Had a call with Tad today along with Matt and he is in agreement that we
have to ensure that whatever goals we set are attainable. We don't want
folks to feel that the goal is so unreasonable, so why bother. Knowing what
I sent you all - please send me what you believe is a stretch goal and not
unattainable as a Start Goal for June and for the next quarter what would
be reasonable - goal to get to the number I shared by end of the year or
sooner. If you think you can get there and beyond by the end of the year -
great - need this by noon tomorrow. We will redo the posters if needed.
Thanks all.
---------- Forwarded message ---------
From: Kathryn Allen <kzakskorn@thekey.com>
Date: Wed, Jun 8, 2022 at 11:53 AM
Subject: Re: SOC goals
To: Aileen Ruffin <aruffin@thekey.com>
Cc: Kathryn Allen <kzakskorn@thekey.com>, Matt Neal <mneal@thekey.com>,
Chen Xie <chen@homecareassistance.com>, Angie Markwell <
angie.markwell@thekey.com>, Ashley Mirone <amirone@homecareassistance.com>,
David Durbin <david.durbin@homecareassistance.com>, Kirk Hayes <
khayes@homecareassistance.com>, Melissa Reyes <
melissa.reyes@homecareassistance.com>
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 so we can track this.
Best,
Divisional Name
Kathryn Allen
Director of Marketing, B2B and Franchise
*Please note my email has changed:*
kzakskorn@TheKey.com <Kathryn+.Allen@TheKey.com>
(925) 330-1106
TheKey.com <https://www.thekey.com/>
[image: TheKey] <https://homecareassistance.com/>
On Tue, Jun 7, 2022 at 3:25 AM Aileen Ruffin <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> 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:*
>> kzakskorn@TheKey.com <Kathryn+.Allen@TheKey.com>
>> (925) 330-1106
>> TheKey.com <https://www.thekey.com/>
>> [image: TheKey] <https://homecareassistance.com/>
>>
>>
>> On Mon, Jun 6, 2022 at 7:00 PM Matt Neal <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>
>>> 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>
>>>> 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> 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:*
>>>> kzakskorn@TheKey.com <Kathryn+.Allen@TheKey.com>
>>>> (925) 330-1106
>>>> TheKey.com <https://www.thekey.com/>
>>>> [image: TheKey] <https://homecareassistance.com/>
>>>>
>>>>
>>>> On Sat, May 28, 2022 at 8:08 AM Aileen Ruffin <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> 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: *
>>>>>> mneal@thekey.com <https://brand.thekey.com/esg/mneal@thekey.com>
>>>>>> (925) 285-2599
>>>>>> TheKey.com <https://www.thekey.com/>
>>>>>> [image: TheKey] <https://homecareassistance.com/>
>>>>>>
>>>>> --
>>> Matt Neal
>>> Chief Development Officer
>>> * Please note my email has changed: *
>>> mneal@thekey.com <https://brand.thekey.com/esg/mneal@thekey.com>
>>> (925) 285-2599
>>> TheKey.com <https://www.thekey.com/>
>>> [image: TheKey] <https://homecareassistance.com/>
>>>
>>