LeadingAge MichiganUsing Trends and Strategies for Future Growth

M5

MEET YOUR PRESENTERS!

Laurie PlacinskiSenior Living Practice LeaderProgressive AE

Christina Matzke Chief Operating OfficerSunset Retirement Communities

Jonathan ClarkArchitect / PlannerProgressive AE

AGENDA

A case study on successful strategic master planning

Renovation vs. new construction

Trends and innovation

Discussion

CASE STUDY

2003 166 home for the aged beds, 214 independent living, 135 skilled nursing beds Home Care – new service Board grants permission in 2004 to purchase 57 acres

2006 Market development plan completed and presale of IL initiated.

2008 Construction started and market crashed

CASE STUDY

Master plan (2003 to 2008)

CASE STUDY

Reframed master plan (2009) Design Principles (2009)1. Provide an exceptional patron experience.2. Provide an experience that is identifiable,

recognizable, timeless and unique to Sunset and that makes the facility a destination of choice within the community.

3. Provide an environment that optimizes flexibility, efficiency and proximity.

CASE STUDY

Engaging the board and leadership (2013)

CASE STUDY

Reframed master plan - (2013) Design Principles (2013)1. Create a family centric facility reflecting our faith

based mission, that provides a high quality of care with a clean, modern “you thought of everything” experience. It will promote family involvement in the rehab process, bringing people together.

2. Create an industry leading rehab center that is “state of the art”, both in technology and environment. It will be resident friendly, respectful and THE place to go.

3. Create a facility that improves operations, allows flexibility and is energy efficient.

4. Not interrupt the life experience of the existing independent living residence. This project will respect the existing context yet be distinct.

CASE STUDY

Engaging the staff – mock up

CASE STUDY

Waterford Place – Phase 2 Completed August of 2015 Rehab and assisted living 70,000 sf 39 licensed beds (private) 24 assisted living apartments Amenities –

Aquatic center with pool and hot tubCafé and open shared community spacesBeauty salonRehabilitation gym Outdoor second floor patio with Live wall garden

CASE STUDY

RENOVATION STUDY

Rose Garden• 46 Bed facility (12 beds Semi-Private)• Located in a heavy residential neighborhood• Limited Site• One large dining room and small activity room• Fully occupied

RENOVATION STUDY

RENOVATION STUDY

Rose Garden Design Principles (2015)1. Provide more living space for residents2. Maintain the same number of beds3. Create neighborhoods4. Effectively locate staff in neighborhoods5. Provide flexibility for neighborhoods to

accommodate Memory Care.

RENOVATION VS. NEW CONSTRUCTION

Renovation Utilizes current assets – i.e. existing

buildings and site.

It can be challenging to run operations and have residents living adjacent to the area being renovated during construction

Change can be difficult to manage with staff and residents

The existing building structure can have obstacles that limit your options.

Potential loss of revenue during the construction process

New Construction Allows for culture change to occur

Minimal disruption to current revenues and occupancy rates

Typically has a shorter construction timeline

On average costs more than a standard renovation project.

Eliminates the constraints that an existing building places on planning and construction.

TOP FIVE TRENDS

1. Universal Design

2. Eco Friendly Design

3. Boutique Amenities

4. Technology Integration

5. Connection to Community/ Partnerships

TOP FIVE TRENDS

1. Universal Design

TOP FIVE TRENDS

2. Eco Friendly Design

TOP FIVE TRENDS

3. Boutique Amenities

TOP FIVE TRENDS

4. Technology Integration

TOP FIVE TRENDS

5. Connection to Community / Partnerships

DISCUSSION

We welcome your feedback, insights and inquiries.