Organizational Strategic Planning
For older, existing communities, Organizational Strategic Planning is a multi-step workshop process designed to help create a strategic plan providing three year goals, one year measurable objectives, specific tasks to be carried out, persons responsible, and dates by which tasks will be completed. The report that results from these workshops is designed so that progress can easily be reviewed on a quarterly basis. During the process of Strategic Planning, boards, executive staff, and residents are educated about the state-of-the-art changes older communities are instituting in order to stay competitive with new communities entering the market.

Geographic Strategic Planning
For organizations considering entering the retirement housing/assisted living field, as well as existing organizations considering expansion, Geographic Strategic Planning assists in selecting and prioritizing target markets. A combination of demographic data, telephone surveys, and computer mapping is used to identify the market areas that present the strongest opportunities for development. JMAI clients have found Geographic Strategic Plans to be highly reliable predictors for success.