Succession Planning And Interim Home Care Management

November 30, 2021

Nothing is more unsettling to a home care organization than the loss, or impending loss of an essential leader. Home care agencies that fail to plan for this event experience major disruptions in their business; initiatives lose momentum or are completely lost, uncertainty increases, staff resignations, and business drops off causing a decline to the bottom line. To avoid this problem, a home health or hospice organization must have both an emergency succession plan as well as an established succession plan.


What is a Succession Plan?

A sound home care succession plan is an ongoing process that contains the following:

1. Identification of critical positions needed for your home care agency.

2. Determination of the requisite skills needed for those positions.

3. Identification and assessment of potential successors or sources capable of providing individuals with the requisite skills.

4. Management and leadership involvement at all levels throughout your home care agency in developing the plan.

5. Ongoing commitment to developing internal talent and monitoring progress.


A successful home care agency leadership succession plan identifies the environment, prepares for contingencies, and minimizes disruptions. Therefore, effective succession planning must be an ongoing process of regularly identifying, assessing, and developing talent to ensure leadership continuity for all key positions in a home care agency. The process must be in keeping with your home care or hospice agency’s ongoing strategic goals and objectives. This may mean that the kind of leadership style, skills, and behaviors that need to be developed and promoted might be different in the future from those in the existing culture. Therefore, the plan must be visited yearly and updated to match what your home health or hospice agency needs moving forward.


It must be understood that "succession planning is not a "replacement" strategy. A properly prepared succession plan is a proactive, systematic effort designed to ensure the continued effective performance of an organization, division, department or work group.”

Christopher Simoneau, The Business Review


With an up-to date succession plan, a situation creating one or more vacant leadership positions is less of an emergency for your home care agency. If  individuals within your home care agency are not capable of taking the helm and leading your organization, then an alternative will need to be implemented as soon as possible to prevent damaging disruptions to your business. This replacement is frequently an interim home care manager with the requisite skills to fill the position.

With both an emergency and a succession plan in place, the selection of an appropriate interim home care manager is considerably easier. The requisite skill sets have been identified and updated and the essential work elements are in place with all staff on board with their identified responsibilities during the interim home care manager’s time with your agency

As with all things in our lives, planning makes a big difference. We never want to think of disasters occurring, but we all know that they do. People experience fires at their homes and businesses, hurricanes occur, earthquakes happen, and people become ill or die. How we plan for these times dictates the outcomes. As interim home care managers, we too often see the failure to plan.

Kenyon HomeCare Consulting can assist agencies with succession plans that help them through leadership transitions and lay the groundwork for when an interim manager is needed. The interim manager then helps to fill the gap until a permanent leader can take the helm. It you need assistance with either developing succession plans or interim management, call Kenyon HomeCare Consulting at 206-721-5091 or contact us online today. We are here to help.


Results Based Consulting

Did you find value in this blog post? Imagine what we can do for your home care or hospice agency. Fill out the form below to see how we're leading the industry with innovation, affordability, and experience.

Contact Us

controlling chronic diseases
By Ginny Kenyon April 25, 2026
In the rapidly evolving landscape of healthcare, the burden of care is increasingly shifting from clinical facilities to the home. As the population ages, the prevalence of chronic conditions—such as heart disease, diabetes, and respiratory disorders—has reached unprecedented levels. For home care agencies, the quality of service is no longer just about assistance with daily living; it is more and more defined by the clinical competencies and disease-specific knowledge of your field staff. Chronic disease education for home care staff is not a luxury, is a strategic necessity that directly impacts patient outcomes, caregiver confidence, and the business’s bottom line. 1. Enhancing Clinical Outcomes and Safety Home care staff are the "eyes and ears" of the healthcare system. When aides and clinicians are highly educated on chronic disease processes, they can identify subtle shifts in a patient's condition before they escalate into emergencies. · Early Intervention: An educated caregiver can recognize the early signs of fluid retention in a Congestive Heart Failure (CHF) patient or skin changes in a diabetic patient, allowing for proactive adjustments rather than reactive ER visits. · Medication Adherence: Understanding why a medication is prescribed for a specific chronic condition helps staff reinforce the importance of adherence to the patient, reducing the risk of complications. 2. Reducing Hospital Readmissions Hospital readmission rates are a primary metric for home health success. Chronic diseases are the leading cause of "revolving door" hospitalizations. By providing specialized education, agencies empower their staff to implement Evidence-Based Practices at the bedside. When staff can effectively manage symptoms and educate patients on self-care, the likelihood of a patient staying stable at home increases dramatically. This not only benefits the patient but also strengthens the agency’s reputation with referral sources like hospitals and physician groups. 3. Boosting Staff Confidence and Retention The home care industry faces significant challenges with staff turnover. Often, burnout is fueled by the stress of feeling unprepared for complex patient needs. Knowledge is Empowerment: When staff members receive robust training, they feel more confident in their roles. This professional growth fosters a sense of value and belonging within the organization, leading to higher job satisfaction and lower turnover rates. 4. Improving Documentation Accuracy In an era of increased regulatory scrutiny, clinical documentation must be precise. Education on chronic diseases ensures that staff members use the correct terminology and focus on the most relevant clinical indicators during their assessments. · OASIS Accuracy: For Medicare-certified agencies, a deep understanding of chronic conditions leads to more accurate OASIS scoring, which directly influences reimbursement and quality ratings. · Audit Readiness: Well-educated staff produce notes that clearly reflect the necessity of care, making the agency much more resilient during regulatory surveys or audits. 5. Bridging the Communication Gap Effective chronic disease management requires a multidisciplinary approach. A caregiver who understands the nuances of a disease can communicate more effectively with: · Physicians: Providing clear, clinical updates that help doctors make informed decisions. · Family Members: Offering clear explanations and peace of mind to stressed family caregivers. · The Internal Team: Ensuring a seamless transition of care and consistent messaging across all disciplines. Conclusion Investing in chronic disease education is an investment in the agency’s future. By elevating the knowledge of the frontline workforce, home care providers can transform from basic service agencies into high-value clinical partners. In the end, the goal is simple: providing the highest quality of life for patients in the comfort of their own homes, a goal that can only be met through a highly trained and knowledgeable staff. If you do not know where to get comprehensive education for Chronic diseases, contact Kenyon Homecare Consulting at gkenyon@kenyonhcc.com or call 206-721-5091. We are here to help
call to action
By Ginny Kenyon April 11, 2026
In the world of digital marketing, the most critical moment of the entire customer journey often comes down to a tiny rectangle: the Call-to-Action (CTA) button.
job descriptions
By Ginny Kenyon April 7, 2026
When you're recruiting talent for your agency finding people with the required technical skills is the baseline, but vibe and vision are the differentiators.
business plan
By Ginny Kenyon April 1, 2026
Whether you're pitching to investors or just trying to keep your own head on straight, a professional business plan is vital. Here's help in putting one into place.
firingiring
By Ginny Kenyon April 1, 2026
Hiring the "right" person isn't just about finding someone who can do the job; it's about finding someone who makes the rest of the team better. Headcount matters.
sales and marketing strategy
By Ginny Kenyon March 28, 2026
In the modern business world, sales have evolved beyond a mere transaction. It is a sophisticated blend of psychology, problem-solving, and relationship management.
home care
By Ginny Kenyon March 26, 2026
Selling home care isn't like selling a car; you are asking for permission to enter someone’s private sanctuary and care for their most vulnerable loved ones.
policy and procedure manuals
By Ginny Kenyon March 21, 2026
A current and complete Policy and Procedure (P&P) manual is more than just a requirement; it is the fundamental blueprint for safety and organizational excellence.
Dos and Don'ts of starting an agency
By Ginny Kenyon March 13, 2026
Whether offering non-medical or skilled medical care home health, the process requires careful navigation of state-specific legalities, staffing, and operations.
Help Wanted
By Ginny Kenyon March 11, 2026
The home care industry is in a "perfect storm." While demand for “aging in place “is at an all-time high, the industry struggles with the workforce to meet it.