SECTION 4 Engagement/Lifestyle

The concierge will review the collected information from the Life Care Consultant and the resident’s My Life Journey documentation to date, captured by the Well-Being Coach. The WellBeing Concierge meets with the resident to orient them to community life (new residents) and will describe the many opportunities available within and outside the community. This visit is conducted in the resident’s apartment. For ease into community life, a resident buddy with similar interests, experiences and life goals is connected with the new resident. Newcomer socials are routinely scheduled. Based on resident preferences, the Concierge will seek similar groups, individuals, events and opportunities and provide assistance for participation. The Well-Being Concierge will meet annually with the residents as well as conduct various touchpoints to review and update the residents’ interests, goals, and desires. The annual and intermittent touch points will continue to focus on the Seven Dimensions of Wellness: • Spiritual o Prayer and meditation group, religious services, writing classes – memoir • Intellectual o Lecture series, Lifelong learning classes, museums, brain/memory classes, book clubs, volunteer opportunities, computer classes, movies • Physical o Walking paths, fitness centers, fitness classes, personal fitness training, bird watching, travel (day and overnight trips), healthy eating, dancing, recreational sports (pickleball, bocce, shuffleboard) • Social o Card and board games, happy hour, concerts, theatre, book clubs, sporting events, art classes, gardening • Vocational o Volunteer (committees, clubs, engagement, hospitality, marketing, grounds, buddy, culinary, fitness, call a friend) • Environmental o Recycling, taking care of the environment, getting outdoors and enjoy its beauty • Emotional o Stress reduction, meditation, mindfulness, connect with friends, yoga, tia chi, sleep, spa, massage therapist

St. Andrews Estates Resident Interest Survey August 2022 Prepared By Bill Tamulonis

OBJECTIVES AND METHODOLOGY

In conjunction with the New Wellbeing pilot project at St. Andrews Estates, we conducted an online-only survey of IL residents to measure the level of interest in various events and opportunities that might be offered at the community. Residents for whom we had email addresses on file received an email invitation with a link to the survey. All residents received a letter in their mailboxes with a link and QR code directing them to the survey. Life Engagement staff also provided personal assistance to residents as requested.

As an incentive to respond, residents were eligible to win a $150 gift card for Ruth’s Chris Steakhouse. We received 189 responses: a response rate of 43%. The survey was executed by the Acts IT Department using the Salesforce Surveys platform.

EVENT/OPPORTUNITY RANKINGS

Residents indicated their likelihood to participate in various events and opportunities on the following scale:

The tables below show the average rating scores. Scores of 3.5 and above are the highest priority events and opportunities. Scores between 3.0 and 3.4 are secondary priorities. Scores below 3 are Lower priorities. Note that the events and opportunities are categorized as “Clinical” or “Engagement.”

Highest Priority

Category Event/Opportunity

Clinical Lab for bloodwork Clinical Podiatrist (feet) Clinical Fall prevention Clinical Care coordinator for health care Engagement Outdoor walking paths Engagement Attend concerts Engagement Attend theater Engagement Travel - day trips Engagement Lecture series

Average Score (6=max)

4.7 4.1 3.9 3.8 4.6 4.5 4.4 4.3 4.1

Engagement Spa for massage, facials, mani/pedi, etc. Engagement Computer/Technology Classes Engagement Attend movies Engagement Lifelong Learning classes Engagement Museum visits Engagement Attend comedian performances Engagement Attend dance troupe performances Engagement Brain fitness/Memory improvement Engagement Play cards Engagement Go out to dinner at a local area restaurant

Secondary Priority

Category Event/Opportunity

Clinical Optometrist/Ophthalmologist (vision) Clinical Audiologist (hearing) Clinical Mental health counseling Clinical Dentist Clinical Mammograms Engagement Dietitian/Nutritionist Engagement Board games Engagement Caregiver support Engagement Personal fitness trainer Engagement Travel - overnight trips Engagement Arts & Crafts Engagement Book club Engagement Other volunteer opportunities Engagement Cruise trip Engagement Bird watching Engagement Attend sporting events Engagement Learn a new language Engagement Bible/Scriptures study Engagement Art/Painting/Drawing Engagement Room for prayer/meditation Engagement Prayer/Meditation group Engagement Virtual reality experience Engagement Community gardening plot Engagement Line dancing Engagement Shuffleboard Engagement Square dancing Engagement Investment club Engagement Mentoring younger people Engagement Corn hole/bag toss 4.1 4.1 4.1 4.1 4.0 3.9 3.8 3.7 3.6 3.5

Average Score (6=max) 3.4 3.3 2.7 2.7 2.1 3.2 3.2 3.1 3.1 2.9 2.8 2.8 2.6 2.5 2.4 2.4 2.4 2.3 2.3 2.2 2.2 2.1 2.1 2.1 2.0 2.0 2.0 2.0 2.0

Category Event/Opportunity

Engagement Bocce ball Engagement Writing - memoir Engagement Volunteer in OBT, WBC, or daytime respite program on campus Engagement Calligraphy Engagement Sewing/Knitting Engagement Photography Engagement Pottery/Sculpting Engagement Hiking Engagement Billiards/Pool table Engagement Ballroom Dancing Engagement Sing in a group/choir Engagement Cooking class Engagement Play chess Engagement Casino trip Engagement Biking Engagement Videography Engagement Acting Engagement Play musical instrument Engagement Writing - creative/poetry Engagement Horseshoes Engagement Woodworking/Building Engagement Tutor school-age children Engagement Baking Engagement Camping Engagement Play in a musical group Engagement Fishing Engagement Running/Jogging Engagement Child care volunteer (day care, pre-school) Engagement Skydiving

Average Score (6=max)

1.9 1.8

1.8

1.8 1.8 1.7 1.7 1.7 1.6 1.6 1.6 1.5 1.5 1.5 1.4 1.4 1.4 1.3 1.3 1.3 1.2 1.2 1.1 0.9 0.9 0.8 0.8 0.7 0.3

Additional Suggestions

We gave respondents the opportunity to write in additional suggestions. Most of the suggestions were more specific explanations of the rated events and opportunities, such as lecture topics, subjects for classes, and locations for trips. One new suggestion was offered by ten residents: an indoor swimming pool All of the written suggestions are available on PowerBI at this link: https://app.powerbi.com/links/cOO94LTpty?ctid=595c195a-52dd-4ba2-aeea1eaa7cccfe7a&pbi_source=linkShare

Residents offered suggestions for local organizations that SAE can partner with to offer events and opportunities. The most frequently mentioned are: • Florida Atlantic University • Lynne University • YMCA • Various local churches

The complete list of partnership suggestions is available on PowerBI at this link: https://app.powerbi.com/links/cOO94LTpty?ctid=595c195a-52dd-4ba2-aeea1eaa7cccfe7a&pbi_source=linkShare

FUTURE RESIDENT INTEREST SURVEYS

Based on these pilot survey results, it is recommend to shorten the questionnaire by eliminating events/opportunities that received an average score below 2.0. This will leave 48 events/opportunities for residents to rate. Engagement and opportunity information based on residents goals, interests and desires will be made available to the Well-Being Coach/Concierge for implementation and ongoing additions to the resident’s Signature Well-Being Portfolio.