RDO_Incentive_Plan_Review_Oct2024_Comments.txt

Oct 18, 2024 | RDO: Incentive Plan Review
Attendees: Audra Williams Araceli Gutierrez Timothy Thomas Derek Gordon Jennifer Geist Coddye Ring-Noonan Jessica Thomas Melissa Reyes Kimberly Guerci Tiffany Silton Kevin Murray Beth Ann Rosario


 RDO:  Comments and Concerns:  By Topic


1. Can RDO’s choose to opt out of the incentive plan and choose a different option for their teams?
2. Those individuals that cover a region, multiple regions or multiple sites, should have their costs allocated across appropriately
   1. Need clarification on how these same individuals incentive will be calculated
3. Current target incentives reflect RD,GM and Field. Need to decide on an appropriate level for Supervisor roles (19 people currently on “Site” Plans)




* Tier 1 Clients:






* Billable Hours:
   * Has analysis been done to see if 1% MOM growth rate has been achieved by any of our offices? Is this an achievable percentage? If targets are not realistic, but office is shows a slower growth rate- the office will lose keys.  In the beginning of this plan the risk is lower, but as we move forward to month 6 or 7 for example, the risk to not hit this target, even when an office is slowly growing, compounds quickly... 




* Caregiver Margin:
   * Visibility into actual margin by site, taking into account caregivers that work under multiple locations.  Currently, the caregiver cost is not associated in the site where the caregiver works.
   * Live in impacts






* EBITDA Margin
   * How do we split out salary of supervisors roles that oversee more than 1 site? Currently there is just a regional level and a site level- this does not accurately reflect the structure of the business
   * Support roles need to reviewed- for example, recruiters are hitting P&L sites and not allocated 
   * Sales team expenses for travel for Regional/National conference hit 1 on P&L vs being allocated to the regions benefitting from conference 
   * 



* Google Reviews:  
1. It’s unrealistic for smaller offices to generate incremental reviews month over month. 
2. Incremental reviews month over month are unrealistic.
3. Current baseline penalizes offices that have already been actively working on online reviews.  For example, the East Bay office where this has been an initiative since August will now have a target of 5 for October.