MANAGER & MANAGEMENT COMPANY SUPPORT
Our surveys will ask the appropriate questions of your Board members, staff, homeowners, and vendors associated with your property. The results of the surveys will be shared with the Board within two weeks of the survey completion.
The initial survey, the Board Self-Assessment (BSA), will be distributed to all current Board members. After ten days, the survey should be returned so we can provide a summary to the Board of Directors. This will be the first step to improving your organization's foundation. The Board must be prepared to identify issues, address deficiencies, and improve business practices to ensure improved management.
A StrongerHOA assessment will be far more effective and accurate than internal polling or questionnaires. Surveys conducted and interpreted internally by a management company or Board may not accurately depict the status of the operation. StrongerHOA is an outside, objective, third-party tool to evaluate all aspects of your property. You can choose the most essential assessments for your property’s operation. Please explore the website and email if you have any questions.
Owner Assessment of Manager or Management Company (OAMM)
The homeowners will be provided with a twenty-point survey on the effectiveness of the Manager or Management Company.
Communications, follow-through, maintenance of the facilities and common areas, and knowledge of the property will be evaluated. The survey will rate how the Manager or Management company responds to daily operations and emergencies. This service includes scheduling an uninterrupted 30-minute Zoom call with the Board to report on the survey’s findings.
Management Company Checklist (MCC)
We will provide an 87-point checklist covering all property management components. After using this form, the Board or search committee will have a comprehensive picture of the qualifications of the companies that are vying for your management contract. Every company should be required to answer all questions and be available for follow-up in case the information is unclear.
One key question in today's market is whether the potential management company has preferred or enjoining relationships with vendors that would restrict the Board from selecting future contractors. Who develops, maintains, and updates the property's website is important when considering the possibility of terminating the contract in the future.
In the event of an emergency, what is the expectation of the Board to have the manager respond to the immediate needs of the community? If this is a large event and other areas are affected, will the Board have worked with the management company to have a plan in place to respond?
Manager Task Profile (MTP)
The Manager is a complicated and multi-layered position. One of the biggest challenges between a Board of Directors and a Manager may be a need for more understanding of the other party's expectations. This profile will identify 43 areas of concern for both parties and find the best way to manage the property successfully.
Without clear expectations from both parties, hiring a new manager every two to four years will continue. If the MPP is completed along with other sound onboarding and hiring practices, retention of your key staff will be enhanced. This is a four-step process: initial questionnaires (MPP) in conjunction with the MWR (Manager Workplace Review) rating many of the essential components of the manager position.
The Board will discuss the questionnaire as a Board and respond with one rating for all questions. The board and manager will return the profile using the link provided by StrongerHOA. We will create a summary report for the Board members and Manager to review. The report will profile the ratings of the Board and Manager and be the catalyst for a discussion by both parties. StrongerHOA will host a 60-minute Zoom call between the Board and Manager to discuss the findings and identify common goals for the next six months.
The questionnaire will be sent again to both parties at the six-month point. After the questionnaires are returned, a 30-minute Zoom meeting will be scheduled to discuss the updated results.
Manager Workplace Review (MWR)
This short survey of ten questions profiles the workplace and employment environment surrounding the Manager position. The Board will be able to address issues normally left beneath the standard operation evaluation of a property. This review will provide an opportunity for both the Manager and Board to discuss matters that if left unattended, may lead to the manager leaving the property.
This review includes a 30-minute Zoom call to discuss the survey findings.
Total Property Assessment (TPA)
This property analysis will review the stability of the Board over the past three years and note the longevity of key personnel on the property. The assessment will include examining the past three years’ history regarding lawsuits and insurance claims. The financial information under review will include the percentage funded for your reserves, the rate of account receivables vs. total assessments, and the budget for the past three years. The retention of primary vendors for the past three years will be reviewed. The status of your assessment collection policy, Board meeting minutes process, annual disclosure distribution, and insurance policy profile will be noted.
Committee organization, schedule for property inspections, emergency planning, administrative and maintenance calendars, file organization, and contract management will also be reviewed. When all items have been evaluated, the Board and homeowners will have an excellent profile of the property's strengths and weaknesses. This service includes scheduling an uninterrupted 60-minute Zoom call with the Board to report on the assessment’s findings.