article thumbnail

Laying the Groundwork for the Perfect HOA: Your Governing Documents

HOA Strategies

When talking about perfection in a community, most people immediately think about the outward appearance: perfectly manicured lawns and clean streets, for example. 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.

Utah 52
article thumbnail

Documenting Process is Critical

Effective Database

For example, a client of mine recently discussed how important it is for them to capture notes across their organization. And of course, it needs to be documented ! When it comes to managing data successfully, process is critical. But the reality is this: if the data is not entered consistently (i.e.,

Process 45
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

5 tips to prepare for a successful AMS implementation

Nimble AMS

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 121
article thumbnail

An Example of an Operational Plan

Eric Lanke

Two weeks ago, I wrote about the essential elements of an Operational Plan, the new term I've introduced in my association to describe a document owned by me and my staff that defines how the association will go about achieving the success metrics identified by our Board of Directors. It is made up of the following four elements.

Examples 100
article thumbnail

8: Membership 101: Effective Renewal Cycles

Spark Consulting

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. Her spouse?

Discount 195
article thumbnail

Voting Requirements After Merger Questioned

Florida Condo & HOA Law Blog

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
article thumbnail

Keeping Your Governing Documents Up to Date

Associations Now

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