Plante Moran's Roadmap for Senior Living Development & Construction
- Nancy Griffin
- May 23
- 2 min read
Senior living is a complex blend of real estate, hospitality, healthcare and wellness

Plante Moran Living Forward, global development advisors to senior living, has a downloadable whitepaper Owner’s guide to senior living development & construction that outlines in all the steps involved in opening a new senior living community from concept to completion.
These are some of the main pre-opening tasks Plante Moran Living Forward has identified:
Accounting & Finance
Construction & Project Draw Schedule
Pro Forma & Budget • Monthly P&L & Balance Sheet
Finance & Accounting Policies/Procedures
AR & AP • Third-Party Reimbursements
Establish All Banking Accounts & Policies/ Procedures
Finance & Accounting Policies/Procedures
AR & AP
Third-Party Reimbursements
Clinical
Clinical Policies & Procedures
Licensing & Certification
Care Plans & Residency Agreements
Assessments & Case Management
Outsourcing – Pharmacy, Therapy, Physician Services, etc.
In-Services Training Development
Emergency Preparedness
On-Call Staffing
Dietary
Food Service Policies & Procedures
Point of Sale
Licensure
Menu Planning
Nutritional Services
Ordering: Food & Beverage
Procurement: Equipment & Small Wares
Staff Training
Human Resources
Recruitment & Retention
Employee Handbook
Position Descriptions
Compensation Packages
Staff Training & Employee Onboarding
Benefit Planning
Employee Screening & Background Checks
Payroll
Maintenance
Utilities/Low Voltage
Vendor Selection & Contracts
Supplies
Security
Building Preventative & Resident Room Maintenance
Ordering/Purchasing
Construction Management
housekeeping & Laundry Services
Building Equipment Training
Marketing
Marketing Office
Signage & Collateral
Community Involvement
Advertising
Marketing Incentives/Marketing Budget
Presales/Leasing
New Resident Onboarding
Move-in/Move-out Coordination
Operations
IT/Low Voltage
Construction Management
Ordering/Purchasing
C of O
Lease Agreement/Forms
Leadership Training/Board Training
Day-to-Day Operations, Policies, & Procedures
Legal & Risk Management
Download the whitepaper at Plante Moran Living Forward, development advisory and operational consulting for senior living.
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