Welcome to Holiday.
Welcome home.
Confidential + Proprietary
Thank you for your interest
in joining the Holiday Family.
Before we find out more about you,
we thought you’d like to find out more
about us.
As always, it starts with our Residents.
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Confidential + Proprietary
Our Potential Resident
Base is Growing
35 million Americans
are 65 or older
4.2 million Americans
are 85 or older
Average life expectancy
at age 65 is 17.9 years
40% increase in next five year
Fastest growing segment of population.
And they’ll all want somewhere
wonderful, like Holiday, to live.
Source:
2000 U.S. Bureau of Census
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Confidential + Proprietary
“I felt like it was time for me to get away
from taking care of lawns, shrubs, redoing
the house and all that stuff. Living here,
I am in the same town as my daughter and
grandkids. I used to just come over for big
family events. Now I see them all the time.”
– Glen Kinney
Resident, Stone Lodge
4 | Confidential + Proprietary
© 2010 Harvest
Facility Holdings
LP
Confidential
+ Proprietary
A range of options are available…
CCRC
INDEPENDENT
RETIREMENT
LIVING
ASSISTED
LIVING
Typically
apartments
24-hour
assistance
Meals and
housekeeping
Range of care
Transportation
and activities
(CONTINUING
CARE RETIREMENT
COMMUNITIES)
ALZHEIMER’S /
MEMORY CARE
NURSING
HOMES
Multiple
housing options,
one location
Specialized
memoryrelated care
24-hour care
Fees and
contracts
Physically
secured facility
Long-term and
short-term
RESPITE
HOSPICE
Short-term stay
in Assisted
Living facility or
Nursing Home
Care for
terminally ill
individuals in a
private home,
nursing home,
hospice facility
Usually pre-set
monthly rent
Home Care can
be arranged by
resident if needed
HOME CARE is available to individuals on an as-needed basis.
This is outside care brought on-site to assist in a variety of daily activities.
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Confidential + Proprietary
…but Holiday Retirement is unique
Established in 1971
Leader of independent retirement living
Pioneered all-inclusive lifestyle
The Holiday Touch
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Confidential + Proprietary
Location, location, location.
(Say that 300+ times.)
Over 300 Communities across
North America and growing
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Confidential + Proprietary
“I like that this place is close by. It is
well maintained, and the people that
work here are just lovely. They make
everybody feel so comfortable. I knew
my mom would be comfortable here.”
–Kathleen Oxner
(daughter of Mega
Gallagher)
Resident, The
Westminster
8 | Confidential + Proprietary
© 2010 Harvest
Facility Holdings
LP
Confidential
+ Proprietary
We believe independent seniors
deserve a Holiday lifestyle.
At Holiday Retirement, seniors can enjoy the life they’ve
earned. They can let someone else do the cooking, the
cleaning, the mowing, even the driving, and focus on the
things that make them happy. There’s no greater value
than a Holiday lifestyle.
Holiday Retirement =
Simplicity. Security. Wellness. Independence.
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Confidential + Proprietary
All-inclusive
top to bottom, soup to nuts.
One affordable, month-to-month payment provides:
Simplicity:
Security:
Wellness:
Independence:
Three executive chefprepared meals from
scratch daily
Around-the-clock,
live-in managers
Life enriching
programs and
activities
Exclusive travel program
Weekly housekeeping
and linen service
Emergency
call system
A pet-friendly policy
All utilities and cable TV
Complimentary
shuttle service
No buy-in fees,
hidden costs or
long-term leases
And so much more
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Confidential + Proprietary
We take food very seriously.
Three chef-prepared meals daily.
A wide variety of delicious, nutritionally balanced
cuisine is prepared from scratch every day by
professionally trained chefs and served in the
social setting of our restaurant-style dining room.
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Confidential + Proprietary
“When I first moved in and I didn’t
have to cook or clean anymore,
I loved it. Just loved it! It’s so nice
having someone prepare my meals
and clean my home. I get to focus on
having fun. All the amenities and none
of the chores. Works great for me!”
– Johnnie Ramondini
Resident, The Hampshire
12 | Confidential + Proprietary
© 2010 Harvest
Facility Holdings
LP
Confidential
+ Proprietary
Our belief: Engaged and involved
seniors lead better lives.
A commitment to socialization.
Through our activities, programs and even
our communal dining, we encourage seniors
to interact with each other, promoting a sense
of family, friendship and belonging. And by
creating opportunities to try new things,
we enrich the seven dimensions of wellness:
physical, emotional, spiritual, intellectual,
creative, social and vocational.
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Confidential + Proprietary
Our goal: Making to-do lists
more enjoyable.
Life enriching programs
and activities.
We offer 4 to 8 activities, programs and events
each day to keep residents involved and inspired.
• Fitness games (including Wii™ bowling,
beanbag baseball, exercise classes)
• Educational lectures and presentations,
scheduled outings, family events
• Special events (like high teas, luaus, charity
fundraisers, art shows, dinner & dancing)
• So much more
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Confidential + Proprietary
“I feel like I’m reliving my childhood –
playing cards, swimming, doing exercises
and all of these wonderful things they
offer us here. We really have a good time!
We have a new video game here called the
Wii. I tried it out the other day and played
the bowling game. I had so much fun and
I made a strike!”
– Lillian Grush
Resident, The Bedford
15 | Confidential + Proprietary
© 2010 Harvest
Facility Holdings
LP
Confidential
+ Proprietary
Four-legged residents are as
welcome as two-legged ones.
Pet-friendly policy.
We value the bond seniors share with their
pets, so we welcome small dogs, cats and
creatures of the sea into our communities.
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Confidential + Proprietary
We take care of the left turns.
Complimentary shuttle service.
Our staff drivers transport residents to
appointments, errands, shopping and
off-site destinations for planned activities.
The freedom to get around without the
stress of getting themselves there.
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Home is wherever our
residents say it is.
Exclusive travel program.
Residents are welcome to stay at any
of our 300+ locations for up to seven days
free and enjoy the same all-inclusive lifestyle
they experience at home.
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Confidential + Proprietary
“The travel program is what really
sold me on moving in here. I can
schedule my vacations and then
Holiday sets up all the lodging
arrangements for me.
Everywhere I go, all the meals are
provided, the lodging is free and it
feels like home away from home.
The best part is knowing all I have
to do is lock my door here and I
won’t have any worries about my
home while I’m away.”
– Bud Ratliff
(pictured with Francis Ready)
Residents, Madrona Hills
19 | Confidential + Proprietary
© 2010 Harvest
Facility Holdings
LP
Confidential
+ Proprietary
A commitment to community.
Community isn’t a thing you see,
it’s something you feel.
It’s more than just a gathering of people,
it’s a feeling of kinship.
It’s a staff who see this as more of a calling than a job.
It’s unrivaled service, compassion and care.
It’s a family-like atmosphere.
It’s The Holiday Touch.
20 | Confidential + Proprietary
© 2010 Harvest
Facility Holdings
LP
Confidential
+ Proprietary
Even with everything we
provide, the secret to our
success is the job you’re
interested in today:
Our Live-In Management Couple
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Confidential + Proprietary
Part best friends.
Part guardian angels.
Around-the-clock, live-in managers.
Every Holiday Retirement community
has management teams living on-site to
assist the residents. Think of it as: “Neighbors
helping neighbors.”
And it’s the #1 reason why people say they
chose Holiday Retirement to call home.
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Shared responsibilities, missions and goals.
The primary responsibilities of a Community Management
Team at Holiday Retirement include:
50% of time
50% of time
Grass Roots
Sales &
Marketing
Focus on
conducting both
Lead Generation
and Lead
Conversion
Activities.
Resident
Services
Associate
Management
Focus on
providing
residents with a
warm, inviting
and active
lifestyle –
delivering the
Holiday Touch!
Focus on building
strong community
teams through
personnel
development,
performance
evaluation, conducting
interviews, etc.
Operations
Focus on
managing the
Community’s P&L,
and ensuring the
processes and
protocols of the
various
departments are
administered.
But you don’t have to do it alone. All of this comes together thanks to a
collaborative effort between Community Managers, Co-Managers, Executive
Chef, Enrichment Coordinator, Bus Driver, Maintenance, and Housekeeping.
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Confidential + Proprietary
Community Org. Chart
The reporting structure may differ
in some communities due to local
requirements
Lead
Community
Managers
Community CoManagers
Executive
Chef*
Maintenance
Servers &
Housekeepers
Enrichment
Coordinator
Bus Driver
Kitchen Staff
* Lead team member in the absence of
Lead or Co Management
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Confidential + Proprietary
Resident Services
Delivering the Holiday Touch to Current Residents
- As a Community Manager, you’ll be responsible
in developing resident event and activity programs
with the on-site Enrichment Coordinator.
- You’ll also help develop a shuttle service
schedule with the Bus Driver.
- And most importantly, you’ll have the opportunity
to have caring & thoughtful daily interactions with
our residents.
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Confidential + Proprietary
Grass Roots Sales & Marketing
Delivering the Holiday Touch to Potential New Residents
The goal of a Community Manager doesn’t just
include delivering the Holiday Touch to current
Residents, but to new, potential residents as well.
That’s why every one of our Community
Managers conduct grass roots Sales & Marketing
activities such as:
-Lead Generation:
- Attending Chamber meetings
- Visiting area physicians
- Partnering with senior centers
- Lead Conversion:
- Follow-up calls
- Comprehensive community tours
- Rental contract negotiation
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Confidential + Proprietary
Associate Management
Building Community Teams
Community Managers have oversight of
the following individuals & departments:
- Dining program
- Shuttle service
- Maintenance
- Activities & Events
- Your responsibilities would include ensuring
collaboration and cohesion among all team
members
- Plus, all Human Resources functions such
as interviewing, separations, etc fall under
the care of the Community Manager.
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Confidential + Proprietary
Operations
Managing Budgets, Processes and Protocols
FPO
- As a Community Manager, you’ll be responsible
for the Community’s overarching financial
management, including Hitting revenue goals
through the generation of move-ins, Expense
oversight and controls, and High level of
accountability for Community’s P&L
-You’re also responsible for ensuring all the
various departments are functioning optimally and
cooperatively, with all the necessary processes
and protocols followed.
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Confidential + Proprietary
A Day in the Life
Wondering what a typical work week would look like?
Here’s an example.
Manager 1 ( Sales & Marketing, Maintenance and Housekeeping)
Monday
Tuesday
Wednesday
8:00-9:00
Ops-Open Building
(Inspect Int/Ext)
Sales/Mktg
Pour Coffee/Breakfast Resident Interaction
Assoc-Check in
Pour Coffee/Breakfast
Pour Coffee/Breakfast w/Housekeeping
9:00-10:00
10:00-11:00
11:00-12:00
12:00-1:00
1:00-2:00
2:00-3:00
3:00-4:00
Sales/Mktg
Sales/Mktg
RD Touch Base
Lunch
Team Meeting
Sales/Mktg
Sales/Mktg
6:00-7:00
7:00-8:00
Ops-Open Building
(Inspect Int/Ext)
Resident Interaction
Resident Interaction
Sales/Mktg
Sales/Mktg
Lunch
Ops-Misc
Sales/Mktg
Sales/Mktg
Assoc-Check in w/Maint
Sales/Mktg
Sales/Mktg
Lunch
Sales/Mktg
Sales/Mktg
Ops-Misc
Thursday
Friday
Saturday
Sunday
Ops-Open Building
Ops-Open Building
(Inspect Int/Ext)
(Inspect Int/Ext)
Pour Coffee/Breakfast Ops-Inspect Apts
Sales/Mktg
Ops-Misc
Resident Issues
Resident Interaction
Ops-Misc
Sales/Mktg
Sales/Mktg
Sales/Mktg
Sales/Mktg
Resident Interaction
Ops-Payroll/P-Cards
Pour Coffee/Lunch
Sales/Mktg
Sales/Mktg
Sales/Mktg
Sales/Mktg
Note: Managers should coordinate amongst each other to ensure there is coverage on
the weekend, not just for Residents, but to also conduct Sales & Marketing activities.
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Confidential + Proprietary
A Day in the Life, cont.
Yes, time management is the key to success!
Manager 2 (Sales & Marketing, Food, Enrichment & Bus)
Monday
Tuesday
Wednesday
Thursday
Friday
10:00-11:00
11:00-12:00
12:00-1:00
1:00-2:00
2:00-3:00
3:00-4:00
4:00-5:00
5:00-6:00
6:00-7:00
Ops-Misc
RD Touch Base
Lunch
Team Meeting
Resident Interaction
Sales/Mktg
Sales/Mktg
Pour Coffee/Supper
Sales/Mktg
Assoc-Check in w/Chef
Resident Interaction
Lunch
Ops-Misc
Resident Issues
Sales/Mktg
Sales/Mktg
Pour Coffee/Supper
Sales/Mktg
7:00-8:00
Sales/Mktg
Ops-Misc
Pour Coffee/Lunch
Assoc-Check in w/EC
Resident Interaction
Sales/Mktg
Sales/Mktg
Sales/Mktg
Supper
Sales/Mktg
Ops-Close Building
(Inspect Int/Ext)
Sales/Mktg
Pour Coffee/Lunch
Ops-Misc
Resident Interaction
Assoc-Check in w/Bus
Sales/Mktg
Sales/Mktg
Pour Coffee/Supper
Sales/Mktg
Ops-Close Building
(Inspect Int/Ext)
Sales/Mktg
Pour Coffee/Lunch
Ops-Payroll/P-Card
Ops-Misc
Resident Interaction
Sales/Mktg
Sales/Mktg
Pour Coffee/Supper
Sales/Mktg
Ops-Close Building
(Inspect Int/Ext)
Saturday
Sunday
6:00-7:00
7:00-8:00
8:00-9:00
9:00-10:00
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Sales/Mktg
Confidential + Proprietary
A Foundation for Success
At Holiday, we invest in our people. That’s why all Managers start with a
comprehensive Training Program followed by on-site continuous training.
Sales &
Marketing
Community
Operations
Community
Visits
Inbound and
Outbound Calls
Resident
Enrichment
Working with
Referrals
Tours
Safety and Risk
Management
Event
Planning
Competitive
Reports
Business
Plans
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Closing
Incentives
Managing
Objections
Food Service
Housekeeping
Maintenance
eCalls
Resident
Relations
Computer
Systems
Human Capital
Management
Hiring and
Onboarding
Training
Performance
Documentation
Human Capital
Policies
CRM Systems
Confidential + Proprietary
The Benefits are Many
There are numerous tangible benefits in addition to making a
difference in our residents lives
All Live-in Managers receive the following
benefits:
- Rent-free apartment
- Paid utilities including electricity, water, cable and more
- 3 chef-prepared meals a day
- Housekeeping and linen service
- Full health benefits including health, dental, vision and
401(k) eligibility
- 2 weeks paid vacation per year
- Ability to enjoy the travel program, which means you can
stay at any of our 300+ Communities at no cost
- Ability to live the Holiday lifestyle first-hand
It’s a benefits package worth close to
$50,000 per year*
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Confidential + Proprietary
The Realities of the Job
Delivering the Holiday Touch in Times of Need
Due to the age of our Residents, there
are situations where a Community
Manager has to deal with tough situations
- A Resident passes away
- A Resident needs physical help and
assistance
- A Resident’s health begins to
deteriorate, and it has to be
communicated to the family
It’s times like these where providing the
Holiday Touch means so much more.
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Confidential + Proprietary
“We could never leave Las Brisas.
We’re so connected to the residents;
we would miss them too much.
We even keep in touch with our
residents who had to move on to
higher level care communities.”
– Managers John & Liz Marzion
Las Brisas
34 | Confidential + Proprietary
© 2010 Harvest
Facility Holdings
LP
Confidential
+ Proprietary
Part best friends.
Part guardian angels.
We hope that you’ve learned more
about Holiday Retirement and the
position of the Live-in Manager.
It’s our most valued position in the
company. And it’s also our most
rewarding.
We look forward to you joining the
Holiday family, and providing the
Holiday Touch for years to come.
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Confidential + Proprietary
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Holiday Retirement