Oaks Senior Living Management Services

  • Management Services

    Provide operations oversight and expertise
    Supervise Daily Operations
    Implement Policies and Procedures
    Establish qualitative and quantitative performance objectives
    Implement pre-opening “countdown” tasks and strategies
    Develop and implement licensure and regulatory compliance program

  • Sales and Marketing Initiatives

    Select and install efficient lead tracking system
    Coordinate marketing collateral development
    Develop a strategic sales and marketing plan and budget
    Manage/supervise all operations and activities
    Provide status reporting; weekly, monthly, quarterly, annually
    Deliver defined performance results to agreed-to budgets and forecasts
    Conduct periodic competitive analysis

  • Provide Operating Systems, Policies and Procedures

    Develop/Install Accounting systems/software, policy and procedures
    Execute manual, residency agreements, employee manual,
    Maintain external agency compliance reporting, etc.

  • Staffing/Human Resources

    Develop Job Descriptions
    Recommend Compensation and Benefits Plan
    Recruit and Interview Candidates
    Hire and Terminate
    Train
    Supervise
    Implement payroll processing systems
    Monitor team member satisfaction

  • Overall Financial Management and Controls

    Establish
    Maintain
    Monitor
    Report
    Prepare billings/collect receivables; disburse payables
    Establish and review all Service Contracts
    Group purchasing programs

  • Budgets and Financial Management/Controls

    Prepare Annual Budget
    Obtain owner review and approval
    Prepare capital budgeting and expenditure plan

  • Develop and Prepare Monthly Financial Statements

    Report Monthly
    Compare actuals vs. budget
    Issue variance reports
    Balance sheets
    Income statements
    General ledgers
    Loan covenant summaries

  • Resident Care

    Develop overall care plan and implement system
    Create resident assessment criteria
    Define/maintain appropriate standards of care
    Monitor and comply with all state and local regulations
    Define and monitor resident expected outcomes
    Monitor and respond to acuity/cost creep
    Monitor resident and family satisfaction

  • Risk Management

    Recommend adequate insurance coverage
    Keep appropriate insurance coverage in force
    Institute risk management systems
    Monitor and minimize current and future insurance/risk management costs
    Conduct Mock Surveys

  • Capital Expenditures

    Develop and execute short run capital expenditure (CAP X) program
    Design and execute a 5-year revolving capital expenditure plan and budget

Former and Current Communities

The Oaks at Woodstock Assisted Living 1998-2005
756 Neese Road
Woodstock, GA 30188
Seventy-Five Bed Community with Alzheimer’s Component
Developed and Operated (Community sold in 2006)

The Oaks at Riverstone Assisted Living 2005-2006
125 Riverstone Terrace
Canton, GA 30114
Ninety Six Bed Community with Two-Tiered Alzheimer’s Component
Developed and Operated (Community Sold in 2006)

The Oaks at Post Road Assisted Living 2009-
3875 Post Road
Cumming, GA 30040
One Hundred and Three Bed Community with Three-Tired Alzheimer’s Component
Developed and Currently Operate