Re: 2026 Ohio JV Bonus Plan

From
Will Reid <wreid@thekey.com>
To
Robert Valliant <bob.valliant@thekey.com>, Timothy Thomas <tt@thekey.com>
CC
Steve Sudberry <ssudberry@thekey.com>
Date
Fri, 27 Feb 2026 07:26:38 -0500
Folder
INBOX
--000000000000f3471f064bcd59a0 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Bob, Chris confirmed with Tim that our Bonus Plan and Targets are approved. Would you please send a proof for Cleveland and Cincinnati to me and Steve prior to the payments being made each month? Thank you, *Will Reid* Partner | TheKey Mobile: 513.707.2304 On Mon, Feb 16, 2026 at 1:58=E2=80=AFPM Robert Valliant wrote: > > > Hi Will: Chris, Emily and I reviewed your request, and agree how the new > Operations Incentive is not the best approach for the Ohio JV. > > January is the last month for the Keys bonus plan; however, we do have a > new plan that is based totally on the AEBITDA % and Revenue metrics.. We > can use the same systems tracking, payment calculations, and incentive > statement processes as we do today for your 2026 plan, saving you the tim= e > of adding these extra adminstrative steps. > > This new plan is weighted 50% each on AEBITDA % and Revenue. The same > Target Payouts apply as in 2025: GM: $2,000 CGM/CSM: $1,000. The > payout table features the Target Payout for 100% of Target Performance, > with 200% of Target Pay for 115% of the AEBITDA % and Revenue Targets > (calculated separately). > > Let us know what you think about using this plan for the Ohio JV. > > Thanks, > > Bob > > Revenue & AEBITDA % Payout Table - Payouts are interpolated between > stated performance points > % of Target Performance 102% 103% 104% 105% 106% 107% 108% 109% 110% 111% 112% 113% 114% 115% + > % of Target Payout 0% 10% 15% 20% 25% 33% 42% 50% 75% 100% 104% 108% 112% > 116% 120% 125% 130% 135% 140% 145% 156% 167% 177% 188% 200% MAX > >> >> >> ---------- Forwarded message --------- >> From: Will Reid >> Date: Fri, Feb 6, 2026 at 2:42=E2=80=AFPM >> Subject: 2026 Bonus Plan >> To: Chris Gerard >> Cc: Steve Sudberry >> >> >> Chris, >> Our Ohio JV offices really benefited from TheKey 2025 bonus plan. While >> there were aspects that were not ideal, the overall result was that we >> operated as a team for the first time in a long while. Everyone pitched = in, >> including after hours and weekends, and covered for one another as we we= re >> all rowing in the same direction. The Ohio JV grew by 6% (without any HC= L >> sales as outlined below), and the Office environment is at an all-time h= igh. >> >> Steve and I would like to build on that momentum going forward. The newl= y >> proposed 2026 bonus plan is designed for the specific operations roles t= hat >> we have never fully implemented. For example, we have a Cleveland GM who= is >> a hybrid handling all Care Management. Cincinnati has a Staffing Manager >> (by title), but she covers all the HR related caregiver needs, coaching >> calls, background checks, fingerprinting, etc., along with conducting >> orientation. She does not schedule caregivers. >> >> We've revised the 2025 KEY bonus plan. We believe this plan gives the >> Ohio JV the best opportunity to meet or exceed our 12% 2026

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