Title Page
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Select site
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Conducted on
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Prepared by
Lifestyle Facilitator
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Lifestyles Coordinator planning 30-60-90 days out?
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Is there a balance of on campus and off campus experiences?
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Do experiences include a variety of options in the Social, Community and Life Long Learning dimensions?
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Are experiences a good mix of "passive" (watching/listening) and "active" (engagement/interaction with others)?
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Out of all experiences in a given month, are more than 50% centered around food?
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Has Lifestyles Facilitator included at least one or two experiences that support the monthly Wellbeings theme?
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Do some experiences offer residents the opportunity to try something new, progress along a learning path, and reach an end goal?
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Are at least 2 experiences in a given month a collaborative effort with different departments (fitness, volunteer, dining, etc.)?
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Is attendance taken at every experience managed and implemented by the Lifestyles Facilitator (either themselves or designated person)?
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Does the Lifestyles Facilitator collect regular feedback on experiences that are "special" or "unique" (i.e. an entertainer, lecturer, museum, class, etc.)?
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Does the Lifestyle Facilitator evaluates feedback and adjusts future planning based on resident wants/input?
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All appropriate experiences are included in MyWLife with sign-ups.
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Does the Lifestyle Facilitator consistently upload their monthly calendar in PDF format to MyWLife?
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Does the Lifestyle Facilitator manage their content, following established app content guidelines?
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Does the Lifestyle Facilitator meet monthly with their community's resident Lifestyle ("activities") committee and plan some experience specifically based on recommendations from that committee?
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Does the Lifestyle Facilitator monitor local city events/celebrations and offer residents opportunities to participate?
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If there is a designated Life Long Learning Coordinator, are there a variety of lectures, presenters, educational partnerships planned in a given month?
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Does the Lifestyle Facilitator complete monthly reporting by the designated due date?
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- No
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Does the Lifestyles Facilitator enter their monthly Wellbeings theme experiences in the planning calendar by the designated date?
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Does the Lifestyles Facilitator consistently coordinate volunteer needs/requests with the Volunteer Director?
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Does the Lifestyles Facilitator provide a list of volunteers who help to the Volunteer Director to ensure proper hours reporting?
Lifestyles Recommendations
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Fitness Coordinator
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Is the Fitness Coordinator providing a range of classes from basic to advanced?
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Is the Fitness Coordinator prompting residents daily to sign in (announcing in classes, reminding in person, etc.)?
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Is the Fitness Coordinator personally contacting all new move-ins within 2 weeks of arrival (introduce self, invite to fitness center, offer assessment/orientation)?
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Does the Fitness Coordinator have a system in place to encourage first time or re-assessments?
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Is the Fitness Coordinator designing individualized fitness programming based on a resident's goals and assessments results?
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Does the Fitness Coordinator have a system in place to identify and contact residents who have stopped coming or become sporadic in attendance (machines or group exercise)?
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Is the Fitness Center clean and organized?
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Are all machines in safe, working order?
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Is there a system in place to play light background music in the Fitness Center?
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Does the fitness calendar include classes that specifically target balance, coordination, and functional mobility?
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Does the fitness calendar include mind/body classes (yoga, tai chi, qigong, etc.)?
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Does the fitness calendar include both indoor and outdoor experiences (according to season and weather appropriateness)?
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Do fitness experiences include opportunities for residents to establish a base, build on that base, and reach an end goal?
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Does the Fitness Coordinator upload their calendar (monthly or seasonal) as appropriate to MyWLife?
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Are all fitness classes, special events, etc. included in MyWLife listings?
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Does the Fitness Coordinator manage their MyWLife content according to app content standards?
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Does the Fitness Coordinator plan experiences that are "special" or "short term" (a challenge, training for a specific outing, etc.)?
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Is there enough group exercise equipment for participants in all classes?
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Does the fitness calendar offer one or two experiences that support the monthly Wellbeings theme?
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Does the Fitness Coordinator enter their monthly Wellbeings theme experiences in the planning calendar by the designated date?
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Does the Fitness Coordinator complete monthly reporting by the designated due date?
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Does the Fitness Coordinator offer one or two experiences that are a collaborative effort between multiple departments (Lifestyles, Volunteer, Dining, etc.)?
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Does the Fitness Coordinator introduce new class formats or unique experiences throughout the year (can be a short-term option like 12-weeks of ballroom dance or trying out HIIT - those that are well-attended can be added into regular rotation)?
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Does the Fitness Coordinator have appropriate certifications (strongly recommended CPR/First Aid)?
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Does the Fitness Coordinator work with the Volunteer Director should any volunteer needs come up?
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Does the Fitness Coordinator provide a list of volunteers who help to the Volunteer Director to ensure proper hours reporting?
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Does the Fitness Coordinator meet with a resident committee (if there is a "fitness committee") monthly and modify classes/opportunities based on the direct recommendations of this committee?
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Does the Fitness Coordinator have a system in place to collect feedback about classes, challenges, workshops, etc.?
Fitness Recommendations
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Volunteer Director
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Does the Volunteer Director have a system in place to actively recruit new volunteers?
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Does the Volunteer Director actively seek new volunteer opportunities both on and off campus?
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Are there volunteer opportunities both on and off campus?
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Does the Volunteer Director have an organized on-boarding process for both internal and external volunteers?
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Does the Volunteer Director use the approved request form (requests for volunteers from other internal departments)?
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Does the Volunteer Director consistently submit monthly reporting by the established deadline?
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Does the Volunteer Director plan one or two experiences that support the monthly Wellbeings theme ("Vocational" section)?
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Does the Volunteer Director enter their monthly Wellbeings theme experiences in the planning calendar by the designated date?
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Does the Volunteer Director plan one or two experiences that are a collaborative effort across multiple departments (Lifestyles, Fitness, Dining, etc.)?
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Does the Volunteer Director have a system in place to identify who has become less active in volunteering (or stopped) and invite/encourage them to come back?
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Does the Volunteer Director strongly encourage volunteers to report their hours on MyWLife?
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Does the Volunteer Director include their experiences in MyWLife listings?
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Does the Volunteer Director manage their content on MyWLife according to app content guidelines?
Volunteer Recommendations
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