Life enrichment teams collect program data to track their progress towards their senior living community’s goals. Teams analyze this data to see what adjustments they may need to make to hit their Key Performance Indicators (KPIs).
KPIs are a set of quantifiable metrics used to gauge if life enrichment programs are performing up to standard. Communities may track metrics related to program type and frequency, resident attendance, and more. These metrics are typically sent to head office or to government agencies to ensure compliance.
In this blog, we explain the difference between two common ways of collecting program metrics: reports and dashboards. You’ll learn how dashboards can save you time, help you make better decisions, and improve your resident experience.
Life enrichment reports typically look at program data from the last 30 days. This allows teams to look back and see if they hit their targets for the previous month. They can then adjust their strategy going forward based on this information.
Reports often need to be compiled manually from multiple data sources. This process can be time consuming, so reporting is usually done no more than once a month.
On the other hand, a dashboard displays important data related to your KPIs that you can access at any time. It gives you an at-a-glance view of your business health. Dashboards often come with digital tools and insights that allow users to pull up custom reports in just one click.
Dashboards draw from data sources that update automatically, so teams can monitor their performance in real-time.
Scenario 1: A life enrichment team’s goal is to have at least 75% of their residents attending 5 or more programs each month. When they complete their monthly reporting, they realize they fell short of their goal for the month, and it’s too late to intervene.
Scenario 2: The life enrichment team checks in with their dashboard weekly and realizes that most residents are only attending 1 or 2 programs so far this month. Using real-time reports, the team discovers the problem — their program offerings do not align with their residents’ hobbies and interests. They add more programs based on these interests and are quickly able to see a list of residents they should invite. They see an increase in resident engagement throughout the following weeks and are able to meet their attendance goal.
The main advantage of dashboards is that they provide important information in real time, leading to better decision making. They alert you to potential problems when there’s still time to fix them — so your teams can be proactive about achieving their KPIs and improving your resident experience.
A resident experience platform like Welbi can provide you with a dashboard view of your KPIs so you can stay on top of your residents’ life enrichment needs. To learn more about how Welbi can improve your workflow, book a demo.
Katie is a member of Welbi’s Customer Experience team! She has a background in communications and recreation and is passionate about older adults, exercise, coffee and people.
Holly is a member of Welbi’s Marketing team! She has a background in communications and marketing, and is a compassionate individual who loves team work, story telling, and wellness.
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