Services

Best practices for community associations utilizing research from community association’s institute CAI foundation for community associations

Strategic planning, five-year plan, development areas, covered vision goals, assumptions, community association, administration, architectural, communications covenants, finance, maintenance, recreation, security capital projects, operation

Performance development, SMART goals, specific measurable, achievable, relevant time, targeted

Strategic marketing plans, situation, analysis, market summary market demographics, geographics demographics, needs trends and growth, swot analysis, strengths, weaknesses, opportunities, and threats, competition services keys to success, marketing strategy, missions, marketing objectives, financial objectives, market, targeting positioning, strategies, marketing, marketing research, financials, budget, and forecasts and controls implementation milestones marketing organization, contingency plan

New member orientation and community owner, introduction, information,

Meeting out line welcome new residence, community association, functions as both government and business. Explain the associations, outline structure for governance explain community, living body of people, caught having common interests and privileges that live in the same place under the same laws regulations that are usually early by some common interest Governing documents, understanding the necessity to understand governing documents regarding the associations, responsibility owner responsibility and other contractor and vendor responsibility of statutes bylaws declaration association, and owner procedure for reviewing association documentation how is the association managed? Is it a managed buyer board, self management or management, company or combination who’s responsible for what and schedules and timelines that are followed and general information For the owners to understand the assessments architectural review process and design standards, trash collection of understanding, pets any recreational amenities and other programs on committees and how are you each new member can be involved communication where to where to get the necessary communication to concern in the community in the surrounding area, landscaping and grounds and maintenance work who is responsible for what explain that and the other services that each owner needs to know so they are informed and being able to complete and enjoy their of their community

Benefits of Townhall meetings

architectural and residential guidelines rules and regulations process for committee review association committees, governance structure

Management and operation assessments, topics, compensation, benefits, overview, employee, risk management, employee manuals, position, descriptions, financial management, protecting association, finances policy, guidance policy, resolutions, administrative guidance, code of conducts, communication meeting, notices, meeting, minutes, meeting, procedures, quorum requirements, responsibilities, board members, residence, contractors, community, volunteer support, and training, volunteer development programs, volunteer knowledge, objectives, attracting, and keeping volunteers Board leadership development, workshops courses for understanding, legal authority for your association, clarifying duties and responsibilities of each board member and professionals, maximizing volunteer involvement in community associations through board, communications, conducting effective meetings, and building community spirit, introducing fundamentals of association, financial management coding guidelines for protecting association, assets preparing a budget, planning for the future and collecting assessments building the right team to support her association can be a challenge practical tips on finding and evaluating and hiring qualified, professional advisers and service providers guidelines for making reasonable association rules and enforcing rules, fairly and resolving conflict effectively

Assisting in developing reserve study, utilizing the component funding method, and also the hub combine to pooling message, cash flow analysis, identifying community assets, and working with professionals to establish a reserve fund plan for each association, understanding the day-to-day operations and providing financial tools to identify current spending levels combined compared to a budget This will help in the development of future of annual budget.

Contractors, identification for licenses insurance, other liability, information W9 forms and be able to track that information so that it is current and reliable to be used by association management processes, such as architectural applications by owners, landscape, alterations, procedures developed for the association for smooth effective operation easily understood by owners And Board of Directors

Communications helping to develop communications policy and procedures, newsletter, websites, homeowners guidelines

Common ground community associations, institute article, titled persuasion, written by Rick Dowswell, outlined process involved, helping to increase the funding necessary for the community to operate from four consecutive years where of increase dues were defeated by a member vote

CAI a PCAM, CMCA designation promotion material, download link

-Determine and define project, scope and objectives

-Determine resources needed to reach objectives and manage resources in an effective and efficient manner

Track project cost in order to meet budget

Develop and manage a detailed project schedule and work plan

Serve as point of contact for all parties involved in the project

Provide project updates on a consistent basis about strategy adjustments, and progress

Provide weekly written reports or monthly report

Manage contracts with vendors and suppliers by assigning tasks and communicating expectations

Utilize industry, best practices techniques throughout the entire project execution

Monitor progress and make adjustments as necessary

Perform Quality Control on the project in order to maintain the standards expected

Perform final inspection of projects and create punch list and follow up as necessary