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Leadership
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What an Executive Director should see on day 1, 30 and 90 of every move-in: a 12-point view

Executive Directors are accountable for every move-in but cannot be in every department at once. These twelve points tell you, at a glance, whether each new resident is on track.

Quick answer

On move-in day, an Executive Director should see that every department signed off, nothing is overdue, documents and medications are on site, and the first 24 hours are planned. At day 30: check-ins done, concerns owned, loose ends closed and any at-risk flag reviewed. At day 90: the 'does this feel like home' conversation held, the family relationship healthy, lessons captured, and a clear summary ready for the regional team.

Most Executive Directors find out a move-in had problems from the family, not from a report. The fix is not more meetings. It is a short, consistent view of each new resident at three moments that matter: the day they arrive, the end of their first month, and day 90.

Day 1

Was this move-in ready?
1

Every department signed off

Sales, business office, nursing, maintenance, housekeeping, dining and life enrichment each confirmed their tasks were done.

2

Nothing overdue on move-in day

Any task still open is visible, with an owner and a time it will be finished.

3

Documents and medications on site

Signed paperwork on file and medications delivered before the resident arrived.

4

The first 24 hours planned

A named greeter, a first dinner with company, an evening check-in and a family call booked.

Day 30

Is the resident settling in?
5

Day 5 and day 30 check-ins completed

Both happened on time, with the resident and with the family.

6

Open concerns, each with an owner

Anything raised at check-ins has a named person and a follow-up date.

7

Move-in loose ends closed

No maintenance requests, missing items or documents left over from move-in week.

8

At-risk flag reviewed

If check-in answers or staff observations suggest the resident is struggling, there is a plan.

Day 90

Did it work, and what do we change?
9

Day 90 conversation held

The resident and family were asked whether this feels like home.

10

Family relationship healthy

The family hears from the team on the schedule they asked for, without having to chase.

11

Lessons captured

What went wrong in this move-in is written down and the checklist updated, so the next one is better.

12

Ready to share

A clear summary for the regional team: on time, ready, settled, or what needs help.

If you can answer all twelve for every new resident without asking anyone, your move-in process is working. If you cannot, that gap is where move-outs start.

How to get this view

Start by agreeing the twelve points with your department heads, then review them in the weekly huddle for every resident in their first 90 days. Once it is routine, the same view rolls up to your regional team without extra reporting.

ResiOnboarding gives Executive Directors this view directly: a move-in readiness dashboard with overdue task alerts, check-ins at day 5, 30 and 90, at-risk resident alerts, and multi-community reporting for regional leaders. See the product overview.

Every new resident gets one first impression. Make it the one your team intended.

ResiOnboarding puts every task, owner and due date for a move-in on one shared plan, from deposit through day 90. Start with a pilot at one community: your team runs your next move-ins on it, and you decide based on what you see.

Common questions

What should an Executive Director track for each move-in?

On move-in day: department sign-off, overdue tasks, documents and medications, and a plan for the first 24 hours. At day 30: check-ins completed, concerns owned, loose ends closed and any at-risk flag reviewed. At day 90: the 'does this feel like home' conversation, family relationship, lessons captured and a summary for the regional team.

How does this help leadership teams?

It provides visibility into onboarding performance, resident satisfaction trends, and early warning signals across communities.

How does the platform identify at-risk residents?

Based on survey responses, engagement signals, and lack of connection, the platform highlights residents who may need attention.

What is senior living move-in software?

Senior living move-in software is a system that coordinates every task, document, and hand-off between the moment a prospective resident places a deposit and the end of their first 90 days in the community. It sits between the CRM that manages the sales pipeline and the electronic health record that manages clinical care — covering the operational gap where a signed lease becomes a settled resident. Typical capabilities include cross-department task assignment, document collection and e-signature, family and resident portals, and structured check-ins at fixed intervals after move-in.

More answers in the full FAQ.