Senior Residences Designing Retirement Communities for the Future

by Harrigan, John E.; Raiser, Jennifer M.; Raiser, Phillip H.

• ISBN13: 9780471190615
• ISBN10: 0471190616
• Edition: 1st
• Format: Hardcover
• Copyright: 1998-04-02
• Publisher: Wiley

Summary

Written by an author team with extensive CCRC experience, Senior Residences helps encourage avenues of thought that will lead to more cohesive, responsive, and successful CCRC projects that benefit the professionals who build them and the residents who live in them.

Author Biography

PHILLIP H. RAISER, MS Arch, is President of The Raiser Organization, a San Francisco Peninsula real estate development, general construction, and property management corporation, expert in managing equity CCRC enterprises through the entire life cycle, from concept to financing, design/build, and marketing.<br> <br> JENNIFER M. RAISER, MBA, is President of Raiser Senior Services, with nationally recognized expertise in CCRC developments and acquisitions, residential service management, and human resource development.<br> <br> . HARRIGAN, PhD, is a Professor of Architecture emeritus at Cal Poly-San Luis Obispo, a Fellow of the Human Factors and Ergonomics Society, and senior author of The Executive Architect, also published by Wiley.

Table of Contents

Acknowledgments	xiii
INTRODUCTION THE EXECUTIVE STRATEGY	3	(39)
The Benchmarks	3	(3)
The CCRC Executive Strategy	6	(3)
Cooperation, Collaboration, and Shared Responsibility	7	(1)
Executive Strategy Structure	7	(2)
About Part I: Critical Success Factors	9	(4)
1.0 Enterprise Concept	9	(1)
2.0 Executive Organization	9	(1)
3.0 Finance and Law	10	(1)
4.0 Marketing and Sales	10	(1)
5.0 Residents	11	(1)
6.0 Health Care	11	(1)
7.0 Residents' Services	12	(1)
8.0 Design and Build	12	(1)
About Part II: Standard of Performance	13	(1)
Computer-Based Applications System	13	(1)
About Part III: Strategic Research	14	(1)
Executive Leadership and Action	15	(4)
Setting the Conditions for Success	15	(2)
Benefits	17	(2)
The Retirement Community Industry	19	(2)
Risks and Rewards: A Case Study	21	(5)
The Hampshire and The Fairford Opportunities	21	(1)
The Leslie Organization	22	(1)
Critical Success Factors	23	(3)
A Comparison	26	(14)
Evaluation of The Hampshire	27	(5)
Evaluation of The Fairford	32	(6)
William Leslie's Dilemma	38	(2)
Notes	40	(2)
PART I CRITICAL SUCCESS FACTORS	42	(128)
The Cypress and The Stratford	42	(21)
James P. Coleman and The Cypress	42	(11)
John A. Raiser and The Stratford	53	(10)
1.0 Enterprise Concept	63	(12)
Quality of Life for the Elderly	63	(7)
The Cypress Strategy	70	(3)
Thoughts About the Future	73	(2)
2.0 Executive Organization	75	(2)
Creating an Organization	75	(1)
Career Opportunities	76	(1)
3.0 Finance and Law	77	(23)
The Cypress of Charlotte	77	(2)
Legal Considerations	79	(12)
A Legal Representative of the Residents Speaks	91	(9)
4.0 Marketing and Sales	100	(17)
Marketing Experience	100	(3)
The Sales Challenge	103	(8)
Sales Attitude	111	(6)
5.0 Residents	117	(10)
An Exceptional Contributor	117	(5)
Moving In	122	(5)
6.0 Health Care	127	(12)
Director of Nursing	127	(6)
Nurse Consultant	133	(6)
7.0 Residents' Services	139	(19)
Responsibilities	140	(3)
Running the Business	143	(2)
Director of Resident Services	145	(4)
A Quality Experience	149	(9)
8.0 Design and Build	158	(9)
Design/Build	158	(3)
The Executive Architect	161	(6)
The Cypress	167	(1)
Notes	167	(3)
PART II THE STANDARD OF PERFORMANCE	170	(54)
An Open Process	170	(3)
A Way to Become Smarter	170	(2)
Commentary	172	(1)
1.0 Enterprise Concept	173	(2)
1.1 Enterprise Concept Development	173	(1)
1.2 Enterprise Action Plan	174	(1)
2.0 Executive Organization	175	(5)
2.1 The Executive Council	175	(1)
2.2 Enterprise Associates	176	(1)
2.3 Performance Assessment	177	(1)
2.4 Liaison	178	(1)
2.5 Applications System	179	(1)
3.0 Finance and Law	180	(5)
3.1 Financial Considerations	181	(3)
3.2 Legal and Regulatory Considerations	184	(1)
4.0 Marketing and Sales	185	(6)
4.1 Market Strategy	186	(1)
4.2 Market Research	187	(2)
4.3 Sales Strategy	189	(1)
4.4 Sales Staff Selection and Training	190	(1)
5.0 Residents	191	(5)
5.1 Residents' Expectations and Requirements	191	(2)
5.2 Interior Architecture of Residences	193	(1)
5.3 Community Life	194	(1)
5.4 Community Space Interior Architecture	195	(1)
6.0 Health Care	196	(6)
6.1 Health Care Management and Staff	197	(3)
6.2 Health Care Programs	200	(1)
6.3 Health Care Units Interior Architecture	201	(1)
7.0 Residents' Services	202	(4)
7.1 Service Management	203	(1)
7.2 Resident Services and Staff	204	(1)
7.3 Facility Operations	205	(1)
8.0 Design and Build	206	(7)
8.1 Site Selection	207	(1)
8.2 Critical Circulation Patterns	208	(1)
8.3 Master Plan	209	(1)
8.4 Facility Design	210	(1)
8.5 Design Image	211	(1)
8.6 Design/Build Process	212	(1)
Scopes of Work	213	(2)
New Enterprises	213	(1)
Acquired Distressed Properties	214	(1)
Applications System Design	215	(6)
Basic Index	216	(1)
Source Index	216	(1)
Research Report Index	216	(2)
Platforms	218	(1)
Applications System Features	219	(2)
Notes	221	(3)
PART III STRATEGIC RESEARCH	224	(77)
The Benefits of Personal Involvement	224	(1)
Research Design	224	(5)
Human Factors Perspective	225	(3)
Research Methods	228	(1)
Market Research	229	(17)
Market Demographics	230	(2)
Competitors	232	(2)
Market Characteristics	234	(5)
Community Characteristics	239	(1)
Creating a Positive Market Image	240	(3)
Market Dynamics	243	(2)
Contracted Research	245	(1)
Human Factors Research	246	(14)
Individual Differences	247	(1)
Activity Limitations and Capabilities	248	(3)
Sociocultural Dynamics	251	(2)
Preferences	253	(3)
Organization Performance	256	(4)
Self-Assessment	260	(1)
Design Research	260	(15)
Research and Design-One Process	261	(1)
Industry Archives	262	(4)
Design of a Reception Area	266	(1)
Design Undertaking	266	(3)
Supplemental Questions	269	(1)
Research Safeguards	270	(1)
Critical Thinking	271	(1)
The Analytic Hierarchy Process	272	(2)
Selection and Evaluation Criteria	274	(1)
Legal Research	275	(1)
CCRC Regulatory and Legal Considerations	276	(1)
Developer/Owner Considerations	277	(9)
State Regulatory Compliance and Licensing	277	(7)
Potential Provider Legal Liabilities	284	(2)
Resident Issues	286	(5)
Personal Financial Security and Property Rights	287	(2)
Personal Rights	289	(2)
Notes	291	(10)
APPENDIX CCRC STANDARD OF PERFORMANCE	301	(18)
1.0 Enterprise Concept	301	(1)
1.1 Enterprise Concept Development	301	(1)
1.2 Enterprise Action Plan	301	(1)
2.0 Executive Organization	302	(2)
2.1 The Executive Council	302	(1)
2.2 Enterprise Associates	302	(1)
2.3 Performance Assessment	303	(1)
2.4 Liaison	303	(1)
2.5 Applications System	303	(1)
3.0 Finance and Law	304	(1)
3.1 Financial Considerations	304	(1)
3.2 Legal and Regulatory Considerations	305	(1)
4.0 Marketing and Sales	305	(3)
4.1 Market Strategy	305	(1)
4.2 Market Research	306	(1)
4.3 Sales Strategy	306	(1)
4.4 Sales Staff Selection and Training	307	(1)
5.0 Residents	308	(2)
5.1 Residents' Expectations and Requirements	308	(1)
5.2 Interior Architecture of Residences	308	(1)
5.3 Community Life	309	(1)
5.4 Community Space Interior Architecture	310	(1)
6.0 Health Care	310	(3)
6.1 Health Care Management and Staff	310	(1)
6.2 Health Care Programs	311	(1)
6.3 Health Care Units Interior Architecture	312	(1)
7.0 Residents' Services	313	(2)
7.1 Service Management	313	(1)
7.2 Resident Services and Staff	313	(1)
7.3 Facility Operations	314	(1)
8.0 Design and Build	315	(4)
8.1 Site Selection	315	(1)
8.2 Critical Circulation Patterns	316	(1)
8.3 Master Plan	316	(1)
8.4 Facility Design	316	(1)
8.5 Design Image	317	(1)
8.6 Design/Build Process	317	(2)
References	319	(6)
Index	325