RE: SOC goals

Hello,

 

We are getting ours printed for all the offices today! Pictures to follow once up!

 


Kimberly Kranwinkel

Regional Director of Operations

	

Please note my email has changed:


 <mailto:Kimberly.Kranwinkel@TheKey.com> kimberly.kranwinkel@TheKey.com


(301) 767-6622

	

 <https://www.thekey.com/> TheKey.com


 <https://www.thekey.com/> 

 

 

From: Jay Skypeck <jason.skypeck@thekey.com> 
Sent: Friday, June 17, 2022 8:09 AM
To: Angie Markwell <angie.markwell@homecareassistance.com>
Cc: Guerci Kim <KGuerci@homecareassistance.com>; Kim Kranwinkel <kimberly.kranwinkel@thekey.com>; Cathy Goffredo <catherine.goffredo@thekey.com>; Thomas Timothy <tt@homecareassistance.com>; Skypeck Jay <jason.skypeck@thekey.com>; Audra Williams <audraw@thekey.com>; Miller Carol <carol.miller@thekey.com>
Subject: Re: SOC goals

 

Hi Angie,

Our is being printed at Staples today, will have a photo (and hopefully some starts) to share on Monday.

Jay





Jay Skypeck


Regional Director Greater Boston


445 Washington Street
Wellesley, MA 02482
617.910.6922


Jason.Skypeck@TheKey.com <mailto:Jason.Skypeck@TheKey.com> 

	
	

 <https://www.thekey.com/> TheKey.com


 <https://homecareassistance.com/> 

 

 

On Thu, Jun 16, 2022 at 3:43 PM Angie Markwell <angie.markwell@homecareassistance.com <mailto:angie.markwell@homecareassistance.com> > wrote:

Let’s make ours even more fun!

Sent from Angie's iPhone


Begin forwarded message:

From: Angie Markwell <angie.markwell@homecareassistance.com <mailto:angie.markwell@homecareassistance.com> >
Date: June 16, 2022 at 3:42:43 PM EDT
To: Matt Neal <mneal@thekey.com <mailto:mneal@thekey.com> >
Cc: Kathryn Allen <kzakskorn@thekey.com <mailto:kzakskorn@thekey.com> >, Aileen Ruffin <aruffin@thekey.com <mailto:aruffin@thekey.com> >, Chen Xie <chen@homecareassistance.com <mailto:chen@homecareassistance.com> >, Angie Markwell <angie.markwell@thekey.com <mailto:angie.markwell@thekey.com> >, Ashley Mirone <amirone@homecareassistance.com <mailto:amirone@homecareassistance.com> >, David Durbin <david.durbin@homecareassistance.com <mailto:david.durbin@homecareassistance.com> >, Kirk Hayes <khayes@homecareassistance.com <mailto:khayes@homecareassistance.com> >, Melissa Reyes <melissa.reyes@homecareassistance.com <mailto:melissa.reyes@homecareassistance.com> >
Subject: Re: SOC goals

Being printed

Sent from Angie's iPhone





On Jun 16, 2022, at 3:39 PM, Matt Neal <mneal@thekey.com <mailto:mneal@thekey.com> > wrote:



Others may have already shared but here are a few examples from Dave of the posters on the walls!  (the last mile if you will).  THANKS DAVE.

 

Melissa / Chen / Angie - look forward to seeing yours. Kathryn can then compile.

 

Aileen - Given your new role (Congrats)), can you confirm if all the central sites have direction and know to print / take pictures?  If not, let us know how we can be helpful. 

 

 

On Tue, Jun 14, 2022 at 10:25 AM Kathryn Allen <kzakskorn@thekey.com <mailto:kzakskorn@thekey.com> > wrote:

Hi all -

 

Friendly reminder that your offices send you/their Divisional and myself a picture of the SOC poster in the office as a way to hold them accountable. I have yet to receive anything and we asked for the posters to be up by this Friday.

 

Please let me know if you have any questions.

 

Thanks!

Kathryn

 



Kathryn Allen


Director of Marketing, B2B and Franchise 


Please note my email has changed:


 <mailto:Kathryn+.Allen@TheKey.com> kzakskorn@TheKey.com


(925) 330-1106

	

 <https://www.thekey.com/> TheKey.com


 <https://homecareassistance.com/> 

 

	

 

 

On Wed, Jun 8, 2022 at 8:53 AM Kathryn Allen <kzakskorn@thekey.com <mailto:kzakskorn@thekey.com> > wrote:

Hi everyone,

 

Here are the posters <https://drive.google.com/drive/folders/1CFNw-9HOUOPAVvED42IP0YRQ0PD_xcvD?usp=sharing>  with the correct SOC goals for each of your offices. If you could please share these with your offices today that would be appreciated!

 

I have crafted an email that you can share as-is or customize to make your own. The one customization you will need to make is inserting the link of the poster (where I have noted). 

 

For this round, given we're already in June, we are asking offices to print these locally. Moving forward we will look into centrally printing these and shipping them out to each office to make this a more seamless process. We are also asking they send a picture of the poster posted in the office to me by next Friday to hold them accountable. That is noted in the email.

 

Best,

Kathryn

 

 

Hi Location Team,

 

We are launching an exciting new "rally the troops" initiative to add some fun to hitting your SOC goals each month/quarter. Here <insert link to poster> you will find an 18x24 poster that illustrates your SOC goal for June. We ask that you print this locally and post it somewhere in the office that is highly visible to the team. Every time you start a new client, someone will go in and the color in the chart...all the way up to your goal number. If you hit your goal, your team can decide what type of reward they would like to receive (team dinner, sporting event, activity, etc.) and you can write that into the white box on the left of the poster. 

 

I do ask that you have this up in your office by next Friday, June 17th. Please take a picture and send it to myself and Kathryn Allen at kzakskorn@thekey.com <mailto:kzakskorn@thekey.com>  so we can track this. 

 

Best,

Divisional Name 

 





Kathryn Allen


Director of Marketing, B2B and Franchise 


Please note my email has changed:


 <mailto:Kathryn+.Allen@TheKey.com> kzakskorn@TheKey.com


(925) 330-1106

	

 <https://www.thekey.com/> TheKey.com


 <https://homecareassistance.com/> 

 

	

 

 

On Tue, Jun 7, 2022 at 3:25 AM Aileen Ruffin <aruffin@thekey.com <mailto:aruffin@thekey.com> > wrote:

Please separate Ohio into: West Chester, Cleveland, Kenwood, Collier -- goes to Chen

Add Columbus as a separate location

Move Nashville to SE

Add Gentle with Chicago and adjust from 14 to 20

 

Thanks

 

 

On Mon, Jun 6, 2022 at 9:16 PM Kathryn Allen <kzakskorn@thekey.com <mailto:kzakskorn@thekey.com> > wrote:

Hi all -

 

Sorry for the confusion here. I see what happened - our graphic designer pulled the office from column J instead of column B for the Q2 goals (this excel <https://docs.google.com/spreadsheets/d/1iCAKhcm3vsJu2BizkLZdvTfLYPQEAO_E/edit#gid=2059215134> ). I will have her update this first thing tomorrow and re-share.

 

Confirming the below numbers look correct? 

 


Division

Region

Q2 Monthly SOC Goal


Central

DFW

40


Central

Ohio

39


Central

Nebraska

30


Central

Puget Sound

26


Central

Austin + San Antonio

25


Central

Grand Rapids

21


Central

Milwaukee

17


Central

St. Louis

17


Central

Spokane

16


Central

Midland

14


Central

Chicago

14


Central

Houston

12


Central

Kansas City

11


Central

Boise

8


Central

Indianapolis

8


Central

Nashville

8


Central

Lake Oswego

7


Central

Minneapolis

7


Northeast & Canada

New Jersey

82


Northeast & Canada

Lifematters/VA/MD/Regent

74


Northeast & Canada

Canada

64


Northeast & Canada

Alpine

35


Northeast & Canada

New York

20


Northeast & Canada

Boston

10


Northeast & Canada

Fairfield

8


Northeast & Canada

Hartford

8


Northern California

Bay Area

194


Northern California

Sacramento

23


Southeast

Value Care

96


Southeast

SE Florida

84


Southeast

Help at Home

74


Southeast

Atlanta

39


Southeast

Raleigh

35


Southeast

Alternative HH

29


Southeast

South Carolina

29


Southeast

Seniorcorp

27


Southeast

Generation Solutions

19


Southwest

Orange County

67


Southwest

Central LA

79


Southwest

Northern LA

46


Southwest

Arizona

41


Southwest

San Diego

21


Southwest

Denver

14


Southwest

Riverside

13


Southwest

Santa Barbara

13


Southwest

Nevada

13


Southwest

Palm Desert

11


Southwest

Salt Lake City

10


Southwest

Millennia

0

 

Best,

Kathryn





Kathryn Allen


Director of Marketing, B2B and Franchise 


Please note my email has changed:


 <mailto:Kathryn+.Allen@TheKey.com> kzakskorn@TheKey.com


(925) 330-1106

	

 <https://www.thekey.com/> TheKey.com


 <https://homecareassistance.com/> 

 

	

 

 

On Mon, Jun 6, 2022 at 7:00 PM Matt Neal <mneal@thekey.com <mailto:mneal@thekey.com> > wrote:

Yeah, we need to update - those aren’t matching our goals (which have already been shared with you in the ppts). 

 

On Mon, Jun 6, 2022 at 6:50 PM Chen Xie <chen@homecareassistance.com <mailto:chen@homecareassistance.com> > wrote:

In the other direction NJ at 19 is also pretty far off to the negative.

Sent from my iPad





On Jun 6, 2022, at 9:49 PM, Chen Xie <chen@homecareassistance.com <mailto:chen@homecareassistance.com> > wrote:

Hi Kathryn did we QA these? I see 30 listed as the goal for monthly starts in Boise but that can’t be right. The office has 30 active clients.

 

Sent from my iPad





On Jun 6, 2022, at 8:25 PM, Kathryn Allen <kzakskorn@thekey.com <mailto:kzakskorn@thekey.com> > wrote:



Good evening!

 

We have created SOC Posters for each office for the month of June that can be accessed here <https://drive.google.com/drive/folders/1CFNw-9HOUOPAVvED42IP0YRQ0PD_xcvD?usp=sharing> . Moving forward, we will create a similar poster for each quarter/office that has all three months and share Q3 at the end of this month.

 

The goal with these posters is to rally the team around their shared goals with a visual reminder in the office to keep these top of mind! You will notice there is a blank white box on the left where they can write in their "incentive" if they hit their monthly goal. 

 

Please share these with your offices and have them print through Vistaprint <https://www.vistaprint.com/>  or another local print shop (most HCLs have a go-to source). The dimensions of the posters are 18x24. Each time they start a new client someone in the office should mark it on the poster. 

 

Please let me know if you have any questions. As an FYI - Matt and I did communicate to the sales team today that they would get these tomorrow.

 

Thanks!

Kathryn





Kathryn Allen


Director of Marketing, B2B and Franchise 


Please note my email has changed:


 <mailto:Kathryn+.Allen@TheKey.com> kzakskorn@TheKey.com


(925) 330-1106

	

 <https://www.thekey.com/> TheKey.com


 <https://homecareassistance.com/> 

 

	

 

 

On Sat, May 28, 2022 at 8:08 AM Aileen Ruffin <aruffin@thekey.com <mailto:aruffin@thekey.com> > wrote:

Hi Matt!

 

1) Yes communicated - visuals will be helpful.

2) Leave it to the team to decide to make this meaningful.

 

Thanks!

 

On Thu, May 26, 2022 at 11:54 AM Matt Neal <mneal@thekey.com <mailto:mneal@thekey.com> > wrote:

Hi All,

 

We are working on getting poster board visuals out to each of the offices with their SOC goals.

 

2 questions for group:

 

1. Have you communicated goals?  Hopefully yes or this is the reminder to do so. Angie, know we have a separate thread.

 

2. Is there a standard preference for a monthly reward for the team if they hit the goal? Team dinner, team event?  We can also just leave that piece blank and you can work with your sites on what motivates them to rally around the goals, but we want to have a nice carrot that people get excited about.  It should be a meaningful celebration amount - I’d say in the ballpark of $150 / person (maybe more if you think goal is pretty big stretch from where they are today).

 

Kathryn, cc’d, is leading these efforts (thank you!).

 

Best,

Matt

-- 


Matt Neal 


Chief Development Officer


Please note my email has changed: 


 <https://brand.thekey.com/esg/mneal@thekey.com> mneal@thekey.com 


(925) 285-2599


 <https://www.thekey.com/> TheKey.com 


 <https://homecareassistance.com/> 

-- 


Matt Neal 


Chief Development Officer


Please note my email has changed: 


 <https://brand.thekey.com/esg/mneal@thekey.com> mneal@thekey.com 


(925) 285-2599


 <https://www.thekey.com/> TheKey.com 


 <https://homecareassistance.com/>