eBook: Smart Goal Planning Worksheet

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

At CMA, we have decades of experience helping boards set and reach meaningful goals for their communities. Our board goal-setting series offers free resources, so you can set goals, track progress, and meet milestones. Here, you’ll find a Goal Planning Worksheet that’ll allow you to act on your goals strategically, with a focus on detailing the work that needs to be done to achieve them.

This worksheet creates an overarching execution plan that acts as a roadmap to achieve your goals. For each HOA goal, fill in five specific action items that must be completed, which board member is responsible for each step, and when it must be accomplished. Once you're done, you'll have actionable steps, assigned responsibilities, and realistic deadlines ready for all your board's objectives!

Additional Resources

Check out our other worksheet to help you through your goals journey. This template lets you develop your ideas further and streamline for maximum efficiency. Work through them in the order that they were released for maximum results.

Smart Goals Brainstorming Worksheet

In our first installment, you’ll find a Goal Brainstorming Worksheet complete with tools and tips to encourage idea sharing, like this:

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.