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.