Financial Business and Projection Plan

We are looking to grow our current businesses, Silver Linings for Seniors, Inc. and Silver Linings Teletherapy. We are also about to to create Silver Linings Credentialing and would like to involve students in this exciting time as we works to develop a cohesive and updated financial business and projection plan. We can provide access to internal documentation, including access to www.liveplan (where we created out outdated plan) other information as needed. We will a also provide access to key contacts. Based on our unique goals and constraints, we would like students to develop a strong, competitive financial business plan and projection plan, which we can present to investors and use to help plan for successful growth. The plan should include: Sales forecasting Expense budget Income projections (conservative and aggressive) Assets and liabilities Break-even analysis Cash flow assumptions Personnel

Human Resources Project

Details We are looking to work with students to help identify and develop a complete human resource management plan for us to achieve our business goals. We are open to feedback about areas of we should focus on and would like our assigned person or team to be able to perform a comprehensive analysis of our business. We will share a few high priority goals and desired benefits below to help guide you: Identifying areas that need improvement. 1) Overall practices of HR. 2) Recruitment and selection (review current hiring practices and offer suggestions for improvement such as, advertising, job descriptions, testing) 3) Performance appraisal 4) Compensation and benefits (Are we offering market rate?) 5) Training 6) Worker engagement 7) Evaluating employees’ roles and job functions to ensure success, job satisfaction, and optimum performance. Students should be prepared to: Develop a standardized HR plan that achieves our goals. Research our existing HR practices to determine their effectiveness and opportunities for improvement. Research the HR practices of competitors. Research what HR components are most impactful and less impactful for employees. Ensure our HR process to uphold state and federal laws By helping Silver Linings establish these goals you will be positioning us more successfully for growth opportunities and enable us to function more professionally. Also, as the restrictions of COVID-19 are easing, we are beginning to grow and expand our reach. Especially as Medical Professionals and clients begin to seek services for mental health counseling.

Brand Strategy-Mental Health for Seniors Company

Silver Linings for Seniors, Inc. is a group that operates throughout the state of North Carolina. With licensed therapists that are carefully selected and compassionate, our team is dedicated to helping clients find realistic solutions to their problems or concerns. "At Silver Linings, we welcome you as you are. Whether you’re feeling stressed out and overwhelmed or struggling with a work or life transition – we are here to help you through those challenging times. Your happiness is important to us. It’s important for us to have a better understanding of how our target audience perceives our brand and competitors. We want to develop clarity on our competitive advantages and optimize our marketing strategy. We need to better understand our target market and audience as well as the overall market so we can uniquely position ourselves within our industry. An analysis of our competitive landscape to identify top competitors in our space. An identification of potential future competitors (eg. a large company in a similar industry who may enter the space). Developing a plan to accurately define our organization's brand. Helping us define the core proposition of our brand. Determining how our brand is perceived by different market segments. Understanding the opportunities and threats currently facing our brand. Assessing where and how to improve our brand presence. Strategizing how to differentiate your brand from competition. *NOTE: If a professor is interested in all elements of this project but is interested in some parts - please feel free to connect with us about this. We would be happy to collaborate with a professor on the making of this project.

Development of Employee Policy and Procedure Manual

We want to be known as an organization that values our people and has clear expectations as well as regulations for employees to follow. To assist us in this goal, we would like to collaborate with students to create an Employee Policy and Procedure Manual. This manual should be based on our objectives and include the items below as well as new ones Areas (policies) of particular interest to us include: New employee Expectations Security procedure Diversity Mentorship opportunities Sexual harassment Social Media Payroll Punctuality Dress Code Leave of Absence We have an old very outdated version that could be used as a base model, but we would also appreciate insights, recommendations on updating it or preferably a completely new one.