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Sign up here: 12 ways to recruit and retain volunteers

Volunteers play a critical role in making community associations vibrant and attractive places to live. Finding, motivating, directing, and maintaining volunteers’ interest, however, are challenging tasks.

Assigning association responsibilities to the right people, asking them to accomplish realistic tasks, and making them glad they did add to the challenge. Communities can perfect their recruitment and retainment strategies with the following tips and tricks.

Ask early. Start recruiting volunteers early. Tap into the excitement and energy people bring to their new home. Ask them to volunteer and get involved to channel that enthusiasm in a way that benefits the entire community.

Ask often. Many people will wait to be asked and, if no one asks, they may never volunteer. The best way to recruit is to personally invite people to get involved, rather than posting a notice in the newsletter, an email, or on social media.

Play matchmaker. Ask residents about their talents, interests, likes, and dislikes; then successfully match them with relevant volunteer roles.

Don’t overwhelm. Don’t overload volunteers, especially new residents, with too much work. Keep roles modest, and make sure they understand the monthly time commitment.

Respect their time. Start and end meetings on time, and always share the agenda a few days before a meeting so volunteers can prepare for the discussion.

Respect their ideas. When a volunteer shares an idea or recommendation, he or she is owed an acknowledgement, what the ultimate decision was, and why. If the idea isn’t appropriate, tactfully point out why without making it personal or attacking the idea.

Provide guidance. Have experienced committee members mentor and nurture newer members and provide them with the skills they need to take on greater responsibilities.

Educate. Providing relevant educational opportunities also is helpful and a wise investment in the community’s future.

Make it fun and rewarding. Build in time to socialize before and after a meeting, but don’t let it interfere with the purpose of gathering. Fun events build a sense of teamwork.

Make accommodations. People are more likely to volunteer if small accommodations are made to make it convenient. Be flexible and open to changes if it means greater volunteer participation. Consider asking your residents when they’d be most likely to attend meetings.

Build your bench. With more active, team-minded volunteers, your community can accomplish much more. It also will be in a better position when volunteers move or step down from their roles.

Thank gratuitously. Recognize volunteers for their efforts. Ways to express appreciation could include an inexpensive plaque or certificate of appreciation; public acknowledgement at the annual meeting; an expression of thanks on the association webpage; or a listing of volunteers’ names in the community newsletter or on social media. Keep in mind that board members typically are prohibited from accepting gifts.

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Talent wanted: How to hire and retain skilled community association managers

Recruiting and retaining skilled managers can be challenging for community associations and management companies, especially in a very competitive labor market and with communities limited by tight budgets.

In this reality, it becomes even more important for associations and management companies to highlight their strengths and address organizational shortcomings, says business speaker and author Peter Sheahan.

The founder and CEO of Karrikins Group, a Denver-based business growth strategy consulting firm, Sheahan has been an innovative business thinker for more than 20 years. He has advised leaders at companies such as Apple, Microsoft, Hyundai, IBM, and Wells Fargo. He’s also authored seven books, including the recently released Matter: Move Beyond the Competition, Create More Value, and Become the Obvious Choice and Generation Y, a book about the millennial workforce.

Peter Sheahan

Generation Y came about due to Sheahan’s experience as manager of a hotel in Sydney, Australia. “I noticed there was a very big disconnect between what the young people that I was hiring wanted from their experience of work and what I needed from them at work, as their employer,” he says.

Since that formative experience, Sheahan and his team have strived to help company leaders understand ways to attract talented workers.

“People think that the secret to attracting and retaining talent is little things like, ‘Let’s give them free lunch’ or ‘What perks can we offer?’ or ‘What are our benefits compared to the benefits down the road?’ But at the end of the day, it really comes down to the quality of the organization,” Sheahan says. “Is it successful? Is it high performing? Because good, smart people want to work in those environments.”

Sheahan recommends a few best practices for community associations and management companies for recruiting and retaining talent:

    1. Stop thinking about tactics, and start thinking about the performance of the organization. The focus should be on building an organization that is robust and resilient. “Great organizations have no trouble attracting and retaining talent,” says Sheahan.
    2. Build a culture that people want to work in. The perks and benefits can’t be the only lure for bringing in talented workers. Sheahan warns that if the culture doesn’t reflect what was promised to the manager when hired, “You’ll find yourself in bigger trouble.”
    3. Be courageous. It’s important to brave a tight labor market to find talented people, says Sheahan. It’s also about having the courage to build a high-performing team. “A team is only as strong as its weakest link, so we need to be capable of managing the performance of the underperformers or, at times, even having the courage to move people on,” he says.

Sheahan will be one of the keynote speakers at the 2019 CAI Annual Conference and Exposition: Community NOW, May 15-18, in Orlando.

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Crisis communicator: A board president’s coordinated strategy during Hurricane Irma

Michael Kulich, the overall winner of CAI’s 2018 Outstanding Homeowner Leader award, went above and beyond to help the Turtle Creek Homeowners Association in Orlando, Fla., deal with Hurricane Irma’s destruction. As president of Turtle Creek when the storm struck, Kulich led efforts to develop and implement the community’s disaster plan, and during Irma, he turned his home into a “war room” to give board members and vendors a space to provide the community with updates and review action plans.

When the skies cleared, Kulich—a management consultant by trade—took time off from his day job to coordinate vendor activities and lead the cleanup until the community was back on its feet.

What should homeowners do before and after a hurricane?

Residents should stock up on critical supplies and identify how to stay connected to the police and the association. It’s equally important for residents to be patient after the storm passes. Turtle Creek residents were eager to begin the cleanup process after Irma. While their intentions were good, it’s better to pause, confirm everyone is safe, and confirm it’s safe to begin clearing debris.

Michael Kulich

What must a community disaster plan include?

Our plan focused on preparing our infrastructure and homeowners for potential damage and partnering with local vendors and government officials to establish communications lines for continuous updates. Between computers and cell phones, Turtle Creek board members were in constant communication with local government officials, local law enforcement, and utility companies. This approach allowed us to gather pictures of the damage and have video conferences with our landscaping vendor to develop a cleanup plan. We were back to normal operations within a couple of weeks as opposed to months.

What makes a community leader effective?

Communication is an essential quality. As a board member, I use MailChimp for email updates, Twitter, and I recently launched a YouTube channel to livestream our board meetings. Residents appreciate our efforts to keep them informed, as it lends itself to another trait of a successful community leader: transparency. Operating an association board shouldn’t be a mystery. Residents should feel welcome to attend all activities, and feedback should be encouraged.

Why do you volunteer?

Volunteering gives me an opportunity to remove myself from the daily grind and focus my time and energy helping someone else. Since high school, I’ve made it a priority to find a cause or an organization where I can volunteer.

What do you enjoy about serving on your board?

As president, I find the ability to address a homeowner’s concern and find a resolution extremely rewarding. But my main source of enjoyment stems from the relationships I’ve built with our homeowners and local vendors.

What else do you enjoy?

Traveling with my wife and daughter and adding to my sports card collection. Lately, my free time is spent writing. I’m creating my first blog, which focuses on community association topics and trends.

April is National Volunteer Month. Read our articles about preparing for a volunteer role and five steps for effective community leadership. And you can read about the inspiring work done by a homeowner leader who put his community toward a path of financial stability.

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Turnaround leader: How a board president revitalized a community in financial disarray

When Michael Shucart took the helm as president of Leisure Town Home Association’s board more than five years ago, financial disarray and outdated amenities plagued the 1,150-home community in Vacaville, Calif. Now, the retired banker is credited with putting Leisure Town back on a path to success.

Development of the 55-and-older community first began in the early 1960s, and the association had gone without a professional community manager for more than 50 years. There had been little resolve from the board to raise assessments and make improvements. “The community was left deferring maintenance with little in the reserves for replacement or repairs,” says Shucart.

Undoing decades of neglect, Shucart developed a list of priorities “to help define our vision” after consulting with the community’s 1,800 residents. The board developed a plan to overcome years of deferred maintenance.

Michael Shucart

Drawing from his experience as a banker specializing in wholesale mortgages, Shucart also reviewed each line in the association’s budget for cost-saving measures. He saw that the reserve study replacement costs were unrealistic and that vendor contracts could be improved.

“I realized all of our vendors were friends of friends. As a result, most of them were not giving us favorable conditions,” says Shucart.

In addition, after more than five decades without a manager, the board decided to hire a full-time, on-site manager to fill the void in day-to-day operations.

Through these steps and a few others, the community recently unveiled updated amenities including a new bocce court, a lawn bowling field, a remodeled swimming pool, and a new fitness center for residents. 

Because of the contributions that have improved Leisure Town’s financial standing and infrastructure, Shucart was named Homeowner Leader of the Year by CAI’s Northern California Chapter in 2018.

Shucart credits the success of Leisure Town’s turnaround to the collaboration with the other members of the board. He also points out that effective leadership “starts with identifying the concerns of membership, putting a plan together that addresses those issues, and working together in the best interests of the association toward a solution.”

But the work is far from over. Shucart has already set future goals to address at Leisure Town. “We are figuring out how to deal with the closure of our golf course, trying to bring in recycled water to use for the roughly 17 acres of green space, and installing new solar panels to offset the cost of electric usage,” he says.

April is National Volunteer Month. Read our articles about preparing for a volunteer role and five steps for effective community leadership. And stay tuned for another look at inspiring work done by a homeowner leader.

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Made in the HOA: 5 steps for effective community association leadership

Some volunteers who have served on a community association board have realized that much of what works for them in their day job doesn’t work as well in the context of board governance. That’s because, in an association, no single person is in charge. Decisions are made by the consensus of board members, so the chain of command is horizontal and less hierarchical.

The best board members understand this very different paradigm. They also prepare for the role and follow the steps below.

Embrace group decision-making

The individual director typically has no power. Once directors embrace the framework of the board as decision-maker, they understand that they cannot make individual promises. This restraint can be very freeing since no individual is responsible for the association and its actions.

Know limitations

A director’s role is in the title; he or she is a person who gives direction. Directors are not normally required or expected to act. The board directs its manager, employees, and service providers to act through association policy and individual decisions.

A director has got to know his or her limitations. The best accept that they do not know everything; they rely upon managers, consultants, and committees. Such directors handle board disagreements much better by accepting the possibility that another sees or knows something that they do not.

Prepare for meetings

The dynamic between group decision-making and relying on experts should be on full display during association meetings.

The most productive and efficient meetings are the result of committed and prepared volunteers, normally assisted by a great manager. To help bring about the best board meetings as a director:

  • Read the agenda packet.
  • Stay on topic.
  • Talk to the board, not the audience.
  • Ask the manager for input on most motions.
  • Encourage open forum as an important part of meetings, and pay attention.
  • Don’t comment on every motion.
  • Respect your board colleagues.

Handle disputes without hostility

During your board service, there will occasionally be violations of the governing documents or other un-neighborly conduct. Try to work things out. Gentle escalation is almost always preferable to “going legal” right out of the gate.

Don’t assume the violating homeowners are disrespecting the board. They might not understand their rights and responsibilities. Give them a chance to do the right thing.

In addition, don’t be too quick to take sides in a dispute between residents, unless there is independent corroboration of the problem. Encourage residents to work things out as neighbors.

Recruit replacements

Finally, begin identifying and preparing your replacement on the board. Volunteer service should not be a life sentence. Committees are a great place to identify people who not only have the interest but will demonstrate commitment to the association and proper attitudes of service and governance.

April is National Volunteer Month. Stay tuned for a look at some of the inspiring work done by homeowner leaders.

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How to prepare for a community association volunteer role

A community association is no better than the board of directors that leads it. If an association is to be excellent, willing volunteers must be developed. 

Excellent board members understand that their position is one of service rather than control. They serve their neighbors; they don’t supervise them. A service-forward attitude results in a less defensive perspective in which new ideas and opinions are welcomed and not perceived as insults or threats. 

Before seeking a board seat, the best candidates improve their readiness for the position. They should: 

Read the governing documents at least once. The governing documents are the framework (along with applicable laws) within which the board must operate. 

Join CAI and take advantage of all its resources. CAI is the only respected resource in the U.S. and around the world for homeowners to better understand effective community governance. CAI offers excellent introductory publications, training courses to better serve your community, and both online and in-person workshops.  

Understand the business judgment rule. The business judgment rule separates careful board members from liability for the decisions they make while governing the association. Learn the boundaries of that rule.  

Attend at least four board meetings. Familiarize yourself with board meeting procedures, and observe the current issues being addressed.  

Talk to the community manager.  The manager may not endorse or oppose any board candidate (ethics bars it), but he or she can tell you what makes a good director. 

Read the annual budget. Study the budget and see where the association’s money goes before you pass judgment on the current board. 

Read the most recent reserve study. If the board has been reluctant to raise assessments in several years, and repairs aren’t being made in the community, the board may have suspended reserve account deposits.  

Avoid predetermined agendas. Board candidates often run on platforms that sound great but are based on inadequate information. The sitting board almost always has much more involvement and information than non-directors, so avoid making promises before you learn if you are right. 

April is National Volunteer Month. Stay tuned for more tips and tricks to volunteering in community associations as well as a look at some of the inspiring work done by homeowner leaders.

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