To ensure your homeowners’ association (HOA) board members remain focused on their goals throughout the year, it’s important to track your progress. Driving efficiency, goal-setting worksheets are useful tools that can be used by everyone on the board. These resources help you manage tasks and follow through on your vision for the community.

At Associa, we have decades of experience helping boards set and reach significant goals. Our Board GoalSetting series offers free templates, so you can set goals, track progress, and meet milestones. Here, our Monthly Planner gives you the direction you need to succeed in the days ahead.

When you plan ahead and stay on top of your to-do lists throughout the month, it can help you avoid the pressure of last-minute deadlines that may derail community goals. Using a monthly planner is an easy way to monitor goal timeframes and keep all board members on the same page.

Additional Resources

Check out our other worksheets to help you through your goals journey. These templates let you develop your ideas further and streamline for maximum efficiency. Work through them before you get to the monthly planner for maximum results, starting with our:

• Goal Brainstorming Worksheet: Out Now
• SMART Goal Setting Worksheet: Out Now
• Goal Planning Worksheet: Out Now
• Goal Review Worksheet: Out Now

Associa is a partner you can trust to lead your community to success. Providing top-tier management, secure financials, customizable insurance, and advanced technology, our comprehensive suite of services creates greater efficiencies.

Subscribe to our Community Matters Blog for the lastest community association news, trends, best practices delivered right to your inbox - right when we publish it. In addition to all this goal-setting guidance you'll also get acccess to:

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