Executive Strategy Retreat

Stephen Tweed, CSP, has spent the last 30 years working with home care organizations that want to grow and with home care leaders who want to prepare for the future. Currently, he is the Chairman and CEO of Leading Home Care…a Tweed Jeffries Company, and Founder of the Home Care CEO Forum, a network of executives in the top 10% of the home care industry.

Stephen is an internationally recognized health care and business strategist, award-winning professional speaker, and published author. His most recent book, Conquering the Crisis: Proven Solutions for Caregiver Recruiting and Retention, was published in 2018.

As a part of his work, he regularly conducts industry research in order to identify the best practices in strategy, leadership, and talent acquisition. The Home Care CEO Executive Strategy Retreat is based on proven best practices observed in the industry’s top-tier companies.

In-Home Personal Care, also known as Home Care, or Private Duty Home Care, is the fastest-growing segment of health care in America. Over 26,000 companies provide in-home care for the elderly and disabled. Besides offering the opportunity to make a difference, home care business owners can build a substantial business, earn a comfortable living, and build a significant retirement asset.

According to the HCP Annual Benchmarking Report, the median-sized home care company in 2022 generated $1.66 million in revenue. The Top 7% Mastermind Group of the Home Care CEO Forum had an average annual revenue of $5.7 million, while the Top 5% Group had an average annual revenue of $11.8 million.

The Home Care CEO Executive Strategy Retreat is designed to help home care company owners develop a five-year business growth strategy that will take them to the top tiers of our industry. This interactive retreat will guide you through the eight strategic elements of your business that will enable you to grow your businesses, increase your income, and get ready for the future.

Purpose

To provide tools for home care company owners to plan, organize, and execute a strategy to grow their business into the top tier of our industry.

Objectives

As a result of this interactive retreat, participants will be able to:

1. Explore eight proven elements of effective home care growth strategies.
2. Begin developing and implementing a five-year growth plan.
3. Interact with other home care company owners as you work through each tool in each module.
4. Come away with a detailed plan to put these principles into action to grow your business and get ready for the future.

Elements of the Retreat

• Opportunities in Private Pay Home Care – An overview of the home care business
• Vision – What do you want your business to be like in 5 years?
• Values – “Culture Eats Strategy for Breakfast”
• Distinction – What Makes You Different?
• Purpose – The Four Big Why’s of Growing Your Business
• People – Getting the Right People on the Bus and in the Right Seats
• Promotion – Building Your Brand and Attracting New Patients/Clients
• Processes – The Twelve Proven Processes of Highly Effective Home Care Companies
• Performance – The Critical Measures of Success for Your Company’s Performance

Program Format

• Present the topic
• Provide examples
• Personal work using a provided tool
• Roundtable discussion
• Debriefing

Interactive Networking Opportunities

Plenty of networking opportunities will be included through roundtable discussions, and also during breakfast, lunch, breaks, and a happy hour reception with fellow retreat participants.