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 StreetWellesley, MA 02482617.910.6922*
Jason.Skypeck@TheKey.com

TheKey.com <https://www.thekey.com/>
[image: TheKey] <https://homecareassistance.com/>


On Thu, Jun 16, 2022 at 3:43 PM Angie Markwell <
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>
> *Date:* June 16, 2022 at 3:42:43 PM EDT
> *To:* Matt Neal <mneal@thekey.com>
> *Cc:* Kathryn Allen <kzakskorn@thekey.com>, Aileen Ruffin <
> aruffin@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>
> *Subject:* *Re: SOC goals*
>
> Being printed
>
> Sent from Angie's iPhone
>
> On Jun 16, 2022, at 3:39 PM, Matt Neal <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>
> 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:*
>> kzakskorn@TheKey.com <Kathryn+.Allen@TheKey.com>
>> (925) 330-1106
>> TheKey.com <https://www.thekey.com/>
>> [image: TheKey] <https://homecareassistance.com/>
>>
>>
>> On Wed, Jun 8, 2022 at 8:53 AM Kathryn Allen <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 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/>
>>>>>>
>>>>> [image: Generations SOC.jpg][image: June SOC progress Raleigh (1).jpg]
>
>