Home Care Business Plan Template Bundle

Home Care Business Plan Template (Non-Medical)

This Home Care Business Plan template provides a comprehensive suite of resources to get you started on your journey, with helpful tools and guidelines to ensure success. It's a comprehensive way to create measurable and achievable goals tailored to your home care business.

📁 Home Care Business Plan Template (Fully Editable)
📁 Marketing Plan-50 Ways to Grow your Home Care Business
📁 Company Financial Forecasting Sheets
📁 Client Rate vs. Employee Wage Formula

TABLE OF CONTENTS (29 PAGES)
___________________

HOME CARE BUSINESS INFORMATION
EXECUTIVE SUMMARY
• INTRODUCTION & COMPANY BACKGROUND
• BUSINESS DESCRIPTION
• PROPOSED SERVICES
• COMPANY SERVICES & RATE SHEET
HOME CARE MARKETING PLAN
• PURPOSE
• VISION
• MISSION
• VALUES
HOME CARE MARKET ANALYSIS
• TARGET MARKET
• WHAT PROBLEM IS BEING SOLVED
• TYPE OF COMPETITORS
• COMPANY ADVANTAGE
COMPETITION RESEARCH
• COMPETITOR CALL SCRIPT
• TOP 5 HOME CARE BUSINESS COMPETITOR CHART
SWOT ANALYSIS
MARKETING BUDGET
• PHYSICAL PROMOTION
• DIGITAL PROMOTION
GENERAL CHARACTERISTICS OF HOME CARE INDUSTRY
• CURRENT HOME CARE TRENDS
• FUTUR HOME CARE TRENDS
GAP ANALYSIS
KEY OBJECTIVES & SUCCESS METRICS
TIMELINE & MILESTONES
SERVICES PROVIDED
MARKETING SALES PLAN
• MARKETING CHANNELS
• MARKETING MATERIALS
• ATTRACTING NEW CLIENTS
• CLIENT RETENSION INCENTIVES
• REFERRAL RESOURCES
• PRICING DISTRIBUTION
COMPANY TEAM COMMUNICATION
CLIENT CARE PLAN
CLIENT CARE TASKS
CARE WORKER ARRIVAL & DEPARTURE TRACKING
CLIENT CARE REPORTING
QUALITY CONTROL ASSURANCE
CUSTOMER SATISFACTION REVIEW
HOME CARE COMPANY OWNER(S)
FULL TIME SALARY EMPLOYEES
HOURLY WAGE EMPLOYEES
COMPANY JOB DESCRIPTION TEMPLATES (filled out)
• PRESIDENT/CEO, GEN. MANAGER, CARE SUPERVISOR, SUPPORT WORKER
EMPLOYEE INFORMATION
• PLAN TO ATTRACT NEW EMPLOYEES
• EMPLOYEE BENEFITS
• RETENTION PLAN
• STAFF TRAINING REQUIREMENTS
• EMPLOYMENT AGREEMENT
BUSINESS RISK FACTORS
• MAIN RISK FACTORS
• PLANNED RESPONSE TO RISK FACTORS
• LIABILITIES-BUSINESS INSURANCE
LAWS FOR NON-MEDICAL HOME CARE PROVIDERS
CLIENTS RIGHTS AND RESPONSIBILITIES
BILLABLE HOURS OF SERVICE
CLIENT INVOICING
LATE PAYMENT POLICY
MANAGING ACCOUNTS PAYABLE
FINANCIAL PLANNING
• STARTUP / EXPANSION REQUIREMENTS
RAISING CAPITAL
LOAN(S)
• SOURCES OF FUNDS
• USE OF FUNDS
• SHORT TERM FUNDS REQUIRED
• FUNDS REQUIRED OVER 3-5 YR PERIOD
• BENEFITS OF LOAN(S)
• FINANCIAL REPORTING
FINANCIAL FORCASTING- EXCEL SHEETS
• PROJECTED STARTUP COSTS
• BALANCE SHEET
• OPERATING % MARGIN
• 12 MONTH & 5 YEAR CASH FLOW PROJECTION
• COMPANY ITEM DEPRECIATION SHEET
• STARTUP TASK SHEET
PROFESSIONAL ADVISORS & MENTORS
ASSOCIATION MEMBERSHIPS
STATE OF CONFIDENTIALITY & NON-DISCLOSURE
______________________

This template is for a:

⭐ Home Care Company/Agency/Provider
⭐ Personal Care Agency(PCA)
⭐ Private/Independent Service Provider

How can this template help?

⭐ Provide the foundation of your business operation
⭐ Progress through your application expeditiously!
⭐ Acquire business funding
⭐ Demonstrates professional organizational skills

Main Features:

✔️ TABLE OF CONTENTS
✔️ MICROSOFT WORD DOCUMENT
✔️ EXCEL-Financial templates
✔️ EDITABLE
✔️ Print to PDF
✔️ Send electronically!
✔️ Printable 🖨️

📥 Download, save master copy and start using the form immediately

★Templates designed by Danielle, an experienced non-medical home care business owner. The templates in the WiseCaregiving Shop have been produced based on firsthand knowledge of working with clients, families, care facilities, trustees, curators and medical professionals.
★Facilitate organization, expansion, and security.
★All Templates-Individual or in bundles purchased from the Wise Caregiving Shop MAY NOT BE RESOLD, reproduced, provided freely, sent electronically, or exploited for profit in any manner. Legal action will be taken.
★Once products have been purchased from WiseCaregiving Shop, all sales are considered final. It is strongly encouraged to reach out to Danielle directly if you are not certain about a product BEFORE purchase. It is also recommended to look at the item description before purchase.
★This shop is equipped with professional IT support.