Strategic Planning for Boards

Strategic Planning for Boards

A successful strategic plan has a current and future strategy and needs a mechanism for adjusting the plan if needed. The plan needs to be based on the association documents but balance the needs of the current owners. A good plan will maintain the common elements and a process for if things go out of order. It should be reviewed at least annually to ensure that the plan is still adequate to take care of the association. Having a current reserve study and a documented, followed maintenance and savings plan as an essential piece of managing an association. While it seems simple, having and maintaining a continuity with a successful strategic plan must be intentional and can be supported by professional management or committee of volunteers who are committed to its purpose.

Our panelists will focus on these key areas:
- Forming a committee
- Bringing together your experts
- Review of an up-to-date reserve study and maintenance plan
- Reserve account audit to maximize return, ensure safety, and time liquidity

Guest Presenters: 

Carrie McGonagle, CMCA, AMS, PCAM - Agynbyte LLC, AAMC®
Colleen Chesbrough - Axos Bank
Mr. Christian Colunga - Association Reserves

Cost:

FREE - Homeowner Members of Western Oregon Chapter
$45 - Manager and Vendor Members 
$55 - Non- Members