Initiatives
Leading Boards of Directors to set a three-year Strategic Visioning Plan
WellPointe Advisors designs strategic visioning retreat for a Life Plan Community Board of Trustees to successfully produce a strategic plan with appropriately challenging and meaningful, purpose-filled goals for the next 3 years.
Due diligence and planning for future growth
Consumer research and comprehensive project support and management for Master Plan due diligence; a Marketing, Brand & Sales Plan; and Product and Service Line Development provide needed momentum for senior living community during height of COVID-19 pandemic.