4 Steps to an Effective Board Meeting - Before and After You Leave The Meeting Room

We often hear Board Members and homeowners gripe about ineffective community meetings where nothing get's done. In response to these complaints we've developed a simple process we use to train our Board Members on holding effective and decision focused community meetings. We outlined this process in our recent Blog titled Decision Making at Board Meetings.

However, we also often find that although Board Members may hold successful meetings where many decisions are made, there is very little follow up that occurs after the meeting. Our manager's are held responsible for leading community meetings, keeping the Board focused on agenda items throughout the meeting, and carrying out the wishes of the Board after the meeting. We've developed a simple 4 step process to running effective Board Meetings - before and after you leave the meeting room.

Through our simple 4 step process we are certain your Board of Directors will get more accomplished not only during your regular Board Meetings, but once you walk away from the meeting room.

Here are the 4 steps your Board can take to ensure your meetings come to a productive close and result in effective action after you leave the meeting room. The list is short and simple because the process is simple.

1. Action Plan. Your Board should always create an Action Plan before every meeting. The plan should include key decisions to be made at the meeting, follow up steps after the meeting, identify responsibility for each task, and provide completion dates or deadlines. Your Action Plan should be kept to one page or less. Usually the President or Vice President will prepare the Action Plan.
2. Communicate quickly. Many times a Board will not communicate for weeks after a board meeting. This is not very efficient and causes everyone to lose momentum on accomplishing their assigned tasks. We suggest you get an e-mail out to meeting participants within 24 hours after the meeting, to ensure momentum is not dissipated. The e-mail can include meeting minutes or a simple summary of your Action Plan that reiterates the Board's goals and realistic deadlines.
3. Follow up. Your Board should assign a specific Board Member with the duty of following up. As deadlines approach this persons responsibility is to send out reminders to make sure everyone is on track. By following up your Board remains informed on the status of a project and whether or not the deadlines will be met. This will also help you prepare for future Action Plans and in setting realistic achievable goals in the future.
4. Inform. Once all the tasks have been accomplished or are nearing completion, inform the group of the status of each item. E-mail all Board Members the Action Plan for the following meeting and outline any further steps necessary, if any.

By making these 4 Steps to an Effective Board Meeting - Before and After You Leave The Meeting Room a part of every community meeting your association holds you will never again be accused of wasting people’s time, nor will you yourself have to sit through hour long meetings to accomplish very little.

We take pride in holding effective Board Meeting for our clients and in preparing our Board Members to do the same. Should you have any questions or if you would like additional information, please contact us!

How to start a Neighborhood Crime Watch

Many of you have mentioned incidents in your neighborhood that could have been prevented if you had a Crime Watch group. Here is a simple step by step process on how to establish a Crime Watch Group in your neighborhood.

1. When a resident calls the Citizens Crime Watch office at 305-470-1670, a request for service is created listing to all their information and concerns so that it can be forwarded to the appropriate law enforcement department.
2. An initial meeting, which last about an hour, is scheduled for a weeknight at 7 p.m. — a good time for people to be home from work.
3. The meeting preferably is held in the neighborhood at someone's home. This way people can just walk to the meeting. This has been found across the country to be much more effective since the objective is to meet and get to know your neighbors. In some areas, this part may not be possible due to crime issues, so we try to find a safe location nearby for the meeting — a church, a clubhouse or in some cases, in the middle of the street. For those who live in apartment buildings, we have held meetings in parking lots too.
4. Once a meeting date has been established with the police officer and the host, a flier and brochure are provided to be distributed to all neighbors. English, Spanish and Haitian Creole versions are available. This is to inform everyone of the meeting; the brochure speaks to the implementation of a Neighborhood Crime Watch.
5. The night of the meeting, the police officer and someone from the Citizens Crime Watch office will attend. The officer provides information regarding crime trends, crime statistics, the police departments role in the community and what their department is doing to assist the community.
6. The officer also discusses alarm issues as well as how and when to call the police. The officer teaches residents what information is needed when calling police about a suspicious person or vehicle. The officer also answers questions.
7. The Citizens Crime Watch coordinator explains how to set up a phone chain — a collection of phone numbers, addresses and special needs or information pertinent to each home in the neighborhood. When the phone chain is completed, it is shared with all neighbors participating in the crime watch. 

Creating a phone chain is the most crucial part of Neighborhood Watch because it's how everyone stays in touch, as you witnessed from last week's article. Once the above is completed and the Neighborhood Watch is organized, the Citizens Crime Watch and Police Department then provide Crime Watch signs, house stickers and T-shirts. All of this is paid for with your tax dollars.

Implementing a Neighborhood Watch is not easy. It takes dedication and "sweat equity", but as the thousands already involved will say, it's the best thing that can happen to a neighborhood.

The above steps may differ for some municipalities that implement their own programs. If they don't have a Neighborhood Watch program, contact the Citizens Crime Watch office and they will be happy to supply you with some crime prevention materials.

Credit to Carmen Caldwell, executive director of Citizens’ Crime Watch of Miami-Dade for article content. She may be contacted at 305-470-1670 or carmen@citizenscrimewatch.org.

Decision Making at Board Meetings

It is easy at times for Board Members and Managers alike to lose sight of the Associations goals in between board meetings. This may occur for many reasons, including too few or too frequent meetings, lack of preparation between meetings, etc. It’s important to remember that the board meeting is the end of the decision making process for the board and not the beginning. The Board needs to be prepared to make decisions at every meeting.

Below are some tips that will assist your board and manager in preparing for effective decision making during your board meetings:

o       Schedule your board meetings in advance for the entire year. Notify your association members, board members, and management to note their calendars. Schedule them around holidays to guarantee high attendance and involvement.

o       Schedule your board meetings in accordance with your community by-laws. However, be sure to schedule them often enough to allow for timely attention to association issues, projects, improvements, and any other matter requiring management or board member action or decision. Some boards hold meetings monthly, others hold them quarterly. We believe these to be good meeting strategies.

o       Prepare and distribute your meeting agenda at least 3 to 5 days prior to the scheduled meeting. The agenda should be detailed and provide a time limit for each item. This will allow your manager and board to better prepare for the meeting and the decision making process.

o       Make room on the agenda to involve and invite members to join or start committees. Provide sufficient time for committee volunteers to provide their reports and suggestions to the board.

o       Once the agenda has been prepared, distribute any supporting documents such as meeting minutes, proposals, written requests, etc. prior to the meeting. This will allow board members to read each document, prepare questions, and attend the meeting ready to make decisions.

o       Train and educate board members to attend meetings prepared and ready to make decisions.

Now, we know your board may not hold frequent meetings, or may not even be used to preparing for meetings, but we are certain that by following these simple steps your community will run effectively, decisions will be made wisely, and homeowners will be happy to see the Board and Management taking timely action to the items that concern them.

8 Tips for Communicating with Your Community Association

How you view a condominium or homeowners association is going to depend on what you have heard and what you believe. Some people think that community associations are the best form of residential living because the association is responsible to provide services that you would normally have to do yourself. On the contrary, some people believe that homeowner's associations are not a good idea because the people who make up the board and management have a reputation for being power hungry and that they usually do not care about the general upkeep of the property.

In order to assist you in communicating and dealing with the common misconceptions of community association living we’ve prepared our 8 Tips for Communicating with Your Community Association.

Tip #1:
You need to communicate with the board and management. If you do not communicate, you are never going to have a good relationship with them, nor will your opinion ever be heard. Never hesitate to ask questions or to question what the board is doing, but you do need to remember that in order for your opinion to be heard you must maintain a courteous and positive communication level.

Tip #2:
Get involved with the association and participate. In order to maintain a positive relationship with your association you are going to need to get involved with the board. This can be as simple as attending membership meetings and voting when necessary. You can also attend the monthly board meetings, join or form a committee, or even become a board member. There are many ways to get involved with your association which can help you maintain a positive relationship with the association and management.

Tip #3:
Never assume that the board or management does not care. It’s important to remember that the board and management will always consider any circumstances that affect property maintenance, violations, or anything else that can negatively affect the community. However, unfortunately, there are always matters out of their control that may be cause for delay. Additionally, the board and management may not always have a realistic understanding of the urgency of some items, therefore, it’s important that you maintain constant communication with them about what is going on so that they can work with you on the issue.

Tip #4:
In order to fully understand what the association is and what they do you need to take the time to learn about them. There are numerous things that you can do to learn about an associations including reading books, attending board meetings, and attending educational seminars. By learning about the associations, you will find out that although some can be power hungry, most associations work hard to make their community a great place to live.

Tip #5:
Always expect the best out of your association. Remember that the board is made up of your own neighbors, who want the best for their community. Since you are paying for the services you should expect the best, if things aren't going as expected make it a point to talk to your board or manager to see if things can be changed, but be prepared to provide specific issues and examples that can be addressed.

Tip #6:
If you have something that you want to take up with the board or management be sure to plan ahead. The reason for this is that time is needed to research and to respond to your requests and questions. By giving plenty of notice, they can provide you with the best answers and assistance.

Tip #7:
Learn to appreciate your board. The board members are there to help you resolve problems and to fix things for the best of the entire community. Board members do not get paid for their positions, they simply volunteer what time they have to serve the community.

Tip #8:
If you do not like how things are going then you need to do something to help change it. By running for a position on the board you can start making the changes that you feel are necessary. You can also begin to make your board or management aware of what you think is needed to make positive changes. In order to better serve the community, they are always welcoming feedback and input on what is going on throughout the community.

Does Your Association Suffer From Unruly Board Meetings?

If you're lucky, your board meetings are calm, civilized, and organized. However, as you may know, that is not always the case. During association meetings emotions typically run high, sometimes these emotions are caused by unpopular board decisions, increased assessments, or violation compliance letters sent to an angry owner. Although the conflict and unrest might be unavoidable, if the board members and management come to the board meetings prepared it will be possible to run an unruly meeting even if angry owners attend.

One of the best tools any association can use to control unruly meetings is to create a "meeting conduct" policy. This policy should specify when and for how long association members are permitted to speak on a particular subject, require courtesy to others present when speaking, and permit the board to require attendees to leave if he/she gets out of order or fails to follow the approved policy.

Below we have provided some additional tools and policies your association can implement to help the board control unruly meetings: 

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  If the board or management are anticipating an intense association matter to be discussed at a meeting, the board should try to calm association members about the specific matter prior to the meeting by discussing concerns with the individuals prior to the meeting.
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  Require owners who wish to speak on a particular matter to sign up prior to the meeting, rather than having them raise their hands during the meeting.
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  Set a specific time limit for any association member desiring to speak and allow them to only speak on only one particular topic at a time. This will keep the meeting in order and focused.
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  Appoint a committee, specific board member or management to investigate certain issues raised by association members and report back to the board.
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  If necessary, have the association’s attorney present when legal or sensitive matters are being addressed, this can help control emotions.

 While many associations have “meeting conduct” policies and rules for their board meetings as described above, it is the responsibility of the board to keep control of the meeting, follow the meeting agenda properly, and enforce the conduct policy as necessary.

The board must be organized and properly prepared for their meetings. The board and manager should always remain composed and calm throughout the meeting. Should the board be faced with a difficult owner, the owner should first be warned and reminded of the associations meeting conduct policy. If the difficult owner refuses to come to order the board should issue the disruptive owner a warning or ask him/her to leave the meeting. Although, we suggest that this be a last resort. An alternative to asking the disruptive person to leave the meeting is for the board to adjourn the meeting and reconvene again when all emotions have cooled.

8 Tips For A Successful Board Meeting

To ensure that your Board's meetings are efficient and effective, consider the following Board Meeting tips:

1. An agenda is developed for the meeting and provided to all board members and management before the meeting so that they know which topics are going to be considered and they can come prepared.

2. Minutes of the last meeting are distributed in advance so that they can be reviewed before the members come to the meeting. Any changes or corrections that have to be made can occur at the meeting.

3. A moderate degree of formality must be used in conducting the meeting. Certain rules for discussion are defined. Everyone's expectations regarding decision making are agreed upon and understood.

4. Principles of good communication are practiced. These principles include; only one person may speak at a time. No interrupting. No ridiculing another person's point of view. If it seems that there is another, unspoken meaning behind the words being used, it is the board's job to work with the speaker to identify the message.

5. Set time limits. For example, the meeting will start at 7:00 p.m. and adjourn at 8:00 p.m. Set a specific time limit for each particular agenda item (example: no more than 10 minutes will be spent on the financial report). If board members wish to continue beyond the agreed upon time limit, there should be a procedure for approval to continue the discussion.

6. The chair (usually the President or Manager) must encourage free discussion of the topic being considered, to keep the discussion moving, and to identify issues relating to the topic. It is also the chair's job to define the decisions that are made. The chair must always remember that the board members have been elected to govern the association, not just to discuss it.

7. Adjourn the meeting on time.

8. Follow up. There always will be action items that require attention from the manager or from specific board members. See that the follow-up is accomplished before the next meeting.

If you follow these guidelines you will spend less time in your meeting. You will accomplish more. And you may find more qualified owners willing to participate and assist the board of directors.