Operational Performance Evaluation
An Operational Performance Evaluation is designed for owners, operators, executives, REITs, lenders, and financial partners who need an objective assessment of a specific concern without commissioning a full operational review.
The evaluation may address one operating area or combine several related areas when the underlying issue crosses departmental lines. For example, declining margin may require an integrated review of financial performance, labor, occupancy, and accounts receivable rather than an isolated expense analysis.
What Trillium Reviews
Depending on the selected modules, the evaluation may include:
Financial statements, budgets, forecasts, and general ledger detail
Census, rate, billing, and revenue information
Payroll, schedules, overtime, agency use, turnover, and vacancy data
Sales pipeline, conversion, pricing, and competitor information
Accounts receivable and accounts payable aging
Survey history, complaints, incidents, and corrective-action records
Resident and family feedback
Programming calendars, participation, and engagement practices
Employee feedback, interviews, and organizational practices
Leadership routines, performance reports, and accountability systems
Trillium uses document review, operational data, interviews, observation, and targeted testing to determine whether reported processes are consistently working in practice.
What the Client Receives
The final deliverables are tailored to the selected scope and typically include:
A scorecard for each evaluated module
Clear identification of strengths, performance gaps, and critical risks
Evidence-based findings explaining what is occurring and why it matters
Prioritized recommendations
A practical 30- to 60-day action pathway
An executive readout of the most important conclusions
A focused evaluation helps clients move beyond symptoms and identify the operating conditions actually driving performance. It provides an independent basis for leadership decisions, resource allocation, corrective action, and accountability—while keeping the engagement targeted, efficient, and proportional to the issue being evaluated.