Retirement Village Manager Onboarding Checklist

Retirement Village Manager Onboarding Process

Are you looking for help setting up a staff orientation process so that when your new Retirement Village Manager starts their role, they can learn about their responsibilities and your company as quickly as possible? Whether you’re keen to use buddy onboarding, want to automate your Management onboarding experience or just need an onboarding checklist for your new Retirement Village Manager, you’re in the right place. We’ve put together a sample Retirement Village Manager onboarding checklist below and have created onboarding templates & resources to help.

Retirement Village Manager Onboarding Checklist

1. Introduction to company policies and procedures: The new Retirement Village Manager should be provided with a comprehensive overview of the company’s policies and procedures. This includes understanding the organization’s mission, vision, and values, as well as familiarizing themselves with the employee handbook. The Human Resources department is responsible for conducting this task.

2. Orientation to the retirement village: The new manager should be given a thorough orientation to the retirement village they will be managing. This includes a tour of the facilities, introduction to staff members, and an overview of the services provided. The current Retirement Village Manager or a designated staff member should be responsible for this task.

3. Training on resident care and services: As a Retirement Village Manager, it is crucial to have a deep understanding of the care and services provided to residents. The new manager should receive training on topics such as healthcare protocols, emergency response procedures, and resident engagement activities. The Director of Nursing or a designated staff member should be responsible for providing this training.

4. Familiarization with financial management: A Retirement Village Manager needs to have a solid understanding of financial management, including budgeting, financial reporting, and revenue generation. The Finance department should provide training and guidance on financial processes and systems.

5. Introduction to regulatory compliance: Compliance with local, state, and federal regulations is essential in the retirement village industry. The new manager should receive training on relevant regulations, such as health and safety standards, licensing requirements, and resident rights. The Compliance Officer or a designated staff member should be responsible for providing this training.

6. Introduction to marketing and sales strategies: Understanding marketing and sales strategies is crucial for a Retirement Village Manager to attract new residents and maintain high occupancy rates. The Marketing department should provide training on effective marketing techniques, lead generation, and sales processes.

7. Collaboration with other departments: A Retirement Village Manager needs to work closely with various departments, such as maintenance, housekeeping, and dining services. The new manager should be introduced to key personnel in these departments and understand their roles and responsibilities. The Operations Manager or a designated staff member should facilitate this introduction.

8. Review of resident contracts and agreements: The new manager should review and become familiar with the contracts and agreements that residents sign when moving into the retirement village. This includes understanding the terms and conditions, fees, and services provided. The Legal department or a designated staff member should be responsible for providing this review.

9. Introduction to technology systems: Many retirement villages utilize technology systems for various purposes, such as resident management, billing, and communication. The new manager should receive training on these systems to ensure efficient operations. The IT department or a designated staff member should provide this training.

10. Mentoring and shadowing: To facilitate a smooth transition, the new Retirement Village Manager should be paired with an experienced manager who can serve as a mentor. This mentor can provide guidance, answer questions, and offer support during the initial period. The current Retirement Village Manager or a designated staff member should arrange this mentoring relationship.

11. Performance expectations and goal setting: The new manager should have a clear understanding of the performance expectations and goals set by the company. This includes discussing key performance indicators, targets, and evaluation processes. The supervisor or the Director of Operations should communicate these expectations and facilitate goal setting.

12. Introduction to community stakeholders: A Retirement Village Manager often interacts with various community stakeholders, such as local government officials, healthcare providers, and community organizations. The new manager should be introduced to these stakeholders to establish relationships and understand their roles in supporting the retirement village. The Director of Community Relations or a designated staff member should facilitate these introductions.

13. Ongoing professional development opportunities: To excel in their role, the new Retirement Village Manager should be aware of ongoing professional development opportunities. This includes conferences, workshops, and industry-specific training programs. The Human Resources department should provide information and support for accessing these opportunities.

14. Performance feedback and evaluation: Regular performance feedback and evaluation are essential for the growth and development of the Retirement Village Manager. The supervisor or the Director of Operations should conduct periodic performance reviews, providing constructive feedback and identifying areas for improvement.

15. Introduction to the company culture: Understanding and embracing the company culture is crucial for a Retirement Village Manager to effectively lead and engage with staff and residents. The new manager should be introduced to the company’s values, traditions, and communication norms. The Human Resources department or a designated staff member should facilitate this introduction

Setting Up Your Employee Onboarding Process

From reading through the items in the example Retirement Village Manager checklist above, you’ll now have an idea of how you can apply best practices to getting your new Retirement Village Manager up to speed and working well in your Management team. Scroll up to see the link to our onboarding templates & resources or get in touch to discuss getting help setting up your systems and processes in this area.