1. Current State
1.1. Why?
1.1.1. don't want to disappoint conservators
1.1.2. King Bill
1.2. Companion Care
1.2.1. Product
1.2.1.1. Nutrition differentiator
1.2.1.2. in home care is becoming cost prohibititive
1.2.2. Culture
1.2.2.1. Christianity
1.2.2.2. hard to create positive culture with decentralized model
1.2.3. People
1.2.3.1. Over communicating
1.2.3.2. Drama from staff
1.2.3.3. finding balance between friend and employer is difficult
1.2.3.4. Staff is isolated/no team feel
1.2.3.5. ~25 employees
1.2.4. System/Processes
1.2.4.1. Managing time is difficult
1.2.4.2. decentralized model
1.2.4.3. 1 home
1.2.4.4. easier to scale than RCFE
1.2.5. Finance
1.2.5.1. tough to maintain margins
1.2.5.1.1. Unexpected expenses
1.2.5.1.2. regulations
1.2.5.2. more profitable than RCFE
1.2.6. Sales
1.2.6.1. strong brand
1.2.6.2. waiting list
1.3. RCFE
1.3.1. social interaction
1.3.2. thin margins
1.3.2.1. rates may be too low
1.3.2.2. growth is more difficult
1.3.3. Provides most pleasure
1.3.4. Team environment
2. What comes first
3. Future State
3.1. Why?
3.1.1. Want to serve
3.1.2. Fulfill family vision
3.1.3. Gods purpose for Susan
3.1.4. enriching life of clients
3.2. RCFE
3.2.1. Want to grow RCFE
3.2.1.1. add facilities
3.2.1.1.1. Add facility to existing property
3.2.1.1.2. Partner with another administrator
3.2.2. Product
3.2.2.1. template in place
3.2.2.2. What's the market?
3.2.3. People
3.2.3.1. hard to find right people
3.2.3.1.1. intuition
3.2.3.2. each facility must have an administrator
3.2.4. Finance
3.2.4.1. Use current model but charge more appropriately
3.2.4.2. Is there a plan to finance expansion?
3.2.4.3. What are the biggest influences of profitability?
3.2.5. Culture
3.2.5.1. easier to create and maintain good culture
3.2.6. System/Processes
3.2.6.1. use current template
3.2.6.2. what is best use of Susan
3.2.7. Sales
3.2.7.1. Demand is high
3.2.7.2. Difficult to scale up
3.2.7.3. What market are most profitable?
3.3. companion care
3.3.1. Systems/processes
3.3.1.1. administrative support needed
3.3.2. fulfills the need to serve more than RCFE
3.3.3. Finance
3.3.3.1. could help finance RCFE
3.4. Succession
3.4.1. Daughter
3.4.1.1. Is it important that core values are aligned
3.4.1.2. Is it important that business values are aligned