This is your space for the taking. Somewhere to plan without limits, plot your growth, and celebrate victories (no matter how big or small).
Take a few minutes at the beginning of each month and the start of each week to outline your goals. What are you wanting to achieve for the month/week? Putting pen to paper is a great way to make those goals a reality.
• Make it a habit. Consistency is key.
• Fill in important dates and deadlines to stay on track.
• Use color coding to keep track of different items.
• Celebrate wins, anniversaries, and birthdays.
Have questions? Reach out to healthcaremarketing@iammorrison.com
Resources
a note from Casey Clarkson
Sr. Director of Strategic Projects and Programming
As chefs, retail, and patient services managers , you know that thriving in the ever-evolving landscape of consumer and patient trends requires more than just staying informed—it demands strategic planning and proactive preparation. The challenge of exceeding expectations is constant, but it’s one you don’t have to tackle alone. I’m excited to introduce our enhanced 2025 Planner, a powerful tool designed to transform how you plan, execute, and succeed in your account, whether you’re serving retail guests or providing care to patients.
Our upgraded planner is packed with features specifically crafted to equip you with the insights, strategies, and resources needed to drive results and elevate the experience for both guests and patients. Here’s what makes it stand out:
1. Concepts and Trends: Keeping up with the latest retail trends and consumer preferences is crucial. Our planner provides you with monthly recommendations of what to offer such as pop-up brands and limited time offers, allowing you to stay ahead of the curve and adapt your strategies accordingly.
2. Customizable Templates : Tailoring your planning to the unique needs of your environment is essential. Our planner offers customizable templates, allowing you to create a framework that aligns perfectly with your specific goals—whether it’s driving sales in retail or increasing patient satisfaction.
3. Holiday Planning : The holiday season is pivotal, whether you’re in retail or patient services. Our planner includes a robust holiday section filled with curated insights, creative campaign ideas, and promotional strategies to help you maximize engagement and satisfaction during peak seasons, ensuring both guests and patients feel valued and cared for.
4. National Days: Leveraging national holidays and special observances can create excitement and engagement in both retail and patient environments. Our planner helps you harness these opportunities to energize your space, create meaningful connections, and enhance the overall experience for those you serve.
I n an industry that’s constantly evolving, being well-prepared gives you a significant edge. The 2025 Planner is more than just a tool— it’s your strategic partner, helping you navigate the complexities of both retail and patient services, drive success, and create memorable experiences. With this comprehensive planning solution at your fingertips, you can confidently face the challenges of the year ahead.
Don’t just keep up—lead the way!
Embrace the future of planning with our 2025 Planner and make this year your most successful one yet.
SMART goals allow you to write goals that are clear, attainable, and meaningful. Having clarity in your goal-setting provides the motivation and focus you need to be successful. Vague goals that lack clarity are often left undone, even if they have great potential. Transform fuzzy objectives into attainable goals with the SMART goals framework.
S M A R T
What exactly are you trying to achieve?
How will you know when you've achieved it?
Is it genuinely possible to achieve it?
Does it contribute to our company's goals?
When do you want to achieve this by?
JAN 1
JAN 20
JAN 29
heritage months & observances
NEW YEAR'S DAY
MLK JR. DAY
LUNAR NEW YEAR
FEBRUARY BLACK HISTORY MONTH
FEBRUARY AMERICAN HEART MONTH
FEB 14
FEB 17
VALENTINE'S DAY
PRESIDENT'S DAY
MARCH WOMEN'S HISTORY MONTH
MARCH NATIONAL NUTRITION MONTH
MAR 4
MAR 8
MAR 12
MAR 17
MAR 30
APRIL
APR 2
APR 7
APR 30
MARDI GRAS
INTERNATIONAL WOMEN'S DAY
RDN DAY
ST. PATRICK'S DAY
DOCTOR'S DAY
EARTH MONTH
WORLD AUTISM DAY
WORLD HEALTH DAY
STOP FOOD WASTE DAY
MAY
MAY 6 - 12
MAY 11
MAY 26
heritage months & observances
ASIAN AMERICAN & PACIFIC ISLANDER MONTH
NURSES WEEK
MOTHER'S DAY
MEMORIAL DAY
JUNE LGBTQ+ PRIDE MONTH
JUN 15
JUN 19
FATHER'S DAY
JUNETEENTH
JUL 4 INDEPENDENCE DAY
AUG 26
WOMEN'S EQUALITY DAY
SEPTEMBER NATIONAL HISPANIC HERITAGE MONTH
SEPT 1
OCTOBER
OCTOBER
OCT 31
LABOR DAY
DISABILITY EMPLOYMENT AWARENESS MONTH
SOCKTOBER
HALLOWEEN
NOVEMBER NATIVE AMERICAN HERITAGE MONTH
NOV 11
NOV 27
DEC 31
VETERANS DAY
THANKSGIVING
NEW YEAR'S EVE
SCAN TO ACCESS THE COMPASS DIAC PAGE
Ready to make your mark in retail? Why promote?
1. Increase Guest Traffic: Bring new guests to your café.
2. Increase Frequency: Encourage existing guests to visit more often.
3. Increase Check Average: Entice your guests to purchase more. promotions are used to attract new guests . promotions keep our exisiting guests coming back . promotions offer innovative recipes to add variety to menus.
Maximize your marketing
1. Less is more. Just because we have multiple promotions running at once, it doesn’t mean that you have to run them all simultaneously. Don’t overload your guests.
2. Own your promotion. Ensure that your entire team is informed on the who, what, where, and when of every promotion – they are your best sales tool.
3. Activate your space. Interruption tables should always sell something, and be sure to merchandise your register areas with appropriate impulse and add-on items.
4. Clear communication. Your guests are hungry and have a short amount of time to spend in your café. Make messaging clear and concise.
Promotional opportunities
Each month, we have additional promotional opportunities to engage with your guests. These opportunities can include themed holidays, big events, and culinary and wellness features.
• Holidays
• Limited Time Offers
• Seasonal Themes
• National Food Days
• Beverage Deals
• Snack Promotions
• Seasonal Cookies and Soups
Ready. Set. Promote.
Planning your promotional events is key! Advertising your promotions to guests before and during each event is your best marketing tool. Be sure you walk through your café as a guest and identify areas where communications can be strategically placed. Ensure you're making the most of resources available to you like marketing kits, pricing guides, and MyCompass.
Need new ideas?
We have talented teams ready to jump in and help you! Reach out to your Field Marketing Manager, Corporate Executive Chef, Retail Marketing Champion, or Regional Executive Chef, and they'll be happy to brainstorm with you and put together a plan.
Are you set to make an impact on your patients? Why promote?
1. Increase Patient Satisfaction: Make it a memorable experience.
2. Increase Focus on Seasonality: Utilize seasonaly-appropriate produce.
3. Spark Joy by Improving the Patient Experience: Celebrate the small moments and holidays with your patients.
promotions offer our patients variety that is seasonal and on trend
promotions keep our patient menu fresh promotions change the perception of hospital food by driving excitement
Leave a lasting
impression
It’s true that food is medicine, but healing goes beyond nutrition. The greeting, the menu, the china, the uniforms, the presentation, the aroma … all of these details make a difference and happen before the very first bite. A great food experience can bring joy and comfort to a tough situation. Transformation rarely happens all at once; it often takes one step at a time. What worked yesterday isn’t enough for tomorrow. Change can often feel daunting, but there’s a clear formula for making real, sustainable change: Think differently. Talk differently. Act differently.
Make it memorable
Bring the joy of the seasons directly to your patients with our festive holiday menus and vibrant seasonal promotions. There’s no reason for anyone to miss out on the festive fun! These limited-time offers are available for download from MyCompass or to order on MHCPrints.com.
Jumpstart Your Day WITH
Enhancing every bite
Crafted to elevate the patient experience and optimize production efficiency, the new core menus target the top 63 diets, with a special emphasis on the most requested ones—regular, heart healthy, consistent carb, renal, and low sodium. Simply put, these menus are ready to roll! Additional menu development is only necessary if your account requires extra menu cycles to accommodate a site-specific diet.
1. Explore MyCompass and all the resources available to you.
2. Make your account specific adjustments in the Patient Menu Tool.
3. Update your menu cycle in Menuworks and submit to FSR for printing.
Through team tastings, power plates, and strategic menus for doctors’ lounges and executive luncheons, we open the door for sharing ideas, offering feedback, and solving challenges creatively. Let’s work together to make every meal exceptional!
DATE OF LAST RETAIL SURVEY:
DATE OF LAST RETAIL REVIEW: QBR DATES: Q1: Q2: Q3: Q4:
