Strategic Planning

We start where you are today to develop actionable strategic plans for short-term impact and long-term, sustainable growth. Clients engage with us to analyze their performance data, market conditions, relevance of industry trends, company culture and other factors creating obstacles to solve and opportunities to seize. Then we help bring their teams together and facilitate meaningful discussions.

Working in tandem with the client teams, we craft strategies based on research and establish meaningful metrics to help guide, measure and maximize performance going forward.

Strategic planning

Problems we’re hired to solve:

  • Declining census and LOS
  • Insufficient staff recruitment and retention
  • Declining market share
  • Increased competition
  • Out-of-balance referrer mix
  • Less-than-productive referrer relationships
  • Poor performing services and products
  • Flat service and product launches


Market & Performance Assessment

Market & Performance Assessment

Analyze your market, competitive landscape, referrer mix and consumer dynamics to uncover where to focus and how to grow.


Payer & Provider Strategy Workshops

Assess payer and provider relationships and develop detailed plans to improve effectiveness and satisfaction. Create experiences that deepen relationships, leading to more and faster referrals.

growth strategies

Growth Planning Workshop

Develop your growth plan through a facilitated session with Transcend experts and your home care company’s leaders.


Recruitment & Retention Strategies

Analyze your recruitment methodologies and messaging. Apply research to appeal to the top priorities of the home care workforce and recommend improvements to employee relations for more effective recruitment and retention.

Branding & Messaging

Communications Optimization

Audit your external marketing assets and internal communications methods. Strengthen your brand, audience-specific messaging and staff connection to your culture and business goals.

experience design

Experience Design

Create services, products and supporting processes to enhance patient, referrer, payer and employee experiences. Realize improved satisfaction, higher reimbursements and faster referrals.

HELP ME pinpoint growth opportunities


This team knows their stuff.”

Rick Marshall, CEO, Genacross Lutheran Services



in new revenue


Physician Office
Referral Patterns