference, hosted by the Presbyterian Association of Homes and Services for the Aging (PAHSA). I participated in discussions about the major disruptors facing our field and came away viewing disruption as a positive force to be embraced. As I look back on the event, I can identify five major disruptions — and new directions that can transform them into opportunities. I wanted to share them with all of you who may not have been able to attend the conference. 

1. Disruption: tighter margins, leaner budgets
Many communities and systems are considering strategies to combat the changing needs of the mature market and increasing competition. This is evident in how communities are repositioning, contract types are changing and affiliations are continuing to develop.

Direction: Collaboration can boost financial strength. At the conference, Presbyterian Senior Living and Westminster Communities of Florida announced their intention to affiliate. Together, they will be the fifth-largest senior living organization in the country.

2. Disruption: a rapidly growing middle market
Forty-five percent of Boomers have no savings toward retirement, which means that most will not be able to afford the typical senior living community.*

 Direction: HumanGood is taking what it’s learned through its affordable housing communities to provide an innovative service to the middle market. We learned about how the brand developed Plaza Roberto Maestas in Seattle, incorporating street art that reflects the local neighborhood; a day care center for neighborhood children; local retail on the first level; and a plaza in the center of the complex that draws a variety of food trucks each day, attracting visitors from the greater community.

3. Disruption: a skyrocketing incidence of dementia
Caregivers already provide 18.5 billion hours of care per year at a cost of $234 billion, and the number of people with Alzheimer’s will more than double by 2050.**

Direction: Presbyterian SeniorCare in the Pittsburgh market has launched its Dementia360 program, which in the words of the organization “pioneers partnerships and collaborations.” The organization has developed a Dementia Care Center of Excellence, with educational programs, residential services, research and population health initiatives. This, along with its comprehensive care management expertise, provided the resources necessary to launch Dementia360, which is a series of tools to support both the caregiver and the person living with dementia.

4. Disruption: a dearth of qualified staff in senior living
The number of 16–24-year-olds in the workforce is expected to decline by 2.8 million between 2014 and 2024, which means that senior living communities could face major labor shortages.***

Direction: Presbyterian SeniorCare and Redstone, both of Pittsburgh,  shared two different models to bring youth in through education, volunteerism and internships. These types of programs introduce high school students to the benefits of a career in senior living, expanding the potential workforce at a grassroots level.

5. Disruption: unique partnerships providing exponential value

Direction: Twin Cities-based Presbyterian Homes & Services is pioneering relationships with payers and primary care/navigation to create a unique model to contain costs and — more importantly — provide the best-quality care to its residents.

I genuinely enjoyed my time at the conference and salute the leaders who came together to openly share their solutions for a common cause. And every day, every session was guided by this passage from Scripture:

“For surely I know the plans I have for you,” says the Lord, “plans for your welfare and not for harm, to give you a future with hope.” – Jeremiah 29:11

I encourage everyone to address disruption head on by taking new directions that will move our field forward.

*Insured Retirement Institute
**Alzheimer’s Foundation
***Argentum Senior Living Workforce Trends 2018

The first session of LeadingAge PA’s 2019 Fellows in Leadership program was a huge success. I caught up with coach Diane Burfeindt, vice president of population health and housing at Presbyterian Senior Living, and participant Brian Mailliard, chief financial officer of St. Paul’s, to talk about the kickoff of the year-long program, hosted at SpiriTrust Lutheran’s The Village at Sprenkle Drive in York, Pennsylvania. “The other coaches and I were just amazed at how quickly the group came together — there was a really good energy,” said Diane. Brian agreed. The program was “even better than I anticipated it would be,” he said. Diane and Brian provided some top-level takeaways about what they’ve learned so far:

1. Leaders aren’t born; they’re taught. One surprising course insight debunked the myth of a natural leader. “We learned that anyone has the ability to be a leader, but not everybody is taught to be a leader,” Brian said.

2. The right decision may not always be the popular one. One of the challenges Brian has shared with the group is the realization that making necessary decisions for the health of the organization, may not be viewed as positive by everyone. “I want to be the likable person, and sometimes decisions need to be made that aren’t popular,” he said. Advice from the group: It’s okay if people disagree with you. And you’re not alone — most leaders deal with this issue.

3. It’s essential to see trends in action. The group toured the new assisted living neighborhood at The Village at Sprenkle Drive and heard about trends from Steven Jeffrey, chief strategy and innovation officer at Garden Spot Village, home of a five-apartment co-housing residence, just one of their innovations in senior living.

4. Titles don’t matter. The people in Diane’s small learning group work in a variety of areas, from finance to personal care to operations and strategic initiatives. “I think you can tell we didn’t talk about titles,” Diane said. “Regardless of experience or level or age, we learned a lot from each individual. It’s the diversity of thought and perspective in the learning circle that makes it so valuable.”

5. Other leaders face the same challenges you do. “It was reassuring to learn that the issues I’m dealing with on a daily basis aren’t limited to myself or my community,” said Brian. “Other people are going through the same things I am.”

6. Leading takes even more work than you’d imagine. Of course, leaders put a lot of effort into their jobs, but it’s essential to carve out time to focus on leadership development. “When I left the first session, what I was thinking to myself is how much study, time and thought people put into being a leader,” Brian said. “It’s something that you work at.”

Both Diane and Brian are looking forward to reuniting with their small group. “I’ve always found Fellows in Leadership to be a very personal journey,” said Diane. Brian seconded this sentiment. “I never slowed down before to think this way or contemplate leading in this way,” he said, “but I’m very glad to get the opportunity.”

Between sessions, the participants will be meeting virtually, getting advice on issues that arise at their communities and working on individual learning projects. “It’s always interesting to see how the group evolves through the year,” said Diane. Stay tuned for the highlights of the next session of 2019 Fellows in Leadership, taking place in Mechanicsburg, Pennsylvania, May 15–18.

Today, Arielle Shapiro, the owner, operator and lead art consultant at Silver Cat Design, a corporate art consultation and interior décor company in Denver, CO, shares her insights into the importance of art in senior living design.

Rob: What is an art consultant?

Arielle: An art consultant is an art-minded professional who assists in the vision for art selection and other art-related projects. My branch of art consultation is primarily focused on senior living and corporate art selection — I advise where art should be hung, choose the artwork, have it framed and oversee the final installation. I purchase artwork from showrooms and online sources, as well as independent artists. I am a fine artist myself, so sometimes I choose to create a piece for a project.

Rob: Why is art important to a senior living community?

Arielle: Art is an enormously enriching and important element in day-to-day community life, especially when it comes to an environment like senior living. These communities are most often seniors’ forever homes, where the residents spend all of their time. Having a thoughtfully chosen, inspiring collection of art will vastly improve their lives. Art inspires personal connections, sparks conversation, stimulates memory recall and brings overall joy and beauty into communities, benefiting both residents and team members.

Rob: What are some of the design trends you are seeing in senior living communities?

Arielle: Paisley, checkers and “Grandma’s house” decor is a thing of the past. Current-day senior living design is incredibly modern, chic and unique, comparable to a luxury hotel. Interior design for these communities is forward-thinking, revolves around community focal points like the dining and lounge areas and caters to Baby Boomers — those who were on the forefront of technology, abstract art, cultural dining and aging independently without the assistance of younger generations. New senior living is sculpted to fit these active seniors’ lifestyles in many facets, from exercise rooms to hobby shops to pubs with beers on tap. Senior living is shifting as far away from the old “retirement home” aesthetic as possible.

Rob: Do you have any research you can share about the benefits of art for older adults?

Arielle: Absolutely! Evidence-based design proves that art and color play an integral role in brain function, especially for the very young (infants) and elderly, like those who experience cognitive slowdowns or issues like Alzheimer’s disease.

Rob: How can art impact memory-impaired residents?

Arielle: Color theory and evidence-based design prove that certain patterns, colors and images can stimulate a plethora of positive thoughts, emotions and sometimes memories. Cool colors, like soft blues, greens and earth tones, can help a memory-impaired resident to feel calm, while soft pinks and oranges can stimulate happy or energized feelings. An image of a 1955 Jaguar car, for example, could help a resident recall a memory of once seeing that car in his or her neighbor’s driveway. An image of a poppy field in spring may bring a resident a sensation of serenity or joy. Selecting artwork for memory care is a very involved, special and fragile practice that requires an extraordinary level of care and consideration.

Rob: Can you give me a few examples of the types of senior living projects you have worked on recently?

Arielle: My most recent project is a luxury senior living community located in the Tech Center area of Denver, Colorado, called The Carillon at Belleview Station. I selected and placed over 350 pieces of art for this community. Village at Belmar in Lakewood, Colorado, is a project I will be forever proud of: one of my first large communities, where I placed art and accessories and furnished several model units. I also recently installed four incredibly chic model units at Pine Grove Crossing, a senior living community based in Parker, Colorado.

Rob: How can our readers find out more about Silver Cat Design?

Arielle:  I would encourage them to visit the Silver Cat Design website or engage with me on LinkedIn.

LeadingAge PA’s Fellows in Leadership program is a one-year, four-session program that focuses on effective leadership practices. Participants will gain the skills and confidence to enact true change to impact their real-life challenges.

At Varsity, we’ll be following coaches and participants as they make their way through the program. I kicked things off by talking to Diane Burfeindt, Vice President of Population Health and Housing at Presbyterian Senior Living, who is starting her third year as a Fellows in Leadership coach.

Derek: Thank you for talking to us. What motivated you to become a coach?
Diane: I was a 2012 graduate of the Larry Minnix Leadership Academy at LeadingAge and that was a life-changing experience — both personally and professionally. As LeadingAge PA started to evolve its program, I wanted to bring that experience to more people.

Derek: What kinds of experiences will the group share?
Diane: Sessions are each two or three days in different parts of the state. The participants will interact with experienced leaders from the aging services community and develop a network of colleagues. During each session, we tour a host community that’s part of LeadingAge PA. It’s really nice to get out and do that because a lot of people have not seen communities other than their own.

Derek: How is this program different from traditional leadership training?
Diane: It makes the experience personal to you. You’re not just sitting in a classroom and learning; you’re talking with others. A lot of us don’t get a chance to sit back and reflect on our challenges, to talk with people about how we might apply lessons to leadership issues we’re experiencing. It’s an incredibly valuable experience.

Derek: Who will facilitate the program:
Diane: MHS Consulting in conjunction with LeadingAge PA staff, are facilitating the program, and have included learning from leaders within our field that can offer very hands-on, personal insights.

Derek: What role do coaches like yourself play?
Diane: We will each have a small team of five or six, and we will stay with that team the whole year — helping connect what the Fellows are learning in the program with their actual work and leadership

Derek: Are participants from all areas and levels of leadership?
Diane: Absolutely: new leaders, seasoned leaders, middle-level leaders. Just in our last class, there were people from accounting, dietary, administration, activities, housing, nursing, home care — you name it.

Derek: How has the program strengthened your own leadership skills?
Diane: There’s so much I learned during the program and afterwards. I turned the corner on my leadership skills. Utilizing the alumni network since I graduated has been a total game-changer. The position I’m in now is a direct result of going through the program.

Derek: Why did it make such a difference?
Diane: Before the program, I thought that I needed to have everything figured out, that my job was to have a plan and implement it through leadership. I have since learned how many opportunities come my way when I know what I want to accomplish but leave the path open as to how I accomplish it. I allow more people in and follow up on opportunities that come to me. That is exponentially better than having it all figured out beforehand.

Derek: Does this program actually teach people to lead?
Diane: It doesn’t teach you how to lead step by step; it is more about learning what it means to be a leader. You might have had blinders on in the past as to what you thought was leadership and how you were leading. You realize that everyone is going through the struggle of finding the best way to lead — it’s a very personal time.

Derek: Does Fellows in Leadership confirm peoples’ desire to work in the senior living field?
Diane: Without a doubt! I’ve had so many people say that this program really reaffirmed their commitment to senior living — a lot of that is because they got the opportunity to meet with other people in the field and feel connected to them.

The first session of Fellows in Leadership will kick off on March 26. We’ll be following the program’s progress on the Varsity blog.

Eaton Senior Communities is home to 164 residents and, occasionally, a breakthrough, socially assistive robot called Ryan — created at the University of Denver — which could soon be available to the general public. In a series of posts, I’m talking to people involved in this fascinating project and getting their perspectives on how this lifelike “companionbot” is helping older adults who are living with depression and dementia.

Today, I’m speaking with Sarah Schoeder, wellness director at Eaton Senior Communities, who is a liaison between the residents and the team of scientists developing Ryan. Sarah has been serving the geriatric community for 38 years, including 20 years as an LPN in a skilled nursing facility.

Wayne: Sarah, what was it like trying to get residents to participate in the robot pilot studies?

Sarah: I would visit them and drop this idea in their lap, and they’d look at me like I was crazy. I’ve approached a lot of residents whom I didn’t expect to get involved — some of them in their 90s. To see them go from giving me a look like, “You’re kidding me” to becoming excited, looking forward to the sessions and wanting to be involved in the next set of trials, it’s been amazing.

Wayne: Did the residents have input about the changes in the robot?

Sarah: Yes, residents would give feedback about what they’d like the robot to look like and sound like — what they’d like it to say. Then, the team would make changes.

Wayne: How has the robot changed over time?

Sarah: Ryan’s facial features appear more natural, and the improvement in the movement of her head has given her a “softer touch.” Her smile is beautiful, and she makes me want to smile back!

Wayne: Were you concerned that residents might not want to finish the project?

Sarah: Yes, but all residents in both trials of 2018 completed all sessions, which spoke highly of the project goals. Some residents were hesitant and perhaps a little fearful, but after spending time with Ryan, their attitudes completely changed. Ryan has touched the lives of Eaton residents by providing unconditional companionship and interest in their lives. The improvement in mood and cognition was apparent as residents were exposed to educational opportunities and stimulating interactions.

Wayne: Does Ryan have a sense of humor?

Sarah: Yes! I’ll give you an example. One resident who was hosting Ryan in her room was walking down the hall, and she said to me, “Can you believe what that crazy thing just said to me?” She went on to say that she and Ryan were talking about how the Denver Broncos were competing against the Patriots in the Super Bowl, and Ryan announced that she was a Patriots fan — in the heart of Bronco country!

Wayne: How will this new technology help people age in place?

Sarah: One of the biggest reasons people move into assisted living is that they can’t manage their medicines. If Ryan reminds me to take my medicine, that might be the defining moment that keeps me home.

Wayne: How has this experience changed your views on robotics?

Sarah: If someone told me five years ago that I’d be sitting here telling you robots could be valued members of a health care team — that I’d be endorsing them as part of the health care model — I would not have believed it, but I’ve learned that the robot is not replacing me as a nurse and caregiver. It’s just empowering me to be more successful in senior living.

Sarah will share stories about resident interactions with Ryan in next week’s blog. 

Soon, older adults will have access to a breakthrough new tool to improve their quality of life. Mohammad Mahoor, PhD, director of the computer vision and social robotics laboratory at the University of Denver, has spent the last decade working with his students to create and refine an amazingly lifelike, socially assistive robot named Ryan, which can provide deep social interaction and companionship to people living alone.

Designed to address challenges of aging — like dementia, depression and loneliness — this “companionbot” can recognize faces and emotions, express feelings, hold conversations and remember individual comments for future interactions to build a relationship over time. Ryan’s face is expressive and lifelike; she can turn her head to react to voices and movement, and her torso contains a screen for playing music and games, watching videos, looking at photos and doing other activities. Ryan’s next iteration will also have active arms so she can coach people in light exercises to improve their physical fitness.

In a pilot study, six residents at Eaton Senior Communities in Lakewood, Colorado, had 24/7 access to Ryan in their apartments for a period of 4–6 weeks. Ryan was customized for each participant, with photos for an album, daily schedules, favorite music and topics of interest for YouTube video searches. Participants could call Ryan by the name of their choice.

Observations, interviews and analyses revealed that the residents established rapport with the robot and greatly valued and enjoyed having a companionbot in their apartment. They also believed that the robot helped them maintain their schedule, improved their mood and stimulated them mentally. One user shared that, “She [Ryan] was just enjoyable. We were SAD to see her go.”

After the staff at Eaton Senior Communities told me how thrilled the residents were with their experiences with Ryan, I spoke with Dr. Mahoor about his invention.

 Wayne: Why did you create Ryan?

Dr. Mahoor: We wanted to address the needs of older people living with dementia, loneliness and depression. There is a shortage of caregivers, and care is expensive — Ryan is a great form of companionship. She can help seniors lead better lives at home.

Wayne: Can you talk about the testing process?

Dr. Mahoor: The first round of testing, in 2016, was a six-month, piloted study at Eaton Senior Communities. All of the features were not ready, the cognitive games were simple, and the speech recognition had some glitches — but we received very positive feedback. After making changes, we did two more pilot studies this year. One focused on how Ryan can help people with dementia through cognitive behavioral therapy. The second pilot study was totally autonomous. Users had half an hour of interaction with Ryan for 3–4 weeks to test the emotion recognition technology.

Wayne: Were there any surprises when people first began interacting with Ryan?

Dr. Mahoor: At first, we had a fear that people wouldn’t like Ryan. But even in the early stages, they reacted very positively. We noticed that the more time they spent talking with Ryan, the more they enjoyed it, and they wanted her to tell them more stories and jokes — even gossip! When we took the robot away from one of the residents, he literally cried. The bond was so strong that he was very sad. It was really surprising for me that a robot could make such a huge impact on people’s lives. I didn’t expect that much of a connection between machine and human.

Wayne: What challenges did you face when test-driving Ryan?
Dr. Mahoor: One of the challenges is that you have to be patient because multiple people cannot talk to Ryan at the same time — you have to take your turn so that she can listen and understand you.

Wayne: What kinds of results have you had?

Dr. Mahoor: When we measured mood and depression before, during and after phase one of our study, we found that Ryan significantly improved users’ moods and lessened their depression.

Wayne: What’s next for Ryan?

Dr. Mahoor: We received a National Institutes of Health (NIH) grant for phase one, and now we are in transition to phase two. NIH has approved our next grant from a scientific perspective. Now it just needs to approve the budget. Phase two would be a grant of over a million dollars to help us study Ryan’s impact on the progression of dementia.

Wayne: How unique is Ryan?

Dr. Mahoor: There are other robots out there, but this is the first one developed with features customized to help with depression and dementia through social conversations, games and other interactions.

Wayne: When will Ryan be available on the market?

Dr. Mahoor: We are very close; I’m hoping by the end of the year. We’ve started working with investors to begin production. Users love Ryan, the feedback has been positive, and we’ve made improvements. It’s time to go to market to fulfill our mission of helping the health care industry.

Wayne: How much will she cost?

Dr. Mahoor: Manufacturing each Ryan costs thousands, so to make her more cost-effective, we have a subscription-leasing plan in mind. The cost would be about $400 per month for individuals, but if a corporation wanted to lease multiple Ryans, the rate would adjust. One Ryan can be reprogrammed to serve multiple residents.

Wayne: What would you say to people who worry that robots will take over the world?

Dr. Mahoor: Ryan is going to complement the time and support of caregivers and help make their lives easier — not take over and replace them.

Wayne: Are you surprised at where you are today?

Dr. Mahoor: Yes. When we first started several years ago, I didn’t think we’d be in a position to commercialize the invention; I didn’t think we’d be a startup meeting with investors. I’m so happy about our progress. For us to be in a position to bring a robot to market that’s going to improve health care and impact people’s lives for the better is amazing.

Learn more about Dr. Mahoor’s companionbot, Ryan, at Dreamfacetech.com.

As we head into 2019, we look back on an exciting year for the Varsity blog! Here’s a countdown of our most popular posts for 2018. It’s a potpourri of topics, from serious to humorous to touching. One common thread: innovative ways of helping people age well, from a world-renowned village for people experiencing dementia to LEGOs.

5. Older Adults Experiencing Homelessness Inspired by an experience our president Wayne Langley had passing an underpass in Los Angeles, this three-part series provides insights into how older individuals experiencing homelessness are treated. Read the first installment here.

4. Difficulties in Diagnosing Parkinson’s Disease  In this guest post, Rebecca Evans of geriatric nursing.org discusses the second most common age-related disease after Alzheimer’s, including the lack of a precise screening test and why early diagnosis is so important. Read it here.

3. Remembering Sal J. Molite, Jr.  Derek Dunham, vice president of client services at Varsity, pays his respects to Sal J. Molite, Jr., former president of Edenwald Communities in Towson, Maryland, who sadly passed away in January 2018. He was a true friend and colleague, who had a passion and dedication for the aging services. Read the post.

2. American Hogeweyk — an Interview with UMC’s Larry Carlson Varsity spoke with Larry Carlson, President and CEO of United Methodist Communities, on his fascinating experience visiting Hogeweyk, the world-famous memory support community in The Netherlands. Read the post.

1. Playing with LEGOs Could Help Older Adults Our most-read post of the year came from Robinson Smith, Varsity creative director and lover of all toys and games. Rob discusses Adult Fans of Legos (AFOLS), many of whom are older adults who use Legos to engage in a creative exercise for the mind. Read the post.

That’s our countdown of top posts for 2018! Stay tuned for more fresh perspectives in 2019, and please ">contact us  if there’s a topic or issue you’d like us to cover.

A couple of weeks ago, we wrote about how some historically faith-based communities are reevaluating their market positioning as it relates to their faith affiliations. While some organizations are distancing themselves from their faith-based roots, others are doubling down on their heritage. From our experience, this choice often boils down to perceptions around inclusivity. Marketers are trying to strike a balance between showing that their community is “open to all” while at the same time remaining loyal to their strong base of consumers that might strongly value a faith connection. The perceptions around inclusivity and exclusivity drive many of these marketing decisions, yet there is a trend within senior living to create communities that are selectively exclusive — and they are gaining traction.

Topic published a piece profiling the Motion Picture & Television Country House and Hospital. Located about 20 miles north of Los Angeles, a stone’s throw from Mulholland Drive, this community attracts exactly who you would expect: individuals who have retired from the entertainment industry. According to the article, the community has 230 residents living in a mix of residential options, from cottages to apartments to higher levels of care. If you look at the names of the streets and buildings, you’re likely to notice several that you might know — Spielberg Drive, the Jodie Foster Aquatic Pavilion and the Louis B. Mayer Theatre all top the list. The Motion Picture & Television Country House and Hospital is one of those communities that is, at its core, selectively exclusive. By this, we mean that the individuals who choose to move to the community value its connection to the arts & entertainment and want to be immersed in that world. Individuals who don’t care for those interests aren’t likely to make such a move. Thus, through self-choice, the community creates an exclusive atmosphere that attracts a specific niche in the market. In short, the community may be open to everyone, but it isn’t trying to be the best fit for everyone.

Another great example of this trend is Margaritaville. When this community was announced in 2017, it created an incredible buzz around the senior living space. Developed by Latitude, there are now three Margaritaville properties from which to choose — all demonstrating an incredible attention to detail. Choosing to move to one of these communities is like living your life in a Jimmy Buffett song. While some might call this paradise, others aren’t so enamored. Just as with the Motion Picture & Television Country House and Hospital, the residents of these communities are self-selecting to spend time with other like-minded people. They don’t want the community to appeal to the broadest possible audience; rather, they just want it to appeal to individuals who hold the same values and lifestyles that they do. If you can’t enjoy a cheeseburger in paradise with them, then Margaritaville isn’t for you.

To round out our examples, we also need to share the story of Legends Landing. Currently under development on the campus of the Pro Football Hall of Fame in Canton, Ohio, this community has been specifically designed to support the needs of retired professional football players, coaches, officials and administrators. Included with this development is the Player Care Center, which provides a range of health care services and includes 143 independent living, assisted living and memory care accommodations. Surely, the future of this community looks bright, as the NFL is one of the most important brands in America today. It’s only a matter of time before NFL superfans will want to reside at this community, surrounded by players and in an atmosphere that lives and breathes the sport of football. If that’s not your cup of tea, then Legends Landing probably isn’t your preferred retirement destination.

All of this is to say that niche retirement communities that fully embrace their brands are having a sort of renaissance. At one time, these niches revolved around memberships in churches and community organizations. As those groups have dwindled, the communities they built have had to open their doors wider to keep census high. Meanwhile, affinity communities — such as those based on careers and hobbies — are seeing an uptick in interest. In a way, these communities are no more inclusive than some of the faith-based communities of a hundred years ago. If you don’t have a personal affiliation or affinity with the brand, the cultural fit just isn’t going to be there.

As senior living marketers, we’re keeping an eye on these trends because we believe that there is much to be learned from them. Could pivoting an existing community to appeal to a specific affinity group make it a more desirable retirement destination? Or do these types of communities only work if they are developed from the ground up? And, we certainly don’t know if communities like these are going to be able to continue their attraction in the long term. The affinity groups that appeal to today’s potential residents may fall flat with the next generation. Only time will tell.

Sources: 

https://www.topic.com/hollywood-s-new-golden-age?mc_cid=04c8525882&mc_eid=4939b06bd9

At Varsity, we often get asked, “What’s the next big thing in senior living?” One trend that we keep hearing about is the “hybrid home.” After seeing the growth of this model over the last year or so, we believe that it’s going to become a part of the product mix for many communities over the next decade. Now’s the time to learn about this innovation in home design and find a way to work it into your next community expansion or remodeling!

Hybrid homes are generally three- to five-story structures. On the ground floor is a covered parking area for the vehicles of the residents and a larger community room for the whole building. The remaining upper floors provide residences. Each floor contains four or more units, with a central shared common area. The units are spacious and designed so that each has a corner, with plenty of windows and sunlight. The shared central area becomes a community gathering spot, where neighbors can socialize, hold parties, watch the big game and more. The design does not include any corridors, making it feel much less like a traditional apartment community. In this way, hybrid homes provide the best of both apartment and cottage living, making them an attractive addition to many campuses.

The hybrid home concept has been championed by RLPS Architects of Lancaster, Pennsylvania, which is continuing to have success with these units. Currently, the company has at least seven projects that are utilizing the hybrid home concept, with more on the horizon. Just this month, the residents will be moving into their new hybrid homes at The Langford at College Station in Texas. As this unit type becomes more ubiquitous in our space, we fully expect the demand for them to rise. Those communities that adopt these models early will be well-placed for future success.

This also leads us to wonder why hybrid homes have proven so popular so quickly. In our minds, it reinforces one of the major selling points of retirement living: community. Senior living sales professionals know that lifestyle and community are the most important factors in making a sale. While potential residents may fuss about amenities, floor plans and price, we know that if a person is sold on the spirit of the community, he or she will adjust his or her desires. Hybrid homes offer a new way to establish an “esprit de corps” for senior living providers, making it a very attractive and easy-to-sell option.

We took this question to Jodi Kreider, one of the partners at RLPS. Her thoughts definitely mirrored our own:

While the key ingredients of a hybrid home, like outdoor connections and small-scale community, are consistent, the final design solution is unique to each project based on community vernacular, site densities and consumer expectations in a particular market.

Many of our clients have turned to hybrid homes, not only to provide a new housing option on their campus, but also because they work well for incremental growth. These buildings are smaller than a traditional apartment, so there’s less marketing time and more financing options, allowing them to be phased in as they sell.

We definitely encourage you and your organization to review the hybrid home concept and see if there is a way to make it work for your organization. Capital construction projects come few and far between for most communities. Plan now to include hybrid homes in your future projects so that you aren’t left behind when your competitors do.

Photos courtesy of RLPS.

Sources:

https://www.rlps.com/project-keywords/hybrid-homes/