SDM CARE LIMITED Strategy Document V.1.

1. Strategic Purpose + Vision

• Purpose: Create clarity on early-stage expansion.

• Goals: Develop a UK business that is brand-led, innovative, and built for exit.

• Brand Vision: Position the brand as a leader in quality home care, emphasizing unique selling points and competitive advantages.

2. UK Home Care Market Overview

• Market Segments: Focus on lower and mid-end markets, which include diverse care needs and price points.

• Regulatory Requirements: Comply with CQC standards, local authority regulations, and sector-specific guidelines. Key regulations cover safety,
  staff qualifications, and service standards.

3. Innovative Well-Being Care Methods

• Advanced Care: Incorporate creative and evidence-based well-being care methods.

• Added Value: Enhance client outcomes through personalized care plans, technology integration, and holistic approaches.

4. Geographic Expansion + Employment

• Location Planning: Carefully select geographic areas for expansion based on market demand and competition.

• Employment Effects: Address local labor markets, recruit skilled staff, and provide training.

• Technology Integration: Utilize systems and technology to streamline operations and support growth.

5. Brand Differentiation + Sales Onboarding

• Brand Differentiation: Develop a unique value proposition and clear brand messaging.

• Innovative Sales Onboarding: Implement creative and effective sales onboarding processes to attract and retain clients.

6. Financial Planning + Data Analysis

• Top Advice: Seek expert financial planning to support expansion.

• Data Analysis: Build a robust platform for ongoing data analysis to inform decision-making and track performance.

7. Regulatory + Governance Requirements

• Regulatory Compliance: Ensure adherence to UK home care regulations, including CQC standards and local authority requirements.

• Governance: Implement strong governance practices to oversee operations and compliance as the business scales.

8. Building Partnerships + Community Engagement

• Strategic Partnerships: Collaborate with healthcare providers, local authorities, and suppliers to enhance service delivery and expand reach.

• Community Engagement: Build local presence through outreach, sponsorships, and supporting local workforce development.

• CSR Initiatives: Engage in community and environmental initiatives to strengthen the brand’s reputation and impact.

9. Team Development + External Support

• Existing Team: Leverage the expertise and culture of the current team while ensuring they remain central to the business.

• External Advisors: Partner with advisors like Heat+ Collective for strategic guidance, operational support, and innovation.

• Leadership and Succession: Build a strong management structure, plan for leadership transitions, and foster a culture of continuous improvement.

10. Final Considerations + Next Steps

• Acquisition Targets: Identify and evaluate potential acquisition targets to accelerate growth and diversify services.

• Management Structure: Develop a scalable management structure with clear roles, responsibilities, and succession planning.

• Brand Repositioning: Refine brand narrative to emphasize leadership, innovation, and market differentiation.

• Innovation and Disruption: Drive innovation through advanced care models, digital transformation, and sustainability initiatives.

• Future Vision: Aim for sustainable growth, industry leadership, and a positive impact on the home care sector.