Guide 03 of 03

Projects and operations

The reserve study tells you what will need work. This guide is about actually running it: board meetings that decide things, a maintenance plan that prevents surprises, a project calendar you can defend, and a budget the community understands.

5 articles27 min totalIntermediateUpdated Jan 2023
By the end you’ll be able to
Run a board meeting that ends with decisions, not another meeting
Build a preventative maintenance plan from your component list
Communicate the budget so owners see what their dues buy
Read in order
Article 1 · Board operations4 min
How to Organize an Effective HOA Board Meeting

When you picture an HOA board meeting what comes to mind? Unfortunately, some of you have only memories of chaos and conflict. An unstructured meeting can devolve as emotions take over. You don’t want your board meetings to give people nightmares. Some HOAs are tempted to give them up altogether. People are busy…

Article 2 · Board operations6 min
Critical Steps to Operate your HOA like a Business

A homeowner’s association serves a community in many ways. Depending on the nature of your HOA, it might maintain common buildings, handle major repairs, deal with rules violations, and plan social functions. These are multi-faceted organizations, run by volunteers who are also members of the community they serve. Too…

Article 3 · Capital projects6 min
Creating a Preventative Maintenance Plan for your HOA

As summer starts to wind down and the fall season approaches, many HOAs are beginning to prepare for the 2023 budget season. This is also a critical time to re-assess the HOA’s long-term, preventative maintenance plan and ensure those key projects and components are getting replaced and staying up-to-date to maintain…

Article 4 · Capital projects6 min
Tips for Planning and Prioritizing your HOA Projects in the New Year

After the rush of the holidays inevitably comes the grind of the New Year. You’re back to work and back to your HOA duties. Hopefully, your inbox isn’t too overwhelming because now is the time to plan. Everybody wants to start a new year with a bright, shiny, exciting project. Something with curb appeal, a project that…

Article 5 · Homeowner communication5 min
Tips for Communicating the HOA Budget to the Community

So you’ve finally finished your HOA budget. Congratulations! Whether you’re on the board or a community member on the committee, you’ve put a lot of work into this project. You know that you’ve talked to vendors, made spreadsheets, looked at previous budgets, and studied the Reserve Study. You’ve gotten input from the…

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Guide 01 · HOA fundamentals
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