Operations Best Practices

Goal Setting for Senior Living Recreation: Strategies for Success

July 23, 2024

Setting Goals and Measuring Impact in Senior Living Recreation

Recreation departments are the lifeblood of senior living communities, enhancing residents' quality of life. Setting clear goals and measuring their success is vital to ensure your programming is impactful and aligns with resident needs. This guide is intended to help recreation therapists and life enrichment teams by defining goals, tracking KPIs, and maximizing your department's positive impact.

1. Define Your Objectives

  • Start by clarifying the overarching objectives and mission of your recreation department. What are you aiming to achieve? Are you focused on promoting socialization? Getting more residents engaged in group programs? 
  • Break down these broad objectives into specific, measurable, achievable, relevant, and time-bound (SMART) goals. For example, increasing resident participation in weekly exercise classes by 20% within the next three months.

2. Identify Key Success Indicators

  • Determine the key performance indicators (KPIs) or success metrics that will indicate whether you're making progress toward your goals. These could include metrics such as attendance numbers, resident feedback, attendance in specific activities, or improvements in resident well-being assessments.
  • Consider qualitative indicators as well, such as resident satisfaction, engagement levels, and anecdotal feedback from residents and family members.

3. Work Backwards to Develop Strategies

  • Once you've identified your goals and success indicators, work backward to develop strategies and action plans to achieve them. What specific initiatives, programs, or interventions will help you reach your desired outcomes?
  • Consider factors such as resource availability, staff capacity, resident interests, and community partnerships when designing your programming.

4. Implement and Monitor Progress

  • Put your strategies into action and begin implementing your programming initiatives. Ensure that staff members are trained and equipped to execute the activities effectively.
  • Continuously monitor progress towards your goals by tracking your key success indicators. Use data collection tools (like Welbi!), resident surveys, observation, and feedback mechanisms to assess the impact of your programming in real time.

5. Evaluate and Adjust as Needed

  • Regularly evaluate the effectiveness of your programming against your goals and success indicators. Are you seeing the desired outcomes? What is working well, and what could be improved?
  • Be open to feedback from residents, staff members, and loved ones, and be willing to adjust your approach as needed to better meet the needs and preferences of your community.

6. Celebrate Successes and Learn from Challenges

  • Celebrate achievements and milestones along the way, whether it's reaching attendance targets, receiving positive feedback from residents, or seeing improvements in resident well-being.
  • Use setbacks or challenges as learning opportunities to identify areas for improvement and refine your strategies for future programming.

Goal setting and success tracking are essential for delivering high-quality, resident-centered recreation programming in senior living. By clarifying objectives, pinpointing success indicators, developing clear strategies, and consistently monitoring and refining your approach, you'll create a recreation program that truly makes a difference in the lives of the residents you serve.

Looking to become a data-driven recreation pro? You must download a copy of our ebook, Modernize Your Programming with Data! It will help give you tools to support your work and impress the boss.

Katie Stewart

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 Mathias

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.

Wendy Riopelle

Wendy is a student in the Honours BA in English program at the University of Ottawa, where she has won numerous awards for her writing.

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