Thank you for volunteering to serve your community. Your commitment is appreciated, and we are here to support you every step of the way as you step into this important leadership role.
Your Role as a Board Member
As a board member, you are entrusted with helping guide the community through thoughtful leadership and responsible decision-making. Key responsibilities include:
- Upholding the community’s governing documents, policies, and procedures
- Acting in the best interest of all homeowners
- Making collective decisions during official board meetings
- Maintaining confidentiality on sensitive association matters
Our Role as Your Management Partner
We are here to support the board and ensure the smooth day-to-day operation of the association. Our responsibilities include:
- Executing daily operations and administrative tasks
- Providing guidance on governance and industry best practices
- Managing vendors, financial reporting, and maintenance activities
- Supporting consistent and fair enforcement of association policies
What You Can Expect From Us
We are committed to delivering high-quality, responsive support. You can expect:
- Timely and transparent communication
- Monthly financial statements and operational updates
- Professional insight and recommendations
- Assistance preparing meeting agendas and materialsBoard Meetings
- Board meetings are where community decisions are made collaboratively. To help meetings run smoothly:
- Agendas will be distributed in advance for your review
- We will assist with meeting logistics and record meeting minutes
- Our team will help ensure meetings remain productive and on track
Communication Guidelines
Efficient communication helps streamline operations and reduce confusion:
- Whenever possible, designate a board liaison for routine communications
- We strive to respond to all emails within 1–2 business days
- For urgent matters, please contact your community manager directly by phone
Getting Started
To prepare for your role, we recommend you:
- Review your community’s governing documents (CC&Rs, Bylaws, Rules & Regulations)
- Familiarize yourself with the most recent financial report
- Review active vendor contracts and ongoing or upcoming projects
- Note important annual milestones (budget planning, annual meetings, etc.)
Resources Available to You
We offer the following tools to support your success:
- Board Member Training materials (available upon request)
- A community calendar with key deadlines and events
- Support in understanding financial statements and vendor agreements
Next Steps
- Attend your first board meeting
- Share your preferred method of communication
- Don’t hesitate to reach out with questions—we’re here to help you succeed
- Thank you once again for your service and leadership. We look forward to working with you to ensure your community remains a great place to live.