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Association Solutions

Association Solutions. Focus How to help your community association resolve issues and prepare for the future. Association Solutions. Module 2 Objectives Develop strategies for resolving typical problem situations at community association meetings Create or update your mission statement

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Association Solutions

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  1. Association Solutions Focus How to help your community association resolve issues and prepare for the future.

  2. Association Solutions Module 2 Objectives • Develop strategies for resolving typical problem situations at community association meetings • Create or update your mission statement • Develop three and five year goals based on community associations needs • Develop a community association strategic plan

  3. Lesson 1: Resolving Issues

  4. Resolving Issues Focus • The focus of this section is on developing strategies for resolving problem situations at association meetings. Lesson 1 Objective: • Develop strategies for resolving typical problem situations at community association meetings

  5. Resolving Issues Activity #1: Strategies for Resolving Problem Situations Purpose: To develop the ability to strategize typical problem situations that occurs at community association meetings.

  6. Resolving Issues Scene 1 This is a garden-style condominium community of 192 units with a pool and recreation center. Homeowner #1 Homeowner #1 President Will Homeowner #3 Homeowner #4 Treasurer Tom

  7. Resolving Issues Scene 2 This is a community of 113 town homes with no recreational amenities. Homes are priced between $95,000 and $145,000. The rules are reasonable and fairly enforced. Great Oak Townhouse Association

  8. Lesson 2: Mission Statements

  9. Mission Statements Learning Objective • Create or update your mission statement

  10. Mission Statements What is a mission statement? • A mission statement is a short statement that describes the purpose for your association’s existence. Its function is to guide you and your staff in making critical and strategic decisions that affect the direction of your association.

  11. Mission Statements Mission Statement Guidelines: • Short and memorable • Coherent and concise • Broad and continuing • Distinctive

  12. Mission Statements Steps for Writing Mission Statements • Gather the team. • Describe the association. • Draft the mission statement. • Solicit feedback. • Vote on it.

  13. Mission Statements Examples • Shear Woodland Community Associations • Madison Park Community Association • Brownstone Condominium Association

  14. Mission Statements Activity #2: Reviewing Mission Statements Purpose: To evaluate and revise mission statements

  15. Lesson 3: Goals

  16. Goals Learning Objective • Develop short and long term goals

  17. Goals Goal • A goal is a broad, general, intangible, and descriptive statement of an outcome to be reached within a timeframe. Objective • An objective is a specific statement that describes desired behavior in measurable terms with acceptable criteria of performance.

  18. Goals

  19. Goals Types of Goals • Short term goals can be achieved in the near future (e.g. within a few months, a year or within 3 years) • Long term goals can be achieved over a long period of time (e.g. 3-5 years).

  20. Goals Guidelines for Developing Goals: • Determine the needs and concerns of the association members. • Set goals. • Consider steps needed in order to meet goals. • Identify possible constraints in reaching the goals. • Identify solutions for removing the constraints. • Establish priorities for achieving the goals.

  21. Goals Activity #3: Develop Short & long Term Goals Purpose: To develop short and long term goals supporting their community association’s mission statement.

  22. Lesson 4: Strategic Plan

  23. Lesson 4: Strategic Plan Learning Objectives • Identify characteristic of a strategic plan • Develop community association strategic plan

  24. Lesson 4: Strategic Plan What is Strategic Planning? • Where are we going? • What should we be doing? • How will we do it?

  25. Lesson 4: Strategic Plan Steps in Developing a Plan • Conduct an analysis. • Develop a mission statement. • Develop the goals. • Develop the objectives. • Develop an action plan. • Implement the plan. • Monitor and evaluate.

  26. Lesson 4: Strategic Plan Benefits of a plan • Stimulates thinking • Assigns responsibility • Coordinate efforts • Facilitates control • Creates awareness • Identifies opportunities • Others…

  27. Lesson 4: Strategic Plan Characteristics • A set of priorities. • Achievable, measurable, and time sensitive. • Flexible and responsive to changing conditions. • Short and simple. • A unit, not a menu. • The means to an end, not an end in itself. • Based on a three- to five-year period.

  28. Lesson 4: Strategic Plan Activity #4: Develop a Strategic Plan Purpose: Develop a strategic plan for your association

  29. Module 2 Summary Module Focus • How to help your community association resolve issues and prepare for the future.

  30. Module 2 Summary Module 2 Objectives • Develop strategies for resolving typical problem situations at community association meetings • Create or update your mission statement • Develop three and five year goals based on community associations needs • Develop a community association strategic plan

  31. Discussion Question • What are some typical problem situations you have faced at community association meetings? How did you resolve the conflicts, if at all? • What are some key characteristics of a strong mission statement? • How often should you revisit your mission statement? • Name some goals you would like your association(s) to accomplish this year. Does your association have goals for the next three to five years? • What are the major characteristics of a strategic plan? Why is it important for an association to have a strategic plan?

  32. Additional Resources • The Foundation for Community Association Research – www.cairf.org • Stephen Covey – www.stephencovey.com/mission-statements.php • Mind Tools – www.mindtools.com/pages/article/newLDR_90.htm • Management Help.org – managementhelp.org/plan_dec/str_plan/str_plan.htm • Association for Strategic Planning – www.strategyplus.org • ASAE & The Center for Association Leadership – http://www.asaecenter.org/ • National Association of Veterans' Research and Education Foundations (NAVREF) – www.navref.org/library/Records_Retention.htm

  33. Course Evaluation • Please be sure to fill out your course evaluations. • Your feedback is important to us.

  34. Course Exam • 50 questions • Multiple choice • Results will be mailed within 4-6 weeks, if not sooner • Good luck!

  35. Contact CAI 225 Reinekers Lane, Suite 300 Alexandria, VA 22314 (888) 224-4321 (M-F, 9-6:30 ET) (703) 684-1581 (Fax) www.caionline.org

  36. Thank You! • For participating in this course • For your support of CAI and the Professional Management Development Program

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