Residential & Assisted Living Management

Management, built around what matters.

Iva-Holly provides coordinated management services for operations, compliance, quality, clinical processes, training, and growth. Each engagement has a written scope and clear decision boundaries: owners retain staffing, finances, licensure, and direct-care responsibilities.

Discuss management services Explore services

Defined management scopeVisible progressOwner-led decisions

Management services portfolio

Management services for your community’s priorities.

Each engagement is tailored after discovery. The written scope defines selected services, deliverables, cadence, access, decision authority, and reporting. Pricing is provided privately after needs assessment.

01 Operations

01 · Operations

Management oversight

A disciplined oversight rhythm with clear owner decisions, priorities, and follow-through.

Typical management deliverables

A documented baseline, prioritized management plan, visible milestones, time records, and recurring performance reporting in the secure client portal.

What is included

Leadership and administrator oversight
Operational performance reviews
Resident-experience monitoring
Quality-improvement planning
Strategic planning and executive reporting

Illustrative first-60-day timeline

By day 7

Engagement kickoff

Confirm objectives, access, owners, and reporting cadence.

By day 21

Baseline operations review

Assess workflows, management controls, and priority gaps.

By day 30

Oversight action plan

Recommend priorities, facility action owners, and target dates for owner approval.

By day 45

Monthly performance review

Review progress, risks, and next-month priorities.

02 Compliance

02 · Compliance

Regulatory and quality

Continuous survey readiness supported by controlled policies, audits, and corrective action.

Typical management deliverables

A documented baseline, prioritized management plan, visible milestones, time records, and recurring performance reporting in the secure client portal.

What is included

Regulatory readiness assessment
Policy and record review
Survey-readiness preparation
Incident and trend review
Corrective-action monitoring
License-renewal guidance

Illustrative first-60-day timeline

By day 7

Compliance intake

Confirm license profile, survey history, and priority concerns.

By day 21

Baseline audit

Review selected records, policies, and readiness controls.

By day 30

Corrective-action roadmap

Recommend findings, facility action owners, evidence, and due dates for owner approval.

By day 60

Readiness validation

Validate evidence and monitor unresolved risk.

03 Clinical

03 · Clinical

Clinical support

Safer and more consistent resident-care processes, records, and oversight controls.

Typical management deliverables

A documented baseline, prioritized management plan, visible milestones, time records, and recurring performance reporting in the secure client portal.

What is included

Clinical documentation review
Service-plan oversight
Medication-process review
Infection-prevention support
Resident-assessment review
Health and safety initiatives

Illustrative first-60-day timeline

By day 7

Clinical scope review

Confirm priority processes and documentation sample.

By day 21

Documentation assessment

Evaluate selected workflows and compliance gaps.

By day 30

Improvement plan

Recommend corrections, education needs, and monitoring steps for facility execution.

By day 60

Follow-up validation

Reassess progress and remaining clinical risk.

04 Training

04 · Training

Training oversight

Visible training requirements, current records, and documented closure of competency gaps.

Typical management deliverables

A documented baseline, prioritized management plan, visible milestones, time records, and recurring performance reporting in the secure client portal.

What is included

Training-needs assessment
Training-plan development
Regulatory training guidance
Competency and completion tracking
Education resources
Life-safety training oversight

Illustrative first-60-day timeline

By day 10

Training inventory

Confirm required courses, records, and audience groups.

By day 21

Gap assessment

Identify overdue, missing, and priority training needs.

By day 30

Training plan

Recommend assignments, due dates, and completion measures for facility approval.

By day 60

Completion review

Monitor completion and escalate unresolved gaps.

05 Growth

05 · Growth

Sales and marketing support

A stronger inquiry-to-admission process and a measurable community growth rhythm.

Typical management deliverables

A documented baseline, prioritized management plan, visible milestones, time records, and recurring performance reporting in the secure client portal.

What is included

Marketing strategy
Referral-development planning
Community outreach guidance
Inquiry and admissions process review
Brand support
Census-growth monitoring

Illustrative first-60-day timeline

By day 7

Growth intake

Review census, inquiry flow, market position, and goals.

By day 21

Funnel assessment

Evaluate referral, inquiry, tour, and admission practices.

By day 30

Growth action plan

Recommend outreach priorities, measures, facility owners, and targets.

By day 45

Monthly growth review

Review activity, conversion, barriers, and next actions.

Not sure where to begin?

Identify the services that may fit your community.

Answer ten practical questions and receive focused recommendations based on your current priorities.

Take the Service Needs Assessment

Management responsibilities

Clear authority keeps the partnership effective.

Iva-Holly provides structured management reviews, progress monitoring, reporting, and follow-through. Facility ownership retains decision authority and hands-on execution in the following areas.

Banking, finances, payroll, billing, collections, bookkeeping, budgeting, financial statements, and taxes.

Hiring, recruiting, discipline, termination, compensation, scheduling, shift coverage, and staffing levels.

Vendor selection and authority, licensure, required reporting, policy approval, and all day-to-day operational decisions.

Direct resident care, diagnosis, prescribing, medication administration, and clinical decisions reserved for responsible licensed professionals.

Implementation of corrective actions, training assignments, and changes to facility practice.

Legal, accounting, architecture, engineering, and other separately licensed professional services.

Serving communities across the United States

Management where the need is.

On-site or virtual, Iva-Holly builds a management plan around your community, priorities, and state-specific requirements.

Start a management conversation