Association Alert

APRIL 4, 2023

What you need to know: Where the governing documents or the statute place the authority to interpret the governing documents with the board, the board’s interpretation will be binding unless unreasonable.

Review 62

Review Project Process 62

Effective Database

JANUARY 19, 2022

Documentation and the Great Resignation Unless you've been living under the proverbial rock, you've heard of the Great Resignation. (If If not, just google it; 2.47 BILLION results.) It's possible that your own organization has been hit by it.

Organization 45

Organization 45

Community Associations Network

SEPTEMBER 6, 2023

In this edition of First-Timer Primer, we review five potential red flags you may encounter when reviewing documents for a condominium you are considering purchasing. Read the article………………………

Review 40

Review 40

HOA Strategies

MARCH 8, 2022

Ensuring you have met the legal requirements for the documents your community needs, and that those documents are as clear and straightforward as they can be is critical. Establishing a Record Retention Policy will also be important to help keep your documents on track and ensure that homeowners know what records they have access to.

Utah 52

Utah FAQ Analysis Survey 52

GrowthZone

AUGUST 21, 2018

Strategic plan / any planning document (e.g., vision document). The post The Documents to Include in an Association Board Manual appeared first on GrowthZone. Glossary of abbreviations and acronyms commonly used. Mission statement. A copy of the association’s by-laws. Association history one-pager. Emergency response plan.

Newsletter 68

Newsletter Committee Process Member Engagement 68

Wild Apricot

MARCH 2, 2010

Do we really need another free online document-collaboration tool? Very possibly, yes — if it’s lightweight, easy for non-techies to use, designed specifically for reviewer annotation, and allows an unlimited number of users to give feedback on a document.( read more ).

Review 150

Review Project Technology Tools 150

Effective Database

FEBRUARY 22, 2019

And of course, it needs to be documented ! But the reality is this: if the data is not entered consistently (i.e., all the time and always the same way), the data will be mostly useless. The process needs to be clear (who does it, when do they do it, how is it entered) and it needs to be done every time.

Process 45

Process Course Examples Organization 45

Community Associations Network

AUGUST 26, 2020

The laws governing community associations have experienced so much change within the past three to four years alone that it may make your community’s governing documents unreliable, especially as they relate to homeowner rights and the functions of the board, officers, and management.

CA 40

CA California 40

Associations Now

MAY 2, 2019

” The post Family Physicians Group Mails Vaccination Documents to Members appeared first on Associations Now. . “In the U.S.,

Survey 78

Survey Committee Maine Team 78

Community Associations Network

DECEMBER 29, 2021

Health Care Practitioner Criteria for Emotional Support Dog Documentation. Health & Saf. Code §122318. New statutes and amendments effective January 1, 2022 Read the entire article………………………………

CA 40

CA California 40

Nimble AMS

JUNE 20, 2024

Einstein Draft Flow , a generative AI tool, allows you to easily create workflows (documents like contracts, proposals, or reports) based on a step-by-step guided text prompt and suggested content based on previous documents. It helps automate and streamline your document creation processes.

Products 147

Products Proposal Tools Content 147

Associations Now

AUGUST 15, 2016

Making sure your four key governing documents are aligned will help you define the day-to-day operations and goals of your board. When was the last time you reviewed your governing documents to make sure they are aligned with one another and your mission? When there are inconsistencies, the higher document takes precedence.

Review 40

Review Examples Organization 40

Reid All About it

OCTOBER 4, 2024

Jimmy Daly at Superpath explains why you need a documented content marketing strategy , how to assess whether your strategy is working, and what solutions to put in place if it’s not. Content strategy. Call-to-action (CTA). If you’re stuck in a “click here” rut, give these call-to-action alternatives from Email Maven a try. . –

NJ 254

NJ Email Marketing System Education 254

Aptify

OCTOBER 28, 2024

Your team should plan to participate in the following activities during this time: Discovery meetings to develop a functional requirements document, which outlines business requirements for the AMS Development of a solution design document with the AMS vendor, based on the functional requirements document, which describes how to utilize the AMS software (..)

Team 137

Team Software System Project 137

AvidXchange: Association Management

DECEMBER 18, 2023

Additionally, AI-driven document management systems automate document classification, storage and retrieval, making it easier to maintain organized records, streamline board meetings and address issues promptly. Administrative Work AI virtual assistants can process routine homeowner inquiries and route them to the appropriate place.

Association Management 130

Association Management Analysis System Software 130

Higher Logic

JANUARY 21, 2021

Don’t miss the 8-question framework to document your user group. User groups can help you deliver a great customer experience. If you’re interested in starting one at your own company, you’re in the right place. The post User Groups: Why They Exist & How to Start Yours appeared first on Higher Logic.

How To 287

How To Strategy 287

NXUnite

JANUARY 10, 2024

Mark planning documents as drafts. Without dating the versions and renaming and dating subsequent documents like your case for support or gift range chart, you won’t be able to keep track of which is an earlier version and which one is current. And it is well-documented that engaged donors give more and give more generously.

How To 130

How To Project Process Marketing 130

Associations Now

JANUARY 2, 2024

But choosing what should be included in these documents isn’t easy. In November 2023, the association released three versions of its new document, which it called “The ADEA Member Advantage”: a printed trifold brochure, a short digital version, and a longer PDF. These help readers comprehend the value of their membership.”

Education 103

Education Social Media Review Marketing 103

Nimble AMS

DECEMBER 21, 2023

Share your existing process documents Before you begin your AMS search , start by document ing all your vital organizational processes. Take time to document your processes to put your team on track for a successful AMS implementation. Follow these five tips to get started: 1.

Tips 118

Tips Software Process Association Management 118

Associations Now

JULY 8, 2014

Lack of clarity and documentation is a common theme. “We found that divisions were unable to provide accurate and complete documentation to support the conference-related expenses reported to the OIG,” the report states [PDF]. million, as well as 33 events at nonboard facilities, costing $361,544.

Las Vegas 40

Las Vegas Conference Cost Report 40

Florida Condo & HOA Law Blog

SEPTEMBER 26, 2023

Your governing documents. Some documents only permit borrowing up to a certain dollar amount without membership approval. Other documents do not allow any borrowing without membership approval. Banks trying to save you money by using computer generated documents. Selecting the right bank.

Florida 85

Florida Review 85

Florida Condo & HOA Law Blog

SEPTEMBER 17, 2023

Q: In your previous column from 2022, it clearly addresses which documents control in the example of when a sub-association’s documents are stricter than the master. Which documents prevail in the following situation? The master association declaration and bylaws both require a majority vote to amend those documents.

Florida 90

Florida Examples 90

Association Alert

AUGUST 24, 2023

If your association documents set forth a process by which something must be done (e.g. The HOA argues that the HOA documents give it the right to levy the assessment, but the “HOA spends little time refuting [the owner’s] argument that the Board … failed to actually levy an assessment.” 3d— (2023). assessments) FOLLOW IT.

Process 118

Process 118

Spark Consulting

JUNE 8, 2022

I still walk clients through this process today in creating renewal campaigns, answering questions about goals, audience(s), offer, message, tactics/platforms, resources, schedule and responsibilities, and metrics on the way to creating our campaign plan working document, because EVERY campaign is a working document.

Discount 195

Discount Examples System Resources 195

Elevating Engagement

APRIL 22, 2024

Using Matchbox’s Design Session template, I set up a Google Doc with three columns: We introduced the Lab participants to the document during the first Lab and reminded them periodically about it. People dipped into the document when they had time and shared their insights on the topics they cared about most.

Survey 90

Survey Committee Course Member Engagement 90

Nimble AMS

JULY 15, 2022

It might be time to revisit this crucial organizational document. Oftentimes, a Code of Ethics document will define the best practices within one’s field and offers a set of rules that all members must follow. Within the industry, the Code of Ethics document guides members, acting as a “watchdog” for the profession.

Committee 118

Committee Recruiting Recruitment Social Media 118

Associations Now

APRIL 29, 2014

The American Bar Association’s new mobile app puts a copy of a person’s advance directive, a legal document often needed in medical emergencies but not at hand in the moment, within arm’s reach. The post Bar Association Launches App To Help Keep Medical Documents Handy appeared first on Associations Now.'

New York 40

New York 40

Achurch

JULY 9, 2024

Then, document your goals, set success metrics, and establish timelines. Documenting where you’re headed aids with the transition, as it provides clarity, focus, and a place to regularly check for alignment along the way. Look at prior project or process documentation for guidance. Gain clarity around workloads?

Project 83

Project Tools Tips Newsletter 83

Nimble AMS

MARCH 27, 2023

Do m embers sometimes miss a meeting and want to catch up on the minutes , asking staff to send out relevant documents? Rather than task an employee with more work , your organizati on can l eve rage innovative association management software (AMS) with its online community platform to streamline board management. Create communities.

Strategy 96

Strategy Tips Software Leadership 96

Wild Apricot

APRIL 1, 2019

For 5 ways you can use your member profiles to share documents, letters of recommendation and more, take a look at these ways to use attachments in member profiles.

285

285

Florida Condo & HOA Law Blog

OCTOBER 27, 2023

Therefore, it is up to your governing documents, usually found in the Bylaws and/or Articles, under the section titled, “Director,” to limit who can be on the Board. There are a variety of ways we’ve seen this stated in documents over the years. The law permits anyone to sit on the Board, whether a unit owner or not.

Florida 90

Florida Examples 90

Reid All About it

FEBRUARY 23, 2024

. – Navigating the Paper Trail: A Comprehensive Guide for Record Retention for Nonprofit Excellence Non-profits and associations typically handle a variety of records, including financial documents, board meeting minutes, program data, and government documents, which may be digital or hard copy.

DC 265

DC Washington Member Engagement Innovation 265

Robert Skrob

DECEMBER 26, 2018

The post Your Monthly Member Calls Have Become Social Proof Documenting the Problems With Your Program appeared first on Membership and Subscription Growth. Some are generating hundreds of millions of dollars. And I’m able to provide a little bit of insight, Continued.

Team 31

Team Strategy Marketing How To 31

NXUnite

MARCH 19, 2024

Create an Annual Operating Budget Jitasa’s nonprofit budgeting guide defines a budget as “a planning document used to predict expenses and allocate resources for your organization.” In this guide, we’ll share four proven tips to help your organization manage its finances more effectively. Let’s get started!

Tips 130

Tips Handbook Revenue Guidelines 130

Blue Sky eLearn

MAY 16, 2019

” — Include a guide to finding important files, resources, and anything else that’s documented here in the binder. Other Documentation. There will probably come a time (or many) when you’re tasked with drafting up one document or another. Your program’s SMAR goals or KPIs.

Tips 211

Tips FAQ Education Sample 211

Associations Now

JUNE 9, 2015

The post Legal Association’s New App Helps Document, Track Human Rights Abuses appeared first on Associations Now. .” The association is investing $1 million to promote and manage the application, which it hopes to expand to other platforms in the future, according to The Guardian.

Video 40

Video Review Process Tools 40