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Most resident interest assessments happen after move-in, alongside a stack of other paperwork while the resident is still figuring out where the dining room is. By then the opportunity to shape the relationship has already passed.
This tool gives you the framework for the conversation that should happen before someone signs, and the take-home form for communities where that individual meeting isn't possible yet. Both are built around a single belief: that the difference between a resident who finds their place in your community within the first month and one who isolates for six months is often a single early conversation that asked the right questions and genuinely listened to the answers.
What's inside: Part A, a pre-lease conversation guide for the wellness professional including how to introduce yourself and your philosophy, the two questions that matter most, what to observe and document, and how to close; Part A documentation notes; Part B, a take-home form for residents and families covering who they are, what matters to them, and what they're hoping for across the seven dimensions of wellness.
Most resident interest assessments happen after move-in, alongside a stack of other paperwork while the resident is still figuring out where the dining room is. By then the opportunity to shape the relationship has already passed.
This tool gives you the framework for the conversation that should happen before someone signs, and the take-home form for communities where that individual meeting isn't possible yet. Both are built around a single belief: that the difference between a resident who finds their place in your community within the first month and one who isolates for six months is often a single early conversation that asked the right questions and genuinely listened to the answers.
What's inside: Part A, a pre-lease conversation guide for the wellness professional including how to introduce yourself and your philosophy, the two questions that matter most, what to observe and document, and how to close; Part A documentation notes; Part B, a take-home form for residents and families covering who they are, what matters to them, and what they're hoping for across the seven dimensions of wellness.
