Marketing advisory services

Providers throughout the United States are experiencing unprecedented occupancy challenges as consumer confidence in the economy has tumbled and continues to struggle for recovery.  ARI’s professionals have extensive experience in every CCRC market in the country from front line sales to managing strategic marketing for multi-facility providers as well as marketing for start-ups, expansion projects and communities operating under close scrutiny of investors.  ARI provides related services including:

• Reviewing and updating current and projected market demographics;
• Determine supply and demand for existing and proposed facilities and services;
• Assessing competitive market positioning of your community based on target market, product, pricing, and market perceptions;
• Improving bottom line effectiveness of marketing programs;
• Interactive strategic marketing planning workshops with your marketing team; and,
• Focus groups and other methods of consumer research.

Financial Advisory Service

How often do you contact banks and financial institutions to borrow millions of dollars for expansion or renovation? Maybe once or twice in your career? How well do you understand current pricing and covenants and how they have changed since the last time you borrowed?

Lacking current information to finance an expansion or renovation is costly and avoidable. ARI can help you make educated decisions to help meet your project needs. ARI does not provide financing. Instead, we work as part of your team as your financial advisor or expert. We can help you fulfill your fiduciary needs by carefully assisting you in the process of securing millions of dollars in financing.

ARI is paid to act in your best interest, not to “do a transaction.” This means that our advice is unbiased as to structure, size, or timing. Who wins? You and your residents!

IWith our collective experience in the aging services field, we assist organizations by evaluating operational costs and service delivery efficiencies. Our goal is to assist the organization in identifying, quantifying, and recommending areas for revenue enhancement, expense reduction, and process improvement. A typical operational review of your organization is a five step process.

1. Organizing and scheduling of timeline and scope of analysis
2. Thorough review of current documents and information about the organization
3. Conduct on-site visits, tours, and interviews with key leadership and staff
4. Analysis of information and recommendations with consideration to uniqueness of organization and mission.
5. Oral presentation and written reports

Our review of your operations will provide you with operating benchmarks and best practices from hundreds of providers we have encountered over the years throughout the nation. This knowledge will assist you in improving the effectiveness of your operating systems thereby increasing the quality of services to your residents.

Financial Advisory Service

How often do you contact banks and financial institutions to borrow millions of dollars for expansion or renovation? Maybe once or twice in your career? How well do you understand current pricing and covenants and how they have changed since the last time you borrowed?

Lacking current information to finance an expansion or renovation is costly and avoidable. ARI can help you make educated decisions to help meet your project needs. ARI does not provide financing. Instead, we work as part of your team as your financial advisor or expert. We can help you fulfill your fiduciary needs by carefully assisting you in the process of securing millions of dollars in financing.

ARI is paid to act in your best interest, not to “do a transaction.” This means that our advice is unbiased as to structure, size, or timing. Who wins? You and your residents!

Financial Advisory Service

How often do you contact banks and financial institutions to borrow millions of dollars for expansion or renovation? Maybe once or twice in your career? How well do you understand current pricing and covenants and how they have changed since the last time you borrowed?

Lacking current information to finance an expansion or renovation is costly and avoidable. ARI can help you make educated decisions to help meet your project needs. ARI does not provide financing. Instead, we work as part of your team as your financial advisor or expert. We can help you fulfill your fiduciary needs by carefully assisting you in the process of securing millions of dollars in financing.

ARI is paid to act in your best interest, not to “do a transaction.” This means that our advice is unbiased as to structure, size, or timing. Who wins? You and your residents!

IWith our collective experience in the aging services field, we assist organizations by evaluating operational costs and service delivery efficiencies. Our goal is to assist the organization in identifying, quantifying, and recommending areas for revenue enhancement, expense reduction, and process improvement. A typical operational review of your organization is a five step process.

1. Organizing and scheduling of timeline and scope of analysis
2. Thorough review of current documents and information about the organization
3. Conduct on-site visits, tours, and interviews with key leadership and staff
4. Analysis of information and recommendations with consideration to uniqueness of organization and mission.
5. Oral presentation and written reports

Our review of your operations will provide you with operating benchmarks and best practices from hundreds of providers we have encountered over the years throughout the nation. This knowledge will assist you in improving the effectiveness of your operating systems thereby increasing the quality of services to your residents.

Operational Consulting

IWith our collective experience in the aging services field, we assist organizations by evaluating operational costs and service delivery efficiencies. Our goal is to assist the organization in identifying, quantifying, and recommending areas for revenue enhancement, expense reduction, and process improvement. A typical operational review of your organization is a five step process.

1. Organizing and scheduling of timeline and scope of analysis
2. Thorough review of current documents and information about the organization
3. Conduct on-site visits, tours, and interviews with key leadership and staff
4. Analysis of information and recommendations with consideration to uniqueness of organization and mission.
5. Oral presentation and written reports

Our review of your operations will provide you with operating benchmarks and best practices from hundreds of providers we have encountered over the years throughout the nation. This knowledge will assist you in improving the effectiveness of your operating systems thereby increasing the quality of services to your residents.

Marketing advisory services

Providers throughout the United States are experiencing unprecedented occupancy challenges as consumer confidence in the economy has tumbled and continues to struggle for recovery.  ARI’s professionals have extensive experience in every CCRC market in the country from front line sales to managing strategic marketing for multi-facility providers as well as marketing for start-ups, expansion projects and communities operating under close scrutiny of investors.  ARI provides related services including:

• Reviewing and updating current and projected market demographics;
• Determine supply and demand for existing and proposed facilities and services;
• Assessing competitive market positioning of your community based on target market, product, pricing, and market perceptions;
• Improving bottom line effectiveness of marketing programs;
• Interactive strategic marketing planning workshops with your marketing team; and,
• Focus groups and other methods of consumer research.

Governance Effectiveness

One of a nonprofit’s most valuable sources of energy is the leadership of its board of directors. Working in partnership with management, the governance team makes a stream of decisions shaping the future of the organization. While research shows group decision making results in better outcomes than that of individuals, reaching consensus in groups is time-consuming and sometimes frustrating.

 

ARI’s governance development program, The Five Paths to Effective Governance, improves the decision-making capacity of boards and senior leadership. Grounded in decades of research and experience, The Five Paths is both a diagnostic tool (through the use of ARI’s board evaluation system) and an interactive framework for thinking and talking about governance. Using surveys, workshops, executive coaching, small group exercises, and webinars, The Five Paths lead board members and senior leadership through collective learning experiences.
Over the past three years, ARI surveyed boards of over 20 not-for-profit retirement community and long term care organizations. The Five Paths Board Evaluation Survey (easily administered as an on-line survey to board members) includes questions related to each of the five paths: Fiduciary, Strategic, Sensemaking, Board Learning and Group Dynamics1. The chart to the right shows the results from the last 15 organizations to complete the survey.
Consistently, boards in all but one organization ranked Board Learning the weakest on a “strength index”. What does this mean? The Board Learning Path encompasses board development and education, board recruitment and board evaluation. Time and again these areas were weak in most boards surveyed. However, supported by the Five Path assessment and ARI coaching, each organization developed and implemented (or is in the process of implementing) a strategic action plan to improve the effectiveness of governance. Most often these action plans include:

• Defining the desired culture and values of the board by examining the balance of power and influence, information sharing and personal relationships among board members (as well as those with management) to understand how those forces support or detract from effective decision making;
• Aligning board structure (including by-laws, standing and ad hoc committee functions, committee and board meeting schedule as well as re-engineering meeting agendas) with the defined culture, “new normal” fiduciary responsibilities and strategic priorities; and,
• Rethinking board recruitment practices (including creation of board recruitment “marketing materials”), creation of standards for board member involvement (endorsed code of ethics), board orientation and ongoing board education and development (particularly developing baseline financial acuity for all board members).

Strategic Planning

Seniors today have greater expectations, broader interests, and are more demanding about their retirement lifestyle choices. Additionally, providers are faced with an increasingly complex operating environment. To meet the expectations of new and future generations of retirees and to respond to the changing environment, providers must research, plan, and develop new, higher standards. We must also remain motivated by this industry’s mission to provide high-quality care, housing and services to the senior population.

In the waves of change in elder services, planning is an integral component of any successful organization. ARI helps elder service organizations understand their current realities, the future trends of consumer desires, and organize their purposes, people and processes to create a preferred future. The planning procedure is a complex and ongoing process of organizational change. It is as much about reflecting on what you are currently doing as it is in creating new behaviors to create different results. Our role is to listen carefully, coordinate a planning process, to advise and, ultimately, assist you and your organization in achieving your own success.

We follow three steps that, when combined effectively, define a successful and comprehensive strategic planning process:

• Analysis of internal and external data about the financial, operational, programmatic and personnel systems of the organization, both past and present.
• Facilitation of staff, board discussions on strengths, weaknesses, opportunities, and threats of the organization.
• Development of actions steps on who, how, and when and what resources are needed to achieve your preferred future.

Development Coordination

In order to compete effectively in today’s changing environment, retirement housing and long-term care providers are frequently faced with the development of a new project, renovation, or expansion. Given the day to day challenges of current operations, many CEOs seek the temporary assistance of a Project Development Coordinator to assist them with new projects or major redevelopment of existing communities. ARI can assist you and your organization by coordinating the different steps of your next project and by delivering a more economical, effective and successful outcome. We assist organizations in the development process by serving as the coordinator of various components of project development including market research, architectural design, marketing, financial feasibility, construction, regulatory review, and start-up operations.

 

Financial Advisory Service

How often do you contact banks and financial institutions to borrow millions of dollars for expansion or renovation? Maybe once or twice in your career? How well do you understand current pricing and covenants and how they have changed since the last time you borrowed?

Lacking current information to finance an expansion or renovation is costly and avoidable. ARI can help you make educated decisions to help meet your project needs. ARI does not provide financing. Instead, we work as part of your team as your financial advisor or expert. We can help you fulfill your fiduciary needs by carefully assisting you in the process of securing millions of dollars in financing.

ARI is paid to act in your best interest, not to “do a transaction.” This means that our advice is unbiased as to structure, size, or timing. Who wins? You and your residents!

IWith our collective experience in the aging services field, we assist organizations by evaluating operational costs and service delivery efficiencies. Our goal is to assist the organization in identifying, quantifying, and recommending areas for revenue enhancement, expense reduction, and process improvement. A typical operational review of your organization is a five step process.

1. Organizing and scheduling of timeline and scope of analysis
2. Thorough review of current documents and information about the organization
3. Conduct on-site visits, tours, and interviews with key leadership and staff
4. Analysis of information and recommendations with consideration to uniqueness of organization and mission.
5. Oral presentation and written reports

Our review of your operations will provide you with operating benchmarks and best practices from hundreds of providers we have encountered over the years throughout the nation. This knowledge will assist you in improving the effectiveness of your operating systems thereby increasing the quality of services to your residents.

Operational Consulting

IWith our collective experience in the aging services field, we assist organizations by evaluating operational costs and service delivery efficiencies. Our goal is to assist the organization in identifying, quantifying, and recommending areas for revenue enhancement, expense reduction, and process improvement. A typical operational review of your organization is a five step process.

1. Organizing and scheduling of timeline and scope of analysis
2. Thorough review of current documents and information about the organization
3. Conduct on-site visits, tours, and interviews with key leadership and staff
4. Analysis of information and recommendations with consideration to uniqueness of organization and mission.
5. Oral presentation and written reports

Our review of your operations will provide you with operating benchmarks and best practices from hundreds of providers we have encountered over the years throughout the nation. This knowledge will assist you in improving the effectiveness of your operating systems thereby increasing the quality of services to your residents.

Marketing Advisory Services

Providers throughout the United States are experiencing unprecedented occupancy challenges as consumer confidence in the economy has tumbled and continues to struggle for recovery.  ARI’s professionals have extensive experience in every CCRC market in the country from front line sales to managing strategic marketing for multi-facility providers as well as marketing for start-ups, expansion projects and communities operating under close scrutiny of investors.  ARI provides related services including:

• Reviewing and updating current and projected market demographics;
• Determine supply and demand for existing and proposed facilities and services;
• Assessing competitive market positioning of your community based on target market, product, pricing, and market perceptions;
• Improving bottom line effectiveness of marketing programs;
• Interactive strategic marketing planning workshops with your marketing team; and,
• Focus groups and other methods of consumer research.

Governance Effectiveness

One of a nonprofit’s most valuable sources of energy is the leadership of its board of directors. Working in partnership with management, the governance team makes a stream of decisions shaping the future of the organization. While research shows group decision making results in better outcomes than that of individuals, reaching consensus in groups is time-consuming and sometimes frustrating.

 

ARI’s governance development program, The Five Paths to Effective Governance, improves the decision-making capacity of boards and senior leadership. Grounded in decades of research and experience, The Five Paths is both a diagnostic tool (through the use of ARI’s board evaluation system) and an interactive framework for thinking and talking about governance. Using surveys, workshops, executive coaching, small group exercises, and webinars, The Five Paths lead board members and senior leadership through collective learning experiences.
Over the past three years, ARI surveyed boards of over 20 not-for-profit retirement community and long term care organizations. The Five Paths Board Evaluation Survey (easily administered as an on-line survey to board members) includes questions related to each of the five paths: Fiduciary, Strategic, Sensemaking, Board Learning and Group Dynamics1. The chart to the right shows the results from the last 15 organizations to complete the survey.
Consistently, boards in all but one organization ranked Board Learning the weakest on a “strength index”. What does this mean? The Board Learning Path encompasses board development and education, board recruitment and board evaluation. Time and again these areas were weak in most boards surveyed. However, supported by the Five Path assessment and ARI coaching, each organization developed and implemented (or is in the process of implementing) a strategic action plan to improve the effectiveness of governance. Most often these action plans include:

• Defining the desired culture and values of the board by examining the balance of power and influence, information sharing and personal relationships among board members (as well as those with management) to understand how those forces support or detract from effective decision making;
• Aligning board structure (including by-laws, standing and ad hoc committee functions, committee and board meeting schedule as well as re-engineering meeting agendas) with the defined culture, “new normal” fiduciary responsibilities and strategic priorities; and,
• Rethinking board recruitment practices (including creation of board recruitment “marketing materials”), creation of standards for board member involvement (endorsed code of ethics), board orientation and ongoing board education and development (particularly developing baseline financial acuity for all board members).

Marketing advisory services

Providers throughout the United States are experiencing unprecedented occupancy challenges as consumer confidence in the economy has tumbled and continues to struggle for recovery.  ARI’s professionals have extensive experience in every CCRC market in the country from front line sales to managing strategic marketing for multi-facility providers as well as marketing for start-ups, expansion projects and communities operating under close scrutiny of investors.  ARI provides related services including:

• Reviewing and updating current and projected market demographics;
• Determine supply and demand for existing and proposed facilities and services;
• Assessing competitive market positioning of your community based on target market, product, pricing, and market perceptions;
• Improving bottom line effectiveness of marketing programs;
• Interactive strategic marketing planning workshops with your marketing team; and,
• Focus groups and other methods of consumer research.

Strategic Planning

Seniors today have greater expectations, broader interests, and are more demanding about their retirement lifestyle choices. Additionally, providers are faced with an increasingly complex operating environment. To meet the expectations of new and future generations of retirees and to respond to the changing environment, providers must research, plan, and develop new, higher standards. We must also remain motivated by this industry’s mission to provide high-quality care, housing and services to the senior population.

In the waves of change in elder services, planning is an integral component of any successful organization. ARI helps elder service organizations understand their current realities, the future trends of consumer desires, and organize their purposes, people and processes to create a preferred future. The planning procedure is a complex and ongoing process of organizational change. It is as much about reflecting on what you are currently doing as it is in creating new behaviors to create different results. Our role is to listen carefully, coordinate a planning process, to advise and, ultimately, assist you and your organization in achieving your own success.

We follow three steps that, when combined effectively, define a successful and comprehensive strategic planning process:

• Analysis of internal and external data about the financial, operational, programmatic and personnel systems of the organization, both past and present.
• Facilitation of staff, board discussions on strengths, weaknesses, opportunities, and threats of the organization.
• Development of actions steps on who, how, and when and what resources are needed to achieve your preferred future.

Development Coordination

In order to compete effectively in today’s changing environment, retirement housing and long-term care providers are frequently faced with the development of a new project, renovation, or expansion. Given the day to day challenges of current operations, many CEOs seek the temporary assistance of a Project Development Coordinator to assist them with new projects or major redevelopment of existing communities. ARI can assist you and your organization by coordinating the different steps of your next project and by delivering a more economical, effective and successful outcome. We assist organizations in the development process by serving as the coordinator of various components of project development including market research, architectural design, marketing, financial feasibility, construction, regulatory review, and start-up operations.

 

Financial Advisory Service

How often do you contact banks and financial institutions to borrow millions of dollars for expansion or renovation? Maybe once or twice in your career? How well do you understand current pricing and covenants and how they have changed since the last time you borrowed?

Lacking current information to finance an expansion or renovation is costly and avoidable. ARI can help you make educated decisions to help meet your project needs. ARI does not provide financing. Instead, we work as part of your team as your financial advisor or expert. We can help you fulfill your fiduciary needs by carefully assisting you in the process of securing millions of dollars in financing.

ARI is paid to act in your best interest, not to “do a transaction.” This means that our advice is unbiased as to structure, size, or timing. Who wins? You and your residents!

IWith our collective experience in the aging services field, we assist organizations by evaluating operational costs and service delivery efficiencies. Our goal is to assist the organization in identifying, quantifying, and recommending areas for revenue enhancement, expense reduction, and process improvement. A typical operational review of your organization is a five step process.

1. Organizing and scheduling of timeline and scope of analysis
2. Thorough review of current documents and information about the organization
3. Conduct on-site visits, tours, and interviews with key leadership and staff
4. Analysis of information and recommendations with consideration to uniqueness of organization and mission.
5. Oral presentation and written reports

Our review of your operations will provide you with operating benchmarks and best practices from hundreds of providers we have encountered over the years throughout the nation. This knowledge will assist you in improving the effectiveness of your operating systems thereby increasing the quality of services to your residents.

Operational Consulting

IWith our collective experience in the aging services field, we assist organizations by evaluating operational costs and service delivery efficiencies. Our goal is to assist the organization in identifying, quantifying, and recommending areas for revenue enhancement, expense reduction, and process improvement. A typical operational review of your organization is a five step process.

1. Organizing and scheduling of timeline and scope of analysis
2. Thorough review of current documents and information about the organization
3. Conduct on-site visits, tours, and interviews with key leadership and staff
4. Analysis of information and recommendations with consideration to uniqueness of organization and mission.
5. Oral presentation and written reports

Our review of your operations will provide you with operating benchmarks and best practices from hundreds of providers we have encountered over the years throughout the nation. This knowledge will assist you in improving the effectiveness of your operating systems thereby increasing the quality of services to your residents.

Governance Effectiveness

One of a nonprofit’s most valuable sources of energy is the leadership of its board of directors. Working in partnership with management, the governance team makes a stream of decisions shaping the future of the organization. While research shows group decision making results in better outcomes than that of individuals, reaching consensus in groups is time-consuming and sometimes frustrating.

 

ARI’s governance development program, The Five Paths to Effective Governance, improves the decision-making capacity of boards and senior leadership. Grounded in decades of research and experience, The Five Paths is both a diagnostic tool (through the use of ARI’s board evaluation system) and an interactive framework for thinking and talking about governance. Using surveys, workshops, executive coaching, small group exercises, and webinars, The Five Paths lead board members and senior leadership through collective learning experiences.
Over the past three years, ARI surveyed boards of over 20 not-for-profit retirement community and long term care organizations. The Five Paths Board Evaluation Survey (easily administered as an on-line survey to board members) includes questions related to each of the five paths: Fiduciary, Strategic, Sensemaking, Board Learning and Group Dynamics1. The chart to the right shows the results from the last 15 organizations to complete the survey.
Consistently, boards in all but one organization ranked Board Learning the weakest on a “strength index”. What does this mean? The Board Learning Path encompasses board development and education, board recruitment and board evaluation. Time and again these areas were weak in most boards surveyed. However, supported by the Five Path assessment and ARI coaching, each organization developed and implemented (or is in the process of implementing) a strategic action plan to improve the effectiveness of governance. Most often these action plans include:

• Defining the desired culture and values of the board by examining the balance of power and influence, information sharing and personal relationships among board members (as well as those with management) to understand how those forces support or detract from effective decision making;
• Aligning board structure (including by-laws, standing and ad hoc committee functions, committee and board meeting schedule as well as re-engineering meeting agendas) with the defined culture, “new normal” fiduciary responsibilities and strategic priorities; and,
• Rethinking board recruitment practices (including creation of board recruitment “marketing materials”), creation of standards for board member involvement (endorsed code of ethics), board orientation and ongoing board education and development (particularly developing baseline financial acuity for all board members).

Financial Advisory Service

How often do you contact banks and financial institutions to borrow millions of dollars for expansion or renovation? Maybe once or twice in your career? How well do you understand current pricing and covenants and how they have changed since the last time you borrowed?

Lacking current information to finance an expansion or renovation is costly and avoidable. ARI can help you make educated decisions to help meet your project needs. ARI does not provide financing. Instead, we work as part of your team as your financial advisor or expert. We can help you fulfill your fiduciary needs by carefully assisting you in the process of securing millions of dollars in financing.

ARI is paid to act in your best interest, not to “do a transaction.” This means that our advice is unbiased as to structure, size, or timing. Who wins? You and your residents!

IWith our collective experience in the aging services field, we assist organizations by evaluating operational costs and service delivery efficiencies. Our goal is to assist the organization in identifying, quantifying, and recommending areas for revenue enhancement, expense reduction, and process improvement. A typical operational review of your organization is a five step process.

1. Organizing and scheduling of timeline and scope of analysis
2. Thorough review of current documents and information about the organization
3. Conduct on-site visits, tours, and interviews with key leadership and staff
4. Analysis of information and recommendations with consideration to uniqueness of organization and mission.
5. Oral presentation and written reports

Our review of your operations will provide you with operating benchmarks and best practices from hundreds of providers we have encountered over the years throughout the nation. This knowledge will assist you in improving the effectiveness of your operating systems thereby increasing the quality of services to your residents.

Strategic Planning

Seniors today have greater expectations, broader interests, and are more demanding about their retirement lifestyle choices. Additionally, providers are faced with an increasingly complex operating environment. To meet the expectations of new and future generations of retirees and to respond to the changing environment, providers must research, plan, and develop new, higher standards. We must also remain motivated by this industry’s mission to provide high-quality care, housing and services to the senior population.

In the waves of change in elder services, planning is an integral component of any successful organization. ARI helps elder service organizations understand their current realities, the future trends of consumer desires, and organize their purposes, people and processes to create a preferred future. The planning procedure is a complex and ongoing process of organizational change. It is as much about reflecting on what you are currently doing as it is in creating new behaviors to create different results. Our role is to listen carefully, coordinate a planning process, to advise and, ultimately, assist you and your organization in achieving your own success.

We follow three steps that, when combined effectively, define a successful and comprehensive strategic planning process:

• Analysis of internal and external data about the financial, operational, programmatic and personnel systems of the organization, both past and present.
• Facilitation of staff, board discussions on strengths, weaknesses, opportunities, and threats of the organization.
• Development of actions steps on who, how, and when and what resources are needed to achieve your preferred future.

Financial Advisory Service

How often do you contact banks and financial institutions to borrow millions of dollars for expansion or renovation? Maybe once or twice in your career? How well do you understand current pricing and covenants and how they have changed since the last time you borrowed?

Lacking current information to finance an expansion or renovation is costly and avoidable. ARI can help you make educated decisions to help meet your project needs. ARI does not provide financing. Instead, we work as part of your team as your financial advisor or expert. We can help you fulfill your fiduciary needs by carefully assisting you in the process of securing millions of dollars in financing.

ARI is paid to act in your best interest, not to “do a transaction.” This means that our advice is unbiased as to structure, size, or timing. Who wins? You and your residents!

IWith our collective experience in the aging services field, we assist organizations by evaluating operational costs and service delivery efficiencies. Our goal is to assist the organization in identifying, quantifying, and recommending areas for revenue enhancement, expense reduction, and process improvement. A typical operational review of your organization is a five step process.

1. Organizing and scheduling of timeline and scope of analysis
2. Thorough review of current documents and information about the organization
3. Conduct on-site visits, tours, and interviews with key leadership and staff
4. Analysis of information and recommendations with consideration to uniqueness of organization and mission.
5. Oral presentation and written reports

Our review of your operations will provide you with operating benchmarks and best practices from hundreds of providers we have encountered over the years throughout the nation. This knowledge will assist you in improving the effectiveness of your operating systems thereby increasing the quality of services to your residents.

Development Coordination

In order to compete effectively in today’s changing environment, retirement housing and long-term care providers are frequently faced with the development of a new project, renovation, or expansion. Given the day to day challenges of current operations, many CEOs seek the temporary assistance of a Project Development Coordinator to assist them with new projects or major redevelopment of existing communities. ARI can assist you and your organization by coordinating the different steps of your next project and by delivering a more economical, effective and successful outcome. We assist organizations in the development process by serving as the coordinator of various components of project development including market research, architectural design, marketing, financial feasibility, construction, regulatory review, and start-up operations.

 

Operational Consulting

IWith our collective experience in the aging services field, we assist organizations by evaluating operational costs and service delivery efficiencies. Our goal is to assist the organization in identifying, quantifying, and recommending areas for revenue enhancement, expense reduction, and process improvement. A typical operational review of your organization is a five step process.

1. Organizing and scheduling of timeline and scope of analysis
2. Thorough review of current documents and information about the organization
3. Conduct on-site visits, tours, and interviews with key leadership and staff
4. Analysis of information and recommendations with consideration to uniqueness of organization and mission.
5. Oral presentation and written reports

Our review of your operations will provide you with operating benchmarks and best practices from hundreds of providers we have encountered over the years throughout the nation. This knowledge will assist you in improving the effectiveness of your operating systems thereby increasing the quality of services to your residents.

Management Advisory Program

With the numerous challenges of today, can you survive as a free standing organization? Do you have the tools to comply with the increasing regulatory and legal scrutiny? Are you increasing or decreasing your financial strength? Do you have a plan for success? If you answered no to any of these questions, you are not alone. The challenges of tomorrow are putting immense pressures on the independent, not-for-profit retirement and nursing organizations. Why try to address these challenges by yourself? There is a better way.

ARI has created a unique program of management advice and support services for you and your team….and designed it with flexibility to meet your specific needs. The Management Advisory Program (MAP) provides ongoing strategic, financial and operational support to organizations similar to a full management contract, but with a more customized and tailored approach to the CEO. It provides a more economical solution to effective management by combining the expertise of management professionals with the leadership resources within your own organization. We report directly to the CEO and become part of your management team. We customize each client’s MAP around these four core service areas:

1. Strategic planning
2. Operational and strategic analysis
3. Management coaching
4. Financial benchmarking and analysis

Additionally, MAP can assist organizations in improving or adopting management process during times of transition, in implementing “culture change”, or in repositioning an organization.

Executive Search

We provide a professional service to not-for-profit organizations seeking to recruit talented senior executives. We identify candidates with excellent talent and skills who are highly qualified to lead in a not-for-profit organization.
The Executive Search consists of a five step process:

1. Profiling the Position
With input from the Board of Directors, we develop an Administrator/CEO Profile Description that outlines the job specifications and the talents we are seeking in the new Administrator/CEO.

2. Identification and Recruitment
Next, we recruit potential candidates through advertising, personal contacts, and professional networking.

3. Selection and Presentation
We interview potential candidates and complete initial reference interviews. We prepare a report of the top candidates for your search committee.

4. Face-to-Face Interview
We continue to support you in the interview process. We provide you with interview questions and a meeting format that is compliant with the law.

5. Offer Preparation and Negotiation
We help you design a compensation package and make the offer on your behalf. Once the applicant has accepted, we stay in contact with you and the candidate for three months to ensure a smooth transition.

Development Coordination

In order to compete effectively in today’s changing environment, retirement housing and long-term care providers are frequently faced with the development of a new project, renovation, or expansion. Given the day to day challenges of current operations, many CEOs seek the temporary assistance of a Project Development Coordinator to assist them with new projects or major redevelopment of existing communities. ARI can assist you and your organization by coordinating the different steps of your next project and by delivering a more economical, effective and successful outcome. We assist organizations in the development process by serving as the coordinator of various components of project development including market research, architectural design, marketing, financial feasibility, construction, regulatory review, and start-up operations.

 

Financial Advisory Service

How often do you contact banks and financial institutions to borrow millions of dollars for expansion or renovation? Maybe once or twice in your career? How well do you understand current pricing and covenants and how they have changed since the last time you borrowed?

Lacking current information to finance an expansion or renovation is costly and avoidable. ARI can help you make educated decisions to help meet your project needs. ARI does not provide financing. Instead, we work as part of your team as your financial advisor or expert. We can help you fulfill your fiduciary needs by carefully assisting you in the process of securing millions of dollars in financing.

ARI is paid to act in your best interest, not to “do a transaction.” This means that our advice is unbiased as to structure, size, or timing. Who wins? You and your residents!

IWith our collective experience in the aging services field, we assist organizations by evaluating operational costs and service delivery efficiencies. Our goal is to assist the organization in identifying, quantifying, and recommending areas for revenue enhancement, expense reduction, and process improvement. A typical operational review of your organization is a five step process.

1. Organizing and scheduling of timeline and scope of analysis
2. Thorough review of current documents and information about the organization
3. Conduct on-site visits, tours, and interviews with key leadership and staff
4. Analysis of information and recommendations with consideration to uniqueness of organization and mission.
5. Oral presentation and written reports

Our review of your operations will provide you with operating benchmarks and best practices from hundreds of providers we have encountered over the years throughout the nation. This knowledge will assist you in improving the effectiveness of your operating systems thereby increasing the quality of services to your residents.

Operational Consulting

IWith our collective experience in the aging services field, we assist organizations by evaluating operational costs and service delivery efficiencies. Our goal is to assist the organization in identifying, quantifying, and recommending areas for revenue enhancement, expense reduction, and process improvement. A typical operational review of your organization is a five step process.

1. Organizing and scheduling of timeline and scope of analysis
2. Thorough review of current documents and information about the organization
3. Conduct on-site visits, tours, and interviews with key leadership and staff
4. Analysis of information and recommendations with consideration to uniqueness of organization and mission.
5. Oral presentation and written reports

Our review of your operations will provide you with operating benchmarks and best practices from hundreds of providers we have encountered over the years throughout the nation. This knowledge will assist you in improving the effectiveness of your operating systems thereby increasing the quality of services to your residents.