Community Associations Institute - Serving the Common Interest Development Industry
Community Associations Institute (CAI) is a prominent organization dedicated to the growth and advancement of common interest developments. With over 40 years of experience, CAI provides vital resources, education, and advocacy to industry professionals, community managers, and residents. Through national recognition and exemplary achievements, CAI stands as a leader in building better communities and enriching the lives of association members.
- Community Associations Institute
- Common Interest Development
- Industry Advancement
- Education
- Advocacy
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CAI-CV Leadership Training Cal Lockett Executive Director clockett@cai-cv.org | (760) 341-0559 | (760) 880-5717 cell
Agenda Agenda Welcome Introductions CAI Overview Industry Overview Strategic Planning Board Driven Committee Goals Funding/Corporate Sponsors Committee Leadership Succession Planning Administrative Objectives 1. Administration & logistics 2. Establish common heading for 2021
Committee Resources Training Leadership Training PowerPoint Deck Committee Binder Covers CAI-CV Logos WWW.CAI-CV.ORG RESOURCES COMMITTEE TOOLS AND RESOURCES Leadership Contact Information List of Committee Leadership CAI-CV Leadership Information Form Committee Information Committee Charters Budgets CAI-CV 2021 Advertising & Sponsorship Plan Communications 2021 PR Eblasts Mail Invitations Signs
Committee Resources Meetings List of Committee Meetings Sample Committee Meeting Agenda Committee Zoom Backgrounds WWW.CAI-CV.ORG RESOURCES COMMITTEE TOOLS AND RESOURCES Events & Programs CAI-CV Calendar Presentations Education Program Checklist Event Information Sheet Fillable PowerPoint Master Template 2021 Publications Links to Publications
Community Associations Institute CAI-CV 40 Years Building Better Communities 20 National Achievement Awards & 12+ National Excellence Awards Became a CAI VERY LARGE chapter Increased revenue International Nonprofit Est. 1973 48 Years Old 64 Chapters in U.S., Canada, South Africa, Australia, United Arab Emirates and the United Kingdom 8 Chapters in California 45,000 Members 1040+ in Coachella Valley Primary Source of Research, Training, Education and Advocacy for Common Interest Development Industry Primary Source of Professional Education and Designations for Community Managers, Reserve Specialists, HOA Insurance Agents and HOA Attorneys & NOW Educated Business Partners
Associations In California Approximately 30% of California residents live in associations The numbers in CA 50,000 associations in California 14,000,000 association residents 500,000 board members & committee volunteers Association real estate is big money in CA Property Values Exceed $700 billion Annual assessments $10 billion Annual reserve contributions $4 billion
Associations in the United States ANNUALLY IN THE UNITED STATES $6.3 Trillion Value of Homes in Associations $96 Billion Value of Assessments Collected Each Year $27.5 Billion Value of Assessments Banked as Reserves BOARD MEMBERS 2,500,000 Board & Committee Members 90,000,000 Volunteer Hours $2.3 Billion Value of Volunteer Hours
Increased Fiduciary Duties Increased Fiduciary Duties More Legislation More Regulation Progressively More Complex Board Fiduciary Requirements Increased Litigation State Licensing of Managers Required Education for Board Members Professional Community Boards mission driven * strategic thinking * effective board/staff partnership * value proposition * integrity * commitment * mission driven * strategic thinking * effective board/staff partnership * value proposition * integrity * commitment * mission driven * strategic thinking * effective board/staff partnership
Strategic Planning Committee Objectives The strategic planning group outlined some major objectives. These objectives are the same for the three major CAI membership groups; homeowner leaders, managers, and business partners. 1) Make education, networking and sharing of best practices the primary purposes of CAI-CV. 2) Increase membership with an effort to equalize the three membership groups. 3) Maintain a high level of value for all members based on their level of investment, both time and money. 4) Continue to build advocacy capabilities to protect the best interests of the industry, both legislatively and in the courts. 5) Monitor the impact of COVID 19 on the Chapter and advise the Board and Committees.
Strategic Planning CAI CAI- -CV Mission Statement CV Mission Statement The mission of the Community Association's Institute - Coachella Valley Chapter is to be the authoritative source for HOA education, leadership development, and networking, providing HOA boards, managers and supporting businesses the tools they need to foster BETTER HOA LIVING.
2021 Goals from Board of Directors Celebrate 40th Anniversary Increase volunteerism Increase committee membership to 11 Increase networking Increase Chapter membership Maximize non-gathering event income like printing, advertising, directory Increase scholarship funding Find new outdoor venues that can accommodate members during COVID Get messaging to residents Increase registrations at all events with members and nonmembers Establish balance on all committees of three membership types Continue to groom current members for leadership positions
2020 Accomplishments * COVID IN THE VALLEY Ask the Attorney Program * DCHC/CAI-CV Partnership Blog
2021 Industry Challenges Managers No consistent source of contacts for CAI-CV No list of managers and their communities Lack of trained, highly educated managers Level of education of existing managers Professional designations of managers Management company buy-in
2021 Industry Challenges Association Board Members No list of current Coachella Valley HOAs No access to ALL Board Members Difficulties recruiting good volunteers Lack of general education High risk behavior of boards Lack of recognition for best practice board members and communities
2021 Industry Challenges Business Partners COVID RESTRICTIONS ON GATHERING After Educated Business Partner (EBP), no incentive to continue education No CAI designations for many professions Fear and/or avoidance of VIRTUAL events Movement of risk to professional advisors Bidding/Contracting
2021 Committee Goals from Board of Directors AWARDS Increase revenue/COVID backup Evaluate nomination award process Evaluate casino night BOWLING Increase revenue/COVID backup BUSINESS PARTNER Find alternatives to in-person networking Provide potential new BP member leads to membership committee Encourage EBP education/provide input to Education & Quorum
2021 Committee Goals from Board of Directors CLAC-LSC Get elected officials involved with CAI-CV Increase Buck-A-Door income to $15,000 in 2021 COMMUNICATIONS Develop annual calendar on social media Organize event photos on social media Test social media marketing for two CAI-CV events to general public Find way to utilize testimonials
2021 Committee Goals from Board of Directors EDUCATION Increase education revenue Move scholarship program and CAI National classes to Professional Manager s Committee Find way to put local education online GOLF Increase revenue Evaluate second golf tournament for 2021 Increase number of managers & board members who golf
2021 Committee Goals from Board of Directors HOMEOWNER LEADER Increase CV Blog usage; promote HOA Living & Medallion Community Promote affiliation with DCHC Increase HL leadership on committees Increase HL attendance at events MEMBERSHIP Add new corporate sponsors Make sure all Valley management companies are members Find ways to attract CACM members Increase community association membership Find ways to utilize testimonials
2021 Committee Goals from Board of Directors OKTOBERFEST Increase revenue Evaluate games & door prizes Evaluate inviting public PAST PRESIDENTS Schedule lunch or cocktails Help fund scholarships PROFESSIONAL MANAGERS Offer all CAI classes in 2021 Increase CAI designations Increase Scholarship Fund & Usage
2021 Committee Goals from Board of Directors PROGRAMS Increase professional speakers & find new revenue source for speakers Develop in-person with virtual option capabilities PR Get HOA column or ask the attorney type feature in the Desert Sun Find way to advertise CAI-CV networking events to general public QUORUM Establish professional electronic version & reduce paper distribution Increase revenue Develop a sub committee for sales of ads/subscriptions Set up permanent editorial process
2021 Committee Goals from Board of Directors VOLUNTEER Add new members to committee Create 12-month calendar Find new ways to recognize volunteers WINE Find COVID alternative Grow CORKS FOR CLAC revenue Investigate inviting public to attend CORKS FOR CLAC
THANK YOU TO 2020 CORPORATE SPONSORS CORPORATE SPONSORS TITANIUM SPONSORS AMS Paving, Inc. Associa Desert Resort Management Cartwright Termite & Pest Control, Inc. Conserve LandCare Fiore Racobs & Powers, A PLC Gardner Outdoor and Pool Remodeling Prendiville Insurance Agency Roof Asset Management Vantage Point Construction, Inc. Western Pacific Roofing BRS Roofing Inc. C. L. Sigler & Associates NPG Asphalt Pacific Western Bank Patrol Masters, Inc. Signarama Sherwin-Williams Paint Company Sunshine Landscape 2014 35 $110,000 2015 45 $172,859 2016 59 $202,066 2017 72 $255,908 GOLD SPONSORS Allied Universal Alliance Association Bank AMS Connect Automation Pride Diversified Asphalt Products DSI Security Services 2018 76 $273,768 2019 80 $286,011 PLATINUM SPONSORS Asphalt MD s Bissell Design Studio, Inc. 2020 108 $480,464
THANK YOU TO 2020 CORPORATE SPONSORS GOLD SPONSORS (Continued) EmpireWorks Reconstruction and Painting Flood Response Green Bryant & French, LLP Horizon Lighting Inc. O Connell Landscape Maintenance Pro Landscaping, Inc. PWLC II, Inc. Roseman Law, APC Seacoast Commerce Bank UgMo Technologies Vintage Associates, Inc. Ben s Asphalt & Seal Coating Cooper Coatings INC Delphi Law Group, LLP Dunn-Edwards Corporation DWI Epsten, APC Flanders Painting Frazier Pest Control, Inc. LaBarre/Oksnee Insurance Agency, Inc. Mutual of Omaha Bank/CondoCerts Nissho of California, Inc. Powerful Pest Management RealManage SCT Reserve Consultants, Inc. Securitas Security Services, USA, Inc. Sustainable Water Solutions Superior Roofing Tinnelly Law Group BRONZE SPONSORS Adams Stirling. PLC Advanced Reserve Solutions Alan Smith Pool Plastering Albert Management Inc. A-Rising Builders Brabo & Carlsen, LLP Community Legal Advisors Inc. Desert Concepts Construction, Inc. Fenton, Grant, Mayfield, Kaneda & Litt, LLP First Foundation Bank FirstService Residential Guralnick & Gilliland, LLP Liftmaster Patio Shoppers, Inc. SILVER SPONSORS Advanced Reserve Solutions Animal Pest Management Services, Inc.
THANK YOU TO 2020 CORPORATE SPONSORS BRONZE SPONSORS (continued) Popular Association Bank Powerstone Property Management S. B. S. Lien Services Servpro of Palm Desert Sunstates Security SunTech Consulting and Roofing The Management Trust The Naumann Law Firm Three Phase Electric Union Bank United Paving Co. Vista Paint Corporation
Controller Analyzer Results oriented; needs control; supports objectives; likes efficiency; likes immediate results; lower active listening skills; enjoys options. Accuracy orientated; needs to be correct; supports standards/guidelines; likes perfection; provide facts/data; settling on a position; enjoys logic. Behavior & Behavior & Communications Communications Styles Styles Persuader Stabilizer People oriented; needs to be liked; supports risk taking; likes praise; follows gut feeling over facts; dislikes structure/ guidelines; enjoys social interaction. Relationship oriented; needs security; supports personal goals; likes to be heard; needs to be appreciated; slower decision-making process; enjoys teams. 29
Analyzer Good at Summary Accuracy orientated; needs to be correct; supports standards/guidelines; likes perfection; provide facts/data; settling on a position; enjoys logic. Uncomfortable when Logical approaches Processing information Guidelines are not being followed Following guidelines/rules Being self-disciplined There is a lot of confrontation Forced to make snap decisions Likes Being correct Experiencing rapid change or growth Time to process thoughts The rules are not clear or defined To understand the rules Detailed instructions 30
Stabilizer Good at Team projects Being congenial Facilitating relationships Getting the job done Summary Relationship oriented; needs security; supports personal goals; likes to be heard; needs to be appreciated; slower decision-making process; enjoys teams. Uncomfortable when Confronted on a sensitive issue There is a lot of change No one appreciates me Feels alone or deserted The team is not working Likes Being trusted Sure things Agreement; minimal conflict Being appreciated
Controller Controller Good at Decision making Taking the lead Uncomfortable when Summary Results oriented; needs control; supports objectives; likes efficiency; likes immediate results; lower active listening skills; enjoys options. Not in control Embracing change Accepting risks There is no action taken Feel as if being used Observe inefficiency Likes Control Making decisions There are no options Winning Action
Persuader Uncomfortable when All alone/rejected There is no trust There is no flexibility Criticized There is a loss of love or social approval Summary People oriented; needs to be liked; supports risk taking; likes praise; follows gut feeling over facts; dislikes structure/guidelines; enjoys social interaction. Good at Working with others Making conversation Being a catalyst Spontaneous actions Likes Being liked Recognition and rewards Working with others To be tactile/touched
Controller Analyzer Results oriented; needs control; supports objectives; likes efficiency; likes immediate results; lower active listening skills; enjoys options. Accuracy orientated; needs to be correct; supports standards/guidelines; likes perfection; provide facts/data; settling on a position; enjoys logic. Behavior & Behavior & Communications Communications Styles Styles Persuader Stabilizer People oriented; needs to be liked; supports risk taking; likes praise; follows gut feeling over facts; dislikes structure/ guidelines; enjoys social interaction. Relationship oriented; needs security; supports personal goals; likes to be heard; needs to be appreciated; slower decision-making process; enjoys teams. 34
Successful Group Projects Successful Group Projects Groups perform better with a mix of personalities, temperaments and behaviors Groups accomplish more with leadership Clear goals, objectives and strategies are critical Groups accomplish more with DELEGATION Follow-through is Key
Leadership Leadership Qualities Selfless Service Enthusiastic Service Service with Integrity Innovative Service Open Minded Service Qualities
Succession Planning Succession Planning BY BY- -LAWS LAWS BUILDING LEADERSHIP FOR CAI-CV s FUTURE THROUGH ELECTIONS & TURNOVER OF COMMITTEE LEADERSHIP Experience on committees Member, co-chair, chair Attended most CAI-CV events All membership classes on board All membership classes on committees REQUIRED BY BY-LAWS REQUIRED BY BY-LAWS REQUIRED BY BY-LAWS
Building Leadership Succession Planning THREE YEAR SUCCESSION PLAN Board Executive Committee President Past President President Elect Treasurer Secretary Directors Committees Chair Co-Chair Members
COMMITTEE TIPS COMMITTEE TIPS CAI-CV Committee Tips CAI-CV runs on volunteers! In 2021, we will have over 150 volunteers managing the Chapter s outstanding programs and events. CAI-CV Committees have won 20 CAI National awards in the past five years, an achievement that is only possible with your hard work and assistance. Thank you! Here are a few tips that will help your committees run smoothly and productively this year.
COMMITTEE TIPS COMMITTEE TIPS Meetings o Follow published meeting dates changes must be made with Ashley via email o Send out reminders 3 times one week, three days, day of (see Secretary under Parliamentary) Include day, date, time, location and whether lunch is included Include agenda/list of action items with volunteer s names/list of committee members Include Zoom Link, Meeting Code, and Password Ask for RSVP if they are unable to attend o Request anything you will need from the office three days prior via email Updated list of sponsors Budget Lunch
COMMITTEE TIPS COMMITTEE TIPS Parliamentary Keep meetings to one hour In lieu of minutes, track action items and the volunteers delegated the work Appoint a secretary or whip to send out invitations and to take notes on action items Ask each member for input at every meeting If you have personality problems (rare these days), use The Meeting Kit (See Cal or Ashley)
RULES OF ENGAGEMENT RULES OF ENGAGEMENT
COMMITTEE TIPS COMMITTEE TIPS Formation 11 Members Minimum Recruit new members (most people say they don t volunteer because they were never asked) Try to have all membership classes represented on your committee Homeowner Leaders Managers Business Partners Don t turn away any volunteers
COMMITTEE TIPS COMMITTEE TIPS Role of the Board Liaison The board has appointed a CAI-CV Director to each committee. Their job is to help keep committee business moving by providing approvals without waiting for the full board s consideration. If the Liaison feels the full board should weigh-in on a decision, they will collect board approval via email to minimize delays. The Liaison will update the full board monthly. They also help the committee stay on track with their budget, prepare their annual input to the marketing plan, provide input for CAI-CV annual awards and provide input on CAI national Chapter Awards.
COMMITTEE MEETINGS COMMITTEE MEETINGS THINGS TO DO NOW Set committee meeting dates must be confirmed with Ashley Choose a WHIP (Secretary) who is responsible for: Tracks committee membership Takes Notes at Meetings Sends out invitations to Meetings Maintains job list with committee member names Tracks who attends and who is delegated work Writes agenda for next meeting Update Committee Description Develop Communications Plan
ADMINISTRATIVE - Responsibilities Chairs & Co-Chairs Advertising & Sponsorship Plan completion Budget - monitor income/expense Purchasing (payments vs reimbursements) Calendar/planning (meetings, events, communications) Thank you notes Wrap-up meetings planning for 2022 Advertising & Sponsorship Plan Awards Whip - Secretary Meeting notices/attendance Note taking Marketing communications/signage collecting invitation/sign content for office Liaison Decision making Action items to board
COMMITTEE MEETINGS COMMITTEE MEETINGS THINGS TO DO After each meeting (within a couple days) Complete notes and send assignments out to committee with a reminder of the next meeting date One week prior to meeting Prepare and send out agenda to committee with a reminder of the next meeting date One day prior to meeting Resend agenda and reminder of the meeting date
COMMITTEE MEETINGS COMMITTEE MEETINGS AGENDA & Meeting Invitations Include name of committee, chair, co-chair, board liaison and their phone numbers and emails Include meeting day, date and time - 12:00 p.m. to 1:00 p.m., CAI-CV office, 76410 Gerald Ford Drive, PD Include short bullets of discussion topics Include notes and any handouts that require review prior to the meeting Include names/contact for all committee members
