Tag Archives: Community Association Management

CONTEXT!

I’ve noticed the word keeps popping into my head more and more. Frequently, my job is to fix stuff. I walk into a lot of situations where people aren’t on the same page or worse. I try to dissect all the factors, and it seems more often than not, lack of context is at the root of the problem in one way or another. As soon as I have all the pieces and can see how they fit together, the rest is easy. Context issues can rear their ugly heads in all kinds of scenarios.

GROUP DYNAMICS

Ever been in Board meetings where certain agenda items go on forever? I remember one client who debated the merits of adding a walkway to a portion of their community for months. It wasn’t budgeted, but it could have improved safety. It could have benefitted many residents, but in theory it might have created a nuisance for those who lived close to the proposed walkway. Discussion and debate started in the weeds and got deeper as time went on. Emotions ran high. In the end, the idea was squashed and the process left a bad taste in everyone’s mouth. The Board is hoping nobody brings it up again. Lack of context ran amok.

If your group is considering a new idea, or a recurring one that never seems to get settled, listen very closely. You may well find that there is a bi-level dialogue going on. The overt conversation is on the merits of the idea in play. But sometimes the reason the subject takes forever to flesh out is because people are struggling to figure out if the thing is really important, timely, or how it fits in to a bigger picture. That subtext can be a sign the group lacks clarity on shared values and vision. If that’s the case, context can be gained by taking the time to achieve consensus on those deeper points. (No, not at a Board meeting – it’s a separate exercise .) With the underpinnings of values and vision in place, things go a lot smoother and quicker.

CHANGING THE MESSAGE

Context also comes up in day to day conflicts. Association members may chafe in matters of covenants enforcement. It’s understandable. After all, who likes to be told they are in the wrong, or feel controlled? All too often, when the nastygram from Big Brother arrives in the mailbox, the missing link is context. Unless the reason for a community standard is understood, that standard, whether enumerated in CC&Rs, rules, policies or procedures, feels irrelevant and maybe even arbitrary. Context can sometimes be achieved by taking the time to explain the reason for the standard, and why those standards benefit everyone in the long run, ESPECIALLY the individual. I’ll never forget my boss telling me that an owner from a former client had called him to complain about a manager who had followed me at my last on-site management job. When he mentioned her name, I had an immediate emotional and physical reaction – I thought she hated my guts. But her comment provided a golden lesson: “I didn’t always agree with Tom, but he always told us what he was going to do in advance, and we always knew why he was doing what he was doing.” Changing the message can help to establish the context.

ASSUME NOTHING

Sometimes confusion and conflict are the result of missing data. It’s really easy to jump to conclusions and muck up the works. I get reminded of that when I get a call or text from one of my favorite managers, who reaches out for assistance on thorny issues from time to time. I listen to a scenario, offer some potential solutions only to hear ,“I don’t think that will work, because (followed by a new factor not previously revealed).” Note to self…slow down, gather all facts, get full context. I think part of the challenge may be that we are encouraged to think quickly and get to the bottom line as fast as possible. But we aren’t necessarily thinking deeply. In the end, conflicts and confusion can get worse, not better, and we accidentally (and ironically) take more time to resolve matters by tying to save time by being fast. One strategy to get full context is to assume nothing and keep asking questions until the root of a matter is clear. Once the context is understood, then move toward potential solutions.

So, the next time you find yourself feeling conflicted and confused, make sure you see the full context of whatever you are dealing with. In the end, it will save you and the people around you time and heartburn. And you might just get something done!

It’s Time to Change the Message (Part 2)

Let’s say you did everything recommended in last week’s blog. You have great rules and have done a masterful job communicating them to your members. Bravo! Yet, despite best intentions and practice, someone’s gonna blow it. Reflecting back to last week’s Catholic imagery, whether it be an innocent sin of omission or a more brazen sin of commission, sooner or later a covenant will be violated or a rule broken.

Now what?

The knee jerk reaction might be to write the dreaded violation letter. Please stop and think first. In many locations, the law requires a full disclosure of all the bad things that can happen in the event of non-compliance, meaning there’s a slew of impersonal, aggressive-sounding legalese. Here comes the mean nun again….How can you achieve the goal of building community in this difficult circumstance?

Here are a few tips employed by successful volunteers and managers:

1. Walk softly before carrying a big stick: Perhaps an informal communication is best, even (perhaps especially) a verbal one. You can still make a note to file to have a business record of the conversation. A friendly email follow up to a conversation can be invaluable. When people know they are getting a little slack, many tend to appreciate it and the problem is gone. Even if they turn out to be bad players, you have a record of being very reasonable.

2. Never assume the person is even aware of the rule (even if you are sure): Starting off with “You might not realize this, but….” softens the blow. People have a lot going on in their lives. Their reality is that it doesn’t matter that they have an obligation to comply with provisions buried in the 4,536 papers they signed at settlement. It’s irrelevant until it impacts them personally.

3. EXPLAIN THE WHY:   Super important.  Try to weave it in to every communication if possible. People are thinking of themselves first (and so are you if you are not following these tips…). Helping them to see the broader wisdom of a rule, or the impact it could have on them if a neighbor were to violate the rule, could help. If nothing else, it establishes you as a reasonable player and provides context.

4. Give them the graceful exit: Assume a good result, thank them in advance for their consideration, be their partner in helping them to do the right thing. EVEN IN THE FORMAL VIOLATION LETTER WITH THE SCARY LEGALESE (which, by the way can be set off with a friendly disclaimer about hoping none of this will occur). The more you assume you’ll have to fight, the more it will seep out in your wording and the more likely it will become a self-fulfilling prophecy.

5. Consider your words carefully: Just some crazy talk here… Why not a “Due Process” Policy instead of an “Enforcement” Policy…. or maybe better… a “Community Values Administration” Policy? Or “Quality of Life Maintenance” Policy? Clearly, I’m struggling here. But anything is better than the Mean Nun “Enforcement” Policy.

6. Let someone else proofread your work: Make sure negative emotions aren’t creeping out… If you don’t have a good proofreader, set difficult correspondence and email aside long enough to pick it back up with fresh eyes.

7. Tom Tip Bonus – what to do when a member is angry about a neighbor’s actions and wants you to write a violation letter:  First, ask the member if he or she has spoken to the neighbor. Usually, the answer in “no.” I then say “I can certainly write the letter based of your written complaint. But may I ask you a question? If you were bothering your neighbor and didn’t realize it, which would you rather get; a visit from that neighbor with a plate of cookies and a smile with the message ‘you probably don’t realize it, but…’ or a nastygram from Big Brother?” If they agree, ask the member to let you know how it goes and let them know you’ll write the letter if necessary. Give it a try. It works!

We know that tone is as important, if not more important that content. Yes, you should check with association counsel to make sure your formal communications are fully compliant with legal requirements. Don’t give away the high ground, even when you are left with no choice but to brandish the big stick. The mean nun does not hold the high ground. If she did, the ruler would not be her first option.

It’s Time to Change the Message (Part 1)

 

I learned some valuable life lessons from 4 years of parochial high school. I had no particular religious training coming into the situation, so I suppose I was probably more in tune to behavioral and societal issues than most guys as I was trying to figure things out. One gem I picked up was that, when it comes to people, control is an illusion. The more you try to control people, the more they find clever ways (and some of the fellas were REALLY clever…) to push against it. And the more they are likely to disrespect, even resent, your authority. The key for long-term buy-in for anything is always motivation. People need to understand The Why. It’s not about actions, it’s about the purpose for the actions. Huge difference. It takes a lot more work up front to engage hearts and minds, but it’s the only way to achieve long term success.

I’ve seen this reality play out big time in community associations. In the early years of the Community Associations Institute, the emphasis seemed to be on covenants compliance. Boards and managers alike fell into the trap of proficiency and efficiency in enforcing covenants and rules without going deeper. They acted more like technocrats following procedures instead of leaders seeking to help stakeholders appreciate the reasons for, and values of, the framework of governance. It was as if the people existed for the rules instead of the rules existing to benefit the people. The result? I think we see the impact in ego-based interactions, poor practices, unnecessary stress on association volunteers and managers disaffected community members, and a general feeling in some quarters that community associations are inherently evil.

Leadership becomes easily lost in the practice of governance. It’s expeditious to be autocratic and cold. Unfortunately, the practice of rule enforcement smells way too much like command and control, which we learned years ago is poor leadership. And that’s why it doesn’t work.

It…doesn’t…have…to…be…this…way!

Fortunately, in the late 90’s we started to see an awareness that the goal was building community. That it was about creating a space where willing compliance was the norm, not the negative and vicious cycle of rule enforcement. Successful community association volunteers and managers have found that effective leadership was the key. Great leaders see the bigger picture and help others to put themselves into it. Their communications reflect the values and vision of the community.
So how can we change the message to begin to turn negative cycles around?

Let’s talk about rules
I’m using the term ”rules” here, but the principle applies to any process, regulation, or bylaw amendment.

Common Mistake #1: The knee-jerk reaction to problems is to try and control the people involved. STOP! Remember, control is an illusion. If motivation is the goal, you’ll need to take the time to see what’s really going on. If a problem can be nipped in the bud with a one-on-one conversation, do it! If it turns out the condition could have an impact on the community as a whole and a rule might need to be created, there are tests you can apply to determine if a rule is good or not. Ask yourself, is the rule

1. Needed? Less is more. Really. The goal is building community. A rule may not be the answer.

2. Legal? If it violates your governing documents or prevailing law, you’re doomed.

3. Reasonable? You might be ticked off about bad behavior, but you can’t be punitive, AND you need to check your assumptions. Does the rule treat people unequally? Not only is that not reasonable, it may also be illegal.

4. Enforceable? Another Catholic school lesson: If a provision is unenforceable, it’s of zero value. In fact it erodes respect for authority as a whole.

5. Supported? If the membership doesn’t buy in, it’s just not going to work. This is where community can be broken down by rules.

I taught those standard 5 tests in leadership training for years. And then one day, a participant said “I think there’s a 6th one.” He was right.

6. Effective? Will the rule actually address the condition it was designed to tackle? It’s easy to get lost in the weeds in the rule creation process and end up with a result that makes no sense.

Tip #1: Be crystal clear on what the end result needs to look like and reverse engineer it. Don’t go from “A” to “B”, go from “B” to “A”.

 

Tip #2: Here’s a problem solving strategy that I’ve shared that seems to help a lot. Before the process begins and minds are still clear, list the conditions that must be satisfied for the proposed solution to work. Then you can test a draft rule against your list. If it doesn’t satisfy everything on the list, edit as needed until it does.

CAI has some great resources you can use, such as Kenneth Budd’s 1998 book Be Reasonable

Common Mistake #2: The second common mistake has to do with how a new rule is rolled out. If I read one more notice that starts off “As you are aware, we’ve had a problem with…” Click. I’m out. The nun just came at me with a ruler & I’m bolting. If you just came up with a good rule, it will enhance quality of life for the membership as a whole. Why not lead with that and help members to see why they should care and want to help?  How about, “The board of directors is pleased to announce a new feature that we believe will enhance the beauty of our community.” Then you explain how. The Why may be explicit or implicit, just make sure it’s in there. The fact that it’s a rule becomes far more palatable at the very least, and broadly supported at best.

Now what? Despite all best intentions, at some point a rule will be broken or a covenant violated. This will be covered in next week’s blog.

Property Manager ++

What’s in a name?

The mouth, the mind and the figurative heart have a most curious relationship. The ancient psalmist observed that “out of the heart’s abundance, the mouth speaks.” And at the same time, the data indicates that what we talk about impacts our cognitive abilities and mood. The words we use are important. The information we allow into our minds impact us as well. Sooner or later much of the data, ideas and impressions we absorb impact the way we feel. In turn, the words that fall out of our mouths reflect those thoughts and feelings, occasionally revealing truths about ourselves that may surprise us for better or worse. And on the cycle goes… It pays to think about the words we use and be purposeful with them.

Here’s a word choice that’s still way too common in the community association management industry – “property manager.” It makes me cringe when I see and hear managers and management companies – even “leaders” in our industry – refer to what we do as “property management” performed by “property managers.” When I see that I can’t help but wonder if they fully appreciate…or maybe even respect…what we really do.

Don’t get me wrong – property management is an important PART of what we do. The term is derived from commercial and rental real estate management. In those niches, “property management” is very appropriate. Property is an asset financially and in “sticks and bricks.” Profitability must be the major focus of those disciplines to maintain viability. So, commercial and rental managers are, to a large extent, asset managers. It’s only fairly recently that on site apartment management positions began to use a “community manager” title in recognition that people actually live there.

However, as managers of homeowner associations, condominiums and cooperatives, we support and serve elected volunteer leaders and all the stakeholders in the community, some of whom are more than happy to remind us that they are our boss. It’s far more than asset management. The metrics are different. Community associations have 3 distinct characteristics; they are businesses, governments, and communities with stakeholders. Managers and volunteer leaders who fail to recognize the importance of all three elements do so at their own (and their community association’s) peril. I would also suggest that anytime human stakeholders are living in close quarters with one another there is an inevitable parallel with family, with all its risks, benefits, and emotional entanglements. This is a significantly human experience. Like families, community associations build successful legacies when they identify shared values, work towards common goals, and resolve the inevitable rough patches with compromise and reasonableness.

Therefore, we cannot be successful without managing community. Fortunately, awareness in this regard has been increasing steadily over the years. More in the industry are seeing the wisdom of a shift of focus from enforcement to the bigger context of building and promoting community. Back in the day, a heavy focus on covenants enforcement in the industry drove me nuts. It was as if people existed for the rules instead of the other way around. I believe that this lack of vision is at the core of negative impressions some have about community associations. The more community volunteers and managers act like leaders and less like bureaucrats and politicians, the better everything works. This is a major fundamental challenge facing all of us.

Of course, there’s a danger. Feel-good, fluffy, “We’re building great communities!” marketing messages without a dedication to excellence in taking care of the asset management part of our jobs doesn’t serve anybody in the long run. It saddens me when I find evidence of community managers who don’t see the importance of developing expertise in financials and property maintenance, either by lack of training or by choice. To be an effective community manager, you still have to be a property manager. So while I will always advocate for continuing to promote excellence in leadership and community-building, it is clear we must, as an industry, invest in educating managers and boards in the necessary work that goes on under the hood and out of sight. Only then can communities lay claim to being great.

So yes, community associations need managers solidly rooted in the fundamentals of property management. But they need more….they need broad perspective and leadership from truly professional Community Managers!

Big Ideas in Time Management – Time Investment vs. Time Expense

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This is a huge concept. Too many managers think they don’t have time to do things that save time in the long run. So…..if you don’t have time to do it right, when will you have time to do it again? How many hours will you spend later because you didn’t take 15 minutes to nip it in the bud and follow something all the way through? Think long term, imagine the repercussions of not doing that thing you know in the pit of your stomache you really should do. Ignore the electrons buzzing around in your noggin that are telling you you’re behind schedule and need to skip that last detail. You may be behind schedule because of that little thing you didn’t do last week that’s biting you in the butt and you’re scrambling to reconstruct the pieces. So go ahead, start turning those failure cycles into success cycles. Invest your time now. You’ll save more of it later.