Erik Skelton 6/25 - 6/29

1 - REPs handbook/users guide
2 - REPs EOM reporting
3 - PR for OMV hearing event
4 - AZ Grand materials
5 - PR for new community
6 - Visions (?)

Erik Skelton 6/10 - 6/15

1. Visions
2. Cypress article for The Guardian
3. Any remaining Flag Day needs
4. OMV Open House press release
5. Az Grand materials
6. Photoshop class 13th

Karen 6/4-6/8

1. Work with Q2 to arrange employment advertising on TV stations
2. Interviews for Westpark Outreach person.
3. Proofs for Missoulian Ads
4. Phone Directories yellow pages listings for Missoula properties
5. MArketing Meetings at Riverside, VHCC and Valley View
6. Arrangements VHCC Retro Jewelry Sale.
7. Explore Salmon ID Market for Valley View

Erik Skelton 6/4 - 6/8

1- Visions
2- Arizona Grand materials
3- Unicru materials
4- Look for materials for CNA week/Natl Nursing Assistants Day
5- Photo work

Kristi Carlson 5/21-5/25/07

• Receive HealthMedX training on Scheduling, from Laura Chaisson.
• Work with Roni Hellwig on the Parkinsons Accreditation Program initial Department Head training organization and implementation.
• Review all Service Plans for Cypress Memory Care.
• Work with Sheri Blume to establish thorough, accurate Service Plans for Memory Care residents.
• Follow progress of care conferences and subsequent Level of Care changes.
• Reevaluate current staffing patterns at Cypress, with Craig Edinger, as related to increases in residents Level of Care packages.
• Review Service Plans in remaining residents at Cypress.
• Continue to review Call Bell Audits at Cypress.
• Update Agnes and Craig on all findings from above processes.

Erik Skelton 5/14 - 5/18

1 - Visions
2 - Chandler Place Photos Monday 2:30
3 - Monte Vista DL
4 - Write Guardian article on The Bonzai
5 - Continue coordinating REPS training
6 - Blogging
7 - REPS reports
8 - End of Life report
9 - OMV event Thursday - ALL DAY

May7-May 11

1. Manage final edits of Missoula Care Guide-Ad from Community, pictures from Hillside.
2. Billings-Westpark: Review last 6 months of REPS Leads, Weekend MD tour training;job description/design for outreach person.
3. Billings -Valley and BHRC:Review marketing plans, Westpark cross marketing, ad campaign,budgets.
4. Village Health Care-planning Retro Jewley Sale-establish partners and jewelry requests.

1 Oil Can Meeting – Monday
2 G.O.D. (aka Grace of Ordinary Days); complete budget for preliminary project planning at Royal Palms; develop audience usage of project elements; plan and schedule on-site event with author; explore use of project at Terracina Grand for referral sources. Week of May 7th.
3 West Hills Health and Rehab web site: writing/edit initial text; work the Administrator on final version; develop shoot list. TBD
4 Alamitos West web site: writing/edit initial text; work the Administrator on final version; develop shoot list. TBD
5 Miramont Pointe Van – coordinate logo and marketing info on new van. June1
6 West Hills Village Van – coordinate logo and marketing info on new van.June 1
7 Summer Hill – continue to work with staff on marketing template May 9
8 Monte Vista – Finish up bios and info need for web site. May 7
9 Monte Vista – Develop elements for best friends mailing/project May 11
10 Terracina Grand – conference call with Carole May 8
11 Western Region Quick Facts – promo and mailing with Erik to Western Region week of May 7, 2007
12 Arizona Grand – Trip to site May 21 to work with new marketer on 90-day plan, staff in-service on tours and closings, setting rent-up expectations for remainder of 2007; work with SNF on marketing initiatives/rehab success outcomes.
13 On going Top Ten Calls
14 AZ Grand and The Peaks – develop mailing for recruiting of RNs/LPNs
15 HOTS calls
15 Western Region closing expectations plans; developing with Kevin Bruso to roll out in 2nd quarter.

Erik Skelton 5/7 - 5/11

1 - Visions
2 - Chandler Place photos, Wednesday 11
3 - Complete Monte Vista DL, start next one (OMV?)
4 - Quickfacts book - reanalyze West materials, work on Montana
5 - Nursing Week press releases
6 - Write Guardian article for the Bonzai
7 - Website work with Diane
8 - coordinate REPS training
9 - begin developing REPS protocol, reporting - Including OneSite
10 - Blogging
11 - Check in on collateral review - Agnes, Steve
12 - End of life calls/formulate report

Erik Skelton 4/30 - 5/4

1 - Visions
2 - Meet with Senior Resource Rep - Tuesday
3 - Complete Monte Vista distrib list
4 - Website text
5 - Quickfacts books
6 - Tour sheets
7 - Nurse stories
8 - MERITS logo
9 - Begin Gardian article for The Bonzai

Liz Reach

• Photograph of Academy/Faribo manager forwarded 4/27/2007
• Status of Websites - Silver and River Commons are in process. Julie was scheduling photographs - status of same?
• Status of Information Exchange with Website - No response to request for assistance with technical requirements
• Introduction and Orientation - Residential
• Mn AptHotline Contract Cancellation Required
• Sales brochures - Rambush and Queen Anne
• Business Referral programs and Collateral - Academy, Faribo
• Business Referral Development - Brentwood and Royal Oaks
• Business Development model - Hammer Residence - Royal Oaks
• Burnsville - Full Market Review

Kristi Carlson 4/30-5/04/07

I will be at The Palms of Largo, Monday through Friday.
Agenda items to include (but not limited to):

1. Work with Diane and Robin Katchuk on Grace of Ordinary Days kick-off at Royal.
2. Work with Agnes on chart reviews at Cypress Palms.
3. Work with Sheri Blume, D.O.N., and Stacey McCauley, E.D. on Level of Care changes at Cypress, participate in associated care conferences, and continue to improve detail on Service Minder care plans with emphasis on Memory Care residents.
4. View Parkinsons Accreditation Program videos and review workbook. Work with Roni Hellwig regarding plan for implementation.

Erik Skelton 4/23 - 4/27 schedule

1 - meetings M-Th
2 - finalize Cypress "Guardian" article
3 - Quickfacts
4 - Visions
5 - Set date to meet with Senior Outlook with Heather
6 - Website work - text for Chandler/Imperial
7 - Nurses stories

Katie Westberg 4/23-4/27

1) Update Activity BLOG.
2) Distribute Activity Resource Binder to all activity teams, first tab-Veteran's Club. Include in mailing memo regarding follow-up.
3) Review "best practice" draft for assisted livng with p&p committee.
4) Review suggested newsletter/calendar format guidelines with team during SLHC meetings. Provide sample.
5) Develop activity goal options for LTC activity teams to utilize when developing care plans. Review with clinical directors during week of April 23rd.
6) Develop "theme ideas" related to Long Term Care Week.
7) Volunteer Orientation/Process...
6) Follow up with Old Main Village, currently trialing (m) Power Cognitive Fitness.
7) Continue to develop Activity Kits.

Kristi Carlson 4/16-4/20/07

Kristi Carlson: SE Regional Sales and Marketing; OPS Support

1. Review Cypress Palms and Sabal Palms census and statistics to date. Prepare information for HOTS meetings.
2. Sabal Palms HOTS meeting and Cypress Palms HOTS meeting on Tuesday.
3. Lunch with Old Main Village residents on Wednesday. Participate in tour as needed.
4. Work with Agnes on policies/procedures for reinforcement and implementation of various Service MInder tools at Cypress and Regal Palms.
5. Continue support/follow up on Caregiver Charting Forms use at Cypress Palms. Plan for implementation of C.C.F.'s at Regal. week of 4/30.
6. Continue plan for Grace of Ordinary Days kick-off. Current plan is week of 4/30.
7. Follow up with Roni after her 4/18, meeting with Parkinsons Accreditation people.
8. Review trip report(s) for any necessary, but currently not completed, follow up.
9. Contact all persons involved regarding #8.

Karen 4/16-4/20

1. Goodman Group PAge in the Billings Gazette-arrange contrct and start ad proofs fro BHRC and Valley.

2. On Hold Scripts for Village Health and Village Senior.

3. Westpark 100% Meeting-this week we are working on Assisted Living.

4. Proof collateral projects and get finals to print for Valley HEalth and BHRC

5. Refill and refresh Goodbye program at Valley and BHRC

6. Tour Training for weekend marketing at Westpark Village.

7. Coordinate Missoulian Goodman Group page.

Liz Reach 4/16 - 40

• Website Review - River Commons and Silver Palms Materials are in process of completion. Request photos status for Silver Palms from Julie.
• Website Review - Windsor Materials pending posting to S: drive
• Website Review - Wheelock Materials are under review; anticipate posting this week
• Website Review - River Commons - Eric Skelton and Amy Matras are working on text and layout. Julie scheduling photos
• Website Review - Silver Palms - Need status from Julie; Julie scheduling photos

One Site Hosted Website - Harrisburg Demo nearing completion; need assistance with Menu Code and Banners and Links. Schedule final briefing with Marketing and finalizing product and determine roll out schedule for remaining communities.

Status of Marketing Position

Projects pending assistance from Marketing

• Development of Collateral Materials for Sales of Manufactured Homes
• Development of Brochures & Collateral Materials for Silver Palms

Erik Skelton 4/16 - 4/20

1 - Montana Tour Sheets
2 - Visions
3 - Reverse Match Game
4 - Quickfacts
5 - DL for Monte Vista
6 - logo MERITS
7 - materials review
8 - "End of life" calls
9 - blogging
10 - Jane Hamrick
11 - meet w/copier people Wednesday
12 - press release work for OMV

Diane Simonet Kenney - 4/9 to 4/13

1. Monday Planning Session - in flight
2. Marketing and sales training rewrites - edits April 13
3. Sales Training for AZ Grand Staff - week of April 9
4. The Peaks - sales and marketing staff visit - April 9 and 10
5. Training new AZ Grand marketing director - April 11 to ongoing
6. AZ Grand Open House Event - April 12
7. Final copy for West Hills web site - April 13
8. AZ Grand Web site launch - April 10
9. AZ Grand Resident Handbook - final version overview with ED - April 10
10. AZ Grand Resident Handbook to legal for review - week of April 16
11. Prepare for marketing & sales staff visit to Summer Hill, West Hills, Miramont Pointe, week of April 17
12. Complete final versions with staff of 2nd quarter marketing plans: Summer Hill, West Hills, The Peaks, Katella - April 20
13. Complete specs for bus graphics for Miramont Pointe and West Hills - May 1
14. REPs training - desparately needed, please schedule

Erik Skelton 4/9 - 4/13 schedule

1- Montana Tour Sheets!
2- Continue Visions work
3- Ad text for Valley - 2 years no loss time
4- logo work Unicru, MERITS
5- Final AZG preps.
6- Meeting with Strib Senior Living Showcase rep with M. Kern - Monday 2PM
7- Distribution List for Monte Vista
8- "End of Life" calls
9- E.D. Match Game
10- Materials review
11- Quickfacts
12- Jane Hamrick
13- 0 days lost ad - Valley HCC

Katie Westberg 4/9-4/13 Schedule

1) In Progress-Introduction of myself/role-Implement BLOG. Connect with each region, review goal of BLOG, content, process for submission. Central region-done, largo campus-end of March, April-rest of depts. BLOG will be 100% by May 1st.
2) Distribute Activity Resource Binder to all activity teams, first tab-Veteran's Club. Include in mailing memo regarding follow-up.
3) Follow up with (m) Power.
4)Develop activity goal options for LTC activity directors to utilize when developing care plans, review with regional clinical directors in April.
5)Investigate TCU leisure inventories.
6)Develop “best practice” draft for assisted living activity policy and procedure committee. To be reviewed with committee end of April.
7)Develop p&p on newsletter/calendar format guidelines.

Kristi Carlson 4/9-4/13/07

Kristi Carlson: SE Region Sales and Marketing; OPS support

1. Review all SE community 90 day Sales and Marketing Plans. Contact communities with concerns/questions.



2. Follow up on Service Minder Caregiver Charting Form implementation at Cypess, with Sheri Blume, D.O.N. Resolve concerns/questions.



3. Follow up with Craig on plans for "Action" items from trip of 3/26-3/30.



4. Work with Gary, Holly, Robin, and Diane on plans for kick-off of Grace of Ordinary Days at Royal, ie. time frame, details of kick-off.



5. Check in with Roni Hellwig for finalization of the Checklist tool at the P.O.L. Implement initial trial use. (Note: this is not the assessment tool that Agnes and I have been working on).



6. Set up time frame for first training date for Parkinsons Accreditation Program at the P.O.L. after conversations with Roni, Robin, Craig, and Gary.



7. Top 10 with Terracina, Craig/Gary will do Top 10 with remaining SE communities.
8. Received Mystery Shop results from Gary - REVIEW. Contact Robin and review outcomes. Discuss direction needed with Gary and Robin.
9. HOTS Meetings with Mel, Craig, and Gary, Wed. 11:00am-1:00pm, and 3:00pm-5:00pm.
10. Meeting with Hylas Corp. and Agnes, on Wed. 2:00pm.
11. Review Cypress website.
12. Vacation: 1/2 day Thursday, Off Friday: to Colorado for long weekend.

Liz Reach

LIZ REACH OIL CAN TEAM SCHEDULE



DATE: 4/9/2007 – 4/15/2007 LOCATION: Twin Cities

1) Website Review
River Common and Silver Palms Materials will be delayed until new Regional Property Manager can assist with production
Wheelock and Windsor South Materials should be available by
April 9

All other items completed and submitted

2) Sales and Marketing Binder
Sample package prepared for Franks review – Royal Oaks Apartments

3) Marketing Plan
Bullet point format prepared for Franks review – Royal Oaks Apartments.
Current requirements indicate that properties under 95% prelease marker need to update a formal marketing plan; otherwise updates are made via PVR


4) General
Staffing of Marketing Position – Status?


5) Pending Items / Future Request Items
Development of Sales Collateral for Rambush and Queen Anne Courts

Erik Skelton 4/2 - 4/6

1 - Visions work - draft to Dan by Wednesday
2 - Montana tour sheets - deadline has to move, shoot for mid-April
3 - Materials review
4 - Quickfacts - detail printing on West, continue Montana
5 - "End of life" review
6 - OMV activities booklet
7 - blog work
8 - Jane Hamrick article
9 - CaringBridge roll-out
10 - Misc. work for Az. Grand event - lay out employee handbook
11 - website text for Terracina Grand
12 - Unicru logo
13 - redesign MERITS logo
14 - talk to Tammy Tally, Stephanie T. 4/5- re: Mss Montana (Stephanie) reception (Wed 4/4)

Liz Reach 3/26 - 3/31

Anectodal - Website Experiences

Rambush - One contact indicated she made the decision to call our site first because of a.) web prescence and b.) the photographs on the site made it look so appealing

Queen Anne - A current resident was excited to be able to refer his friends/family to our website so they could see where he lived. He was also extatic to learn about planned upgrades to the system that would allow him to set up automatic withdrawals for his rent.

Academy - Senior aged resident was happy because she could email information about the property to her daughter (we provided photos) and explained that the new website would be up soon. She was thrilled that she would be able to on line service requests and pay her rent on line in the near future too. It was exciting to see her expression as she saw the interraction she would be able to have, on 'her own schedule'.

Willoway - A propspective/current resident was impressed by the way it is structured and has referred family and friends to the site.

There may be more out there, but site staff have been ramping up for the snow event for awhile. Expect more info next week.

Other Agenda Items:

Individual Regionals should be forwarding information to Julie as requested for the last of the web pages.

New marketing position - job description availability?

Future Agenda Items:

Development of marketing collateral park home sales - Rambush & Queen Anne

Kristi Carlson 3/26 - 3/31

1 - Meet with Gary, Craig and Agnes on follow-up items from last week at POL. Prepare list of specific action needed. Follow up w/each
2 - Mystery shopping is underway at all venues at POL. Outcomes should be available this week. Discuss results with Mel, Craig, Gary
3 - Continue to work with Roni Hellwig on assessment checklist to objectify placement of prospects and returning residents. First draft is done and will be expounded upon.
4 - Follow up with Roni on progress of implementing the Parkinson’s Accreditation at POL
5 - Check in with Holly as to date of prototype available for Grace of Ordinary Days mug and giftcard to be used at Royal Palms
6 - Work with Agnes to improve assessment tool for Cypress Palms. Synchronize outcome of assessment, Service Minder care hours and level of care packages
7 - Standerdize the “move-in” experience at Cypress Palms and at Regal Palms. Submit recommendations for review by Craig and Gary
8 - Plan for implementation of “welcome basket” to new residents at Regal
9 - Follow up with Marniw on progress of locatind and contracting Sabal discharged residents 2004, 2005
10 - Plan trips to Az Grand and Monte Vista at Kevin Bruso’s request, to evaluate current use of Service Minder and recovery of charges for services provided
11 - Meet with Katie to discuss Memory Care needs at Cypress Palms.Plan follow-up trip.

Katie Westberg 3/26 - 3/31

1 - Arizona Grand visit 3/5-3/8.
2 - Create standard for newsletter/calendar process. Review proposed guidelines with Mel (Friday).
3 - Finishing touches on “training manual” for Veteran’s Club. Input information provided by Roni (Largo) and Therese (Miramont) into manual.
Received letter of introduction from Gary. Used in the first meeting in 2004.
4 - Finishing touches on activity analysis hand-out/calendar development hand-out. These tools will allow for greater understanding of how to create a more balanced activity program. Distribute to activity teams as needed.
5 - Review with Gary “Special Event’s Check-list”. Tool will challenge activity director to think outside of the box when planning an event. Can it be a dual program with marketing?
6 - Draft new policy and procedure order for policy and procedure committee to review. Copied suggested list to Sue Hash, Denise Licata, Sue Hicks, and Agnes Lehn. Conference call Monday, 2-19-07. This manual will assist with communicating a minimum standard for assisted living activity programs.
7 - Follow up with University of Minnesota’s horticulture program. Attempting to develop an intergenerational horticulture program to pilot in central region.
8 - Research volunteer programs within communities. Develop template for those who currently do not have a process in place.

Julie Roman 3/26 - 3/31

1 - Working with photos for Monte Vista, Terracina, Riverside, Timber Pines, Summer Hill, Sabal Palms, Billings Health, Regal Palms, Bradley House, Summit House, Rose Vista, Minikahda Court, Imperial Palms, Silver Palms – ongoing
2 - Working with Beth to finalize Bradley House and Summit House – this week
3 - Sending photos to Denise for Timber Pines, Royal Palms, Regal Palms, Imperial Palms, Billings Health, Terracina Grand - ongoing
4 - Taking additional photographs for Sabal Palms, Regal Palms, Royal Palms – today and tomorrow
5 - Taking final needed staff photos for Cypress Palms - today
6 - Working to obtain the necessary materials to complete remaining websites - ongoing

Gary Solomonson 3/26 - 3/31

1 - Monday Morning = planning session
2 - Meetings with Dan most of Monday
3 - Interviewing candidates for Res/Comm sales and marketing support person - this will continue through March until someone is found
4 - Complete Regal Palms brochure
5 - Establish Orientation Committee - meet with Dan when available
6 - U.K. Project – conference call with Tom @ Savills
7 - Tuesday - Timber Pines Review
8 - Reschedule appointment with Kelly for Shorewood Project
9 - Dunkley Update – check with Dan per his message left last week
10 - Review Apple Valley memo with Dan
11 - Review project in Chattanooga with Dan
12 - Wednesday – presentation at Chandler and travel to FL
13 - POL on Thursday and Friday
14 - Friday U.K. Conference Call

Erik Skelton 3/26 - 3/31

1 - Montana tour sheets – finish in March
2 - Materials review – on-hold reports
3 - Meet with Frank to continue shaping speech – finish by 16th
4 - Welcome letter for corp. brochure – finish by 16th
5 - Finalize West Quickfacts, continue work on Montana
6 - Calling communities for “end-of-life” review - ongoing
7 - Other jobs as they arise
8 - OMV booklet - ASAP
9 - Az. Grand work for Diane – hanger, handbook
10 - Begin Visions

Diane Simonet Kenney 3/26 - 3/31

1 - Monday Morning – planning session
2 - Copy collaboration on new “TGG” Brochure and #10 - Ongoing
3 - Marketing and sales training manual started; divided sections with Kevin Bruso; First draft due March 30.
4 - Meeting with commercial real estate broker in AZ – week of March 12
5 - Final version of 90-day revolving marketing plan to Monte Vista (per site visit week of March 5)
6 - Conference call with Monte Vista on mystery shopping results – March 15
7 - Meet with Katie and send information to Monte Vista to start Veterans Club – week of March 12
8 - AZ Grand: marketing visit/model units– March 13 to 16
9 - Sage Travel brochure; To Printer- week of March 12
10 - Customer Service call to Western Region – March 15
11 - Lots of martinis after return flight from AZ Grand – March 16

Denise Rosenau 3/26 - 3/31

1 - Working with Arizona Grand photos – this week
2 - Adding new photos to Cypress Palms site – today
3 - Adding Cypress Palms bios when received today
4 - Working with photos for Regal Palms, Royal Palms, Katella, Terracina Grand, Summer Hill, Valley Health and Riverside – ongoing
5 - Will create Monte Vista shell as soon as text is received this week
6 - Creating Riverside shell

Blaine Fallis 3/26 - 3/31

1 - Working on Billings Health shell

Beth Worthy 3/26 - 3/31

1 - Working with new materials received for Academy, Faribo, Minikahda Court, Parklawn Estates, Valley Village and Village Manor
2 - Revising photos for Bradley House and Summit House
3 - Finishing touches on Rose Vista - today
4 - Updating remaining 'old' residential websites, as time allows, to reflect change from Sage Company to The Goodman Group - ongoing