Guides

Practical notes for management companies and boards. They work with any tools, including a spreadsheet.

• How to track homeowner requests so none get lost

  Seven habits that turn a pile of messages into work that has an owner, a clock and a record.

• Response and resolution targets for HOA requests: a starting template

  Targets by priority that you can adapt, how to sort a request, and how to measure whether you are keeping your promises.