Re: Grand Rapids + Chicago for Reporting

From
Joel Reyes <joel.reyes@thekey.com>
To
Robert Valliant <bob.valliant@thekey.com>
CC
Sarah Powers <spowers@thekey.com>, Timothy Thomas <tt@thekey.com>, Donny Deshotels <donny.deshotels@thekey.com>
Date
Wed, 25 Feb 2026 13:25:27 -0700
Folder
INBOX
Its not closed, just downsized and small and running without leadership in
GR

On Wed, Feb 25, 2026 at 1:03 PM Robert Valliant <bob.valliant@thekey.com>
wrote:

> I think GR closed a long time ago, so we can just have the one Chicagl
> site, and no more GR?
>
> On Wed, Feb 25, 2026 at 3:00 PM Joel Reyes <joel.reyes@thekey.com> wrote:
>
>> I had different growth rates for both sites, they are two distinct sites
>> so ultimately if we just stop combining their results we can isolate just
>> chicago performance vs GR performance
>>
>> On Wed, Feb 25, 2026 at 12:31 PM Sarah Powers <spowers@thekey.com> wrote:
>>
>>> Hi All,
>>>
>>> Bringing this topic up again. Tim shared that Chris approved winding
>>> down Grand Rapids. I know the incentives and targets have been combined.
>>> Joel - when creating the month-over-month increase for Chicago/Grand
>>> Rapids, were these sites combined and growing together? Or did you have a
>>> different rate for Grand Rapids and Chicago? Happy to set up time to think
>>> through how this should be best represented.
>>>
>>> Thanks,
>>> Sarah
>>>
>>> On Wed, Feb 11, 2026 at 2:46 PM Robert Valliant <bob.valliant@thekey.com>
>>> wrote:
>>>
>>>> Thanks Donny and Sarah.  All reporting in 2026 should have these sites
>>>> combined!  We have been combining them manually for many months for
>>>> incentive calculations and 2026 Financial Targets.
>>>>
>>>>
>>>>
>>>> On Wed, Feb 11, 2026 at 1:02 PM Timothy Thomas <tt@thekey.com> wrote:
>>>>
>>>>> Hi Sarah,
>>>>>
>>>>> I will advocate to Chris this Friday that we begin winding down the GR
>>>>> operation. We're not onboarding any new clients and revenue & EBITDA is
>>>>> consistently declining. The Chicago team should not be penalized for this
>>>>> negative impact in their comp plan.
>>>>>
>>>>>
>>>>>
>>>>> On Wed, Feb 11, 2026 at 12:45 PM Sarah Powers <spowers@thekey.com>
>>>>> wrote:
>>>>>
>>>>>> Hi All,
>>>>>>
>>>>>> I'm hoping to get clarity on how we are treating Grand Rapids and
>>>>>> Chicago for reporting, particularly around incentives. In the targets
>>>>>> received so far, I see Grand Rapids and Chicago are combined. Should these
>>>>>> be combined in all areas of reporting?
>>>>>>
>>>>>> For any reporting where we track against a target, if targets are
>>>>>> combined we will need to combine the sites in tableau.
>>>>>>
>>>>>> So I guess my questions are
>>>>>> a) are we treating them as one for targets?
>>>>>> b) if yes, is there a reason we wouldn't combine the sites for all
>>>>>> reporting, but still be able to keep separate offices as the layer deeper
>>>>>> than the site?
>>>>>>
>>>>>> Thanks,
>>>>>> Sarah
>>>>>>
>>>>>> --
>>>>>> Sarah Powers
>>>>>> Director, Strategic Analytics
>>>>>> TheKey.com <https://www.thekey.com/>
>>>>>> [image: TheKey] <https://homecareassistance.com/>
>>>>>>
>>>>>
>>
>> --
>>
>> Thanks,
>> *Joel Reyes*
>> Manager, Financial Operations
>>
>

-- 

Thanks,
*Joel Reyes*
Manager, Financial Operations

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