Keys to a Successful Community Management Plan

May 30, 2025 | Blogs

What makes a senior living community truly thrive? At 12 Oaks Senior Living, our localized, high-touch operational model, combined with innovative tools and a value-driven culture, sets the foundation for excellence. We focus on aligning people, processes, and strategic planning to deliver unparalleled experiences for residents and teams.

In this blog, we’ll explore four essential components of our community management plan that set us apart:

  • Seamlessly integrating sales and marketing into operations.
  • A targeted leadership approach.
  • Empowering Executive Directors (EDs) to focus on their community.

Through these strategies, we provide competitive advantages that keep our communities vibrant, relevant, and positioned for long-term success.

Integrating Sales and Marketing Systems

Operating a senior living community entails a multifaceted set of responsibilities, particularly when it comes to attracting new residents. It is well understood that effective sales and marketing teams play a crucial role in fostering a vibrant community. At 12 Oaks, we employ a robust Customer Relationship Management (CRM) system that enables our leasing staff to operate with consistency and structure, leading to favorable outcomes.

By integrating advanced technology with a relationship-driven approach, we empower communities to guide families through their decision-making process seamlessly. This strategy not only shortens sales cycles but also enhances occupancy rates. From the initial point of contact, communities can utilize a high-quality CRM to efficiently manage leads, allowing the team to concentrate on supporting families as they navigate their options and make informed decisions.

See the results of implementing Aline here

Creating Targeted Solutions

At the heart of senior living is a focus on people—community ownership, staff, residents, families, prospects, vendors, and more. To provide optimal service, 12 Oaks delivers an integrated, streamlined, and quick-response management model. This empowers us to stay attuned to the needs of our managed communities and react swiftly to requests, challenges, and opportunities.

“At 12 Oaks Senior Living we understand the demands of reality which onsite teams face daily, and in turn, we lean into those negative realities in several supportive ways of which one example is the very structure of the 12 Oaks High Touch operating model”
Aaron Catoe, Chief Revenue Officer

The hallmark of this model is the personalized focus supported by a limited geographic reach. Each Regional Vice President (RVP) oversees no more than 4-7 communities within their geographic proximity. By spending more time with each community, our RVPs develop deep expertise in day-to-day operations and local market dynamics. This localized approach ensures each community receives tailored expertise and hands-on support, driving exceptional outcomes for residents and teams alike.

See the full scope of our management plans

An Executive Director Focus

Thriving communities require visionary leadership. At 12 Oaks, our Executive Directors (EDs) are the cornerstone of operational stability and financial growth. We invest in their leadership training and cultural alignment to inspire their teams, foster community engagement, and drive success. Our EDs oversee daily operations with efficiency, create environments where residents, families, and teams flourish, and align local strategies with organizational goals.

They are supported by a robust infrastructure, including tools like a corporate PEO to streamline HR processes, Yardi Senior IQ for actionable business intelligence, EMARs for E-Health management, SOX compliance tools, centralized hiring resources, comprehensive benefits administration, and more. This strong support allows EDs to focus on leadership and operational excellence, ensuring each community thrives.

At 12 Oaks Senior Living, we believe that thriving senior living communities begin with a commitment to people—residents, staff, families, and the broader community. Our mission is to deliver exceptional outcomes and set the standard for excellence in senior living management. Whether through innovative technologies, tailored solutions, or steadfast support for our Executive Directors, our approach ensures every community we manage is equipped for success. Contact us today to learn more about 12 Oaks Senior Living’s unique management approach.