Proactive Planning
We work with the Board to develop a pro-active annual plan to ensure the basics are done right and there is time to focus on special projects and community-building goals. Over the years, we have developed internal tools and checkpoints to ensure certain annual tasks, such as taxes and budget mailings, are completed automatically, ahead of legal deadlines. At the end of each year, we prepare a “Fast-Start” ready plan for mapping the upcoming year so that we can ensure budgets, elections and preventative maintenance tasks are scheduled. We work with the Board early to determine which major projects will be tackled and to set ample time in the year to focus on your priorities and initiatives.
Approximately one week before each Board meeting, the community manager will prepare your meeting package, including detailed reports, and provide an updated annual calendar so that the Board can properly prepare for the meeting, evaluate progress and make adjustments. Within a few business days following of the meeting, the Board will receive draft minutes and a working task list to ensure things are moving forward and tasks are not lost. Between meetings, the Board can choose to attend regular site inspections and vendor meetings with the community manager on-site. Throughout the month, the Board can log into our Portal for real time updates and status reports on accounting and management tasks.