
Operational Excellence
Developing operational Excellence for Senior Living Communities— better systems, better outcomes, and day-to-day support that drives results.

At Smith & Associates, we specialize in helping senior residences operate with clarity, confidence, and efficiency. From resident assessments and vendor coordination to safety systems and collective agreements, we optimize your operations to enhance care, reduce risk, and create a workplace that runs like clockwork.
Resident Assessments
Accurate, consistent resident assessments are the foundation of quality care. We help you implement structured tools and training to ensure every resident’s needs are identified, documented, and met—while supporting regulatory compliance and staff accountability.
✔ Custom assessment tools and templates
✔ Staff training on intake and updates
✔ Risk and care level evaluations
✔ Ongoing quality audits
Facilities Management
A well-run building supports both safety and resident satisfaction. We help streamline your facilities management—from maintenance schedules and vendor contracts to infection prevention and capital planning.
✔ Facilities and maintenance protocols
✔ Compliance with health & safety standards
✔ Vendor selection and oversight
✔ Preventive maintenance planning
Collective Agreement Consulting
Navigating collective agreements can be complex. We help ensure alignment between your operational goals and union commitments, offering support on negotiations, staff relations, and labor cost management.
✔ Review and analysis of existing agreements
✔ Guidance on implementation and compliance
✔ Support for contract negotiations
✔ Strategies to balance cost and morale
Cybersecurity
Senior homes are increasingly vulnerable to data threats. We work with trusted partners to help safeguard your systems, protect sensitive resident data, and ensure you’re meeting all digital privacy and security standards.
✔ Cybersecurity risk audits
✔ Emergency response planning
✔ Policy development for data handling
✔ Tech partner referrals and oversight
Chief Safety Officer (CSO) Design
We help you design and implement an internal CSO role or structure tailored to your facility size and compliance needs. From incident reporting to emergency response, your safety protocols will be clear, proactive, and responsive.
✔ CSO role development and job descriptions
✔ Safety reporting and accountability systems
✔ Emergency planning and readiness
✔ Staff communication protocols
Dietary Vendor Coordination
Dining is a major part of the resident experience—and operational budget. We help you select, onboard, and manage dietary vendors that meet nutritional standards, budget expectations, and resident satisfaction goals.
✔ Vendor screening and selection
✔ Coordination between departments
✔ Menu review and compliance checks
✔ Resident feedback and satisfaction tracking

Run Senior Living More Efficiently.
Smart systems lead to better care, happier teams, and stronger communities. Let us help you uncover hidden gaps, streamline operations, and drive meaningful results across every department.
Trusted by Leading Brands
Strategic Growth
Regulatory Confidence
Operational Efficiency

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