The most successful communities are those that embrace a thoughtful and disciplined forecasting process. Strategic planning done right aligns your service offerings, facilities and operational goals with the current and future needs of the older adults you serve.
Whether your organization is seeking to repurpose existing buildings, adjust service lines or plan for growth, your strategic effort will succeed only if it begins with clarity, structure, intentionality and engagement. Below, we outline the essential steps, the importance of board involvement, common obstacles and lessons from a past strategic planning success story at a senior living community in southern Wisconsin.