Sunday, November 02, 2025

4:30-5:30 p.m

29-C. A Collaborative Approach to Strategic Planning

Strategic planning is a team sport requiring clear communication, mutual accountability, and a shared vision among all participants. This session will draw on the experiences of Porters Neck Village, a life plan community in Wilmington, NC, to explore essential steps in the strategic planning process. Presenters will outline the roles that the single-site community's board members, management organization, executive director, staff, and residents played in developing its 10-year growth and campus expansion plan. They will describe how planning decisions were discussed and communicated, how participants held each other accountable, and how retreats, committee meetings, board meetings, and resident gatherings advanced the process. You'll gain practical strategies that can be applied to your community's strategic planning process.

  • Sharon Jessup, Director, Sales and Marketing Performance, OnePoint Partners — Topsfield, MA, USA
  • Zane Bennett, Vice President of Business Development, LCS — Des Moines, IA, US
  • Jacob Elliott, Director Of Operations Management, LCS — Des Moines, IA, US
  • Ann Jessup, President, Resident Counsel, Porters Neck Village — Wilmington, NC, US