5 Elements of Strategic Planning

We look at 5 primary elements to help you plan for growth and success

​

1. Your vision / definition of a successful business

2. Your Goals and Values​​

3. Your Personal Assets and Liabilities (No, it's not what you think)

4. Your Challenges (and of course the solutions)

5. Your Milestones and KPIs 

This Seminar / Workshop is designed to help you get your business on the right track. 

​

Identifying Your Market

How strategic are you when it comes to building out your sales territory?

​

Did you know that refining your target client can reduce cost, increase productivity and even get your client pipeline filled much faster? 

​

This Seminar / Workshop will give you a better understanding of:

• Who is your ideal client

• How to target facilities

• The importance of targeted Marketing Zones

• Using Demographic Data to improve your outcomes

Understanding Caregivers

There are key differences that need to be recognized and considered when designing a recruitment campaign.

​

Understanding your territory and the identifying make-up of the caregiver will help you narrow down the scope of your campaign and save your organization money and misused resources.

This Seminar / Workshop will give you a better understanding of:

• The differences between Private Pay and Medicaid Caregivers

• Where to find them using Demographic Data

Quality Assurance and Private Pay Agency Growth

When we talk Quality Assurance, we usually think of regulatory compliance.

Understanding Quality Assurance can help your agency improve Caregiver & Client Retention as well as increase revenue. 

​

This Seminar / Workshop Will help you understand:

• What are QA checks

• Why Your Agency Needs them

• The 3 main checks

• How they help with growth