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題名 Factors Affecting the Evaluation Criteria of Independent Living Units by Seniors
影響高齡者評估銀髮安養住宅要素之分析
作者 黃惠敏
Huang,Chloe
貢獻者 于卓民
Yu,Joseph
黃惠敏
Huang,Chloe
關鍵詞 高齡者
老年人
老人
老人住宅
安養住宅
senior
elderly
old
senior housing
independent
日期 2003
上傳時間 17-Sep-2009 18:51:03 (UTC+8)
摘要 台灣隨著高齡人口逐年增加,銀髮市場漸受矚目,高級安養住宅的興起即是一例。儘管銀髮安養住宅陸續於一九九0年代中期推出,但是個案數量不多,成功經營者更是屈指可數。本研究藉由調查台北銀髮族的看法,以分析影響高齡者評估銀髮安養住宅之要素。
藉由調查潛在顧客的意見,本研究首先分析人口變數對安養住宅評估標準的影響,接著分析高齡者遷移決策之影響要素與評估標準之間的關係。最後,本研究探索消費者的評估標準與其價值偏好之關係。
本研究提出影響消費者行為的要素,並提供行銷建議供安養住宅業者參考。研究發現65至74歲的銀髮族對所有評估要素的要求,較其他高齡者低,因此對於提供活躍的生活形態和醫療服務的安養住宅而言,這群人最具潛力成為最佳顧客來源。大部分高齡者選擇在熟悉的土地上頤養天年,大台北地區成為最受歡迎的退休居所選擇。在入住保證金方面,由於擔心財務風險與業者的職業道德,多數年長者寧可每月支付較高的管理費,以替代高額的保證金要求。服務品質為競爭優勢的來源。業者設計產品時,應著重於提供優質服務,而非一味追求硬體設施。研究發現認知差異是影響老年人移居安養住宅的主要因素之一,業者應該加強宣傳安養住宅的產品概念,扭轉市場上普遍認為只有老病纏身者才需入住安養住宅的想法。此外,業者行銷時,應該同時增加目標顧客及其子女對產品的瞭解,使其將安養住宅列為退休居所的選擇之一。
As the proportion of the senior population has increased significantly in Taiwan, the market for seniors is drawing much attention. The recent emergence of the upscale senior housing market is a case in point. Although the independent living communities for healthy seniors have been around since the mid-90s, there have been only a few notable selections and among them even fewer success stories. This research intends to examine the purchasing decisions surrounding high-end independent living communities by surveying the older residents of Taipei.
From the perspective of potential customers, this research first examines how demographic variables affect the evaluation criteria of consumers for independent living communities, and then examines the relationship between the influencing factors motivating the decision of seniors to move to independent living communities and the evaluation criteria. Finally, the relationship between the evaluation criteria of consumers and their specific value preferences is determined.
The research findings identify factors influencing consumer behavior and derive marketing recommendations for senior housing providers. The seniors between the ages of sixty-five and seventy-four are less concerned than other age groups about all evaluation factors, and can be the best customers for independent living communities that provide both opportunities for an active life style and healthcare services. Most seniors prefer to remain in a familiar place, and therefore the greater Taipei area is the most popular location. Since entrance deposits involve financial risks and moral concerns, seniors would rather pay higher monthly fees. The type of services offered provides the competitive advantage. Developers should emphasize services rather than environmental conditions in designing its product. Given that perceptual differences are one of the major obstacles preventing seniors from moving to independent living communities, the concept of independent living communities should be promoted further to alter the perceptions of seniors that independent living communities are solely for the sick and frail. Marketers should attempt to increase the product awareness of both its target customers and their children to help them view senior housing communities as a viable living arrangement.
參考文獻 Anderson, K. (1995), “Growing Old Purposefully,” Journal of Property Management, March and April.
Assisted Living Federation of America, National Investment Council, and PricewaterhouseCoopers (2001), “Overview of the Assisted Living Industry, 2000.”
Brecht, Susan (1999-2000), Seniors Housing Statistical Digest, Washington, D.C.: American Seniors Housing Association.
Brecht, Susan (2002), Analyzing Seniors’ Housing Markets, Washington D.C.: Urban Land Institute.
Chen, Chao-nan (1999), The Three Treasures of Seniors, Taipei: Academia Sinica.
Chen, Chao-nan (2001), Delightful Old Age, Taipei: Living Psychology Publishers.
Cheng, Yuan-tsung (1999), The Study of Purchasing Behavior and Marketing Strategy in Seniors’ Housing: metropolitan of Taichung as a case, Unpublished Master’s thesis, National Yunlin University of Science and Technology.
Chi, Li (1999), “Research on the Attitude of Middle-aged People towards the Institutionalized Care of Seniors,” Taipei: Academia Sinica.
Chou, Po-hung (2002), Financial Analysis of Senior Housing Providers, Unpublished Master’s thesis, National Chengchi University.
Council for Economic Planning and Development (CEPD), Executive Yuan (2002), “Future Population Forecast in Taiwan,” http://www.cepd.gov.tw/manpower/Population/brief.pdf, downloaded March 5, 2004.
De Jong, G.F. and J.M. Wilmoth, J.L. Angel, and G.T. Cornwell (1995), “Motives and the Geographic Mobility of Very Old American,” Journal of Gerontology: Social Sciences, 50B (6).
Directorate-General of Budget, Accounting and Statistics (DGBAS), Executive Yuan (1988), “Survey of Labor Force,” Taipei.
Directorate-General of Budget, Accounting and Statistics (DGBAS), Executive Yuan (2003), “National Status Report,” http://www.dgbas.gov.tw/dgbas03/bs7/report/92/title92.htm), downloaded May 20, 2004.
Department of Statistics (DOS), Ministry of the Interior (2000), “Survey Summary of Senior Citizen Conditions in Taiwan-Fuchien Area,” http://www.moi.gov.tw/W3/stat/english/index.htm, downloaded April 20, 2004.
Department of Statistics (DOS), Ministry of the Interior (2003), “Overview of the Senior Homes in Taiwan-Fuchien Area,” http://www.moi.gov.tw/W3/stat/english/index.htm, downloaded May 5, 2004.
Department of Statistics (DOS), Ministry of the Interior (1999), “The Survey of Demand for Senior Welfare Institutes,” Taipei: Ministry of the Interior.
Department of Statistics (DOS), Ministry of the Interior (2003), “The Survey of Demand for Senior Welfare Institutes,” Taipei: Ministry of the Interior.
Edmondson, Brad (1999), “Do the Math,” American Demographics, October.
Fang, Chung-hui (2002), An Explorative Study of Marketing Message for Elderly Community Housing: Residents in Northern Taiwan, Unpublished Master’s thesis, Chang Gung University.
Gimmy, Arthur and Michael Boehm (1988), Elderly Housing: A Guide to Appraisal, Market Analysis, Development and Financing, American Institute of Real Estate Appraisers: Chicago, IL., 1988.
Golant, S.M. (1992), Housing America’s Elderly: Many Possibilities, Few Choices, Newbury Park, CA: Sage Publications.
Greenbaum, Thomas L. (1998), Practical Handbook and Guide to Focus Group Research. Newbury Park, CA: Sage Publications.
Izuhara, M. (2000), “Changing Family Tradition: Housing Choices and Constraints for Older People in Japan,” Housing Studies, Vol.15, No.1.
Kotler, Philip (1988), Marketing Management: Analysis, Planning, Implementation & Control. New Jersey: Prentice Hall.
Li, Wei-cheng (2003), “NT$3 Billion Worth of Graying Market Opportunities,” China Times, July 16.
Lin, Sheng-feng (1994), Analysis of Factors Influencing the Decision of Seniors in Taipei to Move to a Private Senior Community, Unpublished Master’s thesis, National Chung Cheng University.
Liu, Hui-tzu and Fen-ching Wei (2002), “Survey of Taiwanese People’s perspectives on Retirement,” Global View Magazine, September.
National Investment Center (2004), http://www.nic.org/press/classifications.pdf, downloaded May 5th, 2004.
Pipher, Mary (2000), Another Country: Navigating the Emotional Terrain of Our Elders, New York: Riverhead Books.
PricewaterhouseCoopers (1999), “The Continuing Care Retirement Communities 1998 Profile,” Washington, D.C.: American Association of Homes and Services for the Aging.
Shih, Chaiw-yi (1994), “The Determination of Old-Age Home Utilization: An Example of Three Theoretical Models,” Social Economic Law and Institution Review, 14.
Solomon, Michael R (2004), Consumer Behavior: Buying, Having, and Being. New Jersey: Pearson Prentice Hall.
Wang, Yu-wei (1994), “Research on the Development of Welfare Services per the Consumer Behavior of Seniors,” Fu Jen Studies—Colleges of Law and Management, 26.
World Health Organization (WHO) (2003), http://www.who.int/hpr/ageing/international_day_en.htm, downloaded March 20th, 2004.
William R. Dillon, Thomas J. Madden, and Neil H. Firtle (1987), Marketing Research in a Marketing Environment. St. Louis: Times Mirror/Mosby College Publishers.
描述 碩士
國立政治大學
國際經營管理碩士班(IMBA)
91933017
92
資料來源 http://thesis.lib.nccu.edu.tw/record/#G0091933017
資料類型 thesis
dc.contributor.advisor 于卓民zh_TW
dc.contributor.advisor Yu,Josephen_US
dc.contributor.author (Authors) 黃惠敏zh_TW
dc.contributor.author (Authors) Huang,Chloeen_US
dc.creator (作者) 黃惠敏zh_TW
dc.creator (作者) Huang,Chloeen_US
dc.date (日期) 2003en_US
dc.date.accessioned 17-Sep-2009 18:51:03 (UTC+8)-
dc.date.available 17-Sep-2009 18:51:03 (UTC+8)-
dc.date.issued (上傳時間) 17-Sep-2009 18:51:03 (UTC+8)-
dc.identifier (Other Identifiers) G0091933017en_US
dc.identifier.uri (URI) https://nccur.lib.nccu.edu.tw/handle/140.119/33932-
dc.description (描述) 碩士zh_TW
dc.description (描述) 國立政治大學zh_TW
dc.description (描述) 國際經營管理碩士班(IMBA)zh_TW
dc.description (描述) 91933017zh_TW
dc.description (描述) 92zh_TW
dc.description.abstract (摘要) 台灣隨著高齡人口逐年增加,銀髮市場漸受矚目,高級安養住宅的興起即是一例。儘管銀髮安養住宅陸續於一九九0年代中期推出,但是個案數量不多,成功經營者更是屈指可數。本研究藉由調查台北銀髮族的看法,以分析影響高齡者評估銀髮安養住宅之要素。
藉由調查潛在顧客的意見,本研究首先分析人口變數對安養住宅評估標準的影響,接著分析高齡者遷移決策之影響要素與評估標準之間的關係。最後,本研究探索消費者的評估標準與其價值偏好之關係。
本研究提出影響消費者行為的要素,並提供行銷建議供安養住宅業者參考。研究發現65至74歲的銀髮族對所有評估要素的要求,較其他高齡者低,因此對於提供活躍的生活形態和醫療服務的安養住宅而言,這群人最具潛力成為最佳顧客來源。大部分高齡者選擇在熟悉的土地上頤養天年,大台北地區成為最受歡迎的退休居所選擇。在入住保證金方面,由於擔心財務風險與業者的職業道德,多數年長者寧可每月支付較高的管理費,以替代高額的保證金要求。服務品質為競爭優勢的來源。業者設計產品時,應著重於提供優質服務,而非一味追求硬體設施。研究發現認知差異是影響老年人移居安養住宅的主要因素之一,業者應該加強宣傳安養住宅的產品概念,扭轉市場上普遍認為只有老病纏身者才需入住安養住宅的想法。此外,業者行銷時,應該同時增加目標顧客及其子女對產品的瞭解,使其將安養住宅列為退休居所的選擇之一。
zh_TW
dc.description.abstract (摘要) As the proportion of the senior population has increased significantly in Taiwan, the market for seniors is drawing much attention. The recent emergence of the upscale senior housing market is a case in point. Although the independent living communities for healthy seniors have been around since the mid-90s, there have been only a few notable selections and among them even fewer success stories. This research intends to examine the purchasing decisions surrounding high-end independent living communities by surveying the older residents of Taipei.
From the perspective of potential customers, this research first examines how demographic variables affect the evaluation criteria of consumers for independent living communities, and then examines the relationship between the influencing factors motivating the decision of seniors to move to independent living communities and the evaluation criteria. Finally, the relationship between the evaluation criteria of consumers and their specific value preferences is determined.
The research findings identify factors influencing consumer behavior and derive marketing recommendations for senior housing providers. The seniors between the ages of sixty-five and seventy-four are less concerned than other age groups about all evaluation factors, and can be the best customers for independent living communities that provide both opportunities for an active life style and healthcare services. Most seniors prefer to remain in a familiar place, and therefore the greater Taipei area is the most popular location. Since entrance deposits involve financial risks and moral concerns, seniors would rather pay higher monthly fees. The type of services offered provides the competitive advantage. Developers should emphasize services rather than environmental conditions in designing its product. Given that perceptual differences are one of the major obstacles preventing seniors from moving to independent living communities, the concept of independent living communities should be promoted further to alter the perceptions of seniors that independent living communities are solely for the sick and frail. Marketers should attempt to increase the product awareness of both its target customers and their children to help them view senior housing communities as a viable living arrangement.
en_US
dc.description.tableofcontents Table of Contents
List of Tables iii
Acknowledgements v
Abstract vii
Chapter 1 Introduction
1.1 Research background 1
1.2 Research questions and objectives 4
1.3 Research targets and process 5
1.4 Outline of the thesis 6
1.5 Research limitations 7
Chapter 2 Literature review
2.1 Types of senior housing 8
2.2 The market landscape in northern Taiwan 13
2.3 Living arrangements of seniors 16
2.4 Factors affecting decision-making 17
2.5 Evaluation criteria 20
2.6 Summary 21
Chapter 3 Research methodology
3.1 Research framework and hypotheses 23
3.2 Data collection 24
3.3 Research measurements 30
3.4 Data analysis methods 38
Chapter 4 Research findings and discussions
4.1 Basic information 40
4.2 Cross analysis 58
4.3 Marketing suggestions 76
Chapter 5 Conclusions and suggestions
5.1 Conclusions 80
5.2 Summary of marketing suggestions 82
5.3 Suggestions to future research 83

References 85

Appendix I. Interview guide 89
Appendix II. Focus group guide 91
Appendix III. Questionnaire 95
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dc.source.uri (資料來源) http://thesis.lib.nccu.edu.tw/record/#G0091933017en_US
dc.subject (關鍵詞) 高齡者zh_TW
dc.subject (關鍵詞) 老年人zh_TW
dc.subject (關鍵詞) 老人zh_TW
dc.subject (關鍵詞) 老人住宅zh_TW
dc.subject (關鍵詞) 安養住宅zh_TW
dc.subject (關鍵詞) senioren_US
dc.subject (關鍵詞) elderlyen_US
dc.subject (關鍵詞) olden_US
dc.subject (關鍵詞) senior housingen_US
dc.subject (關鍵詞) independenten_US
dc.title (題名) Factors Affecting the Evaluation Criteria of Independent Living Units by Seniorszh_TW
dc.title (題名) 影響高齡者評估銀髮安養住宅要素之分析zh_TW
dc.type (資料類型) thesisen
dc.relation.reference (參考文獻) Anderson, K. (1995), “Growing Old Purposefully,” Journal of Property Management, March and April.zh_TW
dc.relation.reference (參考文獻) Assisted Living Federation of America, National Investment Council, and PricewaterhouseCoopers (2001), “Overview of the Assisted Living Industry, 2000.”zh_TW
dc.relation.reference (參考文獻) Brecht, Susan (1999-2000), Seniors Housing Statistical Digest, Washington, D.C.: American Seniors Housing Association.zh_TW
dc.relation.reference (參考文獻) Brecht, Susan (2002), Analyzing Seniors’ Housing Markets, Washington D.C.: Urban Land Institute.zh_TW
dc.relation.reference (參考文獻) Chen, Chao-nan (1999), The Three Treasures of Seniors, Taipei: Academia Sinica.zh_TW
dc.relation.reference (參考文獻) Chen, Chao-nan (2001), Delightful Old Age, Taipei: Living Psychology Publishers.zh_TW
dc.relation.reference (參考文獻) Cheng, Yuan-tsung (1999), The Study of Purchasing Behavior and Marketing Strategy in Seniors’ Housing: metropolitan of Taichung as a case, Unpublished Master’s thesis, National Yunlin University of Science and Technology.zh_TW
dc.relation.reference (參考文獻) Chi, Li (1999), “Research on the Attitude of Middle-aged People towards the Institutionalized Care of Seniors,” Taipei: Academia Sinica.zh_TW
dc.relation.reference (參考文獻) Chou, Po-hung (2002), Financial Analysis of Senior Housing Providers, Unpublished Master’s thesis, National Chengchi University.zh_TW
dc.relation.reference (參考文獻) Council for Economic Planning and Development (CEPD), Executive Yuan (2002), “Future Population Forecast in Taiwan,” http://www.cepd.gov.tw/manpower/Population/brief.pdf, downloaded March 5, 2004.zh_TW
dc.relation.reference (參考文獻) De Jong, G.F. and J.M. Wilmoth, J.L. Angel, and G.T. Cornwell (1995), “Motives and the Geographic Mobility of Very Old American,” Journal of Gerontology: Social Sciences, 50B (6).zh_TW
dc.relation.reference (參考文獻) Directorate-General of Budget, Accounting and Statistics (DGBAS), Executive Yuan (1988), “Survey of Labor Force,” Taipei.zh_TW
dc.relation.reference (參考文獻) Directorate-General of Budget, Accounting and Statistics (DGBAS), Executive Yuan (2003), “National Status Report,” http://www.dgbas.gov.tw/dgbas03/bs7/report/92/title92.htm), downloaded May 20, 2004.zh_TW
dc.relation.reference (參考文獻) Department of Statistics (DOS), Ministry of the Interior (2000), “Survey Summary of Senior Citizen Conditions in Taiwan-Fuchien Area,” http://www.moi.gov.tw/W3/stat/english/index.htm, downloaded April 20, 2004.zh_TW
dc.relation.reference (參考文獻) Department of Statistics (DOS), Ministry of the Interior (2003), “Overview of the Senior Homes in Taiwan-Fuchien Area,” http://www.moi.gov.tw/W3/stat/english/index.htm, downloaded May 5, 2004.zh_TW
dc.relation.reference (參考文獻) Department of Statistics (DOS), Ministry of the Interior (1999), “The Survey of Demand for Senior Welfare Institutes,” Taipei: Ministry of the Interior.zh_TW
dc.relation.reference (參考文獻) Department of Statistics (DOS), Ministry of the Interior (2003), “The Survey of Demand for Senior Welfare Institutes,” Taipei: Ministry of the Interior.zh_TW
dc.relation.reference (參考文獻) Edmondson, Brad (1999), “Do the Math,” American Demographics, October.zh_TW
dc.relation.reference (參考文獻) Fang, Chung-hui (2002), An Explorative Study of Marketing Message for Elderly Community Housing: Residents in Northern Taiwan, Unpublished Master’s thesis, Chang Gung University.zh_TW
dc.relation.reference (參考文獻) Gimmy, Arthur and Michael Boehm (1988), Elderly Housing: A Guide to Appraisal, Market Analysis, Development and Financing, American Institute of Real Estate Appraisers: Chicago, IL., 1988.zh_TW
dc.relation.reference (參考文獻) Golant, S.M. (1992), Housing America’s Elderly: Many Possibilities, Few Choices, Newbury Park, CA: Sage Publications.zh_TW
dc.relation.reference (參考文獻) Greenbaum, Thomas L. (1998), Practical Handbook and Guide to Focus Group Research. Newbury Park, CA: Sage Publications.zh_TW
dc.relation.reference (參考文獻) Izuhara, M. (2000), “Changing Family Tradition: Housing Choices and Constraints for Older People in Japan,” Housing Studies, Vol.15, No.1.zh_TW
dc.relation.reference (參考文獻) Kotler, Philip (1988), Marketing Management: Analysis, Planning, Implementation & Control. New Jersey: Prentice Hall.zh_TW
dc.relation.reference (參考文獻) Li, Wei-cheng (2003), “NT$3 Billion Worth of Graying Market Opportunities,” China Times, July 16.zh_TW
dc.relation.reference (參考文獻) Lin, Sheng-feng (1994), Analysis of Factors Influencing the Decision of Seniors in Taipei to Move to a Private Senior Community, Unpublished Master’s thesis, National Chung Cheng University.zh_TW
dc.relation.reference (參考文獻) Liu, Hui-tzu and Fen-ching Wei (2002), “Survey of Taiwanese People’s perspectives on Retirement,” Global View Magazine, September.zh_TW
dc.relation.reference (參考文獻) National Investment Center (2004), http://www.nic.org/press/classifications.pdf, downloaded May 5th, 2004.zh_TW
dc.relation.reference (參考文獻) Pipher, Mary (2000), Another Country: Navigating the Emotional Terrain of Our Elders, New York: Riverhead Books.zh_TW
dc.relation.reference (參考文獻) PricewaterhouseCoopers (1999), “The Continuing Care Retirement Communities 1998 Profile,” Washington, D.C.: American Association of Homes and Services for the Aging.zh_TW
dc.relation.reference (參考文獻) Shih, Chaiw-yi (1994), “The Determination of Old-Age Home Utilization: An Example of Three Theoretical Models,” Social Economic Law and Institution Review, 14.zh_TW
dc.relation.reference (參考文獻) Solomon, Michael R (2004), Consumer Behavior: Buying, Having, and Being. New Jersey: Pearson Prentice Hall.zh_TW
dc.relation.reference (參考文獻) Wang, Yu-wei (1994), “Research on the Development of Welfare Services per the Consumer Behavior of Seniors,” Fu Jen Studies—Colleges of Law and Management, 26.zh_TW
dc.relation.reference (參考文獻) World Health Organization (WHO) (2003), http://www.who.int/hpr/ageing/international_day_en.htm, downloaded March 20th, 2004.zh_TW
dc.relation.reference (參考文獻) William R. Dillon, Thomas J. Madden, and Neil H. Firtle (1987), Marketing Research in a Marketing Environment. St. Louis: Times Mirror/Mosby College Publishers.zh_TW