Fwd: October Update on Performance Towards Starts & Satisfaction

From
Angie Markwell <angie.markwell@thekey.com>
To
"Northeast/Canada Regional Operation Directors" <northeastcanada-regional-operation-directors@thekey.com>, Judy Gerald <judy.gerald@thekey.com>, Marybeth Waldner <marybeth.waldner@thekey.com>, Dawn Kellerman <dkellerman@thekey.com>
Date
hu, 6 Oct 2022 21:
Folder
INBOX
📎 Screen Shot 2022-10-06 at 3.44.45 PM.png; Screen Shot 2022-10-06 at 3.51.56 PM.png
Team we have this! On your way - awesome job!

From: Chen Xie <chen@thekey.com>
Date: Thu, Oct 6, 2022 at 4:00 PM
Subject: October Update on Performance Towards Starts & Satisfaction
To: Pete DaCosta <peter.dacosta@thekey.com>, KJ Babatid <kbabatid@thekey.com>,
Claudia Hernandez <chernandez@homecareassistance.com>, Christin Silveira <
csilveira@thekey.com>, Triff Cook <triff@homecareassistance.com>, Timothy
Thompson-Cook <timothy.thompsoncook@thekey.com>, Araceli Gutierrez <
araceli.gutierrez@thekey.com>, Melissa Reyes <melissa.reyes@thekey.com>,
Alicia Broussard <abroussard@homecareassistance.com>, Coddye Ring-Noonan <
coddye.ringnoonan@thekey.com>, Renee Anter <renee.anter@thekey.com>,
Jennifer Piper <jennifer.piper@thekey.com>, Jennifer Muskat <
jmuskat@homecareassistance.com>, Ali Puckett <apuckett@thekey.com>, James
Patchett <jpatchett@thekey.com>, James Buscemi <jbuscemi@thekey.com>, Angie
Markwell <angie.markwell@thekey.com>, Beth Ann Rosario <
bethann.rosario@thekey.com>, Kim Kranwinkel <kimberly.kranwinkel@thekey.com>,
Kimberly Guerci <kguerci@thekey.com>, Cathy Goffredo <
catherine.goffredo@thekey.com>, Carol Miller <carol.miller@thekey.com>, Jay
Skypeck <jason.skypeck@thekey.com>, Timothy Thomas <tt@thekey.com>
Cc: Executive Team <exec@homecareassistance.com>, Kirk Hayes <
khayes@thekey.com>, Ashley Mirone <amirone@thekey.com>, Dana Pampena <
dana.pampena@thekey.com>, Mitch Belitz <mitch.belitz@thekey.com>

Hi Everyone,

As we head into the Q4 Stretch Run, it's a good opportunity to track into a
few of our key performance indicators we emphasized last month --- Client
Starts & Client Satisfaction with the Office.

First on Starts --- note this is not inclusive of all areas of our company,
only the components of which we had accurate tracking for via ClearCare (so
excluding MavenCare, C&H, ValueCare, etc.) and goals (so excluding
Nebraska, etc.). In September, we saw 1,024 starts within this group.
While we don't have an official roll-up goal for September, we do have one
for October, set at 1,203 starts. So we ended up achieving ~85% of our
overall start goal. We saw a number of regions, led by Canada and
Sacramento and also, excitingly, including the large regions of NJPA and
Texas, achieve starts above their October Goal, already in September. We
also saw quite a few areas that came very close, with the Bay Area at
exactly 85% performing at about the company average. We also saw a number
of regions that have some hill to climb on starts, the most extreme of
which in SW Florida lost their last week of business opportunity to the
hurricane. However, it is encouraging to see so many regions close to or
above goal, especially with much of our salesforce still in their infancy
with TheKey, and likely more lead and client opportunities to come in the
winter months.

Division Region  September - Actual   October Goal   November Goal   December
Goal  Sept/Oct Diff. %
Northeast Canada                             106
85
91                        97 125%
Northwest Sacramento                               30
25                         26                        28 122%
Southwest Millenia                                 6
5                           6                          6 114%
Northeast Connecticut                               17  102 (15)
110                      117 113%
Northeast New Jersey and Pennsylvania                               79
73                         78                        83 109%
Southwest Texas                               81
78
83                        89 104%
Northwest Columbus                                 9
9                           9                        10 100%
Northeast DC Metro                               65
 66
70                        75 99%
Southwest California Skilled Care                               30
31                         33                        35 98%
Northwest Central States                               20
22                         23                        25 91%
Northeast Illinois                               25
 28
30                        32 89%
Northwest Pacific Northwest                               66
75                         81                        86 88%
Northwest Bay Area                             163
192
205                      219 85%
Southeast NC and SVA                               49
61                         66                        70 80%
Southwest 123 Home Care                               19
25                         26                        28 78%
Southwest Mountain                               25
 33
36                        38 75%
Southeast Southeast Florida                               44
63                         68                        72 70%
Southeast Southern States                               36
52                         55                        59 70%
Partnership Business Ohio and Indiana                               18
26                         28                        30 69%
Southwest Greater San Diego                               44
65                         69                        74 68%
Northeast New York                               15  38 (24)
44                        50 63%
Northeast New England                                 4
7                           8                          8 57%
Northeast Great Lakes                               21
39                         42                        45 53%
Southwest Greater LA                               30
58                         62                        66 52%
Southeast Southwest Florida                               22
48                         52                        55 46%

Separately, on client satisfaction, thanks to the team for creating
dashboards for all our leaders to track their individual Office Team
Ratings in Q4. We did see a net average of 37 in September (below)...

[image: Screen Shot 2022-10-06 at 3.44.45 PM.png]

...which is a solid improvement over our 32 average across the last three
months (below)

[image: Screen Shot 2022-10-06 at 3.51.56 PM.png]

The best way to read into this is that we are making steady improvements in
the ratings for the Office Team (AND BILLING!) based on our client
feedback. This is happening while the caregiver score is staying consistent
(57, 56) and good. What that means is that likely not much has changed with
our clients, but they are in fact liking the service from our office staff
and billing more, as evidenced by the static caregiver score. Good
improvements to our net goal of 50.

Good luck to all driving starts and service in Q4.

Best,
Chen

*Chen Xie*CSO |
*TheKey*650-208-2390
[image: TheKey] <https://homecareassistance.com/>

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