domiciliary care business plan pdf

DOMICILIARY CARE BUSINESS PLAN: Template & All You Need

• by Kenechukwu Muoghalu
• August 14, 2023
• No comments
• 8 minute read

Table of Contents Hide

What is a domiciliary care business , what services do domiciliary care offer, what is a domiciliary care business plan, #1. executive summary, #2. company overview, #3. market analysis, #4. management team , #5. services description , #6. marketing plan, #7. operational plan, #8. financial projections, #9. appendix, how do i get clients for domiciliary care uk, what are the advantages and disadvantages of domiciliary care, what are the mandatory training for domiciliary care workers, how long does it take to train to be a carer, is the care certificate mandatory, how long is care training, need help writing your domiciliary care business plan, final thoughts, what is an example of domiciliary care, what qualifications do i need to open a care agency, how does a care agency make money.

The domiciliary care industry is valued at £7.7bn in the UK, which signifies that it is a stable and secure business to invest in, but not in the absence of a plan. A business plan sets the groundwork for the growth of your business, so for your UK domiciliary care business to run successfully, you will need a plan. To this effect, we have created a guide that would carefully explain the basics of your home care business while directing you on how you can create a plan for yourself. We also made provisions for a ready-made UK Domiciliary Care business plan that comes in the form of a PDF and a Doc format. In any case, you don’t want to go through the stress of creating a new one. 

Without further ado, let’s look at what we have in stock for you. 

The term “domiciliary” originated from the Latin word “Domus,” which means “home”. Domiciliary care, sometimes known as home care, involves an individual or agencies that provide daily assistance for those who need help in their home. These paid professionals specialise in assisting the elderly and disabled to help keep them living independently in their houses. 

They are mainly hired by relatives of the house owner or the local authorities. Domiciliary care business does not just provide help to some vulnerable people, this business also potentially generates lucrative returns.

As a home caregiver, you should be able to handle some day-to-day living services and certain health care issues. Your services might also differ depending on what your client needs and the kind of agreement of services you have signed during your contract. Some of the common services you can offer include:

• Household chores
• Dietary needs
• Personal and continence care
• Companionship 
• Errands that include doctor visits
• Support with advice and information 
• Medication management 

A domiciliary care business plan has multiple functions which range from helping you run your business in the right way to helping you secure some form of finance to make your dreams a reality. A domiciliary care business plan is a plan, a blueprint or roadmap on paper that serves as a guide to attain growth in your business. 

Creating a business plan all depends on how best your resources can handle your business. If you want to run your business based on your personal savings, then you need a simple UK domiciliary care business plan that will just help you stay on track. However, if you are seeking investors or lenders, you need to create a more comprehensive plan. 

How do I Write a Business Plan for Domiciliary Care?

Having read all of this, it’s now time to create your UK domiciliary care business plan but before we proceed, you should know that

creating a business plan requires some form of pattern to follow, either constructing it in a PDF or doc format. With this template below, you will get a hang of it. Let’s look at what should be included in your plan. 

The executive summary is basically the overview of your whole business plan. It should contain other sub-sections of your domiciliary care business plan including financial projections, marketing plans, organisational structure and market research among others. This section is usually the first to appear but the last to construct. 

Most readers will glance through this section to get the information they need to know about the business, instead of reading the whole business plan. So while creating your executive summary, it should be brief, clear and concise. 

Your company overview should contain an in-depth analysis of the vision you have for your domiciliary care business. You can also talk about your mission statement and where you wish your business to be in the nearest future. How about your company’s history? You can add that too if you are already an existing business. Include your strengths, weaknesses, threats and opportunities and tell your reader how you plan to tackle each of them. 

Before you construct this section of your market analysis , you need to have a thorough study of your domiciliary care industry. During your market research, you should focus on important points like your ideal target audience, their demographic data, what services they might like more, your market value, and a host of other viable information. When you have a solid understanding of the market and industry you are working in, then you can effectively write this section. 

Just as the name implies, your management or organizational team and the structure of your organisation shouldn’t be left out in your business plan. Starting domiciliary care will involve you employing staff that will help the growth of the company. This is where you identify who your carers are and their different skills. You should also introduce yourself as the head of the organisation. 

What kind of services do you offer in your domiciliary care business? You will need to answer that question under your service description. You can either offer a broad range of services or settle in a particular niche. If possible, you can list all of them and be specific about the ones you offer. 

Your sales and marketing plan should cover the strategies you plan on employing on your business. It should include the plans you have to create awareness for your brand and attract new clients while keeping the existing clients satisfied. Tell your readers the marketing campaigns you will use to carry out the function. Will you create an online presence or use a manual form of marketing which includes creating fliers, magazines and the likes? You can also include the personnel that will be handling the section.

All the plans and activities you have been making from the very first beginning of this article, how will you implement them? This is what you are going to explain in this section of your operational plan. What are the channels, policies, procedures and systems you will use to implement those plans and also ensure that nothing goes wrong? All this information should not be left out. 

Your financial projection is one of the most essential pieces of information that requires a clear and definite analysis. If you do not know how to go about it, you should see an advisor or reach out to us here for professional work. In this section, you should include an overview of your finances over the short, medium, and long-term basis. You should also include a balance sheet, cash flow statement, and income statement. If you are also requesting financial aid, then this is your time to make the move. 

In this section, make sure to attach all valid documents that would validate your plan and the data you have given above. 

If you are always stuck with creating marketing campaigns and not getting a positive response from your potential clients, then you need to try other effective ways. There are some steps you can take to get clients for your domiciliary care business and they include:

• Opening a website
• Using a referral strategy
• Increase your online presence by using social media
• Create leaflets or fliers

Running a domiciliary care business comes with both positive and negative effects that might not always be avoided. On the positive part, a domiciliary care business can help you maintain independence, flexibility, financial benefits and companionship among others. 

While the disadvantage is that, it is always harder to manage and build up trust with different people that come and go each time. Another disadvantage is that most times, you will be left with offering more of your services outside the agreed time and contract you had with your partner. As a caregiver, your number one priority is to offer help irrespective of the situation. 

The mandatory training for domiciliary care workers is not limited to the following:

• Health and Safety
• Fire safety 
• Safeguarding adults
• Infection, prevention and control
• Manual handling
• Food hygiene
• Human rights

As a caregiver, you can train for either a long or short period depending on the level of knowledge and skill you wish to acquire. Having this training always leaves a good impact on your side. 

Yes, a care certificate is mandatory for any care worker. A care certificate is a group of standards that caregivers need to adhere to when offering their services. This certificate is mainly to ensure that all UK’s non-regulated workforce of caregivers has the same skills and knowledge to provide high-quality care to their clients. 

Care training can last up to 12 weeks and approximately a year. This time duration can either be reduced or increased depending on the number of hours you work and your previous education and experience. 

Writing a business plan might not be as easy as it seems but because of the importance of having a business plan, you need to make provisions for it, irrespective of its daunting nature.

If you find yourself in this tight situation, it’s better to opt-in for a professional pre-made domiciliary care business plan , which can also be accessed in a PDF or doc format. 

Over the years, businessyield consult has solely invested its time and efforts into creating professional business plans for entrepreneurs. We have so far helped millions of businesses stand on their feet, and we are happy to help you too. Get hold of your business plan here and watch your home care grow.

I know that handling a domiciliary care business might not pose as a big deal, but there is always a difference when you employ a plan in it. Creating a domiciliary care business plan, on the other hand, requires a special form of time and attention for it to work effectively when applied, but in any case, if you find it too hard to manoeuvre, you can use our pre-made plan , either in PDF or doc format. 

As a domiciliary caregiver, you will need to perform some basic duties to your clients including cooking, general housekeeping, personal care, medical support, pet care and other forms of support your client might be in need of. 

Before starting as a caregiver you will need some sort of legal qualifications that would make your business legit and validate its existence. Whether you are the owner or another person handling the business, you will need qualifications. To obtain this, simply reach out to your local authorities. 

If you own a domiciliary care business, then you can make money from receiving contracts from clients that need your services. You can reach out to these clients by employing some marketing strategies and creating awareness for your brand. 

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Kenechukwu Muoghalu

Kenny, an accomplished business writer with a decade of experience, excels in translating intricate industry insights into engaging articles. Her passion revolves around distilling the latest trends, offering actionable advice, and nurturing a comprehensive understanding of the business landscape. With a proven track record of delivering insightful content, Kenny is dedicated to empowering her readers with the knowledge needed to thrive in the dynamic and ever-evolving world of business.

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Domiciliary Care Business Plan

March 27, 2023.

Domiciliary care , also known as home care, is a rapidly growing sector within the United Kingdom. With an ageing population and an increasing desire for individuals to remain in their homes for as long as possible, the demand for quality home care services continues to rise. Consequently, starting a domiciliary care business can be both a rewarding and lucrative venture.

However, establishing a successful domiciliary care business requires careful planning and a comprehensive understanding of the various aspects involved.

This blog will delve into the process of writing a robust domiciliary care business plan, touching on the key components and offering tips on how to craft a compelling document that will help secure funding and attract clients.

Executive Summary

Begin your business plan with an executive summary. This section should provide an overview of your business, highlighting the key points that will be covered in more detail throughout the document. Include information on the market opportunity, your unique selling points, and the goals you hope to achieve. Be concise and clear, as this section should pique the interest of potential investors and partners.

Company Overview

In this section, outline the basic details of your business, including:

• Business name and legal structure (e.g., sole proprietorship, partnership, limited company).
• Ownership and management team, including their relevant experience and qualifications.
• The location of your business and the areas you plan to serve.
• Your company mission statement and values.

Market Analysis

A thorough market analysis is crucial to understanding the competitive landscape and identifying opportunities for your domiciliary care business. Research and include the following:

• An overview of the UK domiciliary care market, including current trends and growth projections.
• An analysis of your local market, including demographics, demand for care services, and existing providers.
• A SWOT (Strengths, Weaknesses, Opportunities, Threats) analysis, identifies areas where your business can excel and potential challenges you may face.
• A clear definition of your target audience, including their needs and preferences.

Services Offered

Clearly define the range of services your domiciliary care business will offer. It’s important to strike a balance between providing a comprehensive range of services and specialising in specific areas. Consider the following:

• Personal care (e.g., assistance with bathing, dressing, grooming).
• Domestic support (e.g., housekeeping, laundry, meal preparation).
• Companionship and social care (e.g., conversation, social outings, emotional support).
• Specialist care (e.g., dementia care, end-of-life care, disability support).
• Respite care for family carers.

Marketing and Sales Strategy

A well-thought-out marketing and sales strategy is essential for attracting clients and building your business’s reputation. Outline your approach to promoting your services and engaging with potential clients, considering the following:

• Branding and positioning, including logo, colours, and key messages.
• Marketing channels, such as local newspapers, radio, social media, and online directories.
• Networking opportunities, including partnerships with local healthcare providers, community groups, and care associations.
• Client acquisition strategies, such as referrals, word of mouth, and targeted advertising campaigns.
• Customer retention tactics, including exceptional care quality, regular communication, and ongoing support for clients and their families.

Operations and Staffing

The success of your domiciliary care business hinges on the quality and efficiency of your operations. Detail your plans for managing day-to-day activities, including:

• Staff recruitment and training, ensuring that all carers meet the necessary qualifications and experience levels.
• Policies and procedures for safeguarding clients, maintaining confidentiality, and adhering to industry regulations and standards.
• Quality assurance measures, such as regular staff evaluations, client feedback, and continuous improvement initiatives.
• A system for managing client schedules, care plans, and staff rosters.
• Transportation arrangements for staff members, if required
• Plans for investing in technology and software to streamline operations and improve client care.

Regulatory Compliance and Accreditation

Domiciliary care providers must comply with a variety of regulations and guidelines in the UK. In this section, outline your plans for ensuring compliance and obtaining relevant accreditations, including:

• Registering with the Care Quality Commission ( CQC ) in England, the Care Inspectorate Wales (CIW) in Wales, or the Care Inspectorate in Scotland, depending on your location.
• Developing and implementing robust policies and procedures that adhere to the relevant regulatory frameworks (e.g., Health and Social Care Act 2008, Essential Standards of Quality and Safety).
• Ensuring staff are trained in and adhere to key legislation, such as the General Data Protection Regulation (GDPR), the Equality Act 2010, and the Health and Safety at Work Act 1974.
• Pursuing relevant industry accreditations, such as ISO 9001 or Investors in People, to demonstrate your commitment to quality and continuous improvement.

Financial Projections and Funding Requirements

A strong financial plan is essential for demonstrating the viability of your domiciliary care business and securing funding from investors or lenders. This includes:

• A detailed start-up budget, outlining the costs of setting up your business, such as registration fees, insurance, equipment, marketing, and initial staff recruitment and training.
• Revenue projections for the first three to five years of operation, based on your market analysis and projected client base.
• A cash flow forecast, illustrating your expected income and expenses on a monthly basis, including staff wages, rent, utilities, marketing, and other operational costs.
• A break-even analysis indicates when your business will become profitable.
• Funding requirements, detailing the amount of investment needed to launch and grow your business, and how the funds will be used.
• A contingency plan, outlining how your business will manage potential risks and setbacks, such as changes in regulations, market downturns, or staff shortages.

Risk Management and Mitigation

Every business faces risks, and it’s crucial to identify and plan for potential challenges in your domiciliary care business. In this section, discuss the key risks associated with your business and the strategies you’ll employ to mitigate them. Some common risks and mitigation strategies include:

• Staff shortages: Implement an effective recruitment and retention strategy, offering competitive wages, comprehensive training, and opportunities for career development.
• Client safety and well-being: Develop and enforce robust policies and procedures for safeguarding clients, providing ongoing staff training, and maintaining high care standards.
• Regulatory compliance: Stay up to date with industry regulations and guidelines, conducting regular internal audits and seeking external guidance as needed.
• Market competition: Continuously improve your services and marketing efforts, differentiating your business from competitors and building a strong reputation in the community.

Exit Strategy

While it may seem counterintuitive to plan for the end of your business at the outset, having an exit strategy in place can be beneficial for both you and potential investors. Your exit strategy should outline the circumstances under which you might consider selling or closing your business, as well as the steps you would take to ensure a smooth transition. Common exit strategies include:

• Selling the business to a larger domiciliary care provider or another interested party.
• Merging with another care provider to create a larger, more competitive entity.
• Passing the business on to a family member or trusted employee.
• Liquidating the business and distributing assets to stakeholders.

Let’s sum it up!

Writing a comprehensive domiciliary care business plan is a crucial step in establishing a successful and sustainable business in this growing sector. By thoroughly researching and addressing each aspect of your business, from market analysis and services offered to financial projections and risk management, you can create a robust roadmap for your domiciliary care venture. Not only will a well-crafted business plan help you secure funding and attract clients, but it will also serve as a valuable tool for guiding your business’s growth and development over time.

Remember, the business plan is a living document, and it’s essential to revisit and update it regularly to reflect changes in the market, regulations, and your business’s evolving needs. By staying proactive and adaptive, you can ensure that your domiciliary care business remains competitive and continues to provide exceptional care to your clients.

In summary, crafting a compelling and comprehensive domiciliary care business plan involves:

• Writing a clear and concise executive summary.
• Providing an overview of your company’s structure and values.
• Conducting thorough market analysis and defining your target audience.
• Detailing the services, you’ll offer and any specialisations.
• Outlining your marketing and sales strategy for client acquisition and retention.
• Developing plans for efficient operations and staffing.
• Ensuring regulatory compliance and pursuing relevant accreditations.
• Creating detailed financial projections and identifying funding requirements.
• Addressing risk management and mitigation strategies.
• Considering exit strategies for potential future scenarios.

By addressing these key components in your business plan, you will be well-prepared to navigate the challenges and opportunities that come with running a domiciliary care business. As you embark on this rewarding journey, always keep your client’s needs and well-being at the heart of your decision-making and strive for continuous improvement in both your services and operations. With dedication, passion, and a solid plan in place, you can make a meaningful impact on the lives of those in need of quality home care, while building a thriving and sustainable business in the process.

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At Hudson, we specialise in writing bespoke business plans for Care Agencies for your marketing endeavour or as a part of the tender response. If you want an outsourced approach to writing a business plan for your care agency, our Succeed division is here to help. Our  Bid Management Consultants have over 60 years of experience in bid writing and an 87% success rate, allowing us to create a business plan funders like to see.

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• How to Write a Good Business Plan: 7 Tips from the Experts
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Domiciliary Care Business Plan: How to Navigate the Industry and Secure Long-Term Success

• January 25, 2024

Are you considering starting a domiciliary care business? With an aging global population and the increasing demand for home care services, it’s a lucrative industry to venture into. But, as with any business, success lies in careful planning and execution. In this comprehensive article, we will guide you through the process of creating an effective domiciliary care business plan that will help you navigate the industry and secure long-term success.

From understanding the market and assessing the competition to identifying your target audience and defining your unique selling point, this article covers it all. We will delve into the essential components of a strong business plan, such as financial projections, marketing strategies, staffing considerations, and quality and compliance.

By the end of this article, you will have a clear roadmap to guide you through the complexities of starting and running a domiciliary care business. Whether you’re a seasoned entrepreneur looking to diversify your portfolio or someone passionate about making a difference in people’s lives, this article is a must-read. Don’t miss out on the opportunity to carve a rewarding career in the booming domiciliary care industry.

Understanding the Domiciliary Care Industry

The domiciliary care industry, also known as home care, provides essential support and assistance to individuals who prefer to receive care in their own homes. This industry has witnessed substantial growth in recent years due to various factors, including the aging population and the desire for personalised care.

To navigate the domiciliary care industry successfully, it’s crucial to understand its dynamics and trends. The first step is to conduct thorough market research. Analyse the current landscape, including the demand for services, the demographics of the target market, and the regulatory environment. This information will help you identify opportunities and potential challenges, enabling you to develop a business plan tailored to the specific needs of your target audience.

The Importance of a Business Plan in Domiciliary Care

A well-crafted business plan is essential for any entrepreneur looking to enter the domiciliary care industry. It serves as a roadmap, guiding you through each stage of your business’s development and ensuring that you make informed decisions. A comprehensive business plan not only helps you secure funding but also demonstrates your understanding of the industry and your ability to navigate its complexities.

Your business plan should outline your mission, vision, and values, as well as your short and long-term goals. It should also include a detailed analysis of your target market, competitors, marketing strategies, financial projections, and staffing considerations. A solid business plan will serve as a reference point for your own decision-making and growth strategies.

Key Elements of a Domiciliary Care Business Plan

1. Market Analysis and Competitor Research

Before launching your domiciliary care business, a thorough analysis of the market is essential. Identify the demand for home care services in your target area, including the size of the aging population and their specific needs. Assess the competition and understand their strengths and weaknesses. This analysis will help you identify gaps in the market and position your business uniquely. At Walfinch, all franchisees get exclusive rights to a territory including a minimum of 250,000 people and a minimum of 40,000 people aged 65 years and over.

2. Identifying Your Target Audience and Niche

To succeed in the domiciliary care industry, it’s crucial to identify your target audience and define your niche. Determine the specific demographics, preferences, and needs of your target market. Consider factors such as age, medical conditions, and cultural backgrounds. This information will help you tailor your services and marketing strategies to attract and retain clients. One Walfinch franchisee serves a large community of people with Gujurati heritage, for example, so organising a traditional dance called a garba every now and again has been a great way to pick up clients.

3. Developing a Marketing and Sales Strategy

Creating a robust marketing and sales strategy is essential for attracting clients and growing your domiciliary care business. Utilise both traditional and digital marketing channels to reach your target audience. Develop a strong online presence, including a user-friendly website and active social media profiles. Establish partnerships with healthcare professionals and community organizations to expand your reach. All Walfinch franchisees get their own microsite and socials to help you quickly attract new clients.

4. Operations and Staffing Considerations

Efficient operations and adequate staffing are crucial for providing quality domiciliary care services. Develop a detailed plan for service delivery, including scheduling, equipment, and transportation. Hire qualified and compassionate carers who align with your values and mission. Provide ongoing training and support to ensure the highest standard of care.

5. Financial Projections and Funding Options

Creating realistic financial projections is vital for the long-term success of your domiciliary care business. Estimate your startup costs, including licensing, insurance, equipment, and marketing expenses. Determine your pricing strategy based on the services provided and the local market. Explore funding options, such as loans, grants, or partnerships, to secure the necessary capital. Walfinch franchisees receive support on all these things at the beginning and on an ongoing basis.

6. Legal and Regulatory Compliance

Compliance is essential in the domiciliary care industry. Familiarise yourself with the regulations governing home care services. Obtain the necessary licenses and certifications. Develop policies and procedures to ensure compliance with privacy laws, safety standards, and employee regulations. Walfinch franchisees get a dedicated Quality and Compliance Manager who will help you navigate this landscape to make sure you receive positive ratings from your regulator.

Long-Term Success and Growth Strategies

To secure long-term success in the domiciliary care industry, it’s essential to develop strategies for growth and continuous improvement. Regularly evaluate your business performance and identify areas for optimisation. Seek feedback from clients, carers, and other stakeholders to gain insights into areas that can be enhanced.

Invest in technology solutions that can improve operational efficiency and enhance the client experience. Explore opportunities for diversification, such as expanding into specialised care services like live in care. Continuously monitor industry trends and adapt your business strategies to stay ahead of the competition.

Focus on building strong relationships with clients and their families. Provide personalised and compassionate care that exceeds their expectations. Implement a robust client feedback system to measure satisfaction and address any concerns promptly.

Finally, invest in your own professional development as a business owner. Stay informed about industry advancements, attend conferences and workshops, and network with other professionals in the domiciliary care industry. Continuously strive to improve your skills and knowledge to lead your business to long-term success.

Fill in the form below to request more information about running your own home care business.

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Home Health Care Business Plan Sample

Published Oct.12, 2016

Updated Apr.23, 2024

By: Jakub Babkins

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Table of Content

Home health care business plan for starting your own agency

Home healthcare is an $84 billion industry in the US alone and it is not going to slow down anytime soon. It covers both non-medical healthcare and skilled home health care, teams. Currently, the US has over 386,000 home health care businesses and employed more than 1.7 million people approx. But this home care agency business plan is not for everyone. It involves high stress and peer pressure in its environment.

If you have a strong desire and passion for helping others, this industry is very rewarding and you can earn a lot with compassion. If you are eager in starting a home health care business and you are raising funds, it is highly recommended to come up with a well-detailed home health care agency business plan .

Executive Summary

In this section, you need to explain all the basics of your homecare business model. Explain how much amount you want to raise for the growth of your home care agency business plan while presenting the expected operations and financials over the upcoming 3 years. For Example,

Wheatland Home Healthcare Agency (Your Company Name) is a Kansas-based home healthcare agency aimed to provide home health care agency business plan services to the targeted market.

The business

If you are wondering how to start a home care agency business plan , you first need to start with arranging for sophisticated medical equipment. Make a detailed list of all the business equipment you will have to arrange.

In addition, your company should also be licensed by your respective state and who will be your partners.

When making a homecare business model, you should also include who will be the owner and main operator of the home care agency business plan . For example, Wheatland Home Health Care Agency will be based in Wilson County (the area) and owned by its operators and investors. The office will be managed in a lavish office space in Kansas.

Your customers are basically the families and individuals looking for social services and/or home health care. If you are asking how to get clients for non-medical home care business, you can generally ask attorneys, physicians, healthcare facilities and insurance companies who can refer those patients to you.

Business Target

Consider this example when writing a business plan for home health care.

“The company is expecting a home care agency business plan loan for five years from its investors. Later on, we will manage the cash flow to finance the growth without requiring additional debt. We are planning to have full sales on credit. Hence, we need proper cash in hand in the beginning to avoid any problems related to the cash flow.“

Company Summary

When setting up a care company, you need to explain how you are going to make a presence in the market. For example, “Our agency will be based on a central location of Kansas and provide different services to clients and patients coming from Wilson, Neodesha, and Labette Counties, within the radius of 90 miles of our corporate offices.”

Here, you need to define your company and goals when you start a home health agency. You may want to promote and market your business and make an online presence by starting a website.

Company Owner

As a limited liability company, Wheatland Home Healthcare Agency is going to be operated and owned by Ethan J. Peter (name of company owner).

Along with years of experience in healthcare industry, explain the specialization and qualification of the owner.

Why the home health care business is being started?

When making a non-medical home care business plan, explain what the inspiration behind starting a home health care business is. Do you have a strong desire to help people in need which drives you to make it your profession? Do you have years of experience working with a healthcare organization and want to start your own home care agency business ?

How the home health care business will be started?

Since your company is being started, you will definitely need to address your funding matters and startup costs. In this sample business plan for home health care agency, we have listed the assets required for start-up, a breakdown of start-up expenses, total cash required, total funding, investment, capital, and other liabilities along with the startup cost diagram to illustrate the expected expenses, investment, assets, bank loans for the business plan , etc.

Services for Customers

The home health care agency’s business plan  should be aimed to help people with special needs as well as elderly in their daily activities and providing all the living help at the home. The company should also retain a skilled team of healthcare professionals, in case any specific treatment is required or in an emergency.

Along with at-home facilities, your company should also provide facilities to take them out if they are not able to drive their car. In this section of a home care business plan , you need to describe the services you have planned to offer.

As a home care agency business plan , you should ensure that all your clients/patients have been treated well. The following services should be provided by specialized health care nurses, physicians, mental health counselors, physical therapists, chiropractors, rehab counselors, and other professionals who are well versed in providing valuable services. Your non-medical home care agency business plan should include the following services –

• Nursing Aide
• Skilled Nursing
• Social Work
• Personal Injury Case Management
• Physical, Occupational, and Speech Therapy
• Personal Assistance Services
• Home Medication Management

When creating a business plan for home health care agency, you may also want to provide resource linkage, assessment, planning, and reporting services for injury case management.

Marketing Analysis of Home Health Care Business

When raising funds, the best thing you can have is a foolproof business plan for home care agency to stand out in the competition and market your home care agency business . It goes without saying that home health care is a growing industry on both the national and international levels. If your community has become an over-saturated market with a lot of home health care services out there, you must have a lot of competition to face.

However, a strong marketing analysis on home care services business plan can save you and drive you to penetrate the market in the short term. You need to figure out the weak point of your competitors and make proper marketing strategies.

For better insight, consider the following home health care business plan example in this segment.

The Wheatland Home Health Care Agency’s customer base would generally consist of patients who are referred by health care facilities, physicians, and other professionals in the industry. Only a small percentage of patients will be covered by any private insurance company because most of them will be insured by Medicare.

For the Personal Injury Case Management part of our business plan for domiciliary care agency , the customer base generally includes the patients who have been injured in any kind of accident or in the job. These patients will usually get referred from lawyers looking for case management services for them or insurance providers seeking help to mitigate the loss of their clients and injuries.

Market Trends

The target customers of personal injury case management, as well as home health care agency business plans , usually don’t do comparison shopping directly. They usually prefer the health care providers who are referred by their physicians.

When it comes to assessing competition in the field of home health care, the most vital aspect here is consulting with other professionals and asking them to refer their clients to your agency. For doing this, your agency should provide the best patient care and showcase professional business management and organization, and pertinent and current qualifications. It will help you to capture most of the personal injury case management and home healthcare market in your respective area.

Marketing Segmentation

The target market for home health care business should be an aging population who prefer to stay in their homes most of the time and go out mostly for seeing doctors instead of being admitted to a nursing home. Your target market should cover especially the patients who are aging and need proper health care services from a well-trained nursing team. They may also call for other home care services like social work, to gather important resources from the community.

Next up, you may want to target the people who need personal injury case management solutions. You can help them in dealing with financial, medical, and work-related issues.

Since you are specialized in community-oriented services and home health care services, your target should be the segments where your services are needed the most. By working for those market segments, which need home care services only, you can save overhead expenses significantly, as you will not have to set up another office space.

Product Pricing

When acquiring home health care services, trust is the major aspect for both referring professionals and customers. They should have faith in your home care service for reliability, professionalism, and quality.

The customer’s choices do not get affected with the pricing of your services. A lot of those services are covered under Medicaid, Medicare, and private insurance providers and the rates are set by them.

Pricing is a very determining factor for personal injury case management. It varies from case to case and is paid on an hourly basis, which is subject to negotiation. When it comes to providing personal injury case management, the pricing would be estimated on the total time required for the client.

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Home Health Care Marketing Strategy

So you have developed a full-fledged domiciliary care agency business plan and go through all the complex processes of Medicare and state certificate. You have also recruited experienced professionals.

The next thing to consider in a free business plan for home health care agency is the way to attract clients. This is where you need proper marketing strategies to ensure success.

Competitive Analysis

In this free home health care agency business plan , we will start with your competitive edge. If you have learned a lot of daily administrative duties and have experience in home care agency business plan , you can make it successful. Your reputation can help you build a solid client base even before starting your home care agency business plan .

Sales Strategy

Here, you need to provide the best patient service and ensure complete satisfaction from referring to healthcare facilities and physicians.

Sales Monthly

This part should contain your projected monthly sales in home  care agency business .

Sales Yearly

Define annual projected sales from your home care agency business  for three years in this section.

Sales Forecast

It reflects the conservative average of your patients during the first year along with modest year-by-year rise. It should be based on the total patients you are seeing currently in your home health care business.

Personnel plan

In this sample business plan for home care agency, the following points should explain your staff requirements, benefits, and costs needed to hire them. You should also consider the cost of living of employees without affecting your administration. Project the growth of the client base without any impact on payroll because of increased working hours.

Company Staff

In this part of home health care agency business plan free, explain the number of employees as well as who will be hired for what services and for how many hours.

Average Salary of Employees

This part should contain the breakdown of an average salary of each employee in your organization for the next three years.

Financial Plan

As discussed, you may want to use your cash flow to finance your growth. It will ensure slow but steady growth. The collection of dues plays a very vital role in non-medical home care business profits. The services will be mainly reimbursed by insurance providers.

Important Assumptions

The assumptions table showcases major annual assumptions based on tax rates, interest rates as well as staff requirements. For example, we assume no major recession and strong economy, as well as no major and unexpected change in federal policy.

Brake-even Analysis

In a home health care agency business plan , the brake-even analysis is based on Average Variable cost (per unit) and fixed monthly costs.

Projected Profit and Loss

You need to project the overall profit and loss, with sales, rise over the next three years and profits should be notable in the beginning. Also, project your expenses and primary costs in providing services on a monthly and annual basis.

Profit Monthly

In this section, you need to show the detailed overview of your monthly profits for the 12 months in the next 3 years.

Profit Yearly

Your investors may also want to know the annual profits your business can make. It will also help you determine the estimate annual profits for the next 3 years

Gross Margin Monthly

You need to show up your gross margin on monthly basis in your home health care agency business plan .

Gross Margin Yearly

For this section, you can mentkon the annual gross margin you are expecting for the next 3 years.

Projected Cash Flow

It should show annual amounts, which are important to your home care agency business plan success. The following table represents cash flow on monthly basis.

Projected Balance Sheet

The projected balance sheet of your home care business should show sufficient net worth growth and healthy financial state.

Business Ratios

The projected business ratios should be based in comparison with home health care standards. Expect to have healthy ratios for risk, profitability, and returns.

Download Home Health Care Business Plan Sample in pdf

OGS capital writers specialize in business plan themes such as cannabis producer business plan , business plan for a medical clinic , healthcare business plan , medical waste management business plan , medical marijuana dispensary business plan , business plan for Herbalife and many other business plans.

OGSCapital’s team has assisted thousands of entrepreneurs with top-rate business plan development, consultancy and analysis. They’ve helped thousands of SME owners secure more than $1.5 billion in funding, and they can do the same for you.

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Your Domiciliary Care Agency Business Plan: A Simple Guide

Powerful integrations

Backed by industry standards

If you’re considering setting up a care agency that supports people in their own homes, then the first task is to write a detailed business plan.

This step-by-step guide to creating a domiciliary care agency business plan will help you to design your dream business. It will include the following:

Step 1: Remind Yourself Why You’re Writing A Business Plan

Step 2: all about you, step 3: overview summary of your business, step 4: your services in more detail, step 5: deep dive on the market.

Step 6: Analyse Your Competition

Step 7: Your Plan for Marketing

Before you put pen to paper or open up your laptop to start typing, first remind yourself why a thorough, considered business plan is so important.

Starting a new business in any sector involves a lot of initial planning and consideration. Scrimp on this and your start-up could fail spectacularly. But put time, effort and attention into the early preparation and your business is more likely to succeed and grow exponentially.

A comprehensive business plan will not only help to ensure success in the long term, it will also aid you in securing funding, as it clearly demonstrates you have done your homework. It will direct your attention and assist you with organising your time. And, in the future, you can refer back to it to help you expand, or guide you back on track if you’ve lost focus.

With this in mind, make sure you put aside dedicated time to research, write and prepare your home care agency business plan . It will make all the difference in the long run.

Now that your mindset is in the right place, start writing your domiciliary care agency business plan . The first step is to introduce yourself.

A detailed section upfront about who you are and why you are qualified to run a business of this kind will reassure potential investors, as well as help you to sell yourself and your business to new clients.

This summary should include the following points:

1. Your career background and experience in the industry

If you, personally, don’t have extensive experience in the industry, then detail how you plan to expand your knowledge. Perhaps you have a mentor, or plan to employ someone who is an expert in the home healthcare field.

2. Your qualifications for adult care

There are many rules and industry regulations when it comes to providing care . And those providing support in people’s own homes must have the required qualifications.

England’s independent regulator of health and social care is called the Care Quality Commission (CQC) . All domiciliary care agencies must be registered, and it carries out regular inspections and enforces high standards. The details of the relevant qualifications required are noted on the website.

If you already have these qualifications, then ensure they’re listed in your business plan. And if you don’t, then include a plan for how you will train to acquire them. Or, if your strategy is to hire qualified staff, then ensure this is explained clearly.

You, and anyone you plan to employ, must have a Disclosure Barring Service (DBS) check to ensure you’re eligible to work in healthcare.

3. Any existing connections you can utilise

Detail here any relationships you have, for example with suppliers or potential clients, that you can leverage for your business.

This section needs to showcase the most important and relevant points about you and your career history. Don’t be tempted to simply copy and paste your three-page CV here. That can be attached to the end of the business plan as an appendix, or supplied if requested.

This executive summary should clearly state what your business is, who you intend to target and how you plan to operate. You can go into more detail in supporting sections later on in the document.

This succinct statement of intent should include the following:

• The name of your business
• What services you plan to offer
• Who you plan to offer those services to (your target market)
• How you plan to operate and staff the business

This section should also contain:

Your business vision

A business vision is future-based and states, at the highest level, what a company wants to achieve in the long term. Its purpose is to inspire the leadership and employees, rather than customers, and give a purpose and meaning to the organisation. It should encapsulate where your business is going and be aspirational.

Business vision statements can feel lofty, but they should be meaningful. A famous example is Disney’s vision ‘to make people happy’.

Your mission statement

This differs from the vision in that it’s all about what you’re doing right now. A mission statement is present-based and should demonstrate how you plan to fulfil your vision. It should be actionable.

For example, if your vision is to ‘make people happy in their old-age’ then your mission might be: ‘by providing around-the-clock high-quality and affordable care to the elderly in their own homes in the city of xxx’.

SWOT analysis

A SWOT analysis details your business’ strengths, weaknesses, opportunities and threats.

In the strengths section you can detail your unique selling points and what sets you apart from your competition.

Break down your business weaknesses, such as low public awareness, recruitment difficulties or client retention.

The opportunities can highlight the number of potential customers in your target location, or other areas that you can expand to. You can illustrate your plans for future growth by using SMART goals which are specific, measurable, attainable, relevant and timely.

And the threats could include competition, change in government policies meaning expensive re-training or economic downtown impacting the elderly’s spending habits.

How you plan to finance your business

Detail here how you will fund the start-up investment required to launch your new business. Create a detailed budget which includes all the expected expenditures to get up and running. This could include premises rent, utilities bills, website development, travel, insurance, printing business cards, training etc.

Note down if you have already secured funding, for example from personal savings or private loans from family and friends, and what investment you still require. Explain what additional investment or loans you might also require and where / how you plan to acquire these, such as loans from banks or specialist providers.

This section should also include sales forecasts for the first three years, as well as any time period breakdown you would like to include (e.g. monthly, quarterly etc.). You’ll need to project what sales you need to make to cover your regular outgoings (e.g. monthly expenses), and make a profit.

Following your overview summary, this section of your domiciliary care agency business plan should go into depth about your business’ services.

This can include:

The home care services you plan to offer

For example, nursing, companionship, domestic or housekeeping, personal care or emergency care. It might also include mental health counselling or assisting with home medication management.

How you’ll carry out the services

Such as 30-minute appointments, eight-hour shifts, 24-hour live-in care or emergency call outs.

How much the services will cost you to deliver

Detail here the equipment, training, travel, business software etc. that you require to operate effectively.

Pricing strategy

This strategy includes the rate card prices you plan to charge for all your services. Include whether you will offer payment plans, contracts or pay-as-you-go hourly billing. What the payment options will be (e.g. cash, Direct Debit, mobile card machine) and any discounts for repeat business or longer-term contracts.

Sales strategy

The sales strategy determines how you’ll sell these services to customers. For example, customers can book a package of home care visits online through your website, in-person at a physical office, or over the phone etc.

Legal and insurance requirements

As noted above, the home care industry is strictly regulated. You can’t start operating until you’re registered with the CQC and staff have the appropriate qualifications.

Also detail the insurance your business will require to be able to care for clients in their own homes, administer medication and be responsible for their wellbeing.

Essential procedures and policies you’ll put in place

The CQC looks for specific procedures and policies to ensure a high standard of governance.

These could include a grievance policy, a confidentiality policy, a procedure on bullying or harassment, as well as specific policies on showering and bathing clients. You should also consider application forms for new customers, employment contracts and cancellation procedures.

Growth potential for your services

This can include your plans to expand into new locations, upsell or cross-sell different services to existing clients as well as signing up clients to annual contracts.

Following the top-line overview on your target market in your summary, this section takes a deep dive on your ideal customers.

This market evaluation can be pulled together from desk research including online searches and by consuming media such as newspapers. You can also undertake field research in the form of interviewing your potential customers, conducting questionnaires and gathering first-hand feedback on your proposed offering.

This section will help strengthen your home care agency business plan with quotes and soundbites, statistics from credible sources and industry forecasts.

Incorporate the following:

• General standing of the UK domiciliary care market, predictions for growth, industry forecasts
• Who your target customers are e.g. age, gender, location, needs and desires, lifestyle and hobbies etc.
• How many of these customers will your business potentially be able to reach
• Any existing relationships with these target customers that you can leverage
• Why will these customers buy your services over the competition

Step 6: Analyse Your Competition  

You might have touched upon your competition in the ‘threats’ part of your SWOT analysis, however this part of your home care agency business plan will further explore your competitors.

As with your market research, scrutinising your competitors will involve desk and field research. By getting out and about in the community you plan to target, you’ll be able to identify other similar companies that operate in the same location. They might advertise in local media or on prominent billboards, or they could have signage outside their offices or branded vehicles.

Evaluate your competition by:

• identifying direct competition to your business and map out their strengths, weakness and differences (e.g. operating in the same target geography, offering the same services, offering similar prices etc.)
• identifying indirect competition (e.g. residential care homes or nursing homes) and identify their strengths and weaknesses
• mapping out how you plan to differentiate from this competition

Having a thorough understanding of your competition will enable you to see clearly any ‘gaps’ e.g. how your business can stand out from the crowd; what services aren’t currently being offered; what price points aren’t available; and what target customers’ needs aren’t being met.

A marketing strategy is an important part of your domiciliary care agency business plan . Effective marketing will target the right audience at the appropriate time and via the most relevant channels. This will ensure that you have customers flocking to your new business.

Your strategy should detail:

• any tasks that need to be completed before marketing begins e.g. creating a logo, setting up a website and business phone number etc.
• when you plan to promote your business, for example during the launch period, and then ongoing activity
• what tactics you plan to use, e.g. advertising, leaflet drops, website, branded vehicles etc.
• proposed budget for marketing activity

You can also detail incentive schemes for clients to prompt word of mouth, and any other ways you plan to promote your business, such as networking.

Write Your Home Care Agency Business Plan Today

Launching a new business takes careful consideration. Dedicating time and focus to creating a comprehensive business plan will ensure your domiciliary care agency booms rather than goes bust.

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Home Health Care Business Plan Template

Written by Dave Lavinsky

Over the past 20+ years, we have helped over 10,000 entrepreneurs and business owners create business plans to start and grow their home health care businesses. On this page, we will first give you some background information with regards to the importance of business planning. We will then go through a home health care business plan template step-by-step so you can create your plan today.

Download our Ultimate Business Plan Template here >

What is a Home Health Care Business Plan?

A business plan provides a snapshot of your home health care business as it stands today, and lays out your growth plan for the next five years. It explains your business goals and your strategy for reaching them. It also includes market research to support your plans.

Why You Need a Business Plan for a Home Health Care Agency

If you’re looking to start a home health care business, or grow your existing home health care business, you need a business plan. A business plan will help you raise funding, if needed, and plan out the growth of your home health care business in order to improve your chances of success. Your home health care business plan is a living document that should be updated annually as your company grows and changes.

Sources of Funding for Home Health Care Businesses

With regards to funding, the main sources of funding for a home health care business are personal savings, credit cards, bank loans and angel investors. With regards to bank loans, banks will want to review your business plan and gain confidence that you will be able to repay your loan and interest. To acquire this confidence, the loan officer will not only want to confirm that your financials are reasonable, but they will also want to see a professional plan. Such a plan will give them the confidence that you can successfully and professionally operate a business.

The second most common form of funding for a home health care business is angel investors. Angel investors are wealthy individuals who will write you a check. They will either take equity in return for their funding, or, like a bank, they will give you a loan. Venture capitalists will not fund a home health care business. They might consider funding a home health care business with a national presence, but never an individual location. This is because most venture capitalists are looking for millions of dollars in return when they make an investment, and an individual location could never achieve such results.

Finish Your Business Plan Today!

Home health care business plan template.

If you want to start a home health care business or expand your current one, you need a business plan. Below are links to each section of your home health care business plan template:

Executive Summary

Your executive summary provides an introduction to your business plan, but it is normally the last section you write because it provides a summary of each key section of your plan.

The goal of your Executive Summary is to quickly engage the reader. Explain to them the type of home health care business you are operating and the status. For example, are you a startup, do you have a home health care business that you would like to grow, or are you operating a chain of home health care businesses.

Next, provide an overview of each of the subsequent sections of your plan. For example, give a brief overview of the home health care industry. Discuss the type of home health care business you are operating. Detail your direct competitors. Give an overview of your target customers. Provide a snapshot of your marketing plan. Identify the key members of your team. And offer an overview of your financial plan.  

Company Analysis

In your company analysis, you will detail the type of home health care business you are operating.

For example, you might operate one of the following types of home health care businesses:

• Nursing care business : this type of home health care business is the most common, where the patient is given a doctor-approved plan of care specific to the patient’s clinical needs and delivered within the comfort of their home.  
• Physical home health care business : this type of home health care business provides physical therapy to patients who need help regaining their muscle and joint strength. 
• Home health care aides : this type of home health care business provides patients with home health care aides who assist them with basic daily tasks, such as bathing, cooking, and dressing.  

In addition to explaining the type of home health care business you will operate, the Company Analysis section of your business plan needs to provide background on the business.

Include answers to question such as:

• When and why did you start the business?
• What milestones have you achieved to date? Milestones could include the number of home health care patients, growth year over year, etc.
• Your legal structure. Are you incorporated as an S-Corp? An LLC? A sole proprietorship? Explain your legal structure here.

Industry Analysis

In your industry analysis, you need to provide an overview of the home health care business.

While this may seem unnecessary, it serves multiple purposes.

First, researching the home health care industry educates you. It helps you understand the market in which you are operating. 

Secondly, market research can improve your strategy, particularly if your research identifies market trends.

The third reason for market research is to prove to readers that you are an expert in your industry. By conducting the research and presenting it in your plan, you achieve just that.

The following questions should be answered in the industry analysis section of your home health care business plan:

• How big is the home health care industry (in dollars)?
• Is the market declining or increasing?
• Who are the key competitors in the market?
• Who are the key suppliers in the market?
• What trends are affecting the industry?
• What is the industry’s growth forecast over the next 5 – 10 years?
• What is the relevant market size? That is, how big is the potential market for your home health care business? You can extrapolate such a figure by assessing the size of the market in the entire country and then applying that figure to your local population.

Customer Analysis

The customer analysis section of your home care agency business plan must detail the customers you serve and/or expect to serve.

The following are examples of customer segments: parents of elderly individuals, retired seniors, senior community program managers, etc.  

As you can imagine, the customer segment(s) you choose will have a great impact on the type of home health care business you operate. Clearly, parents of elderly individuals would want different service options and would respond to different marketing promotions than senior community program managers, for example.

Try to break out your target customers in terms of their demographic and psychographic profiles. With regards to demographics, include a discussion of the ages, genders, locations and income levels of the customers you seek to serve. Because most home health care businesses primarily serve customers living in their same city or town, such demographic information is easy to find on government websites.

Psychographic profiles explain the wants and needs of your target customers. The more you can understand and define these needs, the better you will do in attracting and retaining your customers.

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Competitive Analysis

Your competitive analysis should identify the indirect and direct competitors your business faces and then focus on the latter.

Direct competitors are other home health care businesses. 

Indirect competitors are other care options that people have that aren’t direct competitors. This includes hospitals, nursing homes, and people who help relatives with home health care needs. You need to mention such competition to show you understand that not everyone who needs healthcare assistance will utilize a home health care company.

With regards to direct competition, you want to describe the other home health care businesses with which you compete. Most likely, your direct competitors will be home health care businesses located very close to your location.

For each such competitor, provide an overview of their businesses and document their strengths and weaknesses. Unless you once worked at your competitors’ businesses, it will be impossible to know everything about them. But you should be able to find out key things about them such as:

• What types of patients do they help?
• What types of services do they offer?
• What is their pricing (premium, low, etc.)?
• What are they good at?
• What are their weaknesses?

With regards to the last two questions, think about your answers from the customers’ perspective. And don’t be afraid to ask your competitors’ customers what they like most and least about them.

The final part of your competitive analysis section is to document your areas of competitive advantage. For example:

• Will you provide superior services?
• Will you provide services that your competitors don’t offer?
• Will you make it easier or faster for customers to use your services?
• Will you provide better customer service?
• Will you offer better pricing?

Think about ways you will outperform your competition and document them in this section of your plan.  

Marketing Plan

Traditionally, a marketing plan includes the four P’s: Product, Price, Place, and Promotion. For a home health care business plan, your marketing plan should include the following:

Product : In the product section, you should reiterate the type of home health care business that you documented in your Company Analysis. Then, detail the specific products you will be offering. For example, in addition to home health care, will you provide superior customer service, 24/7 call centers, or emergency services?

Price : Document the prices you will offer and how they compare to your competitors. Essentially in the product and price sub-sections of your marketing plan, you are presenting the services you offer and their prices.

Place : Place refers to the location of your home health care business office. Document your location and mention how the location will impact your success. For example, is your home health care business office operated remotely, located near a main highway, near public transportation, etc. Discuss how your location might provide a steady stream of customers. 

Promotions : The final part of your home health care marketing plan is the promotions section. Here you will document how you will drive customers to your location(s). The following are some promotional methods you might consider:

• Advertising in local papers and magazines
• Reaching out to local websites 
• Social media marketing
• Local radio advertising

Operations Plan

While the earlier sections of your home health agency business plan explained your goals, your operations plan describes how you will meet them. Your operations plan should have two distinct sections as follows.

Everyday short-term processes include all of the tasks involved in running your home health care business, including hiring quality home care professionals, training employees, and administrative tasks.

Long-term goals are the milestones you hope to achieve. These could include the dates when you expect to serve your 100th patient, or when you hope to reach $X in revenue. It could also be when you expect to expand your facility or launch in a new location.  

Management Team

To demonstrate your home health care business’ ability to succeed, a strong management team is essential. Highlight your key players’ backgrounds, emphasizing those skills and experiences that prove their ability to grow a company. 

Ideally you and/or your team members have direct experience in managing home health care businesses. If so, highlight this experience and expertise. But also highlight any experience that you think will help your business succeed.

If your team is lacking, consider assembling an advisory board. An advisory board would include 2 to 8 individuals who would act like mentors to your business. They would help answer questions and provide strategic guidance. If needed, look for advisory board members with experience in managing home health care companies or successfully running small businesses.  

Financial Plan

Your financial plan should include your 5-year financial statement broken out both monthly or quarterly for the first year and then annually. Your financial statements include your income statement, balance sheet and cash flow statements.

Income Statement : an income statement is more commonly called a Profit and Loss statement or P&L. It shows your revenues and then subtracts your costs to show whether you turned a profit or not.

In developing your income statement, you need to devise assumptions. For example, will you assist 50 patients per month or 100? And will sales grow by 2% or 10% per year? As you can imagine, your choice of assumptions will greatly impact the financial forecasts for your business. As much as possible, conduct research to try to root your assumptions in reality.

Balance Sheets : Balance sheets show your assets and liabilities. While balance sheets can include much information, try to simplify them to the key items you need to know about. For instance, if you spend $100,000 on building out your home health care business, this will not give you immediate profits. Rather it is an asset that will hopefully help you generate profits for years to come. Likewise, if a bank writes you a check for $100,000, you don’t need to pay it back immediately. Rather, that is a liability you will pay back over time.

Cash Flow Statement : Your cash flow statement will help determine how much money you need to start or grow your business, and make sure you never run out of money. What most entrepreneurs and business owners don’t realize is that you can turn a profit but run out of money and go bankrupt. For example, let’s say a local senior living community approached you with a $50,000 partnership contract to provide home health care services for their occupants. Let’s further assume the contract would cost you $50,000 to fulfill in terms of increased staffing costs. Well, in most cases, you would have to pay that $50,000 now for employee salaries, utilities, etc. But let’s say the company didn’t pay you for 180 days. During that 180-day period, you could run out of money.

In developing your Income Statement and Balance Sheets be sure to include several of the key costs needed in starting or growing a home health care business:

• Cost of equipment like standard nursing supplies, sanitary products, and emergency medications
• Payroll or salaries paid to staff
• Business insurance
• Taxes and permits
• Legal expenses

Attach your full financial projections in the appendix of your plan along with any supporting documents that make your plan more compelling. For example, you might include your Medicaid and Medicare certifications.  

Putting together a business plan for your home health care business is a worthwhile endeavor. If you follow the example template above, by the time you are done, you will have an expert home health care business plan; download it to PDF to show banks and investors. You will really understand the home health care industry, your competition, and your customers. You will have developed a marketing plan and will really understand what it takes to launch and grow a successful home health care business.

Home Health Business Plan FAQs

What is the easiest way to complete my home health care business plan.

Growthink's Ultimate Business Plan Template allows you to quickly and easily complete your Home Health Care Business Plan.

What is the Goal of a Business Plan's Executive Summary?

The goal of your Executive Summary is to quickly engage the reader. Explain to them the type of home health care business you are operating and the status; for example, are you a startup, do you have a home health care business that you would like to grow, or are you operating a chain of home health care businesses?

Don’t you wish there was a faster, easier way to finish your Home Health Care business plan?

OR, Let Us Develop Your Plan For You

Since 1999, Growthink has developed business plans for thousands of companies who have gone on to achieve tremendous success.  

Click here to see how Growthink’s professional business plan consulting services can create your business plan for you.

Other Helpful Business Plan Articles & Templates

• Business Startup Consultants
• Business Plan Writers
• Business Mentoring
• Business Growth Consultants
• Customer Case Studies
• Free Business Plan Template

How To Start A Domiciliary Care Business

Kurt Graver June 5, 2022 Business Start-up Advice

Providing compassionate in-home care and connecting healthcare facilities with qualified temporary workers are noble pursuits. But launching these startups comes with hurdles. This comprehensive guide breaks down everything you need to know to get your care business up and running successfully.

Navigating Legal Requirements and Licensing

Unlike starting many businesses, you can’t just open your doors and begin operating a domiciliary care service in the UK. Strict regulations rightfully protect vulnerable people receiving home care. 

To legally provide domiciliary care in England, you must register with the Care Quality Commission (CQC) [1]. The application process involves submitting details on:

• Your proposed services
• Business Location
• Staff qualifications 
• Policies and procedures

Once submitted, the CQC will thoroughly review your application and likely inspect your business in person. You’ll also need CQC-approved Disclosure and Barring Service (DBS) checks for all staff to show you can legally work with at-risk adults.

After approval, you must pay an annual fee to maintain CQC registration. They’ll continue evaluating your business through inspections and surveys to ensure you meet essential standards. Having robust systems for delivering quality, personalised care is crucial.

Healthcare staffing agencies don’t require CQC registration. But you still need liability insurance, ironclad contracts, and rigorous candidate screening. We’ll cover staffing specifics later.

Selecting the Right Business Structure

Consider if you want to operate as a sole trader, partnership, or limited company. 

Sole traders have simpler tax and accounting requirements but face unlimited personal liability. Partnerships allow the sharing of responsibilities and complementary skills between co-owners. 

Limited companies separate your personal assets from the business but require more reporting. Many care startups opt for limited company status to limit personal risk. 

Just make sure you have solid partnership agreements or corporate governance procedures in place if you choose a partnership or limited company.

Understanding the Costs

Startup costs vary, but expect to budget around £3,000-£5,000 initially. Big expenses when launching your care business include:

• Incorporation fees – Around £100-£200 to formally create a company
• Office space – Budget £200-£500 monthly for a basic office if needed
• Equipment – A computer, phone, uniforms, medical supplies, etc. £1,000-£2,000 
• Website – £500-£1,500 for a professional site with SEO optimisation
• Staff – Salaries, training, background checks. At least £2,000/month 
• Insurance – £1,000-£2,000 annually for liability coverage
• Marketing – £500-£2,000 for branding, promotional materials, advertising, etc.

Remember ongoing costs like CQC fees, accountants, legal advice, supplies, training, etc. Be realistic with financial projections and seek angel investors or small business loans if needed.

Building Your Care Team

Quality patient care starts with your staff. Legally, a domiciliary care manager must have qualifications like the QCF Level 5 Diploma in Leadership for Health and Social Care [2]. Frontline caregivers need training like:

• Moving and Handling Certificate 
• Health and Safety Certificate
• Care Certificate [3]
• First Aid Certificate 
• Mental Health First Aid Certificate

Conduct thorough interviews, check references, and vet candidates’ suitability. Implement a robust induction covering your policies, procedures, training, and code of ethics.

For a staffing agency, strong recruitment using platforms like Indeed is essential to build your pool of qualified nurses, carers, therapists, etc. Verify credentials, qualifications, and suitability. 

Ensure you have payroll and HR systems to handle scheduling, timesheets, and payments and stay legally compliant.

Crafting Customised Care Plans 

Central to quality domiciliary care is developing personalised care plans for each patient, evaluating their:

• Mobility and physical needs
• Healthcare conditions 
• Mental health and cognition
• Nutrition requirements
• Personal preferences
• Family dynamics

Care plans should outline schedules, medications, therapies, activities, and goals. Review regularly and update as needs evolve. Detailed care plans combined with regular training help ensure consistent, quality care.

Getting Clients through the Door

Marketing is essential for any new business. With care startups, focus on:

• Networking – Attend local events to meet community partners and referral sources.
• Website – Create an informative site that ranks high in search engines.
• Social media – Share your mission, team, and news on platforms like Facebook.
• Print materials – Well-designed brochures, flyers, and direct mail can help spread the word.  
• Referrals – Ask happy customers, healthcare providers, and community groups to recommend you.
• Online reviews – Encourage positive feedback on sites like Google, Facebook, and CareAdviser.

For staffing agencies, market directly to care homes, hospitals, clinics, and other facilities needing temporary workers. Build relationships with HR contacts and demonstrate how you can fill urgent staffing needs.

Overcoming Key Startup Hurdles

While passion for caring for others may be your inspiration, the realities of entrepreneurship present challenges. Be ready to navigate hurdles like:

Identifying the Right Opportunities – Carefully research your local market, regulatory environment, competitive landscape, and demographic needs to identify the right services to offer. Can you fill an unmet homecare need or provide staffing support others aren’t?

Securing Startup Funding – Many startups fail because they run out of money. Realistically project costs and seek loans or investors if needed. Consider crowdfunding sites and small business grants. Bootstrapping requires very lean operations.

Bridging Knowledge Gaps – If you lack experience in healthcare, bring on partners or advisors with clinical expertise. Invest in training. Learn regulations inside and out.

Managing Time and Stress – Entrepreneurship involves long hours and wearing many hats. Set boundaries and practice self-care to avoid burnout. Outsource what you can.

Adapting to Changing Conditions – Healthcare is ever-evolving. Stay poised to adjust to funding changes, rising costs, or pandemic response measures.

With proper planning and support, these hurdles are surmountable on the path to success.

Launch Checklist

Follow this launch checklist to get your care business up and running smoothly:

6 Months Before Launch:

• Choose a business structure  
• Research licensing requirements and local opportunities
• Start designing your brand, website, and marketing materials

3 Months Before Launch:

• Officially register your company and apply for CQC licensing
• Open a business bank account and implement accounting software 
• Secure office space if needed
• Finalise policies, procedures, care plans, consent forms, etc.
• Start recruiting and vetting staff.

1 Month Before Launch:

• Confirm CQC registration and complete staff onboarding 
• Finalise insurance, equipment, and other necessities
• Launch marketing efforts and start taking client inquiries
• Revisit financial projections and tweak as needed

Keys to Long-Term Success

Launching a domiciliary care or healthcare staffing startup has challenges. But with proper planning, an amazing team, and dedication to compassionate care, you can build a thriving business.

Remember, word of mouth is powerful – focus on delivering 5-star care and growing your reputation one happy client at a time. Stay resilient, learn from mistakes, and continue improving. You’ve got this!

With this advice, it’s time to make your dream of starting a care business in the UK a reality. You have the power to provide comfort and independence to those needing support. Here’s to changing lives while also growing a sustainable enterprise. Now go forth and care!

The next step is to develop a solid business plan to submit to the CQC and raise funding. You can either use our business plan template to write your own business plan, or we can help you write your business plan using our business plan writing service .

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• Sole Trader Or Limited Company? Which One Is Best
• Marketing For Startups: Our Definitive Guide
• Non Disclosure Agreement
• Business Plan Masterclass
• Business Development
• Business Funding
• Business Ideas
• Business Plan
• Business Start-up Advice
• Business Start-up Guides
• Business Strategy
• Business Success Formula
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KNOW THE BUSINESS

• Domiciliary Care

Setting up and running a successful Home Care / Domiciliary Agency: what you need to know and do.

Home Care Agency / Domiciliary

While home care is a growing field with strong profit potential, it also demands a lot of care and forethought. Even though your business is essentially an agency working without medical facility walls, you are still providing regulated services, which come with significant risk exposure. In order to succeed, you have to take many steps to lay the right foundation for your business.

As an agency that provides a regulated activity, you are required by law to register with the relevant regulator within the country you are operating. These are the Care Inspectorate in Scotland, the Care & Social Services Inspectorate Wales (CSSIW) in Wales and the Care Quality Commission (CQC) in England. To get started, it is essential to have the right policies and procedures in place to ensure that you successfully register with the regulator, and are able to pass future inspections. You have to adhere to several regulations.

When starting any new business, there are many things to consider and many pitfalls to avoid. Launching a domiciliary care agency can arguably be an even more daunting task, with the added burden of registering with the Care Quality Commission.

At Care Agency Media, we provide our clients with the tools and the resources they need to start and run a successful home care agency business.

Setting up a Home Care / Domiciliary Agency

To run your business smoothly, below are a few things you need to consider when setting up a domiciliary agency., business registration and set up.

• Start-up Costs
• Branding your business
• Business Planning
• Compliance & Regulations
• Systems & Software – Invoicing, Payroll, Accounting, CRM, Shift Management etc
• Website & Emails
• Social Media Set-up and Management
• Recruitment Marketing
• Client Marketing
• Staff Training and Appraisal
• Marketing material
• Staff Uniforms
• Operations Set-up
• Operations Training
• Cashflow Finance
• Mentorship/Support
• Business Forms & Documents
• Business Policies & Procedures

Our Startup Package

From £1943 - £7945.00, crafted by industry and business experts..

Accelerate your agency business and save yourself from the overrated ‘trial and error’. Get it right the first time with our comprehensive package, which has everything you will ever need to set up, build and grow a successful Home Care Agency / Domiciliary agency business.

What the package includes

• Company set up
• Compliance and Regulations
• Systems & Software Support
• Referrals Marketing
• Referral for Subcontracting
• Recruitment Process
• Social Media
• Email Accounts
• Shift Management Software
• Payroll & Accounting Systems
• Recruitment Management
• Compliance Management
• Branded Documents
• Branded Policies
• Branded Business Forms
• Training and Support

1. Set-up, Registration & Information

Business plan.

We co-create a comprehensive business plan for your new business, which includes a cash flow forecast as well as a profit and loss statement.

NAME STORMING

We help come up with a great name for your business which is catchy, appropriate for your business type and easy to remember.

COMPANY REGISTRATION

We register your company with Companies House, and provide you with a postal as well as a digital certificate of incorporation.

REGISTER AS AN EMPLOYER

Your company is registered as an employer with all relevant authorities, including for Pay-As-You-Earn (PAYE).

IT SET-UP SUPPORT

We provide guidance on the kind of equipment, tools, and resources you need for your business to succeed in the digital space.

REGISTER FOR CORPORATION TAX

At company registration your company is automatically enrolled for corporation tax with HMRC, so you can rest assured you are covered from the get-go.

OFFICE SPACE SUPPORT

We offer guidance on reputable providers as well as perform an office search in your location.

REGISTER FOR VAT

Where required, we will register your company for VAT.

SUPPORT WITH NMC

For checking the register when employing or revalidating nursing professionals.

TELEPHONE REDIRECT

We help you set up a virtual telephone number in no time.

DATA PROTECTION REGISTRATION

In line with your business' legal obligations, we register your new organisation with the Information Commissioner's Office (ICO). We cover your first yearly fee of £40.

Information And Guidance

• Business Overview Guide –   This gives you details about the temporary staffing business, helping you understand the ins and outs of it all.
• Limited Company Regulation Guide –   Provides the legal framework of setting up and running a business as a limited company.
• Directors Responsibilities Guide –   Provides guidance for the director of a business in the UK.
• Trade marking Guide –   Provides an understanding about trade marking your business.
• Tax & HMRC & Self Assessment Guides –   Provides an understanding for your tax responsibilities.
• Bank Account Set-up Guide –   Provides guidance on opening up a suitable bank account.
• Insurance Guide –   Provides guidance and information on setting up suitable insurance for your business as well as list of providers.
• Office Health and Safety Set Up Guide –   Provides you with a list of your obligations in a poster format.
• Information about how to use Business Cards effectively.
• Information about how to use Compliment Slips.
• Information about how to use Letterheads.

2. CQC Registration

Completion of forms, guidance & CQC Support

We provide advice and guidance on CQC registration, regulations and monitoring. We also help with the completion of the application forms for both the new provider and the registered manager, as well as the preparation of the statement of purpose. We will review the CV for the Registered Manager & Nominated Individual to ensure they meet the CQC requirements.

We assist in:

• Reviewing Registered Manager CV
• Providing all CQC application requirements,
• Liaising with CQC for further requirements and supporting documentation,
• Responding to CQC post-interview requirements

3. CQC Interview / Inspection training & preparation

We supply a day’s training in preparation of CQC interview and to ready your company to provide the service, covering the fundamental principles the the CQC Key Line Of Enquiry, as well as the following:

• Team Assessment
• Manager Assessment
• The Provider’s Role Outline
• The Nominated Individual’s Role Outline
• Office Evaluation and Recommendations
• Health and Safety Assessment
• Office Risk Assessment
• Evaluation of Filing and Data Management
• Recommendations on How to Set Up the Relevant Files
• Evaluation and Verification of Documents and Readiness to Provide Service
• Registered Manager Interview Coaching, Mock interview and advice
• Question and Answer Session

4. Branding

We help our clients build relevant, credible, differentiated and enduring healthcare recruitment brands, that not only attract potential clients and candidates, but also last for a lifetime.

LOGO DESIGN

We design a suitable logo of your business, our designers have a great deal of experience in designing logos for business in the healthcare sector, we promise to create the right logo concept for your business.

* Our process – We research and come up with a suitable concept specific to your business, which we share with you and if you are not happy with the concept we will provide further concepts based on your feedback and input.

BUSINESS CARD

We design a business card for your business and we customise for up to 5 staff names.

*Please see the printing section for the number of business cards printed with the package.

We design a professional letterhead for your business based on your logo concept and branding guidelines. You will also be provided with a Word version of the letterhead.

COMPLIMENT SLIP

We design a professional compliment slip for your business based on your logo concept and branding guidelines.

We design a professional ID badge for your business based on your logo colours, concept and branding guidelines.

EMAIL SIGNATURE

We design your professional business email signature. All signatures are customised for all the email accounts we create and the signature is easy to use and edit….

Domain Name Registration – We register your business domain (e.g. www.yourcompanyname.co.uk) name on your behalf. * You have rights to your domain name and have full access to manage it from your control panel.

GET THE PRINT VERSION

Tired of scrolling? Download a PDF version for easier offline reading and sharing.

Get Started

Let us help you get your business started today. Ring us or click the button below and we will talk you through the process and get you started in no time.

We do not only create a website for your business, but we also create your business on your website.

• Domain Name Registration  – We register your business domain (e.g. www.yourcompanyname.co.uk) name on your behalf for 1 year. * You have rights to your domain name and have full access to manage it from your control panel.

Website Features

• Professional & Clean Design
• Quality Content
• High-quality Licensed Images
• Worldclass User Experience
• Social Media Integration
• Application Form Download
• Time Sheet Download
• Admin Panel (easy to edit)
• Testimonials
• Additional Document Download
• Online Application
• Traffic Reporting
• Online Application Form
• Job Listings
• Conversion-focused
• Emailing Portal
• Online Signature
• Unlimited Pages

GDPR (GENERAL DATA PROTECTION REGULATION) COMPLIANCE

By having your website designed and developed by Care Agency Media, you are assured that it meets GDPR requirements. We ensure we build in all the relevant features, as stipulated by the GDP Regulation, covering, explicit consent, e.g. cookies notifications, privacy by design, open channel for user requests, etc.

WEBSITE HOSTING (FREE FOR 1 YEAR)

Our hosting service provides a safe and secure hosting environment that protects your business and your assets. Below are the hosting features that come with the package. Cpanel hosting – as the website owner you are able to manage your website from a web-based interface.

Your website is protected against malware that otherwise could be on your website for months without you detecting it.

SSL CERTIFICATE

Using HTTPS protocol provides a certain dose of credibility in your visitor’s eyes, trust that you know what you’re doing and that you respect their security and privacy. * Free for one year, then £39/year

6. Email Accounts Set-up

All your email accounts are set up and ready to be used, with relevant email signatures for you to use instantly with less hustle. Email accounts area set with supreme logic for your typical agency business to ensure convenience and smoother operations.

*Max mailbox size depends on email hosting package type. Email Features

• Email Accounts – 10
• Email Forwarding – 10
• Email Autoresponders – 10
• Max Mailbox Size – 5GB*

7. Online File Storage Set-up

All your files will be available online on a secure, reputable online file storage system that would allow you to access your business files from anywhere in the world, with an internet connection….

8. Recruitment/Staff Forms & Documents

We create neatly presented, fresh and branded PDF forms and policy documents for your agency, designed for your requirements, boasting the latest features in fillable PDF form design. 60+ forms included, see separate index for the forms we provide.

For Comprehensive Care Policies & Procedures

The most comprehensive and compliant management policies, procedures, documents and forms for the health and social care sector on a convenient document management system. Stay compliant and worry free with our reliable, comprehensive policies and management forms.

9. Home Care Forms & Documents

We create neatly presented, fresh and branded PDF Home Care Forms and documents including Assessment, Care Plans, Risk Assessment, Care Management and Medicine Management Forms for your agency. These forms are designed for your requirements, boasting the latest features in fillable PDF form design. 40+ forms included, see separate index for the forms we provide.

10. Marketing Materials

• Recruitment Leaflet • Client Leaflet • Company Brochure • Tri-fold Brochure • Company Folder • Client Introduction Letter • Roll-up Banner • Business Door Sign/Advert (All the above materials are customised for your company by our talented and experienced designers, the copy is also written for you, you also have ownership of these files including source files.)

11. Policies

High-quality, well-designed, well-branded and up-to-date company PDF policy documents ensure your business is well set out. See Appendix for list.

12. Sales & Marketing Resources

• Marketing Strategy (in the business plan and guide) • Sales Strategy (in the business plan and guide) • Sales Letter (email and Word document) • Email Marketing Tools Set-up • Sales Email Templates (Dashboard) • Telesales Script

13. Social Media Set up

• LinkedIn • Google Business Location (The 2 accounts above are setup and branded for your business).

14. Outset Marketing & Sales

• SEO – Directory Listing (UK-20)
• Recruitment Campaign Set-up (Indeed)
• Recruitment Strategy Implementation
• Social Media Campaign Set-up
• Care Homes Marketing Data List (c. 550)
• Telesales Campaign on a List of 200 Care Homes
• Client Marketing Strategy Implementation

*SEO – The type of SEO we perform is intended to boost your website’s presence online, but not to get you to the top of any search results. We provide a separate guide on SEO Marketing and services. * On site SEO

15. Operations & Admin

Operation tools set-up.

• Invoicing – We recommend software and set up for you.
• Payroll – We recommend software to use and service provider options.
• Client management (CRM) – Recommend software to use.
• Filling – Guidance and Training.
• Accounting & Book keeping – We recommend software to use and also refer you to accountants.
• Targets & Goals – Guidance and training.
• Sales – Strategy Consultation.
• Marketing – Strategy Consultation.
• DBS Checks – We recommend a company to use for checking your staff DBS.
• Staff training – We recommend a company to use to train your staff both online and off-line.
• Nurse Revalidation – We recommend a company to use for appraisals and revalidation.
• Compliance / Occupational Health – We recommend a company to use for processing your staff compliance.

16. Referrals

• Uniform Suppliers
• Business Insurance
• Staff Training
• Business Solicitors
• Invoice Factoring – Cashflow finance
• Compliance Memberships
• Sub-contracting Vendors
• Accountants

We provide a list of recommended providers, based on our research.

* We are not in any way affiliated with any of the organisation and software providers we recommend, we have come up with these recommendations based on our research and/or experience of using them, you are free to engage any other providers you prefer.

Temporary Staffing Agency Management Software

Are you looking for a new powerful way to manage your temporary staffing agency? Agency Portal is an intuitive platform, with real-time updates, automated timesheets, invoices and earnings for Payroll. Save time, money and get more control over your business.

Training & Development

We provide training workshops covering various aspects of the business, including the topics below. The training workshops are an hour each with pre and post reading material to ensure you understand the subject. The sessions are held online via video conferencing and your relevant company delegates should attend. The workshops are staged during the progress of your project depending on the structure of your project 

Getting Into Business (GIB)

This is a workshop for anyone starting a business. It is aimed at directors and proprietors to cement their vision of setting up a successful business. The workshop involves the business owners reviewing their drive…

Understanding Finance & Accounts

The future viability of your service depends on good financial management that you exhibit today. This workshop breaks down the financial framework of your business, delivering …

Marketing To Your Market (TS)

Marketing is as important to your business as oxygen is to your body. Getting clients is key to your business, it is important that you are aware and that you have a clear marketing plan to implement in your business.

Recruitment & Staff Compliance

A comprehensive 2 hour workshop for Nominated individuals and/or company directors for companies providing regulated activity including Domiciliary care, Supported living…

IT & Software For Your Business

Learn and understand the technologies that you need to use for your business. From website, email, business management software, invoicing, online file storage and document management .

Your Service, Your Success

This is a workshop for Nominated individuals and/or Company directors for providers regulated activity including Domiciliary care, Supported living and Children Service and Care Homes and more

Managing Service, Managing Self

A comprehensive workshop for Registered Managers for regulated services including Domiciliary care, supported living and Care Home.

Understanding CQC

Our introduction to CQC training covers all of the key areas that need to be addressed to comply with CQC Fundamental Standards, Key lines of enquiry, six population groups, evidence for pre-inspection, inspection day, and post-inspection.

Service Insights ( Adult Services Workshop )

A guide for running a domiciliary care/Supported Living business, outlining what’s involved on a day-to-day basis. Reflection on regulations, compliance, processes and procedures.

The Practical Guide (DC)

A hands-on workshop taking you through the practical process of dealing with clients, focusing on understanding your clients, the assessment process, dealing with assessment visits, preparing care plans and more.

Introduction to Safeguarding

The aim of the workshop is to ensure you understand how the duties and responsibilities under the Care Act apply in practice, explore the difficult balance between safety and choice and control for individuals as well understand the law governing information-sharing.

Service Insights (Adult Services Workshop)

A guide for running a domiciliary care/Supported Living business, outlining what’s involved on a day-to-day basis. Reflection on regulations, compliance, processes and procedures. 

Interview Preperation (CQC/RQIA/CIW/CIS)

This workshop is for Registered Managers and/or Nominated Individuals to help them understand the responsibilities that make up each role. We will reflect on the underpinning regulations that you must be aware of as a provider and discuss the CQC fundamental standards,

18. Printing

As part of the package we provide printed material with the following quantities:.

• Business Cards: (2 sets 250
• Client Leaflet: 1000
• Staff Leaflet: 1000
• A3 Poster: 10
• A4 Folders: 250
• Letterheads: 1000
• Compliment Slip: 1000
• Time sheets: 1000
• Company Brochure: 100
• Roll-up Banner: 1

* If you wish to have more printed materials beyond the package,we can provide a quote for that. * ‘We always thrive to provide the best quality paper for the printed materials although stock may vary

19. Other Resources Provided

• Marketing Data – ± 600 entries (Regional/County or radius based)
• Uniforms – 12 – 20 (12 tunics or 22 Polo T-shirts)
• ID Badges – 20 x ID Badge Printing Credits (You order ID Badges for 20 staff as you recruit)
• Health & Safety Poster
• First aid kit – Fulfilling Health and Safety Executive content recommendations for your workplace, which includes:
• 1 x Guidance Leaflet
• 20 x Washproof Plasters
• 2 x Eye Pads with Bandage |15
• 4 x Triangular Bandages
• 6 x Safety Pins
• 6 x Sterile Dressings 12x12cm
• 2 x Sterile Dressings 18x18cm
• 6 x Moist Wipes
• 1 x Pair Disposable Gloves

20. Support

As part of the package, we are available for a full year to support you in running your business answering any questions you may have, resolving some issues you may encounter. Our support package covers:

• Business related issues
• Technical issues excluding hardware
• Website support and maintenance*
• Social media management* 6 months

Business and Other Support

Any queries or issues your business may face, our consultants are on hand to provide support and, where required, we will signpost you to the relevant provider. Marketing Tips, diversification, growth, recruitment and getting clients, operations, administration etc. – you can count on us to be there for you for the first 12 months of you business. Beyond the first 12 months, if you still need some form of support, we can offer a tailored solution for your needs. * Note that our support is mainly provided via an efficient online support system, where we can easily track issues, as well as WhatsApp and Phone.

18. Website Support & Maintenance

We update many websites every month for clients who understand the importance of keeping their website’s updated regularly. By using our services you can be assured of receiving a high level of service and have the peace of mind in knowing that your website is in safe hands. It will need ongoing management, updating and refining. Updating your website from time to time ensures that your ranking with search engines, like Google, improves over time.

We offer website maintenance and management programs that are professional, inexpensive and take care of your entire web support needs. We work with you to ensure that your website provides accurate and up-to-date information to your visitors. Our monthly website maintenance and management packages are designed to be as simple as possible whilst offering the very best in value for money.

With the package you get the following:

• Website support
• Hosting support
• Email management
• 24hr Response Time
• Fixing Broken Links
• Website Back-up
• Website Restoration on attack
• CMS/plugin updates
• Web form testing
• Incremental cloud Backups
• Uptime Monitoring
• Security Check
• Monthly Reports
• Monthly Google Analytics Report

* Website Maintenance and support – £20/month or £220/year, you will receive a renewal reminder and offer when your 1year free support expires so you can choose a suitable package for yourself. As mentioned, with the package, you get a year free.

Social Media Management

• We keep your Twitter & Facebook active with 3 marketing messages per week.
• Post 3 days a week one post, social media post to Facebook and Twitter only.
• 6 months social media management is included in the package.

*After 6 months you can choose to let us continue managing your social media for £85/month or you can take over. You will be notified when of this service expires. Other packages are available.

Consultancy

Helping you solve challenges in business.

We are committed to supporting you to develop your business. Whatever challenges you may face in your business journey, our consultants know a thing or two about it and can help you resolve them. Our expertise and experience have supplied us with the specific tools that can help improve your business and deliver the results you desire. Here are some of the consultation services we offer with this package.

Business Optimisation Consultation

Efficiency is about making the best possible use of resources, overtime we have realised that there is a positive correlation between efficiency and profitability of healthcare agencies.

Marketing Consultancy

One of the most critical aspects to your success in healthcare business largely rely on the efficiency and effectiveness of the processes you implement to get your message across to your potential customers.

Recruitment Consultancy

Firstly, our consultants bring a wealth of knowledge, industry experience, frameworks, models and tools to help you in developing, robust solutions for all your recruitment related needs.

General Business Issues

Running a care agency business is a fulfilling and rewarding, but challenging process. Disruptive and unexpected events that threaten to harm people or property, seriously interrupt operations, damage reputation, or impact the bottom line may occur.

Strategy Consultancy

A business strategy is a set of competitive moves and actions that a business uses to attract customers, compete successfully, improve performance, and achieve organisational goals, this is not an easy task.

Operations Consultancy

We have experience and knowledge on how the best businesses in the sector work, thus can help you identify operational issues within your business operations. Help you find solutions to develop better operational systems to improve profitability and growth. 

Bid Handling Consultancy

Utilising years of hands-on experience writing and managing 100s of social care bids, we know what approaches can turn your bid into a winning submission. 

Pre-inspection Consultation

From years of experience, we have noticed that Providers who embed a culture of compliance and make provision of high quality care usually achieve positive outcomes, both for themselves and their service users.

Dealing with Safeguarding

We support you in dealing with a safeguarding incident, guiding you through the process of handling the issue at hand as well as dealing with and communicating with stakeholders.

Your Business, Your Way

We can help you set up.

Establish your business in one of the largest, recession proof sectors in the country, with support from experienced industry experts. Over the years we have developed, established tools, resources and expertise to help you set up and run any of the businesses below.

• Supported Living Services

Providing suitable or adapted accommodation within the community.

Temporary Care Staffing Agency

Your company recruits and supplies staff to other established organisations.

Combined Care Agency

Start both a staffing and home care agency and grow in no time with our great support.

Semi-independent Living

Provide accommodation and support to young people aged 16+, helping them transition to adulthood

Children’s Home

A children’s home is a large house where children and young people live together as a group, with professional staff to look after them

Residential Care Home

This is a residential setting where a number of older people live, usually in single rooms, and have access to on-site care services

All round service provider for health and Social care businesses

Starting Up

• Temporary Staffing Agency
• Combined Agency
• Semi-Independent Living
• Children’s Home - (Coming Soon)
• Nursing Care Home - (Coming Soon)
• Marketing Support
• Tender Writing
• Policies & Procedures
• Financing Your Business
• Case Studies
• Terms Of Use

CUSTOMER SERVICE

• Contact Sales
• Request a Call Back
• Client Support
• Your Project

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Home Care Business Plan Template

        You will have a clear, concise idea of what the business is about and how the founder and current president, [owner name], intends to start, grow and continue strong and steady growth.

        The purpose of a business plan is to create a plan, a blueprint or roadmap on paper to follow. It’s for you to really think through how your business will operate and about areas of the business you haven’t thought about. You’ll be most successful when you put in the effort and really THINK about it. Your goal is to develop a fairly simple plan first to start your Home Care Agency which often is enough for most small businesses getting started using their own capital. If you’re seeking one or more investors, a different, more comprehensive plan will serve you better with much more consideration in which case.

Executive Summary

        The Executive Summary is a summary of the highlights of your business plan. While it appears first in the layout of your plan, most find it easiest to complete the Executive Summary last. It should be succinct and no more than 2 pages.

Business Description

        The Business Description provides a complete overview about your business idea/concept/ service/ etc. It differs from the Executive Summary in that it goes into detail about the description. Challenge to yourself to truly THINK about what you see your business described as. Your business should be unique, differing from your competition. Describe who, what, why, where and how it’s different. Use the example to help get you started.

Your  Home Care

        provides  [medical / non-medical]  care services to  [elderly, disabled and people of all ages physical conditions and cognitive abilities]  who would like to remain living at home, yet require assistance with certain daily or weekly activities. Working closely with clients and their families we provide personalized assistance in client’s own home, the hospital, long-term assisted living facilities and other places of residence with things like:

Non-Medical Services

•  Warm Companionship
•  Meal Preparation
•  Incidental Transportation
•  Light Housekeeping
•  Errands & Shopping
•  Medication Reminders
•  Laundry & Linen Washing
•  Recreational Activities
•  Personal Hygiene & Dressing Assistance
•  Senior Information Resource
•  Alzheimer’s care / Dementia care
•  Respite Care

Home Health Care Services (Medical)

•  Professional Nursing
•  Personal care
•  Senior care
•  Pediatric nursing
•  IV therapy
•  Physical Therapy
•  Occupational Therapy
•  Speech Therapy

        To be known as the crème-de-la-crème of home care providers in our market, providing the very best, first-rate care to clients in our geographical market by employing only proven, hard-working, professional, honest, compassionate and ethical home care providers in the market who are dedicated provide outstanding home care services and improving the quality of clients’ lives.

        To assist every client with improving their quality of life, encouraging independence and allowing them to be comfortable with excellent care in their own homes by providing first-class, professional care with respect, dignity, compassion, the highest ethical standards and honor

Value Proposition

        What makes your home care agency services/products better than all the others? This shouldn’t be price – it will be difficult to defend and by differentiating yourself solely by price, it sets your business up as a commodity driven service – often suffering with poor service in lieu of charging a fair price for excellent services .

Industry Analysis

        What does the home care industry look like? Are there trends in your geographic area? What do your target clients buy, eat, education, income, habits, health levels, lifestyles, etc. The more detail you have the better your chances of success. This is an opportunity to find a specific niche that may be present in your own backyard. No example is provided in this area because you should know this. If you don’t – you need to do the homework to know and understand your market and the industry if you plan to enter it.

Competition

        Who are your competitors? Specifically, by name, location, age of the agency, what they specialize in and how they are different from you. What market share do they have? Are there any other service companies that could be considered competitors? (i/e: really inexpensive care homes, private caregiver market, etc). Even if there are no “direct” competitors, there will ALWAYS be some that are close

Marketing Strategies

        How will you get your product into the marketplace? Think of non-conventional (viral  Marketing) methods that are cheaper than traditional (TV, radio, print) and have a higher  Impact. Examples:

Networking –meeting people and creating the relationships with the many faces who refer clients to various home care service providers. By attending the opportunities for networking, meeting business leaders and more.

Online Promotions

          Website.   Develop an informative website and will include the website address in all online and offline marketing collateral.

          Press Releases.   Work with online press release distribution firms  to generate awareness of our services by issuing press releases to leading search engines and online news sites.

          Social Media Marketing.  Promote your agency on Facebook, Twitter, LinkedIn and other social media channels that may be frequented by your target market. All social sites will be used to generate a buzz about your services and build your agency’s image. The goal is solely to build connections with the health care industry and consumers and convince them to avail your services.

          E-mail Marketing.   Implement an e-mail marketing campaign to target local health care facilities and professionals that could provide client referrals to agency.

          E-mail Program.  Regularly distribute a newsletter to highlight new services, employees, agency certifications and home care industry news. Include links to lure subscribers to visit your website for further information.

Offline Promotions

• Cold Calls.   Develop a list of local health care facilities, senior organizations and social centers to cold call in an effort to gain client referrals.
• Brochures/Flyers.  Develop informational (postcard) brochures and flyers and distribute via a targeted direct mail campaign.
• Press Releases.   Share press releases highlighting news about our agency to print news outlets in our target area.
• Business Cards.  Distribute business cards in high-profile gatherings and share them indiscriminately to spread word of mouth regarding your services.
• Exhibitions.   Participate in health care industry trade shows and events hosted by senior organizations and other relevant industry events, workshops and seminars to generate buzz about your agency.
• Organization Affiliation  – Joining local and regional organizations like Health Care Industry Orgs, and Insurance company orgs.
• Public Speaking  – By speaking to organizations, senior centers, doctor, nurse and discharge planner meetings, etc. we’ll become seen as experts in our given niche. 

Business & Health Fairs – Attending and showing the presence at these shows brings more

  Barriers to Entry

        What will stop you from entering your market place? Regulations, competition, cost of entry, monopoly, syndication? Also, how will your setup your own barriers to entry for other potential entrants into the marketplace?

        State and county laws can thwart certain services from being provided by increasing the requirements and certification levels. Are there any present in your area? Maybe it’s obtaining the State Survey sign off or Medicare certification. List the obstacles that could keep you from getting started and growing.

Distribution Channel

        How will you get your services/product to your market? For example – if you cover 3 counties – how will you manage logistics? Who will provide the care? Who will do the follow up visits and ensure care quality? Will you team with another company that provides a complimentary business where you can team with one another?

Team Summary

        Often this can be the most important part of your business plan. Who else believes in the idea of you entering the home care industry and the experience of your team in the various areas?  (Technical, business, marketing, operations, HR, etc.)

Personnel Plan

        You will initially hire four staff members to manage the agency’s operations. Each hired staff member will meet the state of Colorado educational and training requirements. Additional recruiting will occur as the agency enters the expansion phase.

Organizational Hierarchy (example):

• CEO/ Administrative Director
• Administrative Assistant
• Home Care Aide  

        The  Administrative Director  will be responsible for planning, implementing, organizing, and developing in-home care services. This work includes, but is not limited to: operations administration, community/client education and staff supervision. This individual also will assume all social work services during the agency’s initial phase.

        The  Administrative Assistant  will perform routine clerical and organizational tasks. This individual will organize files, draft messages, schedule in-home care appointments and support other staff.

          Home Care Aides  will administer in-home client services. These individuals will assist with activities such as bathing and dressing, and will provide services such as light housekeeping, errand services, personal care and companionship.

  Financial Analysis

Insert all the financial projections and forecasts here. Cash flow, income statements,  balance sheet, as well as start-up income required. This is arguably the most important  part of your business plan, spend plenty of time on this and be able to justify any  assumptions.

SWOT Analysis

        S trengths  W eaknesses  O pportunities  T hreats

        Consider the conditions in which your service business will operate. What are your Strengths and Weaknesses? These are internal (team, company, service). Opportunities and threats are external (local, regional and national market place, trends, etc.)

• Comprehensive Home Care and Geriatric Services.   Custom home care and geriatric services aimed at enabling staff to deliver reliable, responsive care.
• Experienced, Well-Trained Staff.  Staff members will undergo initial and continuing education and training programs required by the home care industry.
• Long Operational Hours.   Provide service during normal business hours and also will be available for on-call emergencies 24 hours, seven days a week.
• Lack of Brand Identity and Image.  As a start-up business, currently lack a brand identity and image.  Will need adequate time to create awareness of your agency.
• Low Staffing Numbers.  Professionals hired to manage the agency’s initial operations will be experienced, yet you may not have enough staff to effectively cover the needs of the market. This could cause slow growth of your operation, which management could not afford.
• Small Marketing Budget.  A sizable marketing budget is required to get the most out of the agency’s initial launch. Anticipate needing a larger budget to make a substantial impact on the market.

Opportunities

• Growing Market.  The home care market is rapidly increasing which presents extensive opportunities for new agencies entering the sector.
• Aging Population.  As the U.S. population continues to age, the demand for personal home care and companionship is expected to significantly increase.
• Affordability and Comfort.  Home care services are less expensive than nursing homes and assisted living facilities. Studies show that most people would prefer to receive care in their own homes versus a facility or hospital.
• Expandable Business Model.  Home care agencies have the ability to expand into other markets as consumer needs grow.
• v   Local Competition.  Several local competitors have national, well-recognized and trusted brands.
• v   Professional Staff.  Recruiting, hiring and retaining quality, professional staff pose substantial risks. You will conduct extensive candidate research and background checks to eliminate some of the risks associated with employee recruitment and retention. Because studies predict patients will outnumber caregivers in the near future, you will need to position the agency as an attractive place to work with competitive and fair pay and benefits.
• v   Business Cash Flow and Funding.  While the owner is using personal cash flow to cover start-up expenses, continuing to maintain adequate cash flow and solicit funding from outside sources presents a challenge you must overcome to succeed.
• v   Regulatory Changes.  Federal health care laws like the Affordable Health Care Act and changes to Medicare and Medicaid payments can greatly affect your agency. In addition, state home care aide certification laws also could impact your business.

  Goals and Objectives

        What are your overall business goals? Your financials should include a lot of the income and expense goals. These goals/objectives are about identifying what you plan to accomplish with your business. It could be as simple as create a new career of owning a business or more in depth like using 10% of net profits going to a certain cause you believe in. The possibility of these things

Critical Success Factors

        What needs to be achieved that will enhance chances of your agency’s success? Identify what the possibility of these things happening are.

Exit Strategies

        How will you (or any investors) exit out of this project (if you want to) and make excellent return or to move onto your next “big idea”?

Future Developments

        What future plans do you have for your services (and products, if any)? As your company grows, what other plans do you have for your services? Do you want to grow into a regional or state-wide provider? Maybe you want to expand into medical and non-medical. The sky is the limit to what you’d like to do.

        Add any additional information here that may not fit into the sections above (quotes,  Recommendations, statistics, etc.). Your completed financials & projections should be included in the Financial Projections, however, you could place them in this section.