STRATEGIC PLAN SUMMARY
2025 - 2030
A Letter from the NSC Board and Strategic Planning Committee Chairs
May 1, 2025
To the Directors, Committee Members, and Employees of National Senior Communities, Inc., and to Erickson Senior Living, the Residents living in our communities and their families, and Seniors who will be impacted by our work in the years to come,
Imagine a world where every senior living community is more than just a place to live, but a true home where residents can thrive and live their best lives. That’s the vision we strive to bring to life every day. With this in mind, we are excited to share a significant milestone in our organization’s journey – a new Strategic Plan that will guide our direction and growth over the next several years.
After careful consideration, deliberation, and planning, the Board of Directors officially adopted the plan in early 2025. It is built upon the foundation of our mission-driven commitment to improving the lives of seniors, and is the result of extensive experience and research, stakeholder engagement, and collaborative effort. The plan outlines clear initiatives and actionable steps that will help us navigate the evolving landscape of our industry, address the emerging needs of those we serve, and advance our mission.
The Strategic Plan is built around five Core Function areas identified by the Board: Corporate Governance, Financial Oversight, People Experience, Advocacy, and Growth. Below is a summary of the Strategic Plan to provide you with an overview and ensure you are informed.
So, what does the plan mean for us moving forward? The Strategic Plan will serve as our guiding framework, affirming our sense of purpose and driving decisions in furtherance of our mission. As we take the next steps in this journey, it is our collective responsibility to bring the plan to life and achieve the ambitious goals we have set for ourselves. Over the coming years, you will begin to see the impact of these efforts in the projects and initiatives we launch, the programs we expand, and the partnerships we form.
We are deeply grateful to each member of our team for their dedication, hard work, and unwavering commitment. Together, we will create a brighter, more prosperous future for those we serve today and the generations to come.
Thank you for your continued support and belief in our mission, vision, and values.
Warm regards,
Rev. Dr. Zina Jacque Chair, Board of Directors
Michael Roskiewicz Chair, Strategic Planning Committee
Mission
Home is belonging, peace of mind, love, and acceptance. Welcome home!
Vision
National Senior Communities celebrate aging! Grounded in inclusion, innovation, and advocacy, it creates unparalleled value and opportunities for every life it touches. NSC leverages its strong financial foundation and governance for the benefit of seniors and those who support them.
Values
NSC is diverse, inclusive, and caring. NSC is committed to its Home for Life Promise, openness, research, excellence, accountability, and respect.
WhyNSC honors, respects, and supports seniors, and those who support them, to live their best lives.
Core Function Areas
The following core functions represent areas that the Board, Advisory Committees, and NSC leadership and staff deem critical to ensure the long-term success of existing communities; to expand the organization’s reach beyond existing communities; to advocate for systemic solutions to the challenges presented by a surge in the population of seniors in the United States; and to celebrate diversity and create places of inclusion and belonging.
Financial Oversight
Financial oversight is defined as the oversight of financial management and decision-making, including a robust budgeting process, monitoring operating performance and capital expenditures, prudent investment of surplus capital, leadership of financing activities, preparation of complete and accurate financial statements, selection of independent auditor and completion of annual audits of financial statements, and regular reporting of financial performance and operational results to appropriate stakeholders.
Strategic Imperative:
NSC, as a fiduciary, will exercise its financial oversight rights, responsibilities, and expertise to ensure the financial strength of its communities and position the enterprise to advance its mission.
People Experience
People experience is defined as a commitment to providing a holistic, dignified, and positive experience for residents, staff, and all others who engage with NSC while recognizing and addressing the environmental and other impacts communities may have in the broader communities in which we serve.
Strategic Imperative:
NSC strives to create communities of belonging that bring peace of mind to its residents and their families, as well as its staff and others with whom it engages, while serving as a good steward of the resources available to it and the environment in which it operates.
Advocacy
Advocacy is defined as the efforts and processes by which an organization utilizes its knowledge, expertise, and resources to raise awareness, secure expanding programs and resources, and create change in furtherance of its mission.
Strategic Imperative:
As one of the largest senior living organizations in the United States, NSC aspires to be a leading voice advocating for seniors and those who support them in furtherance of its mission.
Growth
Growth is defined as the expansion of the number of people served by the organization. Growth may occur by (i) adding to or enhancing an organization’s physical space; (ii) establishing or acquiring additional locations; (iii) identifying and partnering with other organizations with similar missions; and (iv) pursuing other missionrelated initiatives.
Strategic Imperative:
While continuing to provide industry-leading service to its existing communities, NSC will utilize its existing infrastructure, expertise, financial resources, and position in the industry, to evaluate and pursue opportunities to expand its reach to provide a broader population of seniors with outstanding living environments and access to support services and quality healthcare services.