Tag: Senior Living

In the agency world, “creative” is a department, a role, a title. It’s the job I signed up for a long time ago, for all the reasons you might expect — the daily opportunity to do something different, solve new problems, tell new stories. To be overtly “creative.” But after 25+ years in the agency world, one thing I know for sure is that creativity isn’t only found with our creatives. Every member of our team exercises creativity in their role every day in one form or another.

Because each of us here at Varsity has a unique perspective on the work that we do to support our clients, and the work our clients do to support their residents, I’ve asked the team to celebrate National Creativity Day by sharing their thoughts, insights or favorite quotes on “creativity” and what it means to them. From our team to yours, Happy National Creativity Day!

Guest post by Mary Muñoz, Senior Managing Director, Ziegler

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

Industrywide Growth and Consolidation

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

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

Ongoing Labor Market Challenges

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

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

Stressors in Skilled Nursing

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

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

Technology as a Partner for Smarter Aging

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

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

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

**Source: Ziegler Investment Banking

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.

Google Analytics GA4 will be the only way to track website activity after July 1.

Don’t worry, we have the details you need and options to make your old data useable.

By now you’ve probably seen this banner or heard that if you use Google Analytics you need to migrate to GA4. If you haven’t, get in touch with your agency of record to make the move to GA4 today!

Answers to Frequently Asked Questions About GA4

Q. Who is affected?
A. Any property (website, software, app) using Google Analytics’ Universal Analytics (UA).

Q. Why do I need to be concerned?
A. GA3, more commonly known as Universal Analytics, is going away. Three things will occur when that happens:

1. UA data will stop collecting on July 1, 2023.
2. You will lose UA data. (No specific date has been given, other than October 14, 2023.)
3. If you haven’t already set up GA4, you will need to do so in order to continue to track and measure website activity

Q. Why is Google doing this?
A. Google is moving toward Google Analytics 4 (GA4), the next-generation measurement solution, because it takes a privacy-first approach to follow people the way they use technology today.

Privacy was just a glimmer in the eyes of web visitors when UA was released over a decade ago. Now more protections are expected and included. For example, GA4 tracks first-party cookies — meaning cookies placed by a website’s owner, not someone other than that site’s owner — thereby protecting visitors from invasive third-party cookies, which pose a security risk.

When Universal Analytics was created, we primarily explored sites using just one device (usually a desktop or laptop). Consumers are now more likely to start a website journey on their smartphone while watching TV, then move to a bed cuddled up with their tablet, and conclude their journey the next day on their laptop. GA4 is built to capture this entire cross-device consumer journey, giving marketers a complete and insightful picture of their online habits.

Q. What happens to my old UA data?
A. Google will only store your UA data for a period of time (not yet disclosed by Google at the time this article was published) and then poof, it is gone. To retain historical data, Google recommends that you export it. Can you imagine looking through spreadsheets to glean insights? Even in a pivot table would be a fast “no” from many people.

Many people started to record GA4 data by July 1, 2022, to have access to year-over-year data on the GA4 dashboard. However, if you didn’t — or if you want data that precedes GA4 (before October 14, 2020) — we have a solution for you.

Data expert/dashboard options

Before you start worrying about your data going to the spirit in the sky, relax — we have you covered. Varsity has partnered with our sister company, WildFig, which offers three GA4 solutions to fit your marketing needs and budget. Our plans capture data from the beginning of your Google Analytics history until the current day of export. Two options include an easy-to-use dashboard that displays standard metrics.

Standard metrics included (old GA terminology)

• Users
• New users
• Sessions
• New sessions %
• Average session duration
• Pageviews
• Pageviews per session
• Bounce rate
• Goal completions (if applicable)

Additional metrics may be added to the dashboard for a one-time fee.

Filtering options

• Date range
• Data will be aggregated to a monthly granularity
• Medium (Organic, PPC, Direct, etc.

Data export/dashboard cost

$500         Straight export of historical UA data

$2,920     Export and historical UA data dashboard + $50/month for dashboard storage/server costs

$8,750     Export and historical UA and live GA4 data in one dashboard + $50/month for dashboard storage/server costs

If you would like to see a demo or learn more, contact kpurcell@wildfigdata.com.

If you have not yet migrated to GA4, the train is leaving the station soon. Make sure that you make the move before July 1 in order to keep from losing your organization’s valuable data, and continue to be able to track and measure activity from your website visitors.

Resource: https://support.google.com/analytics/answer/11583528?hl=en&sjid=2711946442297389965-NA

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.

With the right channels and the right content, social media can be an invaluable tool for any organization, especially when combined with a targeted and strategic paid social media plan. But creating and implementing that plan isn’t always easy. For many groups, including senior living communities, social media is a challenge that marketing teams struggle to take full and proper advantage of.

That struggle can undermine your marketing efforts and leave your community without one of the most important and powerful marketing vehicles in your toolbox. The key to success is outlining a channel strategy that accomplishes your goals, using each channel appropriately to reach your target audiences, and then putting a team in place to bring those strategies to life.

Have a dedicated social media manager

The first step in any social media program? Assigning a team member to create and implement your community’s social media plan. A dedicated social media manager will not only oversee your community’s social media strategy — and adjust that strategy as needed — but will also be tasked with the day-to-day duties of content creation for each channel, the posting of content, and engagement with fans and followers on each channel (an important task typically known as “community management”).

Know your competitors

A formal or informal audit of competitor communities will yield invaluable insights that can be used in your own social media plan. What channels are your competitors on? How often are they posting? What are they posting about? The answers to those questions can be used to fine-tune your social media strategy. That audit should be conducted during the initial planning stages, but feel free to keep tabs on your competitors on a regular basis.

Choose the right channels for your community

Each channel has its own advantages. Women are more likely to use Instagram and Pinterest, while Facebook has an older user base than Instagram. LinkedIn has a higher income base. Each one has unique advantages when it comes to reaching different audiences, and knowing your audience will help you decide which channels to use to reach that audience.

Don’t spread yourself too thin

If you have a limited amount of time to spend on social media, spend it on the channels that are most effective at reaching your target audience. It’s always best to choose one or two channels and create great content for those channels, instead of spreading yourself thin by doing mediocre content for four or five channels.

From an upswing in sales activities to new concepts in senior living and positive attention from the press, there were lots of successes for our participants this February. However, some attendees struggled with challenges like sales slumps and poor Google reviews — and their fellow participants jumped in with some welcome advice.

Prospects Falling in Love With Communities
The month of love was very busy for Roundtable attendees. There was a major upswing in activity after the holiday slowdown with lots of tours, applications and move-ins. Many communities are at or close to full occupancy. But higher occupancy levels create their own unique problems.

“We’ve had so much success that I don’t have move-in-ready inventory, which is a challenge in itself.” (Missouri)

One creative working solution that an Illinois participant found was marketing guest suites for a trial stay of one to two weeks, in order to “allow those people [who are interested] to try it out for a week or two, and get a feel for living here.” (Illinois)

Unique New Approaches to the Senior Living Concept
Many of the Roundtable attendees had exciting and fresh takes on what senior living can mean, with upcoming projects and expansions underway.

Zen Community
One participant is involved in a “Zen” contemplative care community opening in California later this summer.

“The community will be a contemplative care community with a much different approach to assisted living and memory support than we’ve done in the past. There will be Zen teachers who live in the community, a tea room, and a fully vegetarian offering based on the Greens restaurant in San Francisco. It’s been 10 years in the making.” (Delaware/California)

An On-Site Dog Grooming Spa
One participant added an on-site dog grooming spa. “In one of our apartment buildings, we took over a floor and added a dog grooming spa where we will have a groomer assist residents on campus.” (Arkansas)

Hybrid Home Expansion
Another participant is involved in a “hybrid home” expansion project. “A hybrid home is really the best of an apartment and the best of a cottage or villa. It will be three stories high with an open floor plan. We often hear prospects say they wish they had parking or a garage, and this model has an underground parking structure where every resident can have one car, kept underground and out of the elements.” (Pennsylvania)

Memory Care Village
One participant from New Jersey has plans for developing a memory care village based on the Hogeweyk concept from the Netherlands. “It is a self-enclosed village concept with its own supermarket, cafe, etc., and everything right there on campus. We’re hung up on the zoning process right now and we expect the local town to contest it. The position of the model, that the residents get to live a natural life, is the hook that draws people in. It’s not just dementia care, but dementia living.” (New Jersey)

Media Coverage of On-Campus Fun
A number of participants were able to invite the media to their community, where they got some coverage for fun activities put on to chase away residents’ winter blues.

“We had our indoor snowball fight yesterday! We ended up on the front page of today’s local paper, the local televised news, and even on CBS and ABC news. (Illinois)

ADVICE FROM THE ROUNDTABLE

Navigating Difficult Conversations With Residents
Dealing with an unhappy resident can put staff in treacherous waters, and even more so when the resident is inciting a tirade against the whole community. One participant shared an experience dealing with one such displeased resident, and the Roundtable weighed in with advice.

The Situation:
“We had very little blowback [about rate increases]. The only negative feedback was from just one individual, who seems to have started a campaign with their family and friends to give us 1-star reviews on Google. A lot of it is just not accurate at all. So that’s been a little challenging.” (Arkansas)

The Advice:
“We’ve found that it’s best if the response is quick, and acknowledges what they’ve said — and if you extend the courtesy to please contact as soon as possible and show that you want to learn more about this situation. At that point, you’re really trying to influence the future visitors and viewers as opposed to what they’re actually doing to the Google ratings.” (Pennsylvania)

“Sometimes in those situations, just posting the response and being timely is important. Also, try to drive the conversation offline because what you’re trying to flag for those reading the 1-star reviews is that you care, and that there might be another side to the story.” (Bill Mulligan, Varsity)

Sales Cycle Slumps
One Pennsylvania participant enlisted the Roundtable participants for help with an issue with one of their sales counselors who is in a “slump,” asking, “What do you all do when you have a slow sales cycle and you want to get it kick-started?”

“Maybe you could have a heart-to-heart with them. Ask them if they’re feeling intimidated by an area, or what their knowledge level is, just work with that person.” (Washington state)

“Speaking from personal experience, a number of years ago when I was on the sales side, I went through a slump period. I tried talking to other people and seeing what they were doing, and analyzed my own weak areas. I discovered something about myself, that I spent too much time launching into our community offerings when talking with the prospect rather than getting to know their story first. When I turned that around and focused on the person and said, ‘Tell me more about you,’ it made a really big difference.” (Arkansas)

Learn from your peers at our weekly Sales & Marketing Roundtables. Join us on Thursdays at noon ET, 11 a.m. CT and 9 a.m. PT. For login information, email DDunham@varsitybranding.com.

As a sales consultant, market researcher and mystery shopper with nearly 30 years of experience within the senior living industry, I visit many senior living communities every year. In my experience, I’ve identified some simple, affordable things you can do to make your community more appealing to potential residents. Even if you can’t afford to make significant updates to your campus and residences, here are some small changes that can make a big difference in the impression you make on prospects.

Be Responsive

• Keep a close eye on web inquiries. At a few communities, I filled out a website contact form and requested a tour at a specific time and day, but got no response to the request.
• Have a back-up team of individuals available to provide a tour whenever possible. After I received no response from one community and stopped by, no one was able to give me a tour and I was handed a brochure.

Enhance Curb Appeal

Just as in all real estate tours, you always want your property to wow the visitor at first sight. Some things to watch out for:

• Make sure the buildings are power-washed to fend off that dingy, old look.
• Keep your signage looking fresh — it should never be dirty, damaged, unreadable or have overgrown vegetation.
• Keep your landscaping well-groomed. Brown, patchy grass and scraggly bushes make a poor impression.
• It’s a nice touch to have a welcome sign at the main entrance for the visitor.
• Ensure light bulbs are not burned out or dead bugs visible in the light fixtures during the tour.

Start the Tour Off Strong

Take a look at your discovery room to make sure it’s warm and welcoming.

• Provide an area that’s conducive to intimate, private conversation.
• Keep the room clean, decluttered and neat.
• Offer your prospects a cold drink or a hot cup of coffee or tea.
• A large, mounted TV with a virtual sales platform sharing floor plans, amenities, site plan/campus can be a strong selling tool.
• Have documents such as floor plans, menus, fitness schedule, program/activity calendar, rate sheets readily available.

Make Affordable Upgrades to Residences

Even if you can’t afford to do a full-scale remodel on apartments or cottages/villas, there are cost-effective ways to show them to their best advantage.

• Ensure the front door to the residence is freshly painted and not damaged or scuffed. Place “Welcome Home” in the nameplate vs. nothing or the previous resident’s name.
• Declutter residences for a cleaner impression. Less is better.
• Remove all items left from prior residents.
• Ensure housekeeping cleans the residence prior to showing it. Ensure all available residences are cleaned on a regular basis.
• Stage your residences with new, modern furniture, rather than with furniture left by deceased residents.
• Remove or drywall over popcorn ceilings, which feel outdated.
• Update lighting. Large fluorescent lights in the kitchen feel institutional and not residential.
• Update everything at the same time for cost and time savings and a cohesive, modern look. For instance, in some bathrooms I toured, the lower-height oak cabinets were still in place; however, the kitchen cabinets were updated and modern.

Make It a Happy Ending

• At one community, tours ended in the performing arts center with an exit out the side door. I recommend ending the tour in the discovery center for a next-step discussion.
• Offer your prospects something to drink during the closing conversation.
• Consider leaving your visitor with a small gift — at one community I was offered eclairs branded with a ribbon printed with the community logo, and another offered me something from their cafe to take with me.

Follow Up Promptly

Make sure to follow up right away after the tour. I appreciated it when a sales director sent me an email the same day with videos of the apartments we toured, and also mailed a handwritten note a few days later.

Thank you for reading the insights I’ve gathered after mystery shopping many types of senior communities. If you have any questions about how to make your community more appealing during tours, please feel free to contact me at jgibble@varsitybranding.com.

Guest post by Van Cluck, President of L4 Lifestyles

Recently, Van Cluck, a leader in senior living for the past three decades, was a guest speaker at the Varsity Sales & Marketing Roundtable. Here are some words of advice he shared.

I have spent the last 30 years, really my entire professional career, in the senior living space. It’s been a true honor to work in this industry. Here is my perspective on what I’ve learned and observed in my 30 years.

1. It’s up to us to train the next generation.

When I started my very first role in senior living, I was a 24-year-old newly degreed accountant. I didn’t know much of anything, to be honest, when I went to work at the oldest and very first standalone independent living community in Nashville. Thankfully, a mentor came into my life very early on. He was executive director of that community, and he took me under his wing and taught me so much. I still think back on those lessons learned and their value.

That sense of family and mentorship is a real opportunity to impact the spaces we’re in. From that, I’ve tried to develop those mentor relationships, not just with my team, but with the industry as a whole. That has given me opportunities like being the chair of LeadingAge Tennessee. I just think it’s important to develop those who will come behind us. We don’t work in a space that is being trained well or frequently by academic institutions. So it’s really up to us to train the next generation.

2. Senior living is much more than housing.

One of the things I’ve learned in my career is that senior living is so much more than housing — or it better be, if we’re going to be successful. Layering the dimensions of who we are and what we do is such a huge part of the sales process. When it’s just about housing, we’ll only end up losing to the next community who is surpassing us, and we need to be more than that.

3. Have a healthcare and hospitality focus.

In my next role, I transitioned to a CCRC in Nashville where I spent 16 years as a CFO and then CEO, originally called Blakeford at Green Hills. There, we not only continued to develop and expand that community, but also grow some ancillary businesses. We launched Blakeford At Home, and our life care without walls product called LiveWell by Blakeford. Both are very successful today, and both also spoke to the dimensions of what we must do outside of just housing, by also being hospitality and healthcare. We want people to desire to be there, and we can create those dynamics where we are the community where people want to be when they need care services.

4. Help your residents age with purpose.

After my time at Blakeford at Green Hills, I had the opportunity to come home to Lebanon and work with a family group that owns senior living communities. The name of our company is L4 Lifestyles. I came up with the name and I’m very proud of it. As I reflected on the many residents and families I’ve served, I asked myself, “Who are those residents, from a purely anecdotal standpoint, who have aged the best?” And the commonality I’ve found is those who continued to live with purpose at every stage of their life. That was the question I developed to ask ourselves: “What are you living for, and what is your purpose?” So “What are you living for” — “living for” — became “L4.” That became the company brand, to really help us all to focus on the concept of purposefully aging. How are we touching all of our residents? Not just as a nice place to live, not just having great activities, but how are we impacting them purposefully? They are looking at us to be more than just a place to live, but a place to age well.

5. Encourage each other.

Let me emphasize how much value groups like this bring to us, because just today, hearing you talk, I wrote down three different things to bring back to our communities. We can’t minimize the importance of continuing to encourage each other, because in doing so, we will only serve our residents better.

6. Learn to overcome challenges — and make your residents part of the solution.

Recently at Cornerstone Place, our new master-planning project in Lebanon, someone on my team asked if I had considered the Spring Creek bladderpod in our planning. He said, “You better learn about it, because a lot of the 90 acres of land we’re developing is located there.” It’s a lovely little flower only found in very few areas of the country, and it’s protected by environmental guidelines. As we’re developing this property, we had to ask ourselves, “How will we protect this flower?” So our new logo features the Spring Creek bladderpod, and part of our residents’ role will be the protection of and care for the flower, which appears in various bodies of water on campus. I think the real lesson is that, whatever our challenges are, it is often our residents, who are right there in front of us, who are part of the solution.

In case you couldn’t make it to our December Sales & Marketing Roundtables, here are some of the trends we saw in senior living last month, and a look forward to 2023.

1. Holiday Conversations. New Year’s Conversions.

Many participants saw sales activity gaining momentum in December. At this time of year, children come home for the holidays and notice that Mom and Dad aren’t getting around as well as they used to, and might benefit from senior living options. Sales and marketing leaders saw leads pick up, which will hopefully become conversions in January now that the busy holiday season is over.

2. Connecting With Kinless Seniors

A frequent topic of conversation in December was “kinless” seniors, or seniors who do not have family support, whether it be because they never married, never had kids, are widowed, or for whatever reason don’t have a support network nearby. Kinless seniors can be uniquely limited in their caregiving support, and senior living communities can be well equipped to serve them.

“There are quite a few kinless folks who visit us. And I see them as very proactive, coming in and talking to us about their future plans, making sure they have their legal documents in order.” (Washington state)

3. Nearly Universal Rate Increases — and Tips for Communicating Them

Entry fees and monthly service fees are being raised for 2023 in most senior living communities.

“The industry standard is a 9% to 10% increase, on average this year. (Pennsylvania)

Sales and marketing leaders shared helpful tips on how to best communicate rate increases with residents. It was agreed that it’s best to be extremely transparent with why fees have to go up, and to go into detail about why.

“We were extremely clear about why we raised rates and broke down the pricing for our residents. We were clear on what we spent on renovation and really broke it down. We also showed figures of how the minimum wage is going up, how utilities have increased, how the food bills have gone up.” (Massachusetts)

When using this up-front approach, residents tend to have less pushback and are more accepting of the current situation.

4. Loneliness as a Public Health Problem

Americans are spending more and more hours alone than ever before. Our time spent alone has increased by over nine hours a week. This trend started well before the pandemic, although 2020 surely exacerbated it, and we know that time spent alone dramatically increases as we age. We discussed that it could be valuable for sales teams to convey that time spent alone can be dramatically reduced for people who live in senior communities.

5. Competition Changing to At-Home Options

Sales and marketing leaders agree that their competition isn’t necessarily the other community down the road — especially for independent living. More often, they’re competing against home health agencies and private duty care.

“I have always said that I feel like other communities aren’t our competitors. We’re all competing against the home and the prospect staying at home.” (Washington state)

“It’s when the home is no longer working for them that people start calling us.” (Massachusetts)

See what’s new in senior living for 2023 at our weekly Sales & Marketing Roundtables. Join us on Thursdays at noon ET, 11 a.m. CT and 9 a.m. PT.

For login information, email DDunham@varsitybranding.com.

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.

For login information, email DDunham@varsitybranding.com.

October 22 is National Make a Difference Day! To honor this day of service, we asked our staffers,
“What is one thing you are doing to make a difference?”

Here are some of their answers:

“I’m building a sanctuary for nature and its creatures.”
“l live on a farm, where I compost just about everything possible, plant bee and butterfly favorites like milkweed, bee balm and butterfly bushes, and tend a flock of chickens that give me great nutrients for my gardens. I also maintain a small pond that attracts frogs, insects and butterflies, and build and install birdhouses around my property.”
— Jace Dawson, Project Manager 

“I join 100 women in making a bigger difference together than we could alone.”
I belong to 100 Women Who Care, and each of us donates $100 per quarter and awards the aggregate $10,000 to a nonprofit in need. We nominate the nonprofits to be considered, they each present to us, and then we vote for who should receive the funding.”
— Jackie Stone, Sales Consultant

“I serve as an election judge in my own precinct.”
After the murder of George Floyd, I wanted to do something that would make my community fairer and more equitable. I looked around for ways to do that and determined one of the best ways was to get involved in the election process. I wanted to be a poll watcher to ensure everybody was able to safely and confidently vote. However, I was told the greatest need was to be an election judge in my own precinct. I’ve served in that capacity since 2020.
— Derek Dunham, VP Client Services

“I support organizations that support the community.”
“I donate to local organizations and am mindful of the environment, because we all live downstream.”
— John Bassounas, Partner

“I’m going a year without purchasing new clothing.”
“At the end of 2021 I did my routine closet clean-out, and by the end of the day I was donating more bags of clothing than I care to share the final number of. Seeing that much clothing was humbling and disturbing. I probably was only wearing about 20% of my clothes. I took on the challenge to see if I could go an entire year without purchasing any clothing, and I’m well on my way there.  Remake has been a great resource, and is packed with information about huge flaws in the fashion industry, from labor issues to the huge amount of clothing that ends up in landfills.”
— Renee Kelly, Art Director

“I volunteer my time to a nonprofit theatre company and a community college’s graphic design program.”
“For over 35 years, I’ve supported the local arts community by volunteering my time to a nonprofit theatre company — producing posters for The Harrisburg Shakespeare Company’s main stage events. I’ve also dedicated time to the local community college’s graphic design program, as a member of their advisory board, a guest lecturer and mentor to students, assisting them in preparing their portfolios and honing interview skills prior to graduation.”
— Robinson Smith, Creative Director

“I focus on reducing plastic use and recycling, buying locally and composting everything I can.”
“I compost everything (including buying compostable diapers), have planted bee- and butterfly-friendly flowers, use biodegradable cleaners, recycle all that I can, and use Terracycle for items that aren’t traditionally recyclable. I also buy local eggs, meat and produce at the farmers’ market one mile from my house that I walk to.”
— Natalie Groeger, Senior Account Strategist

That’s what we’re doing to make a difference! Here’s to helping each other, our communities and the planet!

Senior living communities typically collect hundreds of data points on each prospect throughout the sales process. This data is used by sales counselors to inform their strategy and interactions with the prospect. Once the sales process is complete, all of this valuable data sits unused in the customer relationship management system (CRM), benefitting nobody.

Alternatively, you can use your historical data to uncover new insights and guide sales strategies. Rather than relying on anecdotal evidence and gut feelings, your own data can give you a clear picture of which factors really matter in the sales process. A few examples of the questions you can answer are:

• How many phone calls does it take, on average, for a prospect to convert?
• Which market sources have the highest conversion rate?
• How many days does it typically take to go from initial inquiry to deposit?
• How frequently should we reach out to a prospect if we haven’t heard from him or her?
• What is the relative value of each interaction? (For example, are calls more impactful than emails?)

Solutions

At WildFig, we work with our senior living partners to develop data-driven prospect scoring solutions to help answer these questions. In simple terms, all of this data is passed through a statistical model that weighs things such as the interactions with a prospect, their market source, their demographic information, and whether or not they become a resident. This outputs an effective, unbiased picture of how important each of the factors is in securing a conversion. Each version is a custom to each organization, so the insights are unique and tailored to each community.

Looking Ahead

Once you begin using data to get a clear look at past performance, the next step is to incorporate the findings into your sales process and impact future behavior. For example, if phone calls tend to have a high impact for your community, it may be smart to take the time to reach out and initiate that conversation rather than sending a text message or email. Further, if you find that getting a prospect to visit your campus makes them 8x more likely to choose your community, it would be prudent to evolve your sales process to encourage campus visits early and often. As behaviors change, the data will also change, which will in turn will require behaviors to change again! This continuous cycle of analyzing and adapting to what the data shows is how organizations can stay ahead of the curve. While this may sound daunting from a management perspective, the model will continuously update as new information comes in, and will show you what is most important.

For more information on the benefits of a data-driven prospect scoring solution and how to put your own data to use, please contact Dr. Kevin Purcell, Chief Data Scientist of WildFig, at kpurcell@wildfigdata.com.

At last week’s Sales & Marketing Roundtable, we had a very special guest. We celebrated Martha B.’s 105th birthday! Martha has been an independent living resident of Parkway Village in Little Rock, Arkansas, for over 17 years.

After we sang Happy Birthday to her, Martha shared her perspective on life at a senior living community, her fondest memories, and some wise words on how to live a vibrant life, no matter your age.

Here are some questions Martha answered from participants, who were participating virtually everywhere on zoom.

What’s your favorite thing about being 105?
“I like to watch my grandkids and great-grandkids. It’s fun to watch them and see what they do. I have seven total grandchildren, and three are married now. I like to play bridge. But my big problem is being able to see, so I can’t do that as much any longer. Getting around is harder, too, but I always make it to bingo.”

What is the secret of staying so young and vibrant?”
“Well, I’ve always been active. I was always active in organizations at church. I knew the local high school principal well. After my children were grown, I went to work over there as a secretary for 22 years. Then, my husband had a small business and I kept the books. So, I did two or three jobs over the years and kept real active. I play bridge a lot, and I’ve always loved knitting and embroidery. After I retired, I did a lot of that.”

What’s the biggest change you’ve seen over the course of your life?”
“I’ve seen the invention of radios, TV, cars — my first car was a Ford that my dad had to crank in the front to go forward! That was the first car I can remember.  I’ve also seen a lot of change in home appliances. I didn’t have a washing machine or a dryer growing up, and those kinds of things are wonderful to have around the house.”

Do you have any fond memories of the last 105 years you would like to share?
“I have just enjoyed my life. I’ve always gone to Sunday school and church, and I’ve always stayed involved there. I love knitting, I do a lot of that at church. I play lots of bridge, and they say that’s very good for your mind. And I try to play bingo! When I moved here, I was very active and knew everybody and enjoyed all of the activities. Nowadays, things have slowed down because I can’t see as well, but I would still be doing everything if I could.”

What is the biggest historical event that stands out to you in the 105 years you’ve lived?
“Oh, goodness. It’s hard to think of one … I watched our church burn. I lived close enough to see the smoke. When I went over with my family, I saw it burning. That was ‘history’ to me.”

What is life like there at Parkway Village?
“It’s great, they’ve really taken care of me here. It’s been a perfect place for me. I moved here after I developed macular degeneration and I could no longer drive, so my son said I needed to be somewhere with people. Since I moved here, everyone has been wonderful to me. We have excellent security. The maintenance team comes as soon as you call. I have a housekeeper who comes to my apartment once a week, but other than that, I take care of myself and live independently. And I hope I can keep doing so!”

Do you have any advice for us on helping people make the decision to move to a community?
“People always say, ‘I’m not ready.’ But what I try to tell them is, ‘You will never be ready.’ But you just have to pick up and move. My son is a psychiatrist, and he made sure I left home, because I wouldn’t have been able to get along when I couldn’t drive anymore. So, you need to move somewhere to be with others. I think a lot of people wait until it’s too late.”

Is there anything else you’d like to share?
“I wanted to mention that Boston University has contacted me. They do work for a lot of senior organizations. They asked me to volunteer for their Alzheimer’s research, so I’m working for them. They have a number of people in my age group in the process of testing.”

Happy birthday to Martha! We are so grateful that you were able to join us on the roundtable today. You are a testament to all we do!

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

For login information, email DDunham@varsitybranding.com.

During the past quarter of the Varsity virtual roundtables, some common themes, challenges and frustrations seemed to come up over and over with our participants across the country. Here are some of the solutions they gave during our weekly brainstorming sessions.

l. How do you address staffing issues?

Many participants say staffing is a huge issue. “We have only been able to staff half the number of people that we actually need,” said one marketer. “It’s been very, very difficult to hire more people.”

      Solutions:

• Adjust compensation/provide sign-on bonuses

“Our staffing issues seem to be getting better slowly,” said one participant. “We’ve adjusted compensation to meet demand.”

• Brainstorm new tactics

“We have a task force that meets biweekly, and we’ve brainstormed new ways to recruit and retain,” said a marketer. “We’ve implemented gestures such as pizza parties and other events to show our appreciation to our employees.”

• Recruit displaced food service workers

“One organization recruited by going after the displaced and unhappy food service workers and housekeepers from the service sector,” shared Seth Anthony of LW Consulting. “Their ad was basically: ‘Do you want steady hours and benefits that you’re not getting at the restaurant? Come work in senior living!’ They actually managed to really backfill a lot of their staff by using that message and hammering it home.”

• Provide transportation

“I knew a place that offered employee transportation, where the routes were mapped in tandem with their staffing needs,” said a participant. “They provided the transport in urban areas, which allowed them to hire people who they would not have reached otherwise.”

• Plan innovative career fairs

“I saw somebody who did a career fair with a food truck,” shared another marketer. “I thought that it was creative and fun to combine the two events.”

• Get on TikTok

“We have a few employees at our building who graduated from dining services to becoming CNAs,” shared a participant. “They noted that being on TikTok is ideal for reaching the younger demographic.”

2. Should you put pricing on your website?

“We have put all of our pricing on our website, everything in detail for all levels of care,” a marketer shared. “We’ve done that for many, many years, and none of our competition around here has any of their pricing on the web — other than they have a ‘starting at’ or a basic range. We constantly hear from people that come in to see us that say, ‘I’m so glad you have that on your website because I knew exactly what I was getting into when I came here.’”

“I always use the analogy of when you’re going to a restaurant and you Google them, you look at the menu and they have no prices, you’re probably not going to go there,” shared another marketer. “You’re probably going to just move on until someone’s a little more transparent.”

3. How do you handle events in a changing COVID-19 landscape?

“If you have the ability to hold events in person, you may be able to offer hybrid options if people are still sensitive to the COVID-19 issue, even if regulations say that in person is safe,” shared Derek Dunham.

Another idea? Record the event. “We did a four-part dementia virtual series, and we recorded them,” said a participant from Washington state. “And we just had an email from somebody who couldn’t attend in person. They commented on how nice it was to be able to view the seminar recordings at their own pace.”

4. How do you encourage people to move from their homes when they don’t feel ready?

“I’ve had my directors use the phrase, ‘Beat the clock.’ If someone is reticent, or their body language is closed off, the directors will go into the ‘beat the clock’ conversation,” said a participant from Pennsylvania. “We phrase it as such: that they have to roll the dice, and hope they do ok in the future. We give them the statistics and introduce the gamble of risk and uncertainty.”

“One of our campuses has a ridiculously long waitlist. We initiated this new program called ‘Get Ready to Say Yes,’” shared a marketer in Washington state. “We do meetings with the people on our waitlist, so that when the time comes when we call, they’re prepared to say yes. We’ve had realtors and downsizers come in. It’s a way to engage waitlisters and get them ready to go.”

5. What skill sets do you look for in a sales counselor?

“All of our sales counselors are over 60, in their sixties and seventies,” said a marketer in Washington state. “I think that having the life experience and empathy, and having gone through it with their own parents as hands-on market experience, is so valuable.”

“I agree, I think the biggest deal is with the relationship,” said another participant. “We are very lucky here to have great salespeople with diverse backgrounds. They can learn the product, but you can’t teach that relationship-building aspect.”

“A couple communities I know had luck hiring people who were previously college admission counselors,” shared Seth Anthony. “I think it’s because it’s similar, where they’re selling something big, multi-dollar, kind of intangible, and heavy on their brand that comes with a lifestyle.”

Look for our next monthly roundtable recap in your inbox. Until then, please be sure to join our weekly Sales & Marketing Roundtable on Thursdays at noon ET, 11 a.m. CT and 9 a.m. PT.

For login information, email DDunham@varsitybranding.com.

The Varsity team attended the 2022 LeadingAge PA Annual Conference June 22–24 in Hershey, PA. In case you weren’t able to be there, here are some of the top issues we heard about at sessions and in conversations around the conference.

1.Workforce issues

As with all other industries, the aging services field is having challenges finding good people and also retaining current staffing. Several communities noted that they have experienced situations where people have been scheduled for interviews and simply didn’t show up. Communities are looking to do outreach with students and interns, as well as expand marketing and advertising initiatives aimed at employment.

2. Transforming spaces/amenities to keep up with community expansions

Overall space planning is important. While focusing on a new expansion and new spaces, it’s an opportunity to reimagine existing spaces for new uses and to present a fresh look across the campus. For example, one community mentioned that they are opening a new building, including a new auditorium and wellness center, and they are now building out the existing fitness center and auditorium as a new dining venue and pub, as well as other common use spaces.

3. Opportunities for growth through acquisitions, affiliations and mergers

All organizations are trying to stay profitable as they navigate the current landscape. Acquisitions, affiliations and mergers may present opportunities for communities to grow and be well positioned for the future, in the face of new for-profit rental communities.

4. Compliance and IT

The technology at a senior living community, just like at any organization, is vulnerable to malware attacks. We heard about the importance of protecting the system through cybersecurity. Everything from a smart light bulb to an adult child connecting to Wi-Fi can be a gap in the armor, and can create complications for IT from a security perspective. 

5. Midyear rate increases

Annual rate increases are standard for communities, but given the current environment of inflation and need for PPE (along with other, unexpected expenses), communities are considering — and some are implementing — midyear rate increases.

6. Innovations in technology

Demonstrated technology included robot-like Roombas that serve food, in-room Wi-Fi service providers that residents can log on to, and listings of the community’s activities that families can access through their TV screens. These innovations for the future can revitalize senior living, but there are challenges in implementing them for less tech-savvy residents and communities.

7. Digital marketing techniques for generating new leads

Lifestyle assessments, surveys and quizzes can effectively reach leads who are not yet ready to communicate directly with a sales counselor. Questions can be tailored to the navigation bar of the community’s site, the blog content they accompany, etc. — and, of course, can capture user information for future engagement. Examples of survey topics include: “Is it the right time for senior living?” “Is this dementia?” “Is it still safe for you to drive?”

Hello, I’m Jodi Gibble, a sales and marketing consultant with more than 28 years of experience in the senior living sector. As part of Varsity’s sales consulting team, in addition to sales and marketing support, audits and training, I conduct market research and mystery shops. I’ve mystery shopped  in person, via the telephone and on the websites of 60 senior living communities in several states over the past six months.

During my mystery shop tours and calls, I noticed that some no-brainer rules of sales and marketing weren’t always being followed. I shared these insights with participants at the Varsity Sales & Marketing Roundtable.  I’m expanding on that presentation here, in case you’d find such insights helpful as well.

As sales professionals, we all know these basics, but sometimes we need a refresher — or maybe there’s a new team member at your community who could use this advice.

No-brainer rule #1: Pick up the phone.

We all know that first impressions start way before a visitor sets foot on your campus. Your responses to phone calls, emails and website requests are even more important. Many people will not leave a message and will give up if you don’t promptly follow up on their request. However, it was surprising that only one-third of my first phone calls connected with an actual sales counselor.

No-brainer rule #2: Have sales counselors available.

When I called one community on a Monday, I was told the salesperson only works on Tuesday through Saturday and that she would call me the next day. If your sales counselor is off or they are on a tour, ensure that someone can take the phone call or at the very least have someone call the prospect back the same day. I feel that more people will probably want to visit during the week. Having limited hours is a missed opportunity.

No-brainer rule #3: Know your community.

I called several multi-site communities where the calls go to a central call center. The actual person was often unfamiliar with the community, other than rates and levels of care fees. In some cases, they mispronounced the community name, or didn’t know what state it was in! Solution: Make sure to properly brief the call center staff; they should know as much as possible about each individual community.

No-brainer rule #4: Get backup.

In some cases when the sales counselor wasn’t available, the receptionist, concierge or business manager did a great job  answering my questions. The sales counselor followed up later. Make sure there is someone (a backup team) to answer the phone when the salesperson is not available and that he or she knows the basics about the community. Train weekend managers and weekend/evening receptionists on what questions to ask prospects so that they can gather needed information for you to follow up.

In my next post,  I’ll share no-brainer rules for a successful tour and follow-up.

One of the most mispronounced words of 2021 is disrupting senior living communities in 2022.

Near the beginning of December, our participants had heard about the Omicron variant, but it wasn’t impacting them much yet. One marketer said, “The last data I heard was yesterday in our area that there were only nine cases of COVID-19 in our hospital, which is the lowest it’s been since the beginning of the pandemic.”

Another participant commented, “Right now we’re preparing for ‘just in case’ mode, making sure our communities and departments have rapid tests and enough PPE.”

Even during the second week of December, the focus was on planning and throwing holiday parties, not on Omicron. One roundtable participant said, “We’re having all kinds of holiday activities, and it has been fun to come together as a community to do this.”

And when we asked if the Omicron variant was an issue? Responses included:  “I haven’t heard a thing” and “not yet.”

The Holiday Gift Nobody Wanted

Later in December, concern began to mount. “We’re getting anxious about the Omicron variant,” said one participant. “We’re asking families to be cautious and test before visiting. We’re reloading on PPE and N95 masks to use in the buildings for a few weeks. We’re trying to keep things safe through this surge.”

A roundtable member in Arkansas commented, “A lot more folks are taking it more seriously. People are masking up more in the community.” A participant in Illinois added:  “There is an uptick in the Omicron variant around here. We’re offering free testing for the community.” From Wisconsin, we heard: “We’re going to get through Christmas and keep moving forward until after the holiday. We held a clinic last week where 75 people got boosted, including both residents and employees. Everyone is nervous about what’s going to happen with the new variant.”

New Year, New Cases

By the end of the month, communities were shutting down New Year’s Eve parties. One couple received a celebration kit complete with filet mignon, a dessert sampler and party hats after the community’s bash was canceled due to an outbreak among the staff.

Now that Varsity has held its first post-holiday roundtable on January 6, the situation has blown up. With Omicron surging, many communities feel like it’s Groundhog Day — they closed, they opened, and now they’re closed again.

One marketer commented, “COVID-19 has definitely hit here for staff as well as our residents, and all of our areas of long-term care as well as independent living. All of our events where we’re bringing people on-site have been canceled at this time. Private appointments or tours are on a case-by-case basis.”

Reports were similar at another community: “We’ve been hit hard with lots of cases of COVID-19. The state has surged in a big way, like everyone. We’re owned by a hospital system and they offered a drive-through testing to the community. 42% tested positive.”

What Are Your Resolutions for 2022? 

With communities across the country dealing with Omicron, one participant said, “I hear a lot of defeat in people’s voices. We can be very grateful for a lot.”

Another marketer commented, “It’s been a challenging time but there is a lot to be thankful for. We have had a really good year and I think we can have that again. I think the pandemic has caused a lot of fear, but I think it’s more about being cautious. Another participant added, “Once people got vaccinated, things got into a bit more normal living. And now it’s taken a big swing back right now. It isn’t going to be like this forever.”

Some roundtable members felt that we’ll get used to it. “Hopefully it will be like the flu in the future and we just get a booster shot, just like the flu has a different variant.” And one last comment: “I think we will just start accepting this new reality for restrictions for safety.”

Let’s all resolve to think positive and support one another in 2022! We’re looking forward to coming together this week. You’re welcome to join our Sales & Marketing Roundtable on Thursdays at noon ET, 11 a.m. CT and 9 a.m. PT.

For login information, email DDunham@varsitybranding.com.

“Half the money I spend on advertising is wasted; the trouble is I don’t know which half.” Those are the words of John Wanamaker (1838–1922), a very successful United States merchant, religious leader and political figure, considered by some to be a pioneer in marketing.

Anyone who is a marketer for senior living communities can relate to that statement. But there is a way to know where your marketing dollars are really going, and it’s by harnessing your data using predictive analytics.

That concept was the focus of a 2021 LeadingAge Conference session, “Predictive Analytics: Connecting Past Performance to Future Success,” a joint presentation by Varsity, its sister agency WildFig Data and Ingleside Senior Living.

“Retirement communities in general are data rich and insight poor,” says John Bassounas, Partner at Varsity. “Sometimes when it comes to analytics and data, people get overwhelmed. Really, at the end of the day our job is to simplify that process and deliver insights that can help communities make better decisions.”

During these challenging times, harnessing your data is especially important. “As an outgrowth of COVID-19,” John says, “everyone is trying to figure out the role of digital — how organizations can establish a competitive advantage. Data is the way to do that.”

A Progressive Partner

Varsity and WildFig have been fortunate to partner with Ingleside, a forward-thinking, multi-site, nonprofit senior living organization located in the Washington, D.C., area. “Data analysis was a leadership initiative at Ingleside,” says John. “It started at the top, and leadership identified data analytics as a key priority for their organization. In doing so, they partnered with us, and we became an extension of their team.”

“This is a visionary client,” agrees Derek Dunham, Vice President Client Services at Varsity. “They have established team members focused on the digital experience in analytics — they see the value in it. They have been an early adopter of data mining and analytics.”

Here are some key takeaways from the LeadingAge presentation based on our work with Ingleside:

1.  Consider all of the digital elements as an ecosystem, not siloed tactics.

“One of the goals here is to make sure that we’re not just looking at isolated tactics. We need to assess the impact of the entire digital ecosystem of paid, owned and earned media,” says Derek.

“From a marketing perspective, understanding the relationship between the various tactics and strategies to the overall program is incredibly valuable, because we want to optimize the plan for the best results.”

“For Ingleside, an important part of the ecosystem is a fresh website that is newly programmed using all the modern tools. Technology is always changing. With a new website, we don’t have to dumb down any of the analytics because the site can plug into analytics and pull data easily.

2. Embrace the process — Each organization is at a different stage with their analytics and modernization journey.

“It’s important for any organization to have the mindset that this is a process,” says Derek. “It’s not going to be a one-off project; it’s a culture. It’s an ongoing initiative that needs to be fed over time. I would say, assess what you have and get going. Taking the first step is important as this process is never ‘done’ — there are always opportunities to refine, test and learn.”

“Some organizations might think, ‘We don’t have all the data we need.’ Others may think, ‘We have too much data.’ Don’t let a lack of data stand in the way of proceeding with initiatives,” John says. “The first thing you need to ask is, ‘What is the question that you want to answer, and how can data make that happen?’”

3. Start with the big questions — Others will emerge.

“Starting with the big questions means, don’t get mired down in the details,” Derek says. “First think about what are the big questions you want to have answered. A question might seem too big initially, but you’ll be able to break it down into smaller questions and put together a manageable process.”

As an example, here are some of the questions that Ingleside wanted to answer:

• How do we reach and maintain 95% occupancy?
• How can we use data to make informed decisions?
• How can we predict future outcomes?
• Should the website be redesigned and merged under one URL?

4. Think not just about outcomes, but about implementation, and how to create a dynamic feedback loop.

“It’s an iterative process, and you’re constantly going to be refining it,” says Derek. “You want to look at the outcomes at a point in time. With this process, you are able to have confidence that you can pull your data at any point in time and get answers.”

Once the loop is established, John says, “We can either look backward at what has happened, or we can look forward to help inform what we’d like to have happen or predict outcomes.”

5. Customize the sales experience through predictive modeling.

“The overall goal of data analytics is to be able to understand the data to provide prospects with a customized experience — making the entire process from a marketing and sales perspective more efficient,” Derek says.

“For organizations like Ingleside, we’re doing that through a predictive modeling tool that does two things — predicts what lead volume will be, and assigns a lead score to every prospect in their database. We’ll be able to map each prospect’s customer journey and know the likelihood of their becoming a depositor at each interaction with the salesperson,” says John. “This map can be generated for every prospect, providing an easily digestible way to monitor the sales process.”

Why is that so important? “We all know that it takes anywhere from 20 to 30 touches for somebody to move in,” says Derek. “The more we can make those touches relevant and purposeful and efficient, the better. Through that process, we also make the salesperson’s time efficient, because they’re dealing with the people who are most predisposed to buying. We’re offering the salesperson better information so they are better able to connect with the right prospects.”

If you’d like the Varsity team to take you through the presentation in more detail, please contact John Bassounas at JBassounas@varsitybranding.com or Derek Dunham at DDunham@varsitybranding.com.

This November, many participants in our Thursday roundtables commented that leads are still pouring in. One marketer said, “We’re getting inquiries like crazy.” Another agreed, “It’s been our strongest year in 10 years.”

But even the busiest communities are working hard to capitalize on every lead and plan for the future. While other people were getting ready to pass the potatoes, our participants were passing around both new and tried-and-true sales and marketing approaches that are working for them:

1. Keep resident encounters casual. “We are seeing success with holding more casual events where prospects can mingle with residents versus having a more formal resident panel (which can be viewed as too scripted), so prospects can ask more specific questions about things not being presented here.”

2. Stay in touch. “There are usually about eight to nine articles in the marketing newsletter highlighting all the things we’re doing within the community,” said one participant. “Our sales team says prospects comment on it all the time.”

3. Stop talking, start listening. “People need someone who listens, not somebody who talks,” said a marketer. “I worked with a sales guy who was a master of the art of silence. He’d ask a question, and he’d stop talking. If you can stop talking long enough, the other person will start talking and open up.”

4. Overcome objections. Now that COVID-19 is slowing down, people are back to the classic excuses for not making the move. Here are some comebacks our participants found effective:

Objection: “I’m not ready yet.”

Answer: “I completely understand; however, can I ask what your hesitation is?”

Objection: “Wow, there’s a lot of old people here.”

Answer: “That’s because we take such good care of people, they live to a ripe old age.”

5. Update your floor plans. “We’re filling larger apartments, but it’s the smaller apartments that are harder to sell,” said one marketer. “We’re having work done, taking a wall down to make a bigger living space. People want their kitchen table, they don’t need that second bedroom.”

6. Offer trial stays. “There is a program that a community offers where if they stay one month, they get the second one free. Marketing it that way has been successful for them,” said a participant. “There is also a community that does a Safe & Warm program, which has been very successful for them when offering people to come in and live at the community on a trial basis during the winter months.”

7. Automate insights. “We’re trying to wrap up and create a sense of urgency now, so people move in the beginning of the year,” said one marketer. “We integrated some automated marketing in our database, and that’s really delivered some tangible results from our sales team. It’s giving us insights into our inquires and visits to our websites.

We’d like to leave you with one final thought: Normalize life again. “We need to remind people that there is a life to be lived,” said one participant. Another said, “It’s not entirely business as normal, but the more we act like it is, the better.”

Look for our next monthly roundtable recap in your inbox. Until then, please be sure to join our weekly Sales & Marketing Roundtable on Thursdays at noon ET, 11 a.m. CT and 9 a.m. PT.

For login information, email DDunham@varsitybranding.com.

The treats for senior living communities this October included lots of interest from prospects. The tricky part? Staffing issues and COVID-19-related restrictions made it tough for some organizations to take advantage of the momentum.

The Treats: Lots of Tours, Applications and Deposits 

A participant in Washington state said, “Four of our areas (apartments, memory care, assisted living and duplexes) are all 100% full, and I’m not sure that’s ever been the case.” Another marketer in California agreed that business continues to be strong. “We’re going to have 10 move-ins in October. It’s really exciting to see.”  And there’s good news from Arkansas as well:  “Sales for our new neighborhood are good, with 43 of 53 units sold.”

Communities are also trying creative new tactics for bringing in business. One participant from Wisconsin said, “We’ve been really rocking and rolling. For the first time, we offered a promotion of 10% off the entrance fee to people who sign up now, and we’ve had lots of success with it.”

The Tricks: COVID-19 Restrictions and Staff Shortages

Scary Shutdowns 

Something that could scare off prospects: Communities shutting down to visitors because of local COVID-19 restrictions. One marketer shared, “We’re talking about taking everything online again.” A second participant said, “We’re unable to do events, so it’s frustrating.” And a third marketer added, “I’m seeing more restrictions. It’s sad having to see people tap the brakes.”

In some cities, however, it’s nearly business as usual. One participant from Virginia said, “Our team members are all fully vaccinated — it’s a requirement, and I think that’s helped because a lot of prospects asked that question. We’ve been busy giving tours and adding people to the waiting list.”

Creative Hybrid Events

One way of solving the dilemma when prospects are worried about attending in-person seminars: Hold a hybrid event. “As far as marketing events, we have a hybrid event — in person and on Zoom as well, so people can choose to do either,“ a participant shared.

Industry-Wide Staff Shortages

Staffing shortages continue to be a roadblock to sales. One marketer shared, “We’re getting calls and inquiries, but we don’t have enough staff to keep up with the volume …  we had to turn down seven people last week who wanted to move in!” A participant in Arkansas agreed. “Our nursing home is desperately looking for staff and we’re having a difficult time finding applicants.” Another marketer shared, “This is the #1 thing on everyone’s minds — how will we deal with this?” One final comment: “We have a waitlist that’s two pages long. We don’t have the staff at the higher levels of care to cover all the interest.”

Innovative Solutions for Recruiting Staff

When we asked participants if they’d found any effective methods for recruitment in these challenging times, they shared these creative ideas:

• Drive-through career fairs: “We had another drive-through career fair in August, which was successful. They have been fun and an interesting way to get people onto campus.”
• Diversity and inclusion: “We have a resident committee here working hard at looking at diversity and inclusion.”
• Salary hikes: “The board moved our minimum starting wage to $15 per hour, so some will get up to a 40% raise in November.”
• Using staffing firms: Several firms participated in the recent LeadingAge conference, including: Fusion Medical Staffing, Gale Healthcare Solutions, Hireology, OnShift, Intelycare, Prime Time Healthcare  and ShiftMed.  (Varsity is not endorsing any of these firms; rather, merely providing information.)

Holiday Tactics for Targeting Adult Children

Heading into the holidays, some communities are targeting adult children (but not necessarily with in-person events). One participant shared, “We changed our media messages to target adult children more.” Another marketer said, “We put together a one-sheet guide of tips on how to talk about things with your parents.” A third community published an article in a local magazine about ways to connect with adult children who are raising their kids and caring for their parents as well.

Notes From the 2021 LeadingAge Conference

Held October 24-27 in Atlanta, Georgia, the first LeadingAge conference since COVID-19 had lighter attendance than usual, but some fascinating presentations. The major focus? “Technology, technology, technology,” said Derek Dunham, who attended with his Varsity colleagues. For instance, Amazon launched its new senior living product with an enterprise solution. You can read about it in this Senior Housing News article. Varsity, sister firm WildFig Data and Ingleside also presented a session with a technology focus: “Predictive Analytics: Connecting Past Performance to Future Success.”

Look for our next monthly roundtable recap in your inbox. Until then, please be sure to join our weekly Sales & Marketing Roundtable on Thursdays at noon ET, 11 a.m. CT and 9 a.m. PT.

For login information, email DDunham@varsitybranding.com.

Guest post by Andrew Leech, Vice President, Operations Management Services, Greystone Communities

Today Andrew Leech is expanding on some of the ideas he shared in his recent presentation at The Greystone Event 2021, “The Art of the Pivot: Addressing Operational Challenges.”

With all the tragedy that has come with the pandemic, we’ve learned a couple of things. In a 24/7 operation, we never have the opportunity to retool and reopen and reboot. COVID-19 has been awful and terrible for our residents and industry, but one of the positives coming out the other side is the lessons we’ve learned. It would be a real shame to go back to the old normal.

Some of the lessons communities have learned:

• Residents can adopt and use technology far faster than we gave them credit for.
• Society is more open to doing things a little differently now than it did a year-and-a-half ago, so why waste this opportunity to improve and secure the future of our communities?
• In every facet of our operations, now is the time to change.

One caveat: There is a strong regulatory component in what we do, which means some things are not going to change as fast as we’d like them to. Guidelines and restrictions are going to impact our changes.

Here are some areas that I feel communities should be looking at:

Recruiting

We’ve had hiring challenges in health care for many, many years. There has been a nursing shortage and not enough nurses to replace those that left. Now the challenges are even greater, with other industries raising their wages during COVID-19. How are we going to compete for talent with other sectors? How can we help lower costs to help pay for talent? We’ve often pitched how strong our operations were, saying things like: “You would be lucky to come and work for such a fine organization that treats employees well.” In this market, rather than say, “You’d be fortunate to work for us,” it’s a natural shift to say, “We would really love the opportunity to have you be a part of our team.”

We need to change our approach to how we’re recruiting talent in a market this tight. We spend an awful lot of time and money to attract residents and get them through the sales process. We need to start to take some of those funds and have the same vested interest in appealing to employees. Some specific tactics communities can implement:

• Pay for time spent during the screening process
• Make sure your community has a director level position for HR
• Partner with a Professional Employer Organization (PEO)
• Text candidates within five minutes of their application hitting the portal (the younger generation doesn’t read emails)
• Offer seven days on and seven days off in skilled nursing care, or four days of 10-hour shifts — think creatively about how to offer work/life balance.

Retention

We have teams that have been through hell and back during the last 18 months to two years. We need to show them that they’re appreciated for the sacrifices they’ve made. And we also have to be realistic about our expectations for retention: A year for a certified nurse’s aide or a server is actually quite good.

Ideas for retention will vary in every single market. Offering employee meals is a great start — but we can’t just stop there. Here are some other options, many of which are also strong recruitment tools:

• Retention bonuses. We believe that a better approach to bonuses is to space them out and incentivize even further someone’s desire to stay with the company. Part of the bonuses may come at three months, six months, nine months, a year.
• Day care. Some communities are looking at spaces on their properties for day care and figuring how to license and run a center. We’re in the research stages, and I do have leaders of communities telling me that day care would make a huge impact. Having day care on-site simplifies people’s lives. Imagine being able to drop your child right at your workplace and go into your job each day.
• Flexible schedules. Gone are the days that if an employee can’t work weekends, they can’t be a part of your team. Now it can be mutually beneficial to be flexible to meet the needs of each individual. We can give team members the life balance that they’re looking for, and they can provide excellent experiences to the residents.
• Attractive employee lounges and locker rooms. We need to evaluate employee areas and solicit team feedback to determine if they are welcoming.
• Fee structure reviews and involvement of residents. COVID-19 strengthened that desire to help, because folks have very strong ties to members of the staff and their teams. The pandemic made us all re-evaluate what’s important. The residents have realized that their communities are not the same without these amazing team members who are working hard and sacrificing day in and day out. We had actually proposed a rate increase at one of our communities, and one of the members of the resident council came to the director and asked whether that number was going to be sufficient to pay their staff a living wage. He was invested in making sure the staff were well taken care of.

Infection Control

Because of the extra precautions communities have taken during COVID-19, we’ve had tremendous success in keeping the flu at bay this past year. Through tools like visitation restrictions, PPE and social distancing, we’ve shown we can control infections very, very effectively. That’s going to be the expectation moving forward. The challenge is, how do we eliminate the spread of infection, while still having communities that are more open with visitors?

Finding Efficiencies

Here’s an example of how we need to work more efficiently: If you have a housekeeper going to three different floors in a main building, as well as villas and cottages and garden homes, are you sacrificing a lot of time and energy in having that person traveling from place to place? This is now an opportunity to reboot services like housekeeping. Let’s break out the community in a way that is far more efficient for travel time. We’re looking for little opportunities to do things smarter.

Dining Innovations

Before COVID-19, dining in was not heavily utilized — and was not experientially the best. What we did learn during the pandemic was that there’s a way to do it well and inexpensively. We strongly believe, moving forward, that there is going to be demand for in-room dining to augment regular dining. We see this through the success of services like Grubhub, Door Dash and Uber Eats. Customers are looking to have great dining experiences with gourmet food in the comfort of their own homes — and seniors are going to be no different.

Stay Virtual

What we’ve learned from our residents’ eager adoption of technology is that virtual programs will always be in demand. Make sure your community keeps up by continuing to offer them and learning to do them better.

These are just small examples of how the need to change runs throughout the entire operation. It could be that in five to 10 years, our community buses will be driving themselves. Something along those lines is coming, so we’d better be ready.

People are more receptive to new ideas than they have been in years, so let’s take advantage of that opportunity. We don’t want to lose the chance to change and go back to doing things the way we’ve done for years and years and years. However, we also don’t want people to run to their communities with all these ideas and try to cram them all in at once. That’s not going to be successful for them. Each market may have different demands.

Fast and Simple Changes

Our focus is on providing small takeaways that everyone can do something with. For example, when was the last time you did a wage analysis in your market? If it’s a year old, the analysis is highly out of date. If it’s not done in the last 90 days, you can’t trust it.

Those are quick, easy things you can do: reviewing fees, involving residents, reassessing culture, looking for opportunities to be more efficient — those are actions that would be advantageous to any operation. It’s important to do the work to figure out what’s going to be most impactful to your team and operations. Now is the time to start to ask these questions and look into these issues.

A Short Window of Opportunity

You have a window of time to make these changes. You have receptive residents, prospective residents and staff. The trick is, you can’t sit on your hands and not do anything or the window will close. Eventually people will wipe these circumstances from their memories and we’ll continue on like we did before.

Our call to action is: “Please don’t do nothing.” If you do nothing, you’re going to be left behind. You can’t waste this opportunity, and if you do waste it, it will have longstanding effects on the financial health and stability of your community for years to come.

Seeing the Glass Half Full

I’d like to end this on an optimistic note. Should we feel optimistic or pessimistic about the future, knowing all that has happened? I choose to look at this through a positive lens. We have had some teams that went through some extremely difficult, once-in-a-lifetime challenges, and the people who have stuck around have built more stamina and become more capable, more resilient and more optimistic. We now have these folks on our team who have managed through a huge crisis, and they will be able to draw on these experiences should, and when, the next crisis comes along. This is an industry that has been challenged by many, many things, from 9/11 to the Great Recession and now COVID-19. There are always going to be challenges. We need to take away what we excelled in and what we learned during this crisis to help our operations get stronger and more secure in the future. We believe that the future is bright.

Q&A with CC Young Resident Advocate Dess Rolfe

Can you give an overview of what a resident advocate does?

The role of the resident advocate at CC Young is to represent the residents and their families in expressing unresolved issues and concerns, taking them to management, and bringing those concerns to a timely solution. I listen, observe, interact, communicate and resolve.

How do you get in touch with residents?

I attend meetings and functions where they are present. Because I conduct surveys on the services we offer, I am in touch with many of them daily. Also, for the convenience of residents and families, we make information about me and the advocate position readily available on our website, in the resident handbook, and other CC Young publications on campus. I also hand out a lot of business cards, and my cell number is on the card.

My goal is for our residents to view me as a friend. If they have an issue that cannot wait until business hours, I want them to feel free to call me anytime.

How was the resident advocate position created?

Shortly after Russell Crews became CC Young’s President and CEO, he talked to me about a role he had in mind for me. We had worked together at another company, and he knew my background and work history. We talked about what he envisioned and what this title might be for this particular role. At that time, he said my main responsibility would be “to make the residents happy.” We began there and went forward. Over the past eight years, my responsibilities have evolved around this original concept.

Why is it so important to have a resident advocate?

The residents respond in a positive way to having their own advocate on campus — someone they know and trust who will always have time for them. In being available and listening to the residents and sometimes families, issues can be broken down and resolved before they grow in dimension.

What do you hear from residents?

The residents tell me they are happy that I am here to help them. They know they can call me, and together, we can get to the bottom of any concern and solve it quickly. They also tell other people. Many times, when I meet a visitor or new resident, they say, “I’ve heard of you. You helped my relative when they were here at CC Young.”

What is a typical day?

There are no typical days. While there are scheduled meetings, events and activities, the balance of my time is spent in relationship-building and problem-solving.

What advice would you give communities?

To have an advocate who is immediately available when an issue arises and one who proactively reaches out to residents and families very quickly. It’s important in this role to be a good listener, have empathy for the situation, look into the matter, and follow up with an answer.

What is your background?

I’ve been at CC Young for 12 years, and in this role for eight. I believe many of my previous positions have prepared me for the resident advocate position. My first summer job in high school was at a small hospital of 25 beds. Later, I became a certified medical secretary, and was a family service counselor at a local funeral home. I’ve also worked for several physicians and psychiatrists. A few years ago, I became a Texas certified mediator.

Most recently, I was asked by CC Young to teach the customer service/hospitality module in orientation to all new employees.

What is CC Young’s point of view on customer service?

Our vision is to enhance the quality of life for all we serve. We put the residents first. It is very important to build relationships through our respectful and caring approach.

What’s the most rewarding thing about your job?

Seeing that the residents and families are happy, with as little stress as possible, and that their issues are resolved quickly — to serve in such a manner that their lives are enriched because I was there to help.

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 DDunham@varsitybranding.com.

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.

For login information, email DDunham@varsitybranding.com.

At our 46th Sales & Marketing Roundtable, professionals around the country shared the latest news at their communities: Virtually all residents are getting the vaccine, families are impatient with CMS regulations, and prospects are slowly opening up to the idea of a move.

Please check out the recap below, and join us for our next roundtable this week.

Please join our next roundtable discussion on Thursday, March 4, at noon ET. For login information, please email DDunham@VarsityBranding.com.

During our 45th weekly Sales & Marketing Roundtable, we heard positive news: The vaccine is working, cases are down and marketers are feeling optimistic overall, although they’re adjusting sales goals because of the pandemic.

Check out the recap below, and please join us for our next virtual discussion this week.

Please join our next roundtable discussion on Thursday, February 25, at noon ET

For login information, please email DDunham@varsitybranding.com.

During our weekly Sales & Marketing Roundtable, communities shared how they are struggling to manage family and resident expectations amidst shifting state and national quarantine policies.

Check out the highlights below, and please join us for our next virtual lunchtime session this week.

Please join our next roundtable discussion on Thursday, February 18, at noon ET.

For login information, email DDunham@varsitybranding.com.

As the long-awaited vaccine arrives in senior living, some communities are using access to it as a selling tool to attract potential residents. But should they proceed with caution?

This topic, which has come up in Varsity’s Sales & Marketing Roundtable, has also caught the attention of McKnight’s Senior Living. In this recent article, they reached out to Derek Dunham, Varsity’s VP of Client Services, for his take on the issue. Read the full story here.

During our 43rd Sales & Marketing Roundtable, participants from California to New Jersey shared tips for getting employees to take the vaccine, lead generation tactics and hopes for reopening.

Get the roundtable recap below, and please join us for our next 30-minute virtual lunchtime meeting this week.

Please join our next roundtable discussion on Thursday, February 11, at noon ET.

For login information, please contact DDunham@varsitybranding.com.

At our 42nd sales and marketing roundtable, we learned how residents are eagerly getting the vaccine (and communities are telling the world), but team members are dragging their feet.

Check out the recap below, and please join us for our next virtual discussions this week: our new Continuing Care At Home Roundtable, to be held the first Wednesday of the month, and our regular weekly Sales & Marketing Roundtable every Thursday.

Please join our next roundtable discussion on Thursday, February 4, 2021, at noon ET.

We will also be starting a similar Continuing Care At Home Roundtable discussion, to be held the first Wednesday of the month. Our first meeting will be Wednesday, February 3, at noon ET.

To receive login information for one or both roundtables, email DDunham@varsitybranding.com.

At our 41st weekly sales and marketing roundtable, the mood was on the upswing as the vaccine gave inquiries and sales at communities around the country a boost.

Please join our next roundtable discussion on Thursday, January 28, at noon ET.

For login information, email DDunham@varsitybranding.com.

At our first sales & marketing roundtable of the new year, communities discussed the exciting news of the COVID-19 vaccine and shared tips for virtual events and video floor plans.

Please join our next roundtable discussion on Thursday, January 14, 2021, at noon ET.

For login information, please contact DDunham@VarsityBranding.com.

I’m Renee Kelly, and I’m an art director at Varsity. I design all kinds of  advertising for Varsity’s clients — including the blogs for the weekly COVID-19 sales & marketing roundtables. Attending the roundtables has impacted my point of view on the pandemic: I’ve seen up-close its effects on communities, staff and vulnerable residents. For me, the last 9+ months of roundtables have become an unofficial timeline of the COVID-19 crisis in our industry.

When the pandemic first hit, there were so many unknowns. We didn’t know how bad it would get, or how much it would impact seniors. Marketing came to a halt when everyone quickly realized that the traditional tools like tours and in-person events wouldn’t work. The focus shifted to be less on occupancy and more on keeping residents safe and healthy. At Varsity, we also had to quickly shift our focus to better suit our clients’ changing needs.

One thing that struck me from early on were concerns about isolation, especially for residents in memory care. One quote:

WEEK 3: “Those with cognitive impairment don’t understand the situation and feel that they are being punished in their rooms.”

That was specifically the quote that hit me the hardest, and has stuck with me over the last nine months.

Soon after that, communities started reporting their first cases in residents and staff:

WEEK 4: “We have our first positive case and we are working with Varsity on a communications plan.”

Through all of the uncertainty, communities (even competitors) were working together. A community on the West Coast and a community on the East Coast even planned to connect after one call to discuss a shared challenge.

We gradually got into the groove of the “new normal” and communities started to plan virtual events. At a little over three months, we realized we were probably in it for the long haul.

WEEK 14: “There is no ‘end of COVID’ that we can see.”

The issue of family, and how to safely visit, came up time and time again. From drive-by visits to video calls, communities tried everything.

WEEK 22: “Residents are lonely and want to be around family.”

The next few weeks added additional stresses to 2020.

WEEK 26: “We’re discouraged — now we have fires! One of the fires is cutting off the entrance of our new community, so people can’t visit.”

COVID-19 had crept into a few of the communities of those on the calls.

WEEK 34: “I feel blessed and fortunate. We’ve only had 6 cases, 5 of which were employees. Cases are going up around us, but we’ve managed to stay safe.”

We were hearing a broad range of emotions. People wanted to be optimistic, but were fearful of letting down their guard. And, as communities found creative ways of reaching seniors who were feeling isolated at home, occupancy began to rise.

WEEK 35: “We’ve sold four apartments in October due to concessions offered, eight since we started the concessions at the end of August.”

Where are we now? In many states, the numbers are going in the wrong direction.

WEEK 36: “We were so proud that we kept COVID-19 out of here until this last week. It’s having a whole new impact on us.”

But communities are feeling hopeful as the vaccine has received approval.

 WEEK 37: “We’re hoping that a vaccine can help us turn the corner.”

During the COVID-19 pandemic, I feel that Varsity’s roundtables have given communities a place to come together to share ideas, successes and concerns, or just vent. And the emails and survey responses people have sent seem to confirm that:

“Appreciate you and the Varsity team taking the time to coordinate these calls and share with all of us!”

“Thank you for setting up these very informative roundtable discussions. We will be applying much of what you have recapped.”

“I greatly appreciate the communication and listening to peers facing the same challenges.”

“Thank you for hosting this. Got some great ideas that I hope we can implement with the city on Safer at Home order. Nice to learn what other communities are doing.”

“This roundtable has grown into a staple for these times and I think that everyone is enjoying the opportunity to share and learn.”  

“I am buoyed by reading the notes from the meetings knowing we are all in this together.

Personally, the roundtables have had far more of an impact on me emotionally than I thought they would, and I’ve put that emotion behind the work we’re doing. With everything that our clients are now facing, I’m proud that Varsity is part of the ongoing solution. I know that my co-workers at Varsity feel similarly.

Here’s to a new year filled with happy news, and we hope you can join the conversation as we continue our roundtables in 2021. To join us on Thursdays at noon ET, email DDunham@VarsityBranding.com for login information.

During our final roundtable of the year, communities shared what they learned in 2020 and how they’re anxiously awaiting the vaccine.

Check out the highlights below, and please join us for our first roundtable of 2021 after the holiday break.

Please join our first roundtable of the year on Thursday, January 7, 2021, at noon ET.

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

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 DDunham@VarsityBranding.com.

At our 35th weekly sales and marketing roundtable, communities shared the spiking COVID rates in their respective states, and how they’re marketing differently in this environment.

Please check out the recap below. We also invite you to attend our next roundtable, the Thursday after Thanksgiving Day.

Please join our next roundtable discussion on Thursday, December 3, at noon ET.

For login information, please contact DDunham@VarsityBranding.com.

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.

For login information, please contact DDunham@Varsitybranding.com.

At our 33rd weekly sales & marketing roundtable, we shared how we’re feeling this week. We also discussed a plastic wall that was set up by one community to allow residents and family to hug, shown below.

Please join our next roundtable discussion on Thursday, November 12, at noon ET.

For login information, please contact DDunham@VarsityBranding.com.

At our 31st weekly sales and marketing roundtable, communities shared their challenges, solutions and one often-used event topic that’s still getting amazing traction.

Put these ideas to work for your community by checking out the recap below.

Please join our next roundtable discussion on Thursday, October 29, at noon ET.

Lana Peck, senior principal at the National Investment Center for Seniors Housing & Care (NIC), will be joining us again to discuss the recent NIC 2020 Fall Conference and findings on the next wave of surveys. 

For login information, please contact DDunham@VarsityBranding.com.

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.

For login information, please contact DDunham@VarsityBranding.com.

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.

For login information, please contact DDunham@VarsityBranding.com.

Robert Speker, Activities Coordinator at Sydmar Lodge  in Edgware, North London, UK, and his residents have passed the time through lockdown by recreating famous album covers. Posing while wearing similar clothing, makeup and expressions, the residents (and the caregivers as well) have redone album covers by the Beatles, Lady Gaga, Adele, Bruce Springsteen, Michael Jackson, The Clash, U2, Elvis Presley, Madonna and others. And they’re still going.

Robert started this project to keep residents engaged and entertained during social distancing. Rather than passing the time playing bingo or watching TV, he felt they needed something more inspiring to do. It was a huge surprise to all of them when the project quickly went viral on social media and gained international recognition. Robert has done 80 to 100 TV and print interviews, and was gracious enough to talk to Varsity. See his ongoing artistic collaborations with residents at @RobertSpeker on Twitter.

Why did you begin this project?

It was something I’d long thought about, but I don’t usually have a lot of time. However, during lockdown, I had more time to put on different activities with the residents particularly when no family visits were allowed. That was the impetus for me actually starting the project. Once I had explained to each resident what I wanted to do, they got on board really quickly, with great enthusiasm.

What have been some of the highlights of the experience?

There have been many. David Bowie’s widow Iman retweeted it.  It’s just a phenomenal thing to know that the love of his life has seen this project and has liked it.

Midge Ure challenged me to do the Ultravox album cover of Vienna, which was just celebrating its 40th anniversary. So I felt the need to be able to do it. After I sent the photo out, he sent a really lovely message. As a special surprise for resident Sheila Solomon’s 92nd birthday, I’d arranged for her to meet Rag’n’Bone Man backstage before one of his concert. He was really lovely with her. He is a huge guy… he gave her a signed album. It was the one with the tattoo, so I knew that I had to get her doing this cover, complete with tattoo, temporary in Sheila’s case.

Sheila also recreated the Clash cover (a redo of an Elvis Presley album). She’s a real character. There’s not many 94-year-olds that still like going to rock concerts! She’s just waiting for lockdown to end so she can go and see Ed Sheeran. 

How did you choose the residents and carers for the photos?

It was partly on their look, say, if they had a similar hairstyle, but also based on music preference. They had heard all of the artists⎯they might not know exactly the song, but they all know and have listened to all of the different artists. So it was a case of showing them the album covers. It was interesting to discuss different covers and see how the image appears to someone in their 90s, and then it was a case of matching it in that way and taking some photos.

How did you choose the album covers?

I wanted the covers to be ones which were easily recognizable ⎯ the word “iconic” springs to mind. Even if the photo won’t have the name of either the singer or the group, you’ll know almost immediately who that artist is.

What impact has your project had on morale among residents and staff?

Well, they really have loved doing it. And obviously the global response has just been overwhelming. It’s been absolutely awesome, really phenomenal and so positive. They loved seeing the coverage on TV and in the press. For the residents and the staff to receive such warm wishes from around the world is really heartwarming ⎯ especially in this time when we are still in lockdown. Residents are only seeing their families maybe a couple times a week, if that, literally for 20 minutes, at two-meter distances, with masks on. The positivity was really needed. And while I was doing it just to create some smiles, it has also raised awareness of care homes—the people who are living and are working in them.

Did that play a role in changing the perception of older individuals?

It certainly did, because it made people realize that care homes aren’t this stagnant environment where residents just sit around in a circle, either sleeping or watching television. We try to encourage them to do as much as they possibly can. My mantra is: Use it or lose it. So often I say, if you can do it yourself, do it, because you don’t want to get to that stage where you actually aren’t able to do it; so once you can still do something, do it. And with these photos, they were all able to do it, they all enjoyed doing it. So it was that kind of feeling of knowing how care homes are perceived not only in the UK, but obviously in America and other countries, and we’re trying to knock that theory out of the window.

Are there any residents who said, “Hey, I want to be included”?

Yeah, we had a few, and their family members would get involved by saying, “I think Mummy would be good at this.” Or, “Why don’t we use Dad for this?” Then we’ve got residents saying, “What am I going to do? When am I going to be photographed?”

How did people find out about it?

Initially I sent it out on Facebook, to the families, and then posted on Twitter and Instagram. On Twitter, that’s where it went really completely crazy—just to learn who had seen it and how many people had seen it. I said to the residents, over 11 million people have seen these photos. It’s quite unbelievable. 

How were you able to do all the makeup, hair, body painting, photography and editing?

When I’ve got an idea such as this in mind, I like to do it myself, because I know what I need to achieve, rather than trying to explain it to someone else. Also, I didn’t want a lot of people knowing about it, just so that it could be focused on that individual. I could just take them off quietly. There’s no hoo-ha about it. I’d spend 30 minutes or an hour with them. Doing the makeup or the set or the hair.

Can you talk about why you made some of the details in the photos different?

Martin, the gentleman in the Springsteen photo, he’s got his own baseball cap, so I thought, I’m going to use that cap. And I’ve tried to do that throughout, so if there’s an item of clothing that the actual individual has already, then I want that to be in the photo. Sheila had a jumper similar to Rag’n’Bone Man’s, so that’s what I got her to wear. For Hilda and Blink-182 — the model is wearing a red bra, which wouldn’t have been appropriate for her. I showed a lovely red jumper of Hilda’s. Whether it’s an item of jewelry or a piece of clothing, I use things that belong to the residents, to make sure that it’s about them in the photo, not just their body, but also other aspects of their personality.

 Have other communities reached out to you about your project?

Yes. Another care home messaged me and said, “We hope you don’t mind, we saw what you did, and we’ve also tried to have a little go at that.” I think that’s a wonderful thing — especially during this time, when other care homes are in isolation — we need to be sharing ideas. And if this can work in other settings, then I’m all for it. It’s not a competition about who can do the best; it’s about making sure that seniors are engaged and have activities to do.

What has been your favorite thing about the project?

Suddenly, our residents are in the spotlight; they are the main talking point, having done something absolutely phenomenal. They have been able to talk so much about this to their peers, to family, to staff. It’s amazing that it’s still carrying on. Which is a beautiful thing. 

It’s not only just making somebody smile, it’s the fact that residents are talked about. And it’s not about the famous singers, it’s about our residents. It is really humbling personally for me. I never expected the impact and the response. I’m really overwhelmed, and the residents just absolutely love receiving the messages and can’t quite believe that people in America, Australia and all over the world have seen these photos and want to connect with us.

It has been a lovely ride that we’ve all been on. I’ve really shared it, the whole way, with the residents, which is just a lovely thing.

During COVID-19, Robert and the residents of Sydmar Lodge Care Home are helping others by raising funds for three charities: DementiaFriends.org.uk, Alzheimers.org.uk and AgeUK.org.uk. You can join the cause by donating through their GoFundMe page or by ordering a charity calendar they’re creating. Watch Robert’s Twitter page (@RobertSpeker) to see when the calendar comes out and how to order it. 

At Roundtable #28, community marketers shared their feelings about the pandemic and explained why some are seeing a sales spike this fall.

Dig into the takeaways below.  Please also join us for our next virtual roundtable this week. For log-in information,  contact DDunham@Varsitybranding.com.

Please join our next roundtable discussion on Thursday, October 8, at noon ET.

Get log-in information here.

At our virtual sales and marketing roundtable, we brainstormed tactics to help prospects overcome their reluctance to move during a pandemic.

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

Please join our next roundtable discussion on Thursday, September 24, at noon ET.

We’ll be joined by Lana Peck, Senior Principal at the National Investment Center for Seniors Housing & Care (NIC). She’ll be discussing insights from NIC’s ongoing executive survey. NIC has conducted 12 waves of surveys with C-suite execs, across senior living, with near real-time data on the pulse of the market and the fundamentals of senior housing. The study includes topics like changes in occupancy, how communities are supporting staff and reasons for acceleration and deceleration of move-ins (among other topics).

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

During our latest COVID-19 roundtable, communities talked about the changing moods in their respective states and exchanged advice for successful virtual events.

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

Please join us for our next roundtable discussion on Thursday, September 10, at noon ET.

Aging-services expert Scott Townsley from Trilogy Consulting will join us to discuss consumer research and other insights related to the pandemic.

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

I started my conversation with Joe Gorman, Division President East at Morrison Living, thinking we would talk about the innovative culinary, wellness, design and environmental initiatives his company is implementing to support its 450 senior living clients across the country during this crisis. I came away realizing that simple human compassion is at the heart of the help Morrison is providing to its communities.

Derek: What are some ways you’re boosting morale at your communities?

Joe: When COVID-19 first began to spike, it was a difficult time for us emotionally, because we partner with a lot of large skilled nursing communities in New York City. What was happening there was devastating. It was a lot of conversations and constantly following up and working with team members. There was so much happening in the industry that was really challenging. We just wanted to know, “How can we help?”

We returned to what we’ve always done here at Morrison Living: We use food to help heal emotionally. My mother used to always say: “Sweetness takes the bitterness away.” I couldn’t agree more. We jumped in and quickly used some of our great programs to boost morale among residents and staff. Here are a few examples:

• Special food themes. We created special ice cream dishes, mocktails and other treats for special days, and handed them out to people. We had an onslaught of great ideas we used, not just to help residents, but to boost employee morale as well.
• Jack and Olive: One innovation we were able to quickly deploy was the Jack and Olive “handcrafted convenience” destination concept. We provided this to the heroes who have been working nonstop through COVID-19. This is an on-the-go concept featuring healthy options, artisan sandwiches and fun salads that are easy for staff to engage with.
• Teaching Kitchen@Home. In this program, our celebrity chefs do live teaching classes in a kitchen, and we stream the classes to residents in their residences. We also have creative folks delivering the ingredients to some of our residents so that they can prepare the dishes as they follow along with the live stream.
• New menus for meal delivery: As community dining rooms shut down during COVID-19, culinarians and corporate chefs had to focus on creating meals you could deliver to residents’ apartments. We helped them think through that process so they could deal with other emotional challenges they were facing.

How can we stay motivated during COVID-19?

This situation is something you never, ever thought you would experience in a lifetime. It just takes an emotional toll. You’ve got to stay motivated and stay cognizant of what’s happening. You’ve got to tap into empathy and a lot of other emotions that you didn’t have to use at this capacity before. It’s a new dynamic; it’s a new way to lead; it’s a new way to learn. So, it’s been very humbling to see the dedication of people in this industry. It’s just overwhelming to experience that. There are no words that can really describe it.

I think one of the best things we did is have open dialogue with team members to give them opportunities to talk about what they were going through. Early on, we had national calls with all our people every week. We not only did that, because we wanted to connect with our teams, but we wanted to make sure that they were okay. One example is Chef Jet, one of our celebrity chefs. He helped by sending out a video shout-out to our New York people.

You’re acknowledging what people are going through, listening to their challenges. Personal phone calls and connections go a long way.

How can we show empathy when we’re wearing masks?

All our associates understand that you’re supposed to greet people with a smile; you can make a difference in someone’s day by being the best part of their day. But physically, since we’re wearing masks, things have changed. That’s why we put together “compassion training”: to get the point across that, when you smile, even if you have a mask on, people can see your smile in your eyes. Whether it’s an associate or a resident or a client you’re smiling back at—these little things make a huge difference.

Can you talk about the power of food to heal during COVID-19?

Food has always been a passion of mine. As a child, I cooked with my aunt and my grandmother. I always found that people connected through food. Early on, I knew that’s what I wanted to do. I started in the sexy, exciting sector of hospitality: restaurants and hotels. But pretty early in my career, I found the senior market. I just fell in love with this environment and have been in it ever since.

The food philosophy that we instill in the people we work with, whatever the cuisine, is that tastes and smells evoke memories. When I taste or smell a dish, I remember when my grandmother made that special recipe, or I learned that certain technique. Our residents experience the same thing, so when they see or taste or smell our food, we’ve created an emotional connection. We have the opportunity to share love through food. That connection is even more important during these challenging times.

Read more about Morrison Living, and what it’s doing to support communities during COVID-19, in an upcoming blog.

Last week, at our sales and marketing roundtable, communities shared creative ways to drive move-ins and brainstormed solutions to their biggest reopening challenges.

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

Please join our next roundtable discussions on Thursday, September 3, and Thursday, September 10, at noon ET.

On September 10, aging services expert Scott Townsley from Trilogy Consulting will be joining us to discuss consumer research and other insights related to the pandemic.

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

In this guest post, Jill Janes, vice president of sales and marketing at Methodist Retirement Communities (MRC), shares her thoughts on how to market and sell communities during COVID-19.

The current environment is a challenge for salespeople and marketers, but at no point has giving up been an option. It’s the same as facing any other obstacle in the sales process. It’s our job to get around it. That’s what we do. Here are some tips and techniques my sales team is using to overcome the challenges of COVID-19.

1. Stress the Positives of Senior Living

Residents who move to senior living regain ground. They slow down the aging process; they became more social, active and intellectually stimulated. We’ve lost ground during these past four or five months, but I believe 100 percent that our residents are still aging in a superior fashion to those living in their homes right now.

Our residents are enjoying three delicious, nutritious meals, delivered to their doors every day. There are virtual exercise and wellness programs, socially distanced opportunities to engage with others, consistent education about illness prevention, and resources for grocery delivery so that they don’t have to leave their communities. Someone aging in their home doesn’t have any of that. It’s important to stress these benefits during your conversations with prospects.

2. Understand the Shifting Customer Profile

Our customer profile is changing, specifically for independent living sales. Customers were always intrigued by a maintenance-free, worry-free, lock-it-to-leave-on-vacation lifestyle. They found it appealing to get rid of a big, cumbersome house and find a new world of friends and neighbors. That’s no longer our message.

For the youthful senior who would’ve normally been attracted to this lifestyle, they’re pulling back. The ones who are leaning forward are older, more frail; they’re saying, “Oh, you’ve got three meals delivered to the door? You coordinate grocery delivery?” The people who are active and well don’t feel the pressures of the pandemic as much as those who are frail or less mobile, or who have transportation issues.

We’re finding that the people we’re bringing in the front door are coming to us with a genuine need more than ever before. We’ve had lots of sales despite the pandemic, but they’ve shifted; they’re from a need-based group of folks.

As an industry, we must shift our expectations for continued attrition—add shorter lengths of stay at all levels. Residents are aging, and people are coming in frailer than ever.

3. Use Creative Tactics for Keeping Depositors Engaged

To keep depositors interested, we have to change tactics. Normally, the way we sell our community is through experiences—come have lunch with us, meet our residents. The question now is, how do we create ways to bring the experience to depositors when we can’t have them on campus?

What we’re doing is taking the experience to them. We’re giving people opportunities to taste our food by having our chefs make mini-casseroles—or lunches that we’ve boxed up, with yummy desserts—which we take to their homes. Depositors are receiving one meal a week, and getting activity packs with games and puzzles.

At these visits, we’re getting our sales staff in front of depositors to nurture the sale. One sales counselor went to a home and saw that the person needed their lawn mowed. He had it mowed and dropped off a pie with a note; it said, “We wanted you to have a taste of a worry-free lifestyle.”

4. Provide Peace of Mind During Troubling Times

There hasn’t been a single thing since mid-March that has lined up with expectations—everything has been unpredictable and up in the air. The most valuable things we can give back to seniors are a sense of control, security and peace of mind. Potential language to use: “When everything is crazy and unpredictable, it’s nice to have something that you’re in control of.” “It has always been important to plan ahead, but it has never been more critical that you secure a plan for your future—in a community with excellent infection control and quality measures.”

5. Accept Deposits Without a Move-in Date

We’re now accepting risk-free deposits without a move-in date, but we’re telling people that, by the end of the year, we’re going to reassess.

6. Offer Preapproval for Life Care

We’re offering to preapprove candidates for our Life Care Communities right now. If they pass a medical exam and have a health crisis in six months, they’re already approved for Life Care. We may reassess this policy at the end of the year, so this is not forever. People need to take advantage of it while we’re in this unusual situation.

7. Increase Bonuses for Resident Referrals

Most of our traffic and successes are coming from people we have relationships with, through resident referrals and friends of the community. Our residents are saying, “This is wonderful; they’re taking care of us so well.” To thank them for their participation, we’ve dialed up our residential referral bonus an extra $500.

8. Offer Incentives to Sales Staff

We’re adding commissions now too. After their first move-in for the month, for every additional move-in, salespeople will receive $500. This discourages them from letting the deposit linger, and encourages them to cross the finish line.

We hope you found these tips helpful! Read more sales and marketing advice in another guest post by Jill: Using a Blue-Sky Approach to Sell Current Inventory. 

As communities gathered virtually last week, most people seemed to be feeling frustrated, finding that prospects of late are need-driven. On a positive note, salespeople realized they aren’t alone, and it was comforting to know that others are in the same boat.

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

J

Join the next sales and marketing roundtable on August 13!

Please join our next roundtable discussion on Thursday, August 13, at noon ET.

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

In this guest post, Jill Janes, vice president of sales and marketing at Methodist Retirement Communities (MRC), shares her secrets for selling and marketing communities during challenging times. A former stay-at-home mom, Jill first worked in senior living as a temp and split-shift cook. She was quickly promoted to receptionist, then told by her superiors, “You should be in marketing.” After hitting sales records and winning promotions, Jill became a regional manager across Kansas and Missouri; then, she was recruited to MRC, back in her home state of Texas.

Sales is about getting around barriers. If you’re a real salesperson to the core, and a true professional, the COVID-19 situation is just another obstacle you have to work around. It’s done nothing for our team but stimulate our creativity. Here’s one strategy we’ve been using during these times: the blue-sky approach.

The reason why people like selling brand-new blue-sky communities is that the number one objection to senior living is, “I’m not ready yet.” The reason why blue sky is so fun to sell—and why so many salespeople are successful at it—is that, when people say, “I’m not ready yet,” we reply with: “No problem—neither are we! The place isn’t even built yet. Relax. Enjoy these community benefits while you wait.”

It’s a low-pressure way to gain commitment for a promised move-in down the road.

Over 40 percent of people who put down a blue-sky deposit will cancel, and that’s okay. They give the gift of urgency to the market—the pressure builds for other people to get more skin in the game. Even if they cancel, they help build a viable path to achieving sales goals. As salespeople, we enter a blue-sky situation knowing full well that everyone who deposits isn’t moving in.

During COVID-19, we can use a blue-sky approach to existing inventory. We can take a risk-free, fully refundable deposit from a potential resident without the pressure of a move-in date, but with the right of first refusal.

Prospects can choose a risk-free, fully refundable deposit, with priority access to care, and the opportunity to move in when they’re ready. If someone comes along behind them, interested in the community, the original prospect has the right of first refusal. In this scenario, we can call the original prospect, and ask them to schedule a move-in date within 90 days of the phone call.

What we’re finding is that, when someone has a deposit but no move-in date (they’re on the fence), someone else being ready to move in helps enormously. Eventually these depositors are inclined to say, “We need to do this; we’re going to miss out on this opportunity. We would love a situation where we don’t have to muscle through the grocery store because we ran out of toilet paper.”

The more deposits we get, the more we’re able to create that sense of urgency among depositors.

For example, we can then say to the other prospect, “I’m sorry; this couple is going to take the apartment. Let’s look at our second choice.” From there, we ask the people who have the deposit on the second apartment if they’re ready. They say, “We’re going to move in.” So we say, again, “Sorry, the second couple says they’re going to move in; let’s go to your third choice.” Before we know it, we’ve got three move-ins.

This type of blue-sky strategy can continue, too, as the world looks different post-COVID-19. We can create a benefit package and give people lower-pressure opportunities to invest in their future.

To keep people interested once they’ve put down a deposit, we have to change our tactics. You can learn more about how we’re bringing the community experience to depositors at home in an upcoming blog.

Guest post by Sharon Fahrer, Director of Special Events, LeadingAge PA

We’re excited to present the 2020 LeadingAge PA Annual Conference + EXPO on August 19–21. Our goal is to make the virtual experience every bit as interesting and exciting as the live event! You’ll experience much of what our attendees have come to love about our live conference—plus a few surprises!

From the moment you (virtually) walk into the lobby of the three-dimensional conference, you’ll feel like you’re physically there. You can explore the EXPO exhibits, attend educational sessions, catch keynote speaker Colette Carlson and even network with colleagues. As in past years, the highlight of day one will be the LeadingAge PA Distinguished Service Awards.

Advantages of attending the conference virtually:

• If you’re among the first 500 people to register, you’ll receive an exhibitor box with carefully selected goodies, including gift cards to cover the cost of lunches attendees are usually provided at Hershey
• You’ll save time and money on travel: no hotel stay, no gas, no car rental, no traffic!
• Registration rates are discounted as we’re sensitive to many of our members being under COVID-related financial stress
• People who usually wouldn’t have the opportunity to physically attend will find it easier to participate

Why we decided on a virtual conference

We were in the final stages of planning our live conference when COVID-19 hit. We decided to go virtual when it became clear we needed to pivot in order to protect our members.  As their well-being comes first, there was no way we could encourage people in the senior living industry to gather and put their safety, or the safety of their residents, at risk.

Finding a virtual platform that feels real

As we pivoted, we concentrated on finding the best virtual platform. We were fortunate that LeadingAge National was also starting a search. We selected the same platform. We chose an engaging system, with three-dimensional elements and cool features, so that you feel as close as possible to being at a live conference. When you enter the conference, it’s not like looking at a flat screen; there’s a three-dimensional building with different activities going on in the lobby. 

The EXPO Hall
Each exhibitor will have a booth. Visitors can chat with staff in real time, access their resources and set appointments. In addition to dedicated hours for the EXPO, you’ll be allowed 24/7 access to booths.

Networking opportunities

You can see who’s online at any given time, so you can connect with them via live video chat. It’s like being at our live conference, seeing a colleague in a hallway, and starting a conversation—only, it’s virtual.

General Sessions

Complementing three days of education sessions will be two general sessions:

• Colette Carlson, human behavior expert – Keynote Speaker

Carlson’s topic will be, “Many Communicate, Few Connect.” Her engaging, energetic and upbeat presentation style is just what attendees need right now.

• Rachel Levine, Secretary of Health for the Commonwealth of Pennsylvania

Dr. Levine will speak about Pennsylvania’s response to COVID-19 and answer attendees’ questions. You’ll have the opportunity to submit your questions and make your voice heard.

Tips to get the most out of the conference

Approach it as if you were attending in person. Block the time off on your online calendar. Close down other applications, and try to focus. The conference will include breaks and the days will end early so that you can work as needed.

Just a reminder: LeadingAge PA is here to help you during COVID-19, offering:

• A weekly member update call with President and CEO Adam Marles
• A community lounge where members can ask questions and communicate with other members about how they’re handling issues
• Resources and tools on the dedicated LeadingAge PA COVID-19 webpage

If you haven’t registered yet, I urge you to attend the 2020 LeadingAge PA Annual Conference + EXPO: Virtual Experience. Hurry to receive the free exhibitor box full of goodies for only the first 500 registrants.  Have a great time!

Questions? Contact LeadingAge PA at (800) 545-2270 or (717) 763-5724.

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

Here are some tips from Adam’s discussion:

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

Elevating Experiences in the Next Normal

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

Culinary

Take Action:

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

and will want flexibility moving forward

Consider creating a marketplace for groceries for purchase or delivery

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

Technology

Take Action:

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

Innovation

Take Action:

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

Training + Engagement:

Take Action:

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

 Additional discussion:

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

Join the next sales & marketing roundtable on July 30!

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

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

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

In this post, I’d like to bring awareness to some of the safety issues facing senior living communities. Specifically, I’d like to focus in on the number one cause of accidental death in seniors: falls.

The statistics about falls in aging services are shocking. The costs of falls in senior care are expected to reach $65 billion annually. And falls aren’t only costly, but extremely impactful on the overall health of the aging population. Retirement communities and home care providers are constantly looking for ways to evaluate mitigation strategies and drive better outcomes by reducing falls and proactively preventing them all together. The power to solve this problem lies in the data.

One of the most proactive measures you can take against falls is gathering your first-party data and analyzing it. First-party data, or data that the community or organization owns, is often overlooked, but it’s an incredibly valuable tool. In many instances, it’s mandated by the government or other organizations, so why not use it and put it to work? The way the organization has behaved regarding falls or other issues provides valuable information for future behavior and insights.

WildFig, Varsity’s data analytics partner, has worked with communities to understand their first party fall data and take action using that information. The WildFig team has tackled problems such as falls across the entire analytics continuum through a custom lens. Most notably, the team has developed:

• Custom dashboards to visualize data around falls
• Intervention reporting and tracking
• Root cause analysis around previous fall behaviors and outcomes
• Predictive models around falls to support population health management
• A consulting and data-driven framework for healthcare providers to apply to their ongoing workflows around causal impact, benchmarking and intervention strategies

Data is so important to fall prevention because it provides valuable insights into former behavior which can be utilized to inform future outcomes, potential mitigations and strategies focused on proactivity versus being reactive. Oftentimes fall prevention strategies are looking backward versus forward. Our work is aimed at giving communities tools to be ahead of the event versus behind it, whenever possible.

One senior living provider that has been in the early stages of using data for fall analysis and prevention is Meth-Wick Community in Cedar Rapids, Iowa. Meth-Wick CEO Robin Mixdorf is a trailblazer, thought leader and big thinker who realized that Meth-Wick had been collecting valuable falls data for several years, but needed it organized into an easy-to-use, simple-to-visualize system. She wanted to find a way to use that data to its best advantage so that the community could plan interventions to help reduce the impact of falls. That’s when she turned to WildFig. The collaboration between the two organizations has achieved exciting outcomes and helped Meth-Wick Community utilize data to impact areas in which changes needed to be made, such as making sure there was the right level of staffing at certain times and places, ensuring that the right floor coverings were in place, and offering balance classes to residents who were at risk for falls.

But what if your organization hasn’t been using your data, or using it to its best ability? First, know that you’re not alone. A recent survey from Black Book Market Research shows that only 3 percent of long-term care communities have the ability for data assessment.

Lack of data-specific staff, lack of in-house resources, other priorities and a variety of other factors impact the use and implementation of data in all organizations, not just communities.  But getting started with using data is well worth the effort. At WildFig, we see data as having many benefits:

• Makes the experience in a community more personalized
• Reduces friction
• Enhances the overall health and wellness of resident
• Provides opportunities for workforce development as employees gain new skills and expertise
• Improves communication with family members

If you haven’t been analyzing data up to this point, how should you get started? The best way to begin is with a question. Oftentimes, because of the broader meme of big data, decision makers think through a more complicated lens when it comes to analytics. In its purest form, analytics is about answering questions and providing insights. The questions themselves can range from simple to complex. Falls is only one example: any question a community has can be informed by data.

About WildFig

WildFig was founded to help organizations in senior living and other sectors meet increasing demands for efficiency in a complicated marketplace. Our team saw an unmet need for analytics across all industries and we love the challenge and value we can provide. We help our clients navigate the data-driven landscape through mathematical, statistical and computational tools ranging from data mining to forecast modeling.

To learn more about the work WildFig is doing to solve problems for our clients, visit us at wildfigdata.com. If you’d like to discuss how you can harness your data to overcome your organization’s biggest challenges, email us to arrange a consultation.

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 DDunham@VarsityBranding.com.

Last week, communities swapped ideas about marketing during challenging times. Varsity partner and WildFig President John Bassounas joined our roundtable to share his thoughts on the importance of using data to drive decisions.

Check out a recap of our discussion below. Please also join us for our next roundtable coming up this week.

Recap of John Bassounas’ discussion on data and analytics:

We believe that:

• The future belongs to organizations that embrace a data-driven approach.
• A comprehensive data strategy is at the core of a winning organization.
• Analytical applications transcend disciplines and drive efficiency across the entire organization.
• First-party data, plus open-source data, has significant potential to transform strategy and drive positive outcomes.

Why be data-driven?

• Consistency
• Longevity
• Awareness
• Responsiveness
• Reason-based decisions
• Dynamic feedback

What are common obstacles to using data?

• Lack of strategy
• Poor objective mapping
• Resource limitations
• Lack of integration—data is in silos
• Poor collaboration
• Technology crisis
• Situational awareness
• Skill deficits
• Organizational culture
• No adaptive response
• Scalability issues
• Institutional bias

Analytics continuum

• Keep things simple—ask what questions need answers, and what data can help provide insight?
• It’s valuable to look at data through a descriptive lens.
• The more forward-looking the question, the more value it has for the organization.

Who is responsible for analyzing the data you collect?

• We have a web partner that does Google Analytics, and a digital marketing person on staff who pulls data. I was also a market analyst, so I do a lot of the analyzing myself, through Enquire. We’re not currently using open-source data.
• Once you collect and analyze the data, it’s important to get it to the right person, and teach them how to act on it/make it actionable.
  • Situational awareness
  • For example, we take fall data and present to a fall committee, which can make the findings actionable and integrate changes seamlessly into day-to-day behavior.
    • Fall data may inform decisions about ramps, bars for walking, needed staff, etc.
    • Frequent fallers may have decreased engagement in wellness programming, and there may be an opportunity to re-engage them.
  • Allows for proactive vs. reactive decision making
• We are in a position to predict the likelihood of a person contracting COVID-19 when they onboard to a community.

If you’re interested in seeing data and analytics examples, or tools that we use, please let us know. We would be happy to share any of the tools and walk you through the process in more detail. This is an opportunity for differentiation, growth and efficiency, and we would love to share more information. Contact John Bassounas directly, at JBassounas@VarsityBranding.com, or contact Derek Dunham at DDunham@VarsityBranding.com.

Join the next sales and marketing roundtable on July 9!

Please join our next roundtable discussion on Thursday, July 9, at noon ET.

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

As more cities opened up, communities met virtually for roundtable #13 to discuss this week’s triumphs and tribulations.

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

Join the next roundtable on June 25!

You are welcome to join our next roundtable discussion on Thursday, June 25, at 12 p.m. ET.

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

June is Alzheimer’s & Brain Awareness Month. To draw attention to memory issues, Jennifer Honeyford, senior director of resident life and performance improvement at The Philadelphia Protestant Home (PPH), is sharing the community’s innovative programs and her personal experience with caring for people with dementia.

Walking in Their Shoes

It’s so important to really understand what life is like for people with dementia. One of the projects we started at the end of 2018 was to increase our staff knowledge of this condition. We surveyed everyone and asked them what they wanted to know, and then, we looked for educational programs that would teach those topics. We found that almost everyone has a personal connection with the disease, as well as a professional one. The staff were really open to the education.

One of the initiatives that came out of the survey was a virtual dementia tour, which we are now licensed through Second Wind Dreams to operate on campus. We are able to offer this sensitivity training program through a grant that was funded through the Ron S! Charitable Fund and the Anna T. Jeanes Foundation.

The tour is basically eight minutes in the world of someone living with moderate-stage dementia. Our staff are assigned a time to come into a room we have set up. They are outfitted with glasses that distort vision. They wear a headset with sound running through it that gives them auditory hallucinations. They wear thick, heavy gloves, which limit their ability to grasp and touch. Finally, they have eight minutes in the room to complete five tasks — which are virtually impossible to complete in that time.

Feedback Has Been Phenomenal

We’ve had about 65 staff members including upper management go through the training, as well as some family members. They describe it as “powerful” and “humbling.” After going through the experience, staff members have said they will never be impatient again. They say things like, “I felt so isolated, so alone. I had no idea how hard it is to have dementia. I will be patient, I will be kind.”

What’s beautiful is that they are experiencing the disease firsthand. The learning is theirs — they are interpreting it for themselves.

If we who have healthy brains can act as if we have dementia, then why can’t someone who has dementia better navigate this condition if we alter their environment? By understanding how confusing and overwhelming life with dementia is, we can look for those things that might be triggering and upsetting and help them to better navigate their daily landscape.

Why I Entered the Memory Care Field

My whole life, I’ve had an overactive imagination. Health care was just a good fit for me — especially dementia care, because you have to be able to enter people’s worlds and see things from their perspective. I started in health care, directing recreation therapy, then I moved into a senior director role. I provide administrative oversight to our recreation therapy and life enrichment departments, including Chapters, the memory care program at PPH. I’ve been here for 22 years, and I feel like I’ve grown up here.

What Residents with Dementia Have Taught Me

I think that what residents with dementia have taught me is to enjoy the simple things in life — to be kind,  genuine and patient.

You have to be able to imagine where they are because you want to be able to understand them and be empathetic to their needs. That’s what excites me most — being able to come up with a solution to a problem. We look at the person’s leisure interests and former occupation to give us cues so we can offer them purpose and enable them to do things for themselves.

One way we help employees from all areas of PPH gain understanding of residents with memory issues is through a certified dementia practitioner (CDP) program, led by four certified on-site trainers, including myself. Fifty staff members from all disciplines have taken the training, which has proven invaluable to them. Read more about the PPH dementia training program here. To learn more about  CDP credentials, please visit nccdp.org.

No matter what we remember or what we forget, we still have that human need for purpose — we need to be seen, valued and heard. I want to treat people with dementia with the dignity and respect that they have earned. They deserve that.

Today, Stacy Hollinger Main, a partner and interior designer at RLPS Architects, is sharing her philosophy and advice on 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.

What is your philosophy on senior living design?

First of all, it’s important to understand that it’s not “senior living” design — it’s about good design, period. We take the approach of looking at design from a holistic point of view with a nod to hospitality design, but scaled appropriately for people who are living there.

To appeal to Baby Boomers, designs must be contemporary and reflect the distinctive experiences and lifestyle offered to those moving into a particular community. It’s tailored to people who have the desire to live in housing that’s beautiful and well maintained with a lot of amenities — but designed appropriately for the people who are using it.

Take carpet, for instance. It may look rich, but there are a lot of factors that we take into consideration behind the scenes. The carpet has to be able to handle rolling traffic, such as wheelchairs, scooters and walkers. And it’s not just about the items that assist the residents to keep them ambulatory; it’s also about the staff — whatever they’re pushing and navigating, such as med carts. It’s often a matter of weighing the options with our clients for each particular application. Carpet is typically more homelike and helps with acoustics, but it’s easier to propel rolling traffic over hard surfaces.

What advice would you give senior living communities?

Communities need to stay current and fresh because the competition is high, and trends change constantly. Just as you want to update your own wardrobe, you want to make sure that your floors and walls are all up-to-date.

Our goal is to create timeless communities that speak to the brand and reinforce it across all levels of care. However, it’s easy for communities to get out of date. You don’t want people to be fearful to go to a higher level of care, such as assisted living or memory care, because the spaces look outdated and not as nice as independent living.

That’s why it’s important to include interior design in your master planning. Your community needs to put a refresh of its design into the capital budget. You need to evaluate every aspect of your decor at least every 8–10 years, although you can change things like paint and accessories more often for a refreshed look.

 What are your favorite projects?

In the end, once we’ve had that ribbon-cutting ceremony, and we hear people walking through the rooms, experiencing the design for the first time and talking about it, feeling happy — those are our favorite projects. It’s really about the way the design has improved their lives. And it’s not just about the people who are living there; it’s about staff, too. If we’ve been able to help a staff member do his or her job better and promote health or wellness because of the materials we’ve used, it’s impacting people’s lives for the better.

We do projects across the U.S. They’re all challenging and all unique. We don’t do cookie-cutter projects. We are creating a unique atmosphere for the community while striving to create trust, open communication and a positive end result for our client. Those are the best projects — when a client is asking us to come back to do the next one.

What do you like most about your job?

When you look at a room, when you look at space, it’s more than six sides of a box; it’s the potential for creativity. When we start to fill the box with the interior elements, we look at the floor, walls and ceiling. We think about acoustics and window treatments and lighting and accessories. In the end, it’s all about the people who are using the space. What I like most about my job is seeing people who are enjoying the space as they work and live here.

The goal for design is all about creating an environment to inspire people and transform lives. Our goal at RLPS is to do that in all aspects of our design, not just in senior living.

Last Thursday, communities came together to talk about the need to market their communities differently in the current environment.

You’ll find a recap of the discussion below. Please also feel free to join our next sales & marketing roundtable, coming up this week.

Join the next sales & marketing roundtable on June 11!

You are welcome to join our next roundtable discussion on Thursday, June 11, at 12 p.m. ET. Our Senior Social Media Strategist, Cara Stefchak, will share social media trends and best practices against the backdrop of Covid-19.

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

In roundtable #8, communities brainstormed and asked for suggestions about marketing during COVID-19. Cory Lorenz, Varsity media director, joined our discussion to share insights on media consumption during this period of social distancing.

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

Cory Lorenz shares insights on media consumption:

 Overall points:

• Everyone is isolated — not just seniors.
• Media consumption is up 60 percent since the quarantine.
• Netflix has over 2MM new members.
• Google keywords around senior living are up to record levels.
  • Advertisers like AARP are spending more than ever before on digital ($17.6MM since 3/13/20).
• Coming out of COVID-19, consumers are increasingly adopting free, ad-supported streaming services compared to paid streaming services.

Differentiating services:

• MVPD (multi-channel video programming distributor)
  • Video content delivered to consumers from a cable provider through a set-top box
  • Major players: Comcast, DISH, Time Warner Cable, Fios

• OTT (over the top):
  • Content provided via a high-speed internet connection rather than a cable or satellite provider
  • Major players: Netflix, Hulu, Sling, Prime Video, Apple TV

• CTV (connected TV):
  • Any TV that can be connected to the internet and can stream OTT content through its apps
  • Major players: Apple TV, Fire TV, Roku, Chromecast

• VOD (video on demand)
  • Stream of an already-aired show that viewers can watch on their own schedule, with commercial breaks
  • Major players: ABC On Demand, Bravo Now, Food Network On Demand, CBS On Demand

Discussion:

How communities are putting broadcast to work:

“We bought cable through Comcast, and we targeted typical stations for seniors (news, weather, HGTV, etc.). We’ve seen some good interest, and it supports the lift we’ve seen in online metrics (along with mailers and other online media). The spot was previously produced, and we thought it would be nice to show lifestyle and happiness vs. the COVID message.”

Join the next sales & marketing roundtable on May 21!

We thank everyone for participating, and we invite you to join the next session on Thursday, May 21, at noon ET.

This week, Robinson Smith, creative director at Varsity, will join our general discussion for part of the session to share his perspective on branding in a time of changing messaging.

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

Today’s blog is a guest post by Michael Whitlow, MBA, senior regional manager, sales & marketing services division at Greystone Communities, on giving virtual tours. Previous to his time at Greystone, Michael worked in a broad range of related industries, including pharmaceutical, senior living and home health.

I’d like to share some tips on giving virtual tours that started with a webinar I gave.

A little background: When the situation with COVID-19 started, our company very quickly began to do Zoom calls, and everyone said, “We need to ask your sales teams to do virtual tours because of the restrictions at communities.” But what’s worse than doing a virtual tour? Doing a bad one. That’s where the idea for the webinar began.

The reason it’s critical to pay attention to the virtual medium is that, based on statistics I’ve heard, about half of senior living communities are not doing any virtual events or touring. This opens this area up for those who are doing them to get ahead of the game.

Statistics also show that 80% of communities that are doing virtual events are not doing them well. There’s a big opportunity to stand out from the competition by doing excellent virtual tours.

These tips and talking points might seem silly, but following them really makes for a better experience. You have to pay attention to the small things. Here are some tips for a successful virtual tour:

• Get buy-in to the tour beforehand
  • Be a resource: If the person expresses nervousness about using technology, it gives you the opportunity to say, “Let me teach you how to do this. I’ll be glad to walk you through it so you can use it with your family and friends.” That way, you’re being of value and are a trusted resource.
  • Show empathy: You can say, “Hey, I’d love for you to see me and me to see you and show you our community.” Be friendly and empathetic.

• Use FaceTime for ease of use and connection with your prospect (assuming both have Apple devices) If not, click here for a list of suggestions:

• Invest in a stand and Steadicam attachment
  • Test out the best ways to use the camera.
  • Film from above.
  • Don’t stand in front of a light source.
  • Don’t put the camera too close to your face.
  • Look at the camera, not your picture.

• Have a plan
  • Create an outline — it’s easy to get lost when standing in front of the lights.
  • Plan and trial run the tour route.
  • Keep handy a FAQ sheet and information on features and benefits.
  • You never want to walk away from the camera to get your notes; have them close by.
  • Role-play a live tour first

• It’s time to shine!
  • “Sit, tour, sit” still applies, but location may vary.
  • When not touring, secure your camera. (Use a tri-pod, prop it up with books, etc. You don’t want a lot of movement so the person watching loses focus.)
  • While touring, stick with one view.
  • Keep the camera facing away from you.
  • Slow down: Pause for 3–5 seconds before moving to a new view.
  • Be smooth.

• Postproduction
  • Blend “new school” with “old school.”
    • Handwritten letters as a follow-up are really welcomed right now.
  • Don’t forget the process: “sales cycle.”
    • You aren’t just doing a fun little tour; you are moving people through the same sales process you normally would. This is a selling tool, not “I’m going to show you something fun and then let you go.”
  • If it’s not in the CRM, it didn’t happen!
    • Virtual tours need to be part of our new normal. Like any part of the sales cycle, the tour should go right into the CRM, with a full write-up.

• Tips during the discussion
  • Avoid showing residents. Prospects want to see public spaces and apartments.
  • How long? Ask the people up front if they have 15–20 minutes for the tour.
  • Prepare a video you can share separately.
  • If you’re working from home, it’s still good to have a video discussion. You could have somebody in the community take footage and share it with you.

• Results
  • In a short period of time, people are getting strong results. Two of the communities I work with took a deposit after a virtual tour last week.

• What’s next?
  • Whoever starts to deal with the current environment really well right now is going to have an advantage. Virtual tours are a great selling tool that you can continue to use even after coronavirus. Here are some things your community can do to stay ahead:
    • Make sure you have a Steadicam ready to go.
    • Train all employees to do virtual tours.
    • Bring a family member who lives far away into the decision process by including them in a virtual tour with the prospect.
    • Find new applications for virtual technology:
      • Use it to communicate with your vendors.
      • Give virtual tours of your community over lunch hours to busy social workers, nurses and physicians.

Remember: The more tools you have for selling, the better. Again, since only half of communities are using virtual events, and only 20% of those are doing them well, this is your opportunity to get out in front of your competition. Take advantage of it.

About Greystone

Greystone has been a recognized leader in senior living consulting for over 35 years. The organization works with more than 500 owners and sponsors in more than 46 states and manages 50+ communities. Learn more about Greystone.

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.

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

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

Join the next sales & marketing roundtable on April 30!

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

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

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

Response to our COVID-19 conversations continues to be enthusiastic, so we held Sales & Marketing Roundtable #3 last week. For those who weren’t able to make it,  the high points are below.

We’re gathering for our next virtual discussion this week, and all are invited to attend.

Join the next roundtable on April 16!

We thank everyone for participating, and we invite you to join the next session on Thursday, April 16, at noon ET, for a sales & marketing discussion.

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

Last Monday, we organized a virtual forum where communities exchanged ideas about engaging residents during the coronavirus shutdown. Check out their creative solutions below.

We’re holding another Resident Life roundtable soon, and all are welcome to attend.

Join the next Resident Life roundtable on April 20!

We thank everyone for participating, and we invite you to join the next session, Monday, April 20, at noon ET: Resident Life discussion

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

We’d like to take a moment to acknowledge the many thousands of team members who are working tirelessly at senior living communities during the COVID-19 crisis.

Thank you to the CNAs, who keep residents content and healthy.

Thank you to the culinary team members, who ensure that nutritional needs are met.

Thank you to the housekeeping team, which keeps the environment clean and tidy.

Thank you to the laundry team, which makes sure that everyone has clean clothes and bed linens.

Thank you to the groundskeeping staff, which see to it that the grounds outside each resident’s window are beautiful and provide comfort.

Thank you to the nursing staff, which care for residents’ individual health needs.

Thank you to the maintenance team, which keeps everything running smoothly.

Thank you to the drivers, who keep things moving.

Thank you to the receptionists, who are on the front lines as people enter or call the community.

Thank you to the security team, which make sure that everyone in the community is safe.

Thank you to the IT team, which keeps all the tech running in this increasingly digital world.

Thank you to the wellness staff, which focus on caring for residents’ minds, bodies and spirits.

Thank you to the activities team, which keeps residents engaged, day in and day out.

Thank you to all the other team members, who are working so hard to keep people safe at communities across the country.

You are greatly appreciated for all that you are doing to fight the coronavirus during this time.

We know that every community and business in the aging services space is trying to stay ahead of safety and communications for the COVID-19 virus while juggling the needs of residents and staying connected with prospects. This led us to think about some free and easy tips that can keep current and future residents engaged and upbeat as much as possible while their movement is restricted.

Here are some ideas we’ve collected that we wanted to share with you. We realize that there are many more out there, but we thought this would be a good place to start.

Keeping Residents Engaged

Educational opportunities/lifelong learning/cultural stimulation

• Online museum tours
• Free live opera audio streams
• Resources for online courses, books, etc.
• Giant panda cam (National Zoo)
• San Diego Zoo live cams
• Virtual field trips (designed for kids but can be enjoyed by all)
• Fast Company article featuring different options
• 450 Ivy League courses you can take online right now for free 
• Wildlife cams
• The 50 best museum tours around the world

Spiritual grounding

• Free mediation
• Church services (many options online)
• Shabbat services (many options online)

Exercise

• Planet Fitness Free home “work-ins” every day
• Silver Sneakers  Free access to exclusive classes for yoga, cardio, balance and more

Connections

• Use in-house channels to share “coffee chats” with residents.
• Ask residents to send pics of what they enjoy doing in their homes to share with others in the community.
• Encourage residents to FaceTime with each other and with their families. (Send an email to all family members encouraging them to FaceTime with their loved ones regularly.)
• Caution against reading social media or listening to “hype” on TV or the radio, and encourage residents to reach out to the appropriate person if they’re at a low point.

Maintaining relationships with prospects

It’s important to always look for opportunities to follow up with prospects in meaningful ways, and the coronavirus pandemic is one of those (unfortunate) opportunities. Call your prospects to check on them during this health crisis, and ask if they are doing okay. Do they have food in the house? Is there anything they need? If they are local, drop off soup, muffins, toilet paper or other necessities on their doorstep. Recommend Netflix movies, documentaries, comedy shows or online live theater performances that might appeal to them. Give them ideas on how to stay safe, entertained, occupied and healthy. They will be grateful that you thought of them during this extremely stressful time.

In addition, we recommend virtual marketing events, where you can share details, floor plan walk-throughs, advice and just somebody new to talk with.

Social distancing doesn’t have to mean social detachment. During these troubling times, we all have to find new ways to stay connected.

Today’s blog post is from Kim Lehman, Varsity’s PR strategist. Kim has 25+ years of experience working collaboratively with businesses to build crisis communications plans and activate them.

You never know when your community will undergo a crisis that will create news coverage and public scrutiny. To deal with a man-made or natural disaster without damaging your community’s reputation, it’s imperative to have a well-thought-out crisis communications plan in place. The last thing you want to do in an emergency is to be scrambling to react. By having a crisis communications plan, you minimize chaos and create better communications with your external and internal audiences.

What is a crisis communications plan?

A crisis communications plan is simply the physical, concrete plan that outlines the responsibilities, protocols and key message points of an organization when reacting to a crisis situation. The plan will guide your community in sharing information with your key constituents during an emergency situation in a timely matter. Key constituents should include employees, residents, residents’ loved ones, traditional and social media, the community at large and other business partners. One common myth is that, if a community has an emergency preparedness plan, then the community is covered. On the contrary, a crisis communications plan goes far beyond an evacuation strategy.

Steps to creating an effective crisis plan

1. Form a team

First, identify the key people that should be part of the crisis communications team, to include a core team and subgroups. For example, your core team would include the CEO, the executive director and the communications director. Then, create subgroups for each particular type of incident. For instance, if you had a hacking incident, the IT director would be part of your subgroup. For an employee crisis, the HR manager would be involved. By putting the right people in place, your organization can be prepared to deal with a crisis more effectively.

2. Make an organizational chart

Create a chart, listing the core team and the subgroup team members. Then, compile the contact information for all team members. Identify a meeting place — whether that’s a physical conference room and/or a designated 1-800 conference call if all members of the team are not in one physical location.

3. Create scenarios

Get in a room with the core team and talk about every scenario that could possibly happen at your community, from a flu outbreak to an active shooter or a power outage. Create an exhaustive list of these potential situations.

4. Designate your spokespeople

For each scenario, choose a spokesperson and make sure that he or she is familiar with the talking points. The people you designate will depend on the scenario and also on their level of ability to communicate with the media. (Remember to always media-train your spokespeople!) Always choose someone who can articulate the message efficiently and help put the community in a positive light.   

5. Identify communications channels

Outline all of the current ways you deliver your information to external and internal audiences. You will want to use different channels for different scenarios. For example, internal statements may be delivered via an intranet; press releases may be sent via email to journalists; and social media posts may be placed on social media channels.

6. Create written statements

For each scenario, you should create an external statement to send to the media, an internal statement that you will send to employees and a potential Q&A. While you won’t have all of the details of a particular scenario, it’s nice to have the foundation of a statement so you aren’t rushing to write something during a crisis situation when stress levels are high. Be sure to keep the finished materials organized together — whether in a physical binder or in an electronic file.

7. Update your plan regularly

Once you’ve got your plan in place, I recommend updating the plan every six months. Spokespeople, phone numbers and other details change frequently. Update your communications plan when you change the batteries in the smoke detectors and during daylight savings time.

Did this process sound time-consuming? It can be. Crisis communications planning takes a lot of effort, and many organizations don’t want to spend the time and resources to do it; however, the consequences of not having a plan in place far outweigh the time you spend on it. And there’s nothing like the feeling of knowing that, should a crisis occur, your community will be well prepared to deal with whatever comes your way.

If you’d like to talk more about crisis communications planning, please contact us!

Today’s blog post is from Kim Lehman, Varsity’s PR strategist. Kim has 25+ years of experience working collaboratively with businesses to build crisis communications plans and activate them.

Every senior living community should have a complete, updated plan in place to deal with a potential man-made or natural crisis that could attract public scrutiny. But many do not. Here are some of the myths and misconceptions that could be holding your community back from developing an effective crisis plan.

1. Nothing’s ever going to happen at our community.

You may think, “In 50 years, we’ve never had a serious crisis at our community, so we never will.” The fact is that you never know when an emergency is going to strike, so being prepared is crucial!

2. An emergency preparedness plan is enough.

In my experience, communities often have an emergency preparedness plan in place, and they believe that is enough. I agree that knowing how to evacuate all of your residents in a crisis situation is very important, but that is just one part of the crisis communications plan. You will want to be ready to respond to every possible scenario that could happen at your community and prepare statements for not only your internal audiences, but for when the media potentially shows up at your front door.

A crisis plan will help you determine in advance how to speak to your employees, your residents and the media. It’s important that everyone who interacts with your community receives communication from you during a crisis communication.

3. The CEO or executive director is always the right person to communicate with the media.

People default to the CEO or executive director during a crisis, but this might not always be the most appropriate individual for every situation. If it’s a financial situation, the best spokesperson could be the CFO. If it’s a hacking incident, it could be the IT director. If it’s an employee issue, it could be the human resources director. For many situations, it could be the communications director. My recommendation is to always put the best spokesperson out in front for each specific situation — someone who can articulate the message efficiently and correctly.

4. Creating a crisis communications plan is too time-consuming.

Yes, it takes time and effort to create a crisis plan, but the alternative is that, if a crisis happens in your community, you’re caught unprepared. That kind of unpreparedness for a significant event has the potential to damage your company’s reputation and financial stability. It is better to invest time and resources up front than to suffer the damage of an unforeseen crisis.

Want some great tips for creating an effective crisis plan? Read my  blog post: “How to Create a Chaos-proof Crisis Plan.”

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.

Around this time of year, people are racking their brains to find just the right gift for friends and family. And people who live in retirement communities can be especially challenging to buy for, due to space restraints. So, what do you say when family members track you down, begging for gift ideas for their loved one?

We polled a few of our friends and relatives who live in communities and got their thoughts on what they would appreciate receiving this holiday. Virtually all these gifts can either be used up, or used frequently and easily absorbed into a compact household.

1. A nice piece of clothing. Wardrobes tend to get forgettable or old, so “a really nice shirt would be great,” one male resident said.
2. A really good photograph. A special photo of a friend or relative – not necessarily posed – with a loving message, would be very welcome.
3. Gifts that connect with a passion. For example, if the resident is a wood carver, give them a beautiful piece of wood. For writers, some kind of off-the-beaten-track word book. For quilters, a gift certificate to JoAnn’s Fabric.
4. Special foods. People are frequently in need of delicious tidbits that can be used to host intimate get-togethers: nuts, cheeses, crackers, etc.
5. Grab bag. A few additional ideas: An emergency kit for the car, a special kitchen towel, a nice lap blanket, a magazine subscription, a laptop DVD player or streaming service, jigsaw puzzles, sudoku or crossword puzzles, a book in a favorite genre, a festive holiday decoration to dress up the apartment.

Of course, if you have the opportunity to call or visit a relative you don’t see often, just connecting can be the best gift of all. Wishing you and yours a very happy holiday!

I was fortunate to attend the LeadingAge PA Fellows in Leadership graduation ceremony in Allentown, PA. I came away with some serious leadership envy. It was obvious that during this year-long program, the group had become extremely tight knit and the Fellows had grown very comfortable around one another. You could tell they really appreciated being able to bounce ideas off their new network of peers and having very supportive and approachable leaders within each group.

At one point, there was an exercise where people went around the room and commented on each other’s strengths. They gave thoughtful and sincere answers and you could tell that their words were from the heart.

The sentiments shared at the larger meeting were echoed by two people I spoke with in more depth: Diane Burfeindt, Vice President of Population Health at Presbyterian Senior Living, a coach, and Brian Mailliard, CFO at St. Paul’s Senior Living Community, a Fellow. Both were part of the same small group.

As we discussed the year-long journey, the two remembered back to the first day. At first, Brian was hesitant to try the program. He didn’t know what to expect. “My hesitation went away – day one – minutes into the first session,” he said. “The program changed my whole approach to leadership.”

During the year the group was together, Diane found it interesting that many participants underwent changes and growth in their responsibilities and titles. “Change can be scary, even if it’s a positive thing,” she said.  “Luckily, they had the group to fall back on. Typically, you don’t have people to talk to about work. This was a safe place where people could talk about their challenges.”

Brian seconded that thought. “Before when I would have a difficult situation or tough conversation at work, I felt like I was out on an island — who could I ever talk to that had that experience? Now that we’ve gone through this program, we can pick up the phone and call someone.”

The group plans to keep on being that support system for one another through phone calls and meetings. “One of the most important parts of the leadership academy is what happens after it’s over,” Diane said.

Both Diane and Brian agreed that leadership isn’t a destination, it’s a lifelong journey.

“It continues to remind me every year – leadership is a process and you’re never done,” Diane said. “It’s growth and a part of life – it’s not separate from your personal life. If you think you know it all as a person, then you sort of stagnate. It’s nice to be with the Fellows and the class and get out of your daily routine and remind yourself of that.”

“This program is only one tool,” Brian added. “The biggest realization is that you’ve got to always be working at leadership. Whether it’s reading or conferences or signing up for specific programs — if you don’t make it an intentional part of your career then you’re going to get caught up in the day to day and put it off.”

One of the most fascinating components of the program was the final project each Fellow had to present. Brian completed his on a program called Share Care, an innovative housing solution for low-income seniors. Stay tuned for more details in a guest post from Brian.

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 DDunham@VarsityBranding.com. 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 DDunham@VarsityBranding.com.

In celebration of National Wellness Month in August, we’re talking to Becky Anhorn, fitness and wellness director at Meadowood Senior Living, a faith-based, single-site Life Plan Community in Worcester, Pennsylvania. Becky is legendary at Meadowood for her enthusiasm for wellness. She has a passion for helping every individual achieve the highest level of well-being possible.

Hi, Becky! Thanks so much for taking the time to talk with us today. Can you tell us a little about your background?

In addition to my fitness and wellness training, I have a master’s in social work, and I’ve been a dancer all my life.

What’s your experience been like at Meadowood?

It’s been pretty amazing. I’ve built so much rapport with the staff and residents here. It’s a very welcoming, progressive and innovative environment. As far as ideas go, nothing’s really off the table.

How is the wellness program unique?

We’re always looking at new trends that are out there across the country and incorporating them. It’s a diverse age group, so some residents work 9 to 5 and are looking for evening programming, while some prefer to work out in the morning and have different interests outside of the community. It’s really taking a look at the population as a whole and programming accordingly.

Can you talk about your commitment to employee wellness?

We believe that, if we have healthy staff, then we have healthy residents. That’s why we offer five staff fitness classes a week and pop-up wellness events, from aerobics to meditation to a softball league and wellness walks. We feel that there should be fun in fitness! It’s a breakaway from the day-to-day of work — just taking an opportunity on a lunch break to head out on the fitness courtyard and play badminton, enjoy snacks, be with other people and step outside of our comfort zone.

How does Meadowood nurture all six dimensions of wellness?

We don’t just look at the physical piece, but at all of the components that contribute to well-being. We offer tai chi, yoga, brain health classes and a lot of specialty classes. Our 11 certified wellness team members come from very diverse backgrounds. We have personal trainers, a dementia specialist, two people with a social work background and a wellness coach who is also an author. All of us collaborate to offer expertise that covers all dimensions of wellness.

What has been the reaction to all of the wellness offerings?

Our participation rates have gone up exponentially in the past year. I think that is attributed to the fact that residents and staff have a lot of say in their wellness program.

What role does technology play in wellness?

It helps us keep track of the residents’ progress. It’s starting at a baseline, doing a fitness test, seeing their balance, coordination, mobility and fitness levels and tracking all that to navigate their individual wellness programs.

What’s the most rewarding part of your job?

Seeing people open themselves up to a different level of wellness than they thought possible. Residents come to me and say, “I took a stress test, and there were a lot of red flags for me. Then I started taking your classes, and I passed the stress test with flying colors. I know it has to do with the programming that you have here.” That makes me want to come into my job every day. It’s really the impact that I’m having on the residents and seeing that they’re living healthier, better lives.

For more wellness insights from Becky, watch the video below.

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 DDunham@VarsityBranding.com. 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.

I’ve traveled all over the country to attend senior living conferences. Last week, I had one of my  favorite event experiences. It was just three minutes from my home in Hershey, Pennsylvania.

At most conferences, the locations change, but the same pain points keep coming up. Issues include staffing headaches, leadership transitions and ever-changing regulations. However, at the recent 2019 LeadingAge PA Annual Conference & EXPO, themed “Own Your Future,” speakers raised some new and different questions. These questions could dramatically impact the future of aging services. In case you weren’t able to attend, I wanted to share them with you.

1. Are smart speakers in communities breaking the law?

That’s one question you may not be able to ask Siri or Alexa. Even so, every community should be seriously considering it. As more and more providers (and more and more residents) plug in to voice assistant technology, the more potential legal and regulatory conflicts they face. For instance, allowing a resident to be audio-recorded without consent (which smart speakers do) violates both HIPAA and state wiretapping acts. Is smart technology always such a smart idea? In this fascinating presentation, Larry Zook and Cynthia Haines made the case for putting strong policies in place to deal with this new technology. 

2. Why do for-profit developments move so much faster than nonprofits?

For-profit senior communities can be built in 12–18 months, while nonprofits often take 3–5 years. What accounts for the faster speed to market? In a peek inside the for-profit world, Maura Richards of Wohlsen Construction and Jamie Spencer of SilverBloom Consulting broke down the reasons.  They included vetting based on market feasibility, no need for pre-sales, a focus on rentals and availability of equity. Can nonprofits find ways to speed up their own development process?

3. How can we extend housing solutions to the middle market?

As a field, we have options for people with significant resources. We also have housing  for people with extremely limited resources. But those in the middle? They’re often left without good choices. Research specialist Sara Marcq, banking professional Lynn Daly and architect Craig Kimmel discussed new models coming to market — including some for-profit rentals — to fill these unmet needs.

No, I didn’t take three flights to attend LeadingAge PA or visit an exotic locale. After the show, I got in my car, made two lefts and a right and arrived in my own driveway. This shows that a conference really isn’t about a place but about people. It’s people coming together to share their knowledge, in the hopes of improving life for older adults.

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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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.

I thought I was just flying into Fort Worth, Texas, for another sales conference. Instead, attending the 2019 Greystone Sales Adventure from May 1 to 3 was a life-changing experience that challenged me to look not only at my role in sales, but my whole approach to aging services.

The first tip-off that this wasn’t sales as usual was the conference theme: “Get Down in Funkytown.” It reflected a collective commitment by these senior living sales professionals to get down and be rebellious as they seek to reach consumers who demand more control of their next phase of life. Oh, and it offered lots of opportunities for the participants to get their funk on.

The next clue was the keynote speaker, Lois Kelly, co-author of  Rebels at Work and co-founder of an organization of the same name. The essence of Kelly’s book and the organization she represents is a call for us to push all layers of the organization — regardless of respective role or place of authority — to take responsibility for driving improvement, change and innovation.

Lois challenged us as sales professionals to assume a leadership role in driving change across our organizations. In thinking about the undertaking Lois tasked us with, I’ll be lending ongoing attention to the following questions in collaboration with our clients:

1. What are we doing as partners to make the status quo unappealing?
2. How are we helping our teams become more agile and flexible?
3. To what degree are we maintaining our curiosity? What did we learn today?
4. Who did we listen to today, and what was their message to us?
5. Why does the world need us?

One final takeaway: Lois summed up her message to the group by pushing each of us to change the soul of the place in which we work. The challenge is monumental, but the talented group of sales professionals is serious about transforming the field in an effort to serve those yet to be served.

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.