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September 14-16, 2026

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Senior Living Glossary

SOAR Analysis

SOAR analysis is a strategic planning framework that stands for Strengths, Opportunities, Aspirations, and Results, used in senior housing engagements to surface team perspectives, align on priorities, and build the foundation for a coherent forward strategy.

Why It Matters

SOAR is a positive, forward-focused alternative to the more traditional SWOT (Strengths, Weaknesses, Opportunities, Threats) framework. Rather than dwelling on weaknesses and threats, SOAR emphasizes what a community does well, what opportunities exist in the market, what the team aspires to build, and what results would signal success. This orientation tends to produce more constructive workshop conversations and clearer, action-ready outputs.

The Austera Group Perspective

SOAR sessions are one of the most useful tools in the early phase of a senior housing engagement because they bring the department heads and leadership team into the analysis rather than positioning them as subjects of it. The insights that come out of a well-run SOAR session are often materially better than what an outside consultant would identify alone, because they combine the outside perspective with the on-the-ground knowledge only the team carries. The framework also builds ownership of the resulting strategy, which improves execution significantly.

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Related Terms

Frequently asked questions.

How is SOAR different from SWOT?

SWOT includes Weaknesses and Threats. SOAR replaces those with Aspirations and Results, creating a more forward-focused framework.

Who participates in a SOAR session?

Typically department heads, executive leadership, and sometimes ownership representatives. Some engagements include separate SOAR sessions for community-level teams and corporate-level leadership.

How long does a SOAR session take?

Usually 2 to 4 hours for a single team, though multi-day engagements can include several sessions across different groups.

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