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Confidential + Proprietary
Welcome to Holiday.Welcome home.
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Thank you for your interestin 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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Our Potential ResidentBase is Growing35 million Americansare 65 or older
4.2 million Americansare 85 or older
Average life expectancy at age 65 is 17.9 years
40% increase in next five yearFastest growing segment of population.
Confidential + Proprietary3Source: 2000 U.S. Bureau of Census
And they’ll all want somewherewonderful, like Holiday, to live.
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– Glen KinneyResident, Stone Lodge
“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.”
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A range of options are available…
ASSISTED LIVING
CCRC(CONTINUING
CARE RETIREMENT COMMUNITIES)
ALZHEIMER’S /MEMORY CARE
NURSING HOMES RESPITE HOSPICE
24-hourassistance
Range of care
Multiplehousing options,
one location
Fees andcontracts
Specialized memory-related
care
Physically secured facility
24-hour care
Long-term and short-term
Short-term stay in Assisted
Living facility or Nursing Home
Care for terminally ill
individuals in a private home, nursing home, hospice facility
INDEPENDENT RETIREMENT
LIVING
Typicallyapartments
Meals andhousekeeping
Transportationand activities
Usually pre-setmonthly rent
Home Care canbe 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.
…but Holiday Retirement is unique
Established in 1971
Leader of independent retirement living
Pioneered all-inclusive lifestyle
The Holiday Touch
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Location, location, location.(Say that 300+ times.)
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Over 300 Communities acrossNorth America and growing
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–Kathleen Oxner(daughter of Mega
Gallagher)
Resident, The Westminster
“I like that this place is close by. It iswell maintained, and the people that work here are just lovely. They make everybody feel so comfortable. I knew my mom would be comfortable here.”
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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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All-inclusivetop to bottom, soup to nuts.One affordable, month-to-month payment provides:
Simplicity: Security: Wellness: Independence:Three executive chef-prepared meals from scratch daily
Weekly housekeeping and linen service
All utilities and cable TV
Around-the-clock,live-in managers
Emergencycall system
Life enriching programs and activities
A pet-friendly policy
Exclusive travel program
Complimentaryshuttle service
No buy-in fees,hidden costs or long-term leases
And so much more
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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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– Johnnie RamondiniResident, The Hampshire
“When I first moved in and I didn’thave to cook or clean anymore,I loved it. Just loved it! It’s so nice having someone prepare my mealsand clean my home. I get to focus on having fun. All the amenities and noneof the chores. Works great for me!”
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Our belief: Engaged and involvedseniors 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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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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– Lillian GrushResident, The Bedford
“I feel like I’m reliving my childhood – playing cards, swimming, doing exercises and all of these wonderful things theyoffer 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 andI made a strike!”
15 | Confidential + Proprietary © 2010 Harvest Facility Holdings LP
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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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We take care of the left turns.
Complimentary shuttle service.
Our staff drivers transport residents to appointments, errands, shopping andoff-site destinations for planned activities.The freedom to get around without thestress 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 anyof our 300+ locations for up to seven daysfree and enjoy the same all-inclusive lifestylethey experience at home.
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“The travel program is what reallysold 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 areprovided, the lodging is free and itfeels like home away from home.The best part is knowing all I haveto do is lock my door here and Iwon’t have any worries about myhome while I’m away.”
– Bud Ratliff(pictured with Francis Ready)Residents, Madrona Hills
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A commitment to community.Community isn’t a thing you see,it’s something you feel.
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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.
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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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Part best friends.Part guardian angels.
Around-the-clock, live-in managers.
Every Holiday Retirement communityhas 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.
Shared responsibilities, missions and goals.
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The primary responsibilities of a Community Management Team at Holiday Retirement include:
Resident ServicesFocus on providing residents with a warm, inviting and active lifestyle – delivering the Holiday Touch!
Grass Roots Sales & MarketingFocus on conducting both Lead Generation and Lead Conversion Activities.
Associate Management
Focus on building strong community teams through personnel development, performance evaluation, conducting interviews, etc.
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.
Operations
Focus on managing the Community’s P&L, and ensuring the processes and protocols of the various departments are administered.
50% of time 50% of time
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Community Org. Chart
Lead Community Managers
Community Co-Managers
Executive Chef*
Kitchen Staff
Maintenance Servers & Housekeepers
Enrichment Coordinator Bus Driver
The reporting structure may differ in some communities due to local requirements
* Lead team member in the absence of Lead or Co Management
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- 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.
Resident ServicesDelivering the Holiday Touch to Current Residents
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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
Grass Roots Sales & MarketingDelivering the Holiday Touch to Potential New Residents
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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.
Associate ManagementBuilding Community Teams
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- 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.
Operations
FPO
Managing Budgets, Processes and Protocols
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A Day in the LifeWondering what a typical work week would look like? Here’s an example.
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.
Monday Tuesday Wednesday Thursday Friday Saturday Sunday
6:00-7:00Ops-Open Building (Inspect Int/Ext) Sales/Mktg
Ops-Open Building (Inspect Int/Ext)
Ops-Open Building (Inspect Int/Ext)
Ops-Open Building (Inspect Int/Ext)
7:00-8:00 Resident Interaction Pour Coffee/Breakfast Resident Interaction Pour Coffee/Breakfast Ops-Inspect Apts
8:00-9:00 Pour Coffee/BreakfastAssoc-Check in w/Housekeeping Pour Coffee/Breakfast Sales/Mktg Ops-Misc
9:00-10:00 Sales/Mktg Resident Interaction Assoc-Check in w/Maint Resident Issues Resident Interaction10:00-11:00 Sales/Mktg Sales/Mktg Sales/Mktg Resident Interaction Ops-Payroll/P-Cards11:00-12:00 RD Touch Base Sales/Mktg Sales/Mktg Ops-Misc Pour Coffee/Lunch12:00-1:00 Lunch Lunch Lunch Sales/Mktg Sales/Mktg1:00-2:00 Team Meeting Ops-Misc Sales/Mktg Sales/Mktg Sales/Mktg2:00-3:00 Sales/Mktg Sales/Mktg Sales/Mktg Sales/Mktg Sales/Mktg3:00-4:00 Sales/Mktg Sales/Mktg Ops-Misc Sales/Mktg Sales/Mktg
Manager 1 ( Sales & Marketing, Maintenance and Housekeeping)
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A Day in the Life, cont.Yes, time management is the key to success!
Monday Tuesday Wednesday Thursday Friday Saturday Sunday6:00-7:007:00-8:008:00-9:009:00-10:00
10:00-11:00 Ops-Misc Ops-Misc Assoc-Check in w/Chef Sales/Mktg Sales/Mktg11:00-12:00 RD Touch Base Pour Coffee/Lunch Resident Interaction Pour Coffee/Lunch Pour Coffee/Lunch12:00-1:00 Lunch Assoc-Check in w/EC Lunch Ops-Misc Ops-Payroll/P-Card1:00-2:00 Team Meeting Resident Interaction Ops-Misc Resident Interaction Ops-Misc2:00-3:00 Resident Interaction Sales/Mktg Resident Issues Assoc-Check in w/Bus Resident Interaction3:00-4:00 Sales/Mktg Sales/Mktg Sales/Mktg Sales/Mktg Sales/Mktg4:00-5:00 Sales/Mktg Sales/Mktg Sales/Mktg Sales/Mktg Sales/Mktg5:00-6:00 Pour Coffee/Supper Supper Pour Coffee/Supper Pour Coffee/Supper Pour Coffee/Supper6:00-7:00 Sales/Mktg Sales/Mktg Sales/Mktg Sales/Mktg Sales/Mktg
7:00-8:00 Sales/MktgOps-Close Building (Inspect Int/Ext) Sales/Mktg
Ops-Close Building (Inspect Int/Ext)
Ops-Close Building (Inspect Int/Ext)
Manager 2 (Sales & Marketing, Food, Enrichment & Bus)
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A Foundation for SuccessAt 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 Visits
Working with Referrals
Event Planning
Competitive Reports
Business Plans
Community Operations
Resident Enrichment
Safety and Risk Management
Food Service
Housekeeping
Human Capital Management
Hiring and Onboarding
Training
Performance Documentation
Human Capital Policies
Maintenance
eCalls
Resident Relations
Computer Systems
Inbound and Outbound Calls
Tours
Closing
Incentives
Managing Objections
CRM Systems
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The Benefits are ManyThere 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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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.
The Realities of the JobDelivering the Holiday Touch in Times of Need
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– Managers John & Liz MarzionLas Brisas
“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.”
34 | Confidential + Proprietary © 2010 Harvest Facility Holdings LP
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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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