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Goal Brainstorming Worksheet

Our Board Goal-Setting series offers free resources to help you set goals, track progress, and meet milestones. In  our first installment, you’ll find a Goal Brainstorming Worksheet.

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Board members of a homeowners’ association (HOA) are tasked with running an efficient and financially sound community. To do this, you must set realistic goals aimed at enhancing the overall living experience. However, creating these impactful initiatives and following through with them can be challenging without the proper preparation and planning.

At Associa, we have decades of experience helping boards set and reach meaningful goals for their communities. Our Board Goal-Setting series offers free resources to help you set goals, track progress, and meet milestones. In our first installment, you’ll find a Goal Brainstorming Worksheet complete with tools and tips to encourage idea sharing. 

Examples of Goals

HOA goals can be broken down into three categories. Annual goals are set every year to maintain operations, compliance, and adequate funding. Improvement goals are related to maintenance projects and general upkeep of the community. Communication goals improve transparency, collaboration, and resident engagement.

Examples of HOA goals include:

  • Prepare the annual budget by a particular date.
  • Remodel the community pool deck.
  • Create a formal complaint process.
  • Invite monthly speakers for community events.
  • Find a more affordable option to replace an overpriced vendor.
  • Invest in technology that allows homeowners to pay fees online.

Because every association is unique, review your governing documents, know your budget, and consider homeowner priorities before developing strategic plans. 

Download the ebook now to set your own goals! 

Additional Resources Coming Soon

After brainstorming goals, what happens next? To help you work through the information you’ve gathered, we have additional resources coming in our Board-Goal Setting Series. These templates will allow you to take your ideas further and streamline them for maximum efficiency. Here is the schedule for everything else we're working on: 

  • SMART Goals: Out October 2025
  • Goal Setting: Out October 2025
  • Goal Review: Out November 2025
  • Monthly Planner: Out November 2025