Meeting Tips #3 – O Say Can You Hear?

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?

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

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.

Not Your Father’s Agenda – Meeting Tips #1

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. 

Ready, Set, Whatever…

If your email and social media feeds are like mine, they were jammed with encouragement and advice on how to make 2019 a great year. So many options and approaches can have the opposite effect, creating stress and frustration. I am always impressed with people who seem to have their stuff together and hit the ground running on January 1. I try to be one of them. Some years I do pretty well, some years not so much.

One week in, there’s a decent chance you fall into one of these categories to one degree or another:

  • Made resolutions. Already in the toilet.
  • Have goals in head. Didn’t write anything down.
  • Tried somebody’s approach. It seemed to make sense, but not really feeling it.
  • What’s the use? Resolutions are stupid. Life’s a train wreck.
  • Overwhelmed. Can’t decide how to plan for the year.
  • Haven’t decided and think it’s too late.
  • Anxious, guilty, or otherwise nagged with negative feelings about lack of focus.

If that’s you, it’s OK. Sometimes social media lies – you are only seeing a curated image of people, not reality. Don’t let the filters fool you; we all suck sometimes. (Here’s a suggestion for a worthwhile goal – trade 30 minutes a day of Facebook time for 30 minutes of reading time…you’d be amazed…) Maybe Arthur Ashe’s perspective will help soothe you as it does me from time to time.

“Start where you are. Use what you have. Do what you can.” – Arthur Ashe

Little Things Add Up

“Inch by inch, life’s a cinch. Yard by yard, it’s really hard” – Coach Morgan Wootten

If your mind explodes at the thought of some big master plan, can you start with just one thing? One thing you know would make a difference. One thing you really want. Imagine what a person who has accomplished that thing looks like. How do they act? What do they do from day to day? If you know anybody like that, ask them how they got there. Reverse engineer the goal and figure out what tiny steps you can take to eventually get there. Write it all down. Do those tiny, incremental things, one at a time. Track your progress. Celebrate your victories. Keep showing up. If you fall down…no, WHEN you fall down, re-read Arthur Ashe and get back up.

As with all things in life, the journey turns out to be more important than the achievement of a goal. The late Jim Rohn loved to remind his audiences, “Don’t choose a goal for what you will get. Choose a goal for what it will make of you.”

If you decide to make that reading for Facebook trade, you might want to pick up Atomic Habits by James Clear.  He does a nice job explaining how to work with yourself to develop systems instead of fighting with yourself.

A Few Ways to Focus

Maybe grandiose plans and detailed strategies just don’t work for you. If you tried the resolution thing and feel like a failure, you might find Brian Tracy’s email “Why New Year’s Resolutions are B.S.” interesting.

The whole idea is to move in a purposeful direction. I noticed more and more writers using specific words to help them. Here are three that might resonate.

Chris Brogan’s classic “My 3 Word” approach is interesting and very popular.

If you want less, Andrea Waltz uses one focus word. Simple and laser-focused.

If you want more, Jeffery Gitomer uses a four-word approach for two different areas. Sorry, I can’t share a link for this. I got it by email. If you are interested, shoot me an email and I would be happy to forward it to you.

“Success Requires a Bias For Action”

That is one of my favorite quotes from Tom Peters. It applies in so many ways. Doing something, almost anything, is better than nothing.

Most people I meet are what Zig Ziglar would have called “wandering generalities.” They have hopes and dreams, but they haven’t thought about how to move in a direction towards them. Or they are afraid to try and fail. Or they just don’t know how. Becoming a “meaningful specific” (Mr. Ziglar’s contrasting term) is a big deal.

Big things happen from taking small, manageable steps. Whatever works for you, pick a direction and start walking.