Re: Key Goals

Good Morning,

I wanted to check in after our first month of being on these new goals.
According to my records we hit 51% margin for the month, over 20,000
billable hours and got two google reviews (Ami Alford and Sheila
Ballentine.) Is anyone able to confirm that I can tell my team that we at
least got 6 keys for the month of January- I know that we have to wait
until Feb 10th for EBITDA. Thank you!

On Thu, Jan 16, 2025 at 12:29 PM Laura Horval <lhorval@thekey.com> wrote:

> This looks correct on my end, thank you.
>
> On Thu, Jan 16, 2025 at 12:20 PM Donny Deshotels <
> donny.deshotels@thekey.com> wrote:
>
>> Laura,
>>
>> Please see the Targets and Baselines below and verify this is what is
>> expected. If so, we will publish to production.
>>
>> [image: image.png]
>>
>> Donny
>> VP, Data and Analytics
>> *225.916.9227 *
>>
>>
>> On Thu, Jan 16, 2025 at 8:19 AM Laura Horval <lhorval@thekey.com> wrote:
>>
>>> Thank you, Donny. Please let me know when we are good to go.
>>>
>>> On Wed, Jan 15, 2025 at 11:22 AM Donny Deshotels <
>>> donny.deshotels@thekey.com> wrote:
>>>
>>>> Laura - we should get this in the dashboard by the end of today. I'll
>>>> ping you when it is refreshed.
>>>>
>>>> Donny
>>>> VP, Data and Analytics
>>>> *225.916.9227 *
>>>>
>>>>
>>>> On Wed, Jan 15, 2025 at 7:54 AM Laura Horval <lhorval@thekey.com>
>>>> wrote:
>>>>
>>>>> Good Morning,
>>>>>
>>>>> I am just circling back to ask when we can expect for Tableau to be
>>>>> updated. It does not reflect our current goals and is not capturing the 1
>>>>> google review that I know we have received this month (received last week.)
>>>>>
>>>>> On Tue, Jan 14, 2025 at 10:25 AM Laura Horval <lhorval@thekey.com>
>>>>> wrote:
>>>>>
>>>>>> When should we expect Tableau to be updated? I will be working to get
>>>>>> everyone on my team on that software but don't want to do that prematurely.
>>>>>>
>>>>>> On Tue, Jan 14, 2025 at 6:39 AM Laura Horval <lhorval@thekey.com>
>>>>>> wrote:
>>>>>>
>>>>>>> Thank you so much- I will share this with the team.
>>>>>>>
>>>>>>> On Mon, Jan 13, 2025 at 9:55 PM Kevin Murray <
>>>>>>> kevin.murray@thekey.com> wrote:
>>>>>>>
>>>>>>>> Here you go...let me know if you have any questions.
>>>>>>>>
>>>>>>>>
>>>>>>>> *Kevin Murray*
>>>>>>>> Chief of Staff & SVP, Data & Analytics | *TheKey*
>>>>>>>> Mobile: 225-368-6471
>>>>>>>> [image: TheKey] <https://homecareassistance.com/>
>>>>>>>>
>>>>>>>>
>>>>>>>> On Mon, Jan 13, 2025 at 9:29 AM Laura Horval <lhorval@thekey.com>
>>>>>>>> wrote:
>>>>>>>>
>>>>>>>>> Thank you so much!
>>>>>>>>>
>>>>>>>>> On Mon, Jan 13, 2025 at 10:28 AM Kevin Murray <
>>>>>>>>> kevin.murray@thekey.com> wrote:
>>>>>>>>>
>>>>>>>>>> Good morning Laura,
>>>>>>>>>>
>>>>>>>>>> I will get you the goals today and will discuss with Donny
>>>>>>>>>> updating the dashboards.  I had to wait for December numbers to settle for
>>>>>>>>>> billed hours and tier 1 clients, and those were just finalized late last
>>>>>>>>>> week.
>>>>>>>>>>
>>>>>>>>>>
>>>>>>>>>> *Kevin Murray*
>>>>>>>>>> Chief of Staff & SVP, Data & Analytics | *TheKey*
>>>>>>>>>> Mobile: 225-368-6471
>>>>>>>>>> [image: TheKey] <https://homecareassistance.com/>
>>>>>>>>>>
>>>>>>>>>>
>>>>>>>>>> On Mon, Jan 13, 2025 at 8:07 AM Laura Horval <lhorval@thekey.com>
>>>>>>>>>> wrote:
>>>>>>>>>>
>>>>>>>>>>> Good Morning,
>>>>>>>>>>>
>>>>>>>>>>> I logged into Tableau this morning and our goals remain the
>>>>>>>>>>> same. Can I get an update on when our January goals will be in the system?
>>>>>>>>>>> I am hoping to present this to our local Cincinnati team this week in our
>>>>>>>>>>> staff meeting. I believe that Cleveland is also needing their goals
>>>>>>>>>>> updated. Thank you!
>>>>>>>>>>>
>>>>>>>>>>> On Wed, Jan 8, 2025 at 7:43 AM Laura Horval <lhorval@thekey.com>
>>>>>>>>>>> wrote:
>>>>>>>>>>>
>>>>>>>>>>>> Good Morning,
>>>>>>>>>>>>
>>>>>>>>>>>> Please let me know when this is updated so that I can let my
>>>>>>>>>>>> team know the goals we are working towards. I appreciate your help!
>>>>>>>>>>>>
>>>>>>>>>>>> On Tue, Jan 7, 2025 at 12:43 PM Timothy Thomas <tt@thekey.com>
>>>>>>>>>>>> wrote:
>>>>>>>>>>>>
>>>>>>>>>>>>> @Donny Deshotels <donny.deshotels@thekey.com> @Kevin Murray
>>>>>>>>>>>>> <kevin.murray@thekey.com> - Hi Gents.
>>>>>>>>>>>>>
>>>>>>>>>>>>> The Ohio JV is moving to the new incentive plan as of January
>>>>>>>>>>>>> 1st. Is it possible to have their baselines adjusted to December actuals
>>>>>>>>>>>>> and have that reflected in the Tableau dashboard
>>>>>>>>>>>>>
>>>>>>>>>>>>> On Tue, Jan 7, 2025 at 12:30 PM Will Reid <wreid@thekey.com>
>>>>>>>>>>>>> wrote:
>>>>>>>>>>>>>
>>>>>>>>>>>>>> Tim,
>>>>>>>>>>>>>> Can you answer the question below?
>>>>>>>>>>>>>>
>>>>>>>>>>>>>> Also, This is our first goal month so reviews should be set
>>>>>>>>>>>>>> to 1 with a stretch of 2 per our initial conversations.
>>>>>>>>>>>>>>
>>>>>>>>>>>>>> Thanks
>>>>>>>>>>>>>>
>>>>>>>>>>>>>>
>>>>>>>>>>>>>> Will Reid
>>>>>>>>>>>>>> Partner
>>>>>>>>>>>>>> * Please note my email has changed: *
>>>>>>>>>>>>>> wreid@thekey.com
>>>>>>>>>>>>>> <https://brand.thekey.com/esg/wreid@thekey.com>
>>>>>>>>>>>>>> 513-707-2304
>>>>>>>>>>>>>> TheKey.com <https://www.thekey.com/>
>>>>>>>>>>>>>> [image: TheKey] <https://homecareassistance.com/>
>>>>>>>>>>>>>>
>>>>>>>>>>>>>>
>>>>>>>>>>>>>> On Tue, Jan 7, 2025 at 12:13 PM Laura Horval <
>>>>>>>>>>>>>> lhorval@thekey.com> wrote:
>>>>>>>>>>>>>>
>>>>>>>>>>>>>>> Good Afternoon Will and Steve,
>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>> It looks like Tableau has been updated with our goals - is
>>>>>>>>>>>>>>> there a way to confirm? Also- I was under the impression our goal would be
>>>>>>>>>>>>>>> starting over for Google Reviews but it appears to be 3 for the month of
>>>>>>>>>>>>>>> January.
>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>> Laura Horval MSW LSW
>>>>>>>>>>>>>>> General Manager
>>>>>>>>>>>>>>> 513-891-2273
>>>>>>>>>>>>>>> *Aging Life Care Professional™; CDP®*
>>>>>>>>>>>>>>> *PAC® Consultant; **PAC® Coach*
>>>>>>>>>>>>>>> * Please note my email has changed: *
>>>>>>>>>>>>>>> lhorval@thekey.com
>>>>>>>>>>>>>>> <https://brand.thekey.com/esg/lhorval@thekey.com>
>>>>>>>>>>>>>>> TheKey.com <https://www.thekey.com/>
>>>>>>>>>>>>>>> *Please review us on Facebook or Google!*
>>>>>>>>>>>>>>> h <https://www.facebook.com/TheKeyCincinnati>ttps://www.
>>>>>>>>>>>>>>> facebook.com/TheKeyCincinnati
>>>>>>>>>>>>>>> Click here
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>>>>>>>>>>>>>>> Google Review
>>>>>>>>>>>>>>> [image: TheKey] <https://homecareassistance.com/>
>>>>>>>>>>>>>>>
>>>>>>>>>>>>>>>