business life, Time Management, Uncategorized

Time Management Tip #2 – Spend or Invest?

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After you’ve lived enough life, you realize that money is not your most valuable currency.  Your most valuable currencies are time and love.  Use endgame thinking and the logic makes the case.  If you run out of money but have time, you can likely get more money.  But if you run out of time, you likely won’t care too much about the money.  And while money certainly has value, it can’t buy love.

When it comes to money, we can choose to spend it with no long term return or invest it and earn interest.  The same can be said of time.  One of the biggest mistakes we can make is confusing a time investment for a time expense.  Interestingly, the reasons for doing so are very similar to the reasons why many people fail to invest.  It’s not logic that gets us, it’s emotion.

Opportunity Cost

Here’s how it works in business.  You have a meeting with someone.  You agree on next steps.  Your schedule is tight.  You know you should take three minutes to send a confirmation email. But you’ve worked with this person before and you are feeling the rush of the day.  I don’t have time.  Unfortunately, things go awry.  A few details get lost, and the whole thing blows up.  Now you are stuck with an emergency and have to take 30 minutes or maybe three hours fixing things.  Why? All because you saw those three minutes as a time expense.  Not a good time management strategy.  You could have gotten back far more than those three minutes had you invested up front.

Planning is always a time investment.  A failure to invest that time up front will result in an expense on the back end.

Opportunities Everywhere

Reaping the benefits of compounded interest doesn’t require huge investments.  Many small ones will do the trick as well.  Besides confirming emails and proper preparation, examples of time investments can include:

  • Setting an email aside for a little while to review and edit after you’ve calmed down
  • Having someone else review your work for accuracy and effectiveness
  • Checking with someone before a project due date to see if they are on track
  • Asking one more question before forming an answer
  • Taking a moment to look someone in the eye and encouraging them
  • Taking a moment to express praise for a job well done
  • Taking a break to rest and reset

With the speed of life and business, it’s easy to miss opportunities.  In the moment, it’s easy to lose focus and allow your emotion to fool you into thinking you don’t have time.  But once you start to practice time investments, little by little you start to see the interest you’ve earned in time. 

Hard to Measure is Still Real

The interest on time investments may not be immediately detectable.  It may come in the form of increased efficiency.  You may realize that you are dealing with fewer emergencies and getting more done.  Sometimes earned interest pays back in something even harder to measure.  When you add value to time in the way you work with others, you are partnering with them for their success.  Your relationships deepen.  Trust and appreciation grow.  And sometimes as a byproduct, you get the bonus of time.  Others are more motivated to look out for you, to lend you a hand and to help you get things done.   You show them a little love and they are more likely to reciprocate.

Real Life

The best part of all this is that it applies not just to business but in all areas of life.  Investing time in important things always pays back one way or another, some time or another.  The key is to be clear on what is most important and scheduling actions that work towards those things.

It’s not easy.  Never forget that urgencies are rarely important, and the important things are rarely urgent.   In our immediate gratification culture and business atmosphere, everything seems urgent.  Priority and context have gotten lost.  Important things tend not to call your cell, email you, or text you.   But unless you prioritize the important things, making them urgent, unimportant urgencies will take over and consume your waking hours.  

Figure out what’s important.  Figure out what you love.  Invest your time.  Do the important things, do what you love, and preferably do it with those whom you love.  That is the trifecta of life.  When you invest your time wisely, you learn one of the core truths of this thing we call “time management.”  It is not time that we manage, it is the value we add to our time.

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Best Practices, Communications, community associations, Customer Service, Professionalism

Nobody Trusts Herb Tarlek – Advice for Professionals Serving Community Associations

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How We Got Here

If you were to read governing documents for community associations written in the days of old (OK…the 70s), you might well get the idea there was a vision that volunteer homeowners would gladly offer themselves up to lead and manage their communities. The assumption seemed to be that communities would be full of willing, qualified and able owners ready to handle all the business of running the not-for-profit organization. Little did anyone envision the legal and technical challenges that would become part of the effort, much less the time that would be required.

Nearly half a century later, reality has set in. Volunteer leaders need professionals to some extent if they are to serve and protect the interests of their members. Regulation, emerging and ever-changing law, technical expertise, and available time are all factors. Yet, it is well known in the business community that serving community associations can be tough. It is a specialty niche, and professionals working in the space understand that. They know that, as compared to working in other forms of real estate such as residential, rental and commercial, it takes more time to get things done, usually at a lower profit margin.

But community members don’t always recognize this. It’s money out of their pockets, so of course, they want to watch their costs. A DIY, price-only, bottom line mentality can significantly influence financial decisions. The true cost isn’t always recognized….until after the lawsuit…or the third time something has to be fixed….or community spirit goes south….or the special assessment hits…Suddenly the cost of quality professional service and advice doesn’t seem so high after all.

It is very easy to chalk this thought pattern up to the prototypical penny-pinching board. But the issue may be deeper. Boards of directors may fail to discern the difference between up-front price and long-term cost, between investment and expense. It may be a lack of vision and the inability to perceive value.

The Issue is TRUST

Typically, there are many missed opportunities to build trust and provide value to association members. Vision, communication, and leadership are the keys to the perception of value. And a key component of recognizing value is trust.

A challenge for professionals serving community associations is your clients might not fully trust you. Consciously or subconsciously, you might be Herb Tarlek to them.

Yes, Herb Tarlek, the occasionally abrasive, egotistical & self-absorbed salesman from the old sitcom WKRP in Cincinnati. He isn’t trusted, not only for his godawful sports jackets but because it is crystal clear he’s in it for himself. His approach is selfish and transactional. Sadly, attorneys and consultants are sometimes perceived in a similar way. Some clients feel your primary goal is creating opportunities for billable hours. The research you do in providing opinions can look like billable busywork to them. When management companies highlight the value of their services it might seem like manipulative self-promotion.

Some community association lawyers and management companies have a knack for building trust and proving value. As a consultant, I am viewed similarly, so I’ve been happy to apply the following concepts I’ve learned from these exceptional community association professionals.

  • Ask More Questions: Lawyers who listen build partnerships. Those who ask questions get buy-in. Socratic training has benefits that transcend depositions and courtrooms.
  • Simplify the Message: Ego will not permit many clients from admitting they do not understand what their lawyers are communicating. Many lawyers don’t help themselves by communicating strictly from their training and perspective, forgetting that communication is supposed to benefit the client. The old W.C. Fields quote works against you: “If you can’t dazzle them with brilliance, baffle them with [BS].” The more words you use, the more likely you’ll be perceived as the self-absorbed, egotistical Herb, trying to sell them a justification for the fees you are charging. Using plain English summaries, FAQ format and other tools can help to make the communication palatable and trustworthy.
  • Use Humor: A little levity at the right time can build rapport and show clients there is a human behind the suit. So long as it’s genuine and you actually HAVE a sense of humor.
  • Give a Little Away: There is great power in the zero invoice. Choosing a moment where you can give a client a break can make a significant impression. An $800 invoice detailing all the time and activity followed by an $800 courtesy discount shows value. It shows the client it’s not all about fees, and that the relationship is appreciated. I’ve also heard clients recount with appreciation conversations with attorneys noting, “He was nice enough to tell me he was turning the clock off during our conversation.”
  • Give a Little Away (Part 2): Some law firms and management companies offer board training as part of their agreement. As soon as one is perceived as a consultant providing value, they are less likely to be perceived as a self-promoting salesman.
THE TAKEAWAYS …

  • Value begets trust, trust creates value.
  • Think relational, not transactional.
  • If you focus on billable hours or self-promotion, you may have an average client for a while. If you focus on giving value, you are more likely to have a great client for a long time.
  • Think and communicate from the client’s perspective. Always.
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Attitude, Management, Professionalism

Tie Guy

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When I taught my first M-100 class for the Community Associations Institute, I had a little bio to share with the class. I wanted to let them know where I came from, and that at one point in my career, I was them. In many ways, I still am. I’m still a student too, nervous amongst people I don’t know and worried about saying something stupid in the classroom. And once upon a time, I too was anxious about passing a test so I could get reimbursed for my educational expense. I wanted to let them know I respected them and would do my best to give them the best value I could during our time together. I also wanted them to realize how impactful their jobs were, and how important it was to be a professional.

And then a funny thing happened. I said, “I’m a tie guy.” It just fell out of my mouth.

Respect

Community association management is an interesting field. It is typically less profitable than its older cousins, commercial and “residential” (i.e. apartment) management.  This is true for a few reasons, which I will no doubt rant about in a future blog. To do it well requires a skillset and level of emotional intelligence uncommon in the workplace. For these reasons, many commercial and residential managers want nothing to do with community association management.

Community association management has a different paradigm than other real estate management niches – community managers are managing their bosses.

Volunteer leaders are ultimately responsible for the success of their communities. And as successful as they may be, or may have been, in their respective fields of endeavor, only a tiny percentage have ever been in the shoes of their community manager. They frequently do not realize what it takes to be one.

Put it all together and it’s not surprising to find that many community association managers struggle to feel appreciated and respected.

Chickens and Eggs

In all these years of training and mentoring managers, I noticed a pattern. Many managers were missing the boat and accidentally creating self-fulfilling prophecies. They yearned for respect on their terms, but they weren’t always doing the things that would earn respect in their client’s eyes. Feeling underpaid and under-appreciated, they assumed a victim’s mentality. They often say, “I’ll do more when I get paid for it,” which is somewhat akin to staring at a gas stove and saying, “If you give me flame, I’ll give you some fuel.”

On the whole, the profession hasn’t always been synonymous with respect, even within the industry. I gave a presentation at CAI’s Law Conference a couple of years ago. I bumped into one of the lawyers from the Midwest who had been in the audience. He let me know he really enjoyed the presentation, but he was confused that I was from the management side of the business. His exact words? “…But you are articulate.” Ouch. We’ve got work to do.

Professionalism

Several years ago, when my concerns about professionalism in the industry began to rise, I served as Education Council Chair for the Washington Metro Chapter of CAI  I was thrilled that Joe Douglass of Whiteford, Taylor & Preston agreed to present on the topic for CAI. During that time, I was working for a management company that had a reputation for being “old school.” Unfortunately I was slammed and could not attend the session. The next day Joe took the time to call me.

“Thanks for calling, Joe. How did the session go?”

“It went really well. But I wanted to reach out to tell you about something I said before you heard it from anyone else.”

“Umm…OK….”

“Well, I got up there and looked around, but I didn’t see you or anybody else from Zalco there…”

“Joe…what did you say??”

“My intro was ‘What does it mean to be a professional? Do you have to wear a suit and tie every day like a Zalco guy?’ The room broke out in laughter. Then I said, ‘No, but it doesn’t hurt!’”

He was worried it would seem like he was making fun, but I loved it. I thought it was great that our reputation was so well established with the local business community. Talk about branding!

So Why the Tie?

Does a tie make me smarter? Nope. Does it make my work better? Not directly. But it sends a message. It reminds me about my mission and it lets the world know I’m serious about it. Don’t get me wrong, I know several professional community association managers who represent themselves, their organizations, and their industry in an exemplary way who rarely if ever, wear ties. Plus, CAMS in Texas and Florida might even faint from heat exhaustion if they had to wear one every day!

Still, here in the Mideast, a tie says something. I want to equip as many managers as possible to be worthy of the respect they seek. I want managers to get paid what they are worth. I want the profession to be respected and appreciated. Like it or not, appearances can either add or detract. A tie dresses up a man physically. It can likewise accentuate his professionalism. If it’s backed up by actions, it says:

  • I am serious about what I do
  • I respect you
  • When I represent you, I want to do so favorably
  • I respect the value of the work I do for you
  • I am a professional

Necessary? No. But it doesn’t hurt.

The M-100

So there I was, beginning of the class. I gave my spiel about our profession and the tie, and why I would be wearing one throughout the class. I explained that I am more comfortable wearing ties pretty much every time I do educational presentations out of respect for the participants and their time. Most of the class was dressed in business casual, which was entirely appropriate. I thought nothing further of it.

Then Friday morning, Marvin shows up with a nice red tie. I was so tickled that I couldn’t even give him a hard time about the unbuttoned collar.

Marvin was on the staff of a high rise condominium. He was an excellent student, bright-eyed and clearly serious about his career. I could tell he understood the impact a professional manager could make on a community, and he was into it.

A few months later, I was not at all surprised to learn that Marvin had been hired as the general manager at another condominium association. I am certain he will do well.

Did he need the tie? No. But it didn’t hurt.

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change management, community associations, condo associations, Cooperatives, Culture, HOAs, leadership

Just Don’t

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Silly Human Tricks

We work/live/hang around with certain people for a while. We have experiences with them. We get to know them. We disagree on a few things. We begin to get annoyed with them. We draw conclusions about their motives. We remember the disagreements.

Here’s where it gets weird.

We strategize to get the results we want, with assumptions about evil intent and ugly history close in our mind and heart. We overstate. We accuse. We blame. They are doing the same thing with us. The disagreements deepen. On the surface, conflicts appear to be about the matter at hand. But just under the water line, the real conflict lurks. We are simultaneously talking about the issues of the day and the distrust of the past. These bi-level communications can last forever. Things bog down. Nothing gets done. History repeats again and again in the vortex of a vicious failure cycle. Dysfunction reigns supreme.

Sound familiar? Congress, anyone?

The pattern can set in with any organization where we silly humans are involved. The more emotionally or physically close the people and the longer the relationship, the more entrenched the pattern. I’ve seen it happen in social circles, in businesses, in families, and yes… in community associations.

Learning How to Break the Cycle

Breaking the failure cycle is not easy, but it’s achievable in most circumstances. It took me a while to appreciate the uniqueness of my career in the community associations field. Since my first on-site management contract, my main, though unstated, role had been to fix broken things and build trust. In the ensuing years, I was thrust into similarly challenging situations. I’m not complaining. The experience turned out to be the best education I could have gotten. It led to me doing most of the consulting for a management company and the formation of Association Bridge.

Here’s what I learned…

Don’t Let the 5 Percenters Rule the Roost

One of our silly human tricks is to focus on the negative. 95% of things might be working well, but we only focus on the 5% of that which makes us unhappy or divides us. Community association leaders and managers will always spend a significant amount of time fixing problems. It’s a big part of their jobs. But that can create a challenge. A constant focus on the 5% makes it hard to see the other 95.

I learned a secret. There is a reason people decide to move into a particular community. There are shared goals, values, and aspirations there. I’ve never worked with a community where its members didn’t have more in common than that which divided them. They just couldn’t see it at first. They were so into the weeds that they could not see the forest. The weeds are where the 5 percenters live and flourish. And yes, that includes those with wildly diverse demographics.

The problems are real. Different opinions are real. But the bigger picture is just as real. Getting out of the weeds of distrust and dysfunction requires elevation.

Get to Higher Ground

There are a few strategies that can help to elevate the discourse and begin to turn failure cycles into success cycles. Here are three of my favorites:

  • Use Affirmative Inquiry:  Identify that which members have in common. Establish shared values and goals. Then apply those to the 5 Percenters. Seeing the bigger picture helps to set a context and changes the game.  
  • Let Data Drive the Discussion: Much conflict comes from what I call “Theoryworld.” Absent reliable data, people will always rely on what they know – their opinions. Do the homework, communicate the data vigorously, and let that drive the discussion.   
  • Fresh Blood: Sometimes new leaders with a fresh perspective can help groups come together. In other cases, a “disinterested third party,” a facilitator with no dog in the fight, can help bridge the gaps.

Trust is almost always the key. Stephen M.R. Covey made an astute observation in his excellent book The Speed of Trust. When trust is present, things happen quickly and cost-effectively. When trust is absent, things take longer and cost more. Who doesn’t want cheap and easy? Getting to higher ground begins the process of melting distrust and creating a culture of trust.

Yeah, Sounds Great, But….

Does this stuff actually work? Here are some real-life examples of “Breaking the Cycle”:

Case Study #1

One association had an incendiary newsletter that torched the board over every decision. They undermined confidence and deepened divisions in the community. After about a month, I realized that its editor was a board member’s wife.

I expanded my “Board Orientation/Tune Up” program into a two-part community leadership program. The community had several committees, including the newsletter committee, which were contributing to the dysfunction to one degree or another. The first session was for all committee members and board members. This was followed a week later by a board-only session. There was a clear communication of both the letter and spirit of the law and governing documents. Both sessions included a section about best practices in leadership. We applied universally accepted principles to the community association paradigm. This created a space where the group could follow up with a productive planning session. They were able to agree on goals for the year and a program to reach them. Two years of progress ensued.

Case Study #2

Another condominium we took over had severely underfunded reserves and an unrealistic budget. They had also been the victim of theft from their prior attorney, who had pocketed the fees provided by members in collections. The stories were heartbreaking. Community members were equally upset about the condition of the property and the prospect of higher condominium fees. I facilitated a town hall meeting to share the difficult news. The Board, worried about a violent reaction, made sure to hire an off-duty police officer to keep me and them from being attacked.

By the end of the presentation with the data clearly shared, we had unit owners offering to organize to perform some repairs and property clean-up as volunteers. Once members saw clearly the reality of their situation, working together to find solutions became the obvious alternative to blame and complaint. Despite the increase in fees and many challenges, there was a palpable improvement in community spirit at the next annual meeting.

Case Study #3

At an annual meeting 16 days into a new management contract, I had a unit owner point her finger at me and tell me she was going to hold me accountable for everything the board did. In the ensuing months, she took full advantage of owner comment periods at board meetings to remind everyone of every bad decision that had been made over the last 30 years and to call into question board members’ intelligence. I got to know her and at one point suggested she consider running for the board to be a part of the solution. She declined. I still remember the look on her face when I told her that at some point the community would need to learn how to agree to disagree in an agreeable fashion. You would have thought I had two heads. After a pregnant pause, she whirled away and exclaimed disgustedly, “That’s the stupidest thing I’ve ever heard!”

After a full analysis of the operation and a particularly vigorous and expanded budget process, the community understood the needs of the building and where their money was going. At the next annual meeting, my finger-pointing friend rose to deliver her usual diatribe, only to be encouraged to cease and desist by her fellow unit owners. Deferred maintenance projects were eventually initiated. The turnaround put this previously notorious community in a position to win a Community Association of the Year award.

The Bottom Line

We spend too much time and energy allowing our opinions get in the way of getting things done. We are missing opportunities that are right in front of us. Imputing the motives of others has no value. Even if you are right, it doesn’t help.

Stop. Just don’t. Find facts and stick with them. Get to higher ground. Focus on strengths. Find the shared values, goals and aspirations. Let that create context and culture. Put people in a position to be their best. And then…watch success happen.

The iconic Sgt. Joe Friday had the right idea…

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business life, Time Management

Time Management Tip #1 – Do You Think It OR Do You Feel It?

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The next time you hear yourself saying “I don’t have time!” pay close attention. We all have the same 24 hours each day. You have the time. It would be more accurate to say that you are choosing to use your time to do something else.

Granted, that choice may have been made for you. It might be a deadline. Perhaps an emergency has raised its ugly head and thrown your best-laid plans into the circular file. In other cases, it’s the juggling of day to day activities. For certain, you’ll never be able to do everything you could do. Your success (and your sanity) will lie in the ability to do everything you must do, and then doing what you should do. Your challenge isn’t unmanageable time. It’s managing your priorities and somehow aligning your actions to meet them.

Stop, Drop and Roll

When the day catches fire, you have to stop and put it out. Failure to do so will only feed the flames and you’ll be toast soon enough. You may say you don’t have time to grab the extinguisher, but that might not be your brain talking. You cannot ignore the emotional side of decision-making and time management. A wise man said many centuries ago, “The heart is more treacherous than anything else and is desperate, who can know it?” Going with your gut has its place. But in times of stress, it’s a good idea to make sure the old noggin is fully engaged. How can you do it?

  • Start the day in a quiet place, where you can think clearly and make good decisions. Create a prioritized task list (NOT a “to do” list).   You’ll have a clue as to what’s most important and have a legitimate shot at getting at least some of it done. It creates context and a basis for decisions during the day.
  • Plan breaks. Jim Fannin recommends quarters, like a football game. Plan time to disengage mentally and emotionally, even if only for a few moments. Then analyze how things are going. You plan might have imploded by 10AM. Adjust as needed. Take a deep breath and dive in.
  • If you need to make a few calls or send some emails to reschedule and manage expectations, do it. Fight the urge for procrastination or conflict avoidance. You might make someone upset, but how much angrier would they be if you don’t deliver and say nothing? It might work out better than you imagine!

Counterintuitive or Fearful?

It might seem counterintuitive to take a break when you already have too much to do. But you will find your focus and productivity will go way up. Daniel Pink’s latest book When – The Scientific Secrets of Perfect Timing   and Jim Fannin’s 90-Second Rule  are full of great techniques and exercises that can help.

To a large degree, you are managing your energy and attention, not your time. Those breaks become time investments.  When you get your focus and productivity boost, you will find that you will get back far more time than you spent. 

People under stress tend to make bad decisions. It’s not that they aren’t smart enough. Fear and anxiety goof up the decision making process. Don’t let your heart scare you into thinking you don’t have time. Deal with the emotional side first and then let your brain do its thing. Your heart will thank you later!

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Best Practices, community associations, Governance, leadership, Meeting Tips

Meeting Tips #5 – Little Things Set a Tone & Help You Get Stuff Done (Part Deux)

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“Excellence is doing ordinary things extraordinarily well.” – John W. Gardner

Nip It in the Bud

One negative person can dominate the tone of a whole room. A proactive approach can be an effective strategy to keep things positive and productive. Arrive early. Before the meeting starts, read body language and other non-verbal cues. Look for members who may have expressed negativity in the past, or those you know have a complaint they want to bring up. It might feel natural to duck and cover, waiting for the meeting to start. To defeat fear of conflict, try approaching the person with a friendly greeting. You might be amazed. Short, personal, respectful and positive interchanges can be a game changer. The person might just tell you what’s on their mind and you will be able to have a productive interchange even before the meeting starts. Taking the initiative in showing respect and civility makes it easier for people, even the unhappy ones, to be at their best and respond in kind. It won’t always work. But if you don’t try it, it definitely won’t work.

Bob’s Got a Point

Some people chafe at the thought of using Robert’s Rules. It might seem overly formal. Some chairpersons seem to use it as a sledgehammer to control people, further giving Ol’ Bob a bad name.

While it makes no sense to employ every detail and nuance included in Robert’s to a small group, there is one process that can make a world of difference. When a board sticks with the basic discipline of making motions, it can save a ton of time and make sure the discussion stays civil and on point. It also emphasizes two key principles that are essential for group decision-making. The will of the majority is done and the minority is heard and has the opportunity to impact the final decision. Too many boards talk their way into a motion and try to get everybody on the same page. I remember one board president, who was a professional grant writer and part-time poet, who wordsmithed every motion on the spot. Approving minutes with an edit could take 20 minutes! Here’s the process that negates talking your way into a motion and the endless and inefficient chatter that goes with it:

  1. Make a specific motion. A board member would like to approve an action.
  2. Second the motion. Another board member agrees the thing is worth considering. If there is no second, there is nothing to talk about. The motion dies. That’s it. Stop talking.
  3. Chair calls for discussion. Only now is discussion initiated, and it is focused on the merits of the motion. Questions are asked and answered. MAYBE a better idea comes up – and if so, the original motion can be amended. If it’s clear the motion seems fatally flawed, it can be withdrawn and replaced by a completely new motion – or not.
  4. Call the question. Once it becomes clear to the chair or other board members that the points have been made, it’s time to vote. If someone objects to calling the question, they should have a brand new point to make.
  5. Vote. A 5-0 vote has the same effect of a 3-2 vote. If board members are respectful and gracious…i.e. good fiduciaries and leaders… the minority will support the decision and set a tone for the community.
  6. Next!

If your meetings are chaotic and directions unclear, give it a try. You might be surprised.

And Finally…

I’ve had a mentor for over 30 years. One of the reasons I’ve stuck with him all these years is “Best Idea Wins” has always been his motto. He stays faithful to the principle, no matter how challenging the people and circumstances have been.

Think about it… a good idea is a good idea. It doesn’t matter who comes up with it. It doesn’t matter how well or poorly the idea might be communicated. Ideas have no ego. Ideas lead to solutions. Committing to Best Idea Wins demonstrates principled leadership, especially when things get complicated and contentious. It creates a space where people can resolve conflicts and be at their best. Try it. You will inspire the same respect that I have for my mentor.

To all the board members and professionals who serve them, I offer this encouragement. Please never forget that when you choose to carry out your responsibilities in an excellent way, you absolutely make a difference in the quality of life of everyone in the communities you serve, sometimes in large ways, sometimes in small ways, whether or not members realize it or not, and whether or not they ever say “thank you.” The only person who can take that truth away from you is you. Please don’t let that happen

So there you have it. Thirty years of meetings boiled down to twenty-six tips over five blogs. Have you found any that work for you that we missed? Let us know!

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Best Practices, community associations, Meeting Tips

Meeting Tips #4 – Little Things Set a Tone & Help You Get Stuff Done

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“Great things are not done by impulse, but by a series of small things brought together.” – George Eliot

Excellence does not come about by accident. Nor is it typically the result of heroic leaps and bounds. It is usually the accumulation of incremental actions, the compounded interest earned from habits applied to what might seem to be insignificant details. Exceptionally productive meetings are no different. They don’t happen by accident. And there are several little things that can make a big difference.

Association board members are fiduciaries. The principle applies equally to large associations with multi-million dollar budgets and a 20-home HOA. Board members are taking care of other people’s stuff. That’s serious. It’s important to do good business at meetings.

Room Logistics Make a Difference

It can be a challenge to stay sharp when you are meeting in someone’s living room. This can be a challenge for communities without appropriate meeting space on site, or without easy distance of a local school, library, fire hall, or other suitable locations. The manager of one upscale condominium association told me of a client who had to aggressively recommend that they cease serving wine before meetings in the board president’s unit. The indecipherable minutes helped to make the case for her. I doubt the wine would have been an issue if the meeting wasn’t held in someone’s living room!

Once a suitable space has been identified, room setup helps to set a tone. Tables set in a “V” or “U” configuration help board members to communicate effectively. It also helps attendees to understand that it’s the board’s business meeting, not a community chat. Consider the audience. In the case of one client who holds their meetings in a very pleasant community room, I realized the location of the couches and chairs led to attendees sitting at the back of the room. Some had to turn their heads to see the board. After the first meeting, we re-arranged the furniture to bring the audience closer to the front of the room, which made it easier to follow the meeting. It looked less like a living room and more like a meeting hall, with as much of the seating faced towards the board. They still got to sit in comfy furniture, but left the meeting without cricks in their necks! This, along with adjusting the board’s seating arrangements, helped to completely change the tone of the meetings.

Members Are Important!

While the room configuration helps to establish a businesslike tone, it doesn’t need to be inhospitable for the members who have dedicated their valuable time to get involved in the community – an effort that should not go unappreciated.

One exceptional client from my management days makes a habit of asking if the meeting is the first for any attendees, whether they are new move-ins or not. They are invited to introduce themselves, and the board welcomes them warmly and introduces themselves and the management team in the front of the room. It’s an excellent way to set a tone for the meeting.

Taking the time to explain the Why to members during meetings is a small thing that helps everyone. This is where situational awareness  becomes very useful. If the chair is aware of the audience and can read the room, she may pick up on disconnects and side comments. Other board members should stay engaged as well to assist and support the chair.

If someone doesn’t know why the board doesn’t allow comments from the floor throughout the meeting, find an opportune time to explain why in positive terms. Avoid emphasizing what they can’t do – help them to see how they can provide input and ask questions. Is there a hot topic on the agenda and an unusually large crowd chomping at the bit to participate in the open forum portion of the meeting? Remember some of them may be first time attendees who don’t understand the structure of the meeting. It pays to walk the group through the process up front, highlighting that time limits or other meeting management systems are in place to make sure everyone can be heard. Avoid the natural tendency for defensiveness. Embrace the dialogue. Look for opportunities to educate and communicate shared values.

Goals

All these little things can help create a space where the board can do the business of the association more effectively. It won’t always work. These days, civility and respect seem to be in increasingly short supply. In a world that seems determined to create Us vs. Them paradigms, leaders have a challenge. In reality, there is no Them. There is only Us. It is vitally important for board members to embody and promote these values. The last blog in this series will explore some final tips to help. Stay tuned!


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Best Practices, Communications, community associations, Emotional Intelligence, Governance, leadership, Meeting Tips

Meeting Tips #3 – O Say Can You Hear?

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Community association boards do the bulk of their business at board meetings (or at least, they SHOULD). It can be tough for community members to observe the proceedings and resist the urge to chime in from the audience, especially on hot topics. This happens often with residents who do not understand that community associations are based on the representative democracy model. Yes, the board is ultimately responsible for picking the community center wallpaper…it’s not a community vote…

Wise boards do everything they can to avoid operating in a vacuum. They know they are responsible for making decisions that benefit the membership as a whole. They also learn that group leadership is a messy business. The odds are less than great that everyone will be happy with every decision. Convincing a vocal minority that they have been heard can be tough.

Meetings are an opportunity to build community through listening. Sometimes the format of board meetings can create unintentional landmines in this regard. Here are a few ways to flip the script and make opportunity.

Owner Comment Period

Many state statutes require a period of time be set aside for owners to ask questions and make comments. Even if it might not be required in your location, it’s a terrific provision. There are a few nuances to how a board administrates the comment period that will take full advantage of listening opportunities.

  • Timing: Some communities choose to have a comment period on the agenda before action items to allow for input. Others find that most of the comments and questions are on topics unrelated to the action items and find it more beneficial to put comment periods later in the agenda. I had one client that found it most effective to have two short open forums: the first for input before the board discussed action items, and the second one after, to allow members to bring up items unrelated to action items.

The key is to thoughtfully consider how members can best contribute to the discussion and be heard. Remember – you never know where the next great idea might come from! Be ready to hear it.

  • Following up: A typical refrain from some community association members is that things are discussed at meetings but nothing ever happens. Sometimes the culprit is how the owner comment period is conducted. Some matters are simple management issues that can be addressed on the spot. However, boards are wise not to make decisions on new issues brought up in open forum when they are unprepared. Some boards use the stock phrase, “We will take that under advisement,” but they don’t actually have a system to close the loop. Here are a few tips to help boards listen, which will also give their community members the confidence they actually are:

  1. Take notes while the member is talking to capture the main points.
  2. Ask questions for clarification as needed,
  3. Restate. A great phrase I’ve used is, “So I think I heard…”
  4. Embrace passion. If an owner is upset, they care. There’s energy there. Perhaps there’s an ad hoc committee lurking, just waiting to be formed, that will help the board turn a problem into a solution.
  5. If a matter is worth discussion, add it to new business in the meeting agenda.
  6. Make it clear if a matter is delegated to management, a committee, or a board member.  Who has the ball?
  7. If a matter would require an unbudgeted expense, you can indicate that it might be included in next year’s budget discussion and direct that it be added to the budget file. Just make sure it’s included in the first draft, (a.k.a. “the kitchen sink version” – for more on that concept, CLICK HERE) of the budget, no matter how wacky the idea might seem.
  8. Make sure the manager or another party is responsible for producing a meeting task list. The list should include not only the follow-up items from motions, but also all the little details noted above that would get lost otherwise.

Hint: If owners are using valuable meeting time to bring up day-to-day management issues, it may be a sign your processes are not clear. Asking a member if they have reported the matter to management is an appropriate response. If they have, but believe the response was inadequate, you can let them know you appreciate the report and will help to connect the dots between the owner and management. If they have not, it’s a golden opportunity. Listen to the report, then let them know management will take care of it. Then remind them that in the future, they need not wait for board meetings to make requests. That message reinforces the association’s service procedures and helps all participants understand the best way to be heard in such matters.

Recognition

Don’t forget to thank volunteers and managers for their efforts. Thank members for their comments. Recognize good questions. If a member discussed a problem, show empathy for the member even if they were a part of the problem. Practicing recognition promotes active listening and demonstrates the emotional intelligence that helps members know they have been heard.

Hot Topics

Some disagree with me, but I’ve always recommended that those chairing meetings open the floor for specific comments on particularly contentious issues to allow members to express themselves. This uncommon action of adding impromptu comment periods proves the board is serious about member input. You can still set a time limit to keep things going. You can also request that if someone else had already made a point a member wishes to make, that they make a simple statement of agreement and do not make repetitive points.

Is This the Right Meeting?

Board meetings are designed to conduct business. If the member comment period is taking over the meeting, the community is telling you something. You have bigger issues to address. When board meetings become free-for-alls, it has become a de facto “town hall” meeting. It also may be telling you the community is deep in the weeds and needs to take a step back and do some serious planning. Board meetings are great for doing the basic business of the community. But they are lousy for town hall meetings and for strategic planning.

Town hall meetings are great for either collecting or disseminating information. No business is done, just communication. It amazes me that most community associations never have a yearly planning session soon after annual meetings to discuss the goals for the upcoming board year. If the community needs to hire an outside facilitator to help plan and conduct town hall or strategic planning meetings, it can be well worth the investment.

Carpe Momentum

Meetings are opportunities to lead, to connect, and to build community. Listening is at the heart of all three. Why not seize the moment?


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Best Practices, community associations, Governance, Meeting Tips

Meeting Tips #2 – Prepare TO Die? Or is it Prepare OR Die? Same thing!

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Classic line from “The Princess Bride”

The Five Ps

Proper preparation prevents poor performance. Think about meetings of any type you’ve attended where the participants were well prepared. Quality discussion, good decisions, the right balance of thorough and efficient, right?

Board members are fiduciaries. They have been entrusted with taking care of association members’ assets. Their decisions can make a difference in the quality of life for everyone who lives in the community. Meetings are where decisions are made. Good performance is important. Preparation is crucial.

Are You Prepared?

Signs your board may need to focus on meeting preparation:
• “That’s covered in your Board package”
• “I’m not ready to make a decision”
• The sound of a board member ripping open his board package upon sitting down at the table.
• “Did we get that (report, proposal, memo, etc.)?”
• Endless discussion on details, possibly involving eye rolls, facepalms, and other frustrated non-verbal communication
• Pattern of last-minute additions to the meeting agenda
• Asking the same questions that were answered last month

End result: Death by meeting.

Two Sides of Preparation

Like so many other situations in community associations this can be a system issue, a performance issue, or a combination of the two. Be clear on the real problem.

System: Are those responsible for providing information in advance of the board meeting (managers, board members, committees) providing adequate data for the board to make informed decisions? Does the packaging of the information work for the participants (electronic or hard copy, visuals, analysis, the organization of data, etc.)? Does the established schedule for board package delivery give participants sufficient time to thoroughly review it?

Performance: Do participants read the board package? Are the packages delivered on time? Do the packages answer questions or raise them?

Preparation Tips

Board Members: One of the primary duties of board members is to read. If you need more time, make sure the expectation is clear. If the data does not speak to you, share how you’d like it to be presented. If you have questions about a subject, ask about it before the meeting. Make sure committee members and others who contribute to the board package are aware of the schedule for meetings and package delivery.

Managers: Board packages are your opportunity to help the board do its job and to gain respect as a professional. A bunch of proposals and memos attached to an agenda is not how a professional prepares a board package. Never throw data at your client. Review, analyze, frame, and explain. Review information with a critical eye with your client in mind, anticipate the questions they will ask and provide the answers in the package. Present information in a way that speaks to your specific client. Ask if the board needs their packages sooner.

Don’t Be Inigo’s Victim

You didn’t kill his dad. You don’t have to prepare to die.   But you do need to prepare.  Remember the “Five Ps” and escape death by meeting.  Together, managers, committee members, and boards can create and execute a system that helps everyone to efficiently and sufficiently prepare and do great work in the service of their communities.


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Best Practices, community associations, Governance, Meeting Tips

Not Your Father’s Agenda – Meeting Tips #1

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The difference between a productive one-hour meeting and a mind-numbing, four-hour marathon can sometimes be the formatting of the agenda.

Roadmaps help you to get to your destination and get there on time. Your meeting agenda can do the same thing. A few years ago, some co-conspirators and I put on a mock board meeting at a CAI local chapter conference to illustrate the wrong way to conduct a meeting. Here was our agenda (click on the image to enlarge):

Clearly, we used a bit of hyperbole to call out plenty of dysfunction on the Gates of Hell board. There are plenty of nuances (and some not too subtle points) to pick apart. There are two features of this agenda to consider that are commonly used in community associations: (1) the order of business and (2) a missing element. Both can make a big difference.

Prioritize the Important Stuff

The Gates of Hell agenda follows a typical order of business. It does a good job of keeping topics organized, but it can have an unintended consequence. The decision items are the most important things the board will do. Those decisions will have the biggest impact on the quality of life in the community and frequently its financial health. Most board meetings are held in the evenings, with decision items often listed at the end. How fresh and mentally sharp are you at 7PM? And if that’s the start of the meeting, by the time you get to new business, you might be toast. If it’s a marathon meeting, you might be making a six-figure contract approval decision at 10 o’clock at night. How clear-headed will your thinking be while making a decision that will impact the whole community?

The solution? Re-order the agenda. Put action items in as early as possible, before all the reports. Make decisions when you are at your sharpest, not when you might be tempted to get a vote over with as fast as possible because you are tired and cranky.

The Missing Element – A Timed Agenda

A timed agenda can also make a world of difference. If each agenda item is timed, it gives the group a target. It gives the chair a tool to help move the meeting along. Other board members can support that chair by referencing where you are as compared to the agenda. Don’t be a dictator and cut off discussion or reports citing the timing on the agenda. It’s most effective as a gentle nudge and reminder. Simple but effective.

There may be a benefit in taking a hard look at your starting time. I’ve had some clients that intentionally scheduled meetings to start before members have the opportunity to get dinner. Another client Intentionally scheduled their meetings early on Seinfeld night because it motivated them to be efficient. Both of these strategies worked but required board members to be disciplined in another area – preparation. 


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Useful stuff for community association leaders and the professionals who serve them