Skip to content
When…

The annual meeting is next month and owners will ask what the dues bought

A community manager with an annual meeting on the calendar, a president who wants a year-in-review slide, and owners who remember the pool gate that stayed broken in July.

What goes wrong

  • The year's walks are twelve PDFs in twelve email threads.
  • Nobody can say how many findings were fixed, only how many were found.
  • The one owner with a grievance has photos; the association does not.

What to do now

  1. 1

    Open the association's board packet and type the year's dates as the period: the walks, the work orders and the residents' reports in one document.

  2. 2

    Walk the community once more with the Annual community walk template so the meeting sees this month's condition, not March's.

  3. 3

    Send the board the association's client-wide link a week early: every report, newest first, no login.

  4. 4

    Anything still open goes on the slide with the vendor's last word and its age — the honest list owners respect.

What they end up holding

The owners get a year of dated, photographed walks and a list of what was fixed; the president gets the slide without writing it.

Which plan

Business

Board links and the packet across every association a firm runs are Business at $99/month; a single association fits Pro at $29/month.