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Goal Brainstorming Worksheet

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3 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. 7 6 5 4 8 3 2 9

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