💬 Join us to post & get advice from 50,000 HOA & Condo leaders.

Create Free Account →

⚡ Takes 30 seconds

Already a member? Log in

RobW4 (Florida)
Posts: 6
Posted:
We have a new property manager and want to ensure he's doing a good job in terms of following up on vendors, making sure proposals are getting obtained in time, doing drive-arounds, etc.

I suppose this is geared mainly towards the board president's, but how do you make sure the property manager is doing a good job without actually doing their job for them?
JackieB4 (California)
Posts: 398
Posted:
Use your eyes, ears, and feet. What do you see when you drive around? Read your Financials. Listen to your members. Walk your kids or the dog at different times to connect with different neighbors. Verify!
RobW4 (Florida)
Posts: 6
Posted:
Yep, that's already being done. I'm very active in driving and walking around the community. I'm asking more along tracking items they are working on for the community/board.
MichaelT21 (Arkansas)
Posts: 200
Posted:
I have a detailed spreadsheet where I log each item of interest along with the various phases that the task goes through, from Board inititation to Board approve to vendor quote to signed contract, etc.

Ultimately, I don't find that we can effectively offload much to our property manager. Most of the Board work is done by us as volunteers. our property manager is offsite, so she can handle secretarial type work quite effectively but anything that requires on site work we have to handle.
SheliaH (Indiana)
Posts: 6,964
Posted:
Our property manager provides a management report for the board meetings, and it tells when things have been done or where she's at on other tasks, such as "I contacted so and so on this date and sent an RFP - a response is expected by Y date).

You don't say how new this property manager is, but micromanaging can cause problems - give him or her a little breathing room to start, and some time to get used to the community. Besides, I suspect homeowners will let you know if they have questions or concerns about a vendor's work.

If it is not right do not do it; if it is not true do not say it. Marcus Aurelius
JackieB4 (California)
Posts: 398
Posted:
Michael...well said! A spreadsheet is impressive and very efficient. For us less techie souls, keeping an eye on any/all vendors/items/whatever, keeping a neutral connection with HOA members hopefully remains a second best. Michael, your HOA is lucky to have your dedicated volunteerism.
KerryL1 (California)
Posts: 14,550
Posted:
Do you have a full-time PM? Onsite office? Or? How many homes are in your HOA? Many amenities?

Our Bylaws state that it's the president's job to ensure that the PM is following through with board directives. Generally, the present meets once a week with the PM to go over of check list of current directives to the PM to see their progress.
WendyM5 (North Carolina)
Posts: 1,522
Posted:
call them every couple of weeks.

vis ta vie
MelissaP1 (Alabama)
Posts: 13,836
Posted:
I just listened to the feedback from my fellow membership. They will tell you any "stories" about their experiences with the PM. You can "filter" through that information as it could be a communication gap. Not every complaint is worthy of taking on the role of "hero".

Do not find the need to watch over every PM move. Hired them to do a job. If I find them overstepping that role or not succeeding in any, then I follow up. Calling them every day is a bit annoying. It doesn't show you trust your PM and/or let them do their job. Which they need to do.

There are some issues with PM that can take over an HOA. However, those cases are mostly due to HOA's with boards/members whom don't want to do anything in their HOA. They don't want to take an active role and hence the PM just takes over. If your board is organized and acts like a proper board, then PM is just an extension of the HOA and NOT the HOA...

Former HOA President
WendyM5 (North Carolina)
Posts: 1,522
Posted:
LOL I suggest calling every 14 days
Melissa interprets that as every day?
Yeah I agree that would be annoying.
Which is why I said every couple of weeks.

vis ta vie
MichaelS56 (Minnesota)
Posts: 858
Posted:
We have time at each Board meeting for the property manager to respond to all of the items that they are responsible for. I email our rep anytime I have a question that needs an answer and I copy all of the Board members, so they know what is going on. This is not my Board, but we work as a collective group on all issues.
MarkM19 (Texas)
Posts: 1,459
Posted:
Rob,
I feel when you first get a new PM someone most knowledgeable on your board needs to put extra effort to get them acclimated to your property and updated on all existing projects that were under way or still need to get done. We made a change at the start of 2019, and I spent a lot of time with the manager for the first month which ended up being a couple of hours a month in person and I was always available by phone. We are lucky to still have the same PM going into our 4th year. Now we might meet once every couple of weeks when I just stop by the office. I have 2 newer board members that spend a little more time getting questions answered from time to time. We all have a good relationship and that makes a difference.
LoriM15 (Florida)
Posts: 1,009
Posted:
We got a new property manager last year who started out giving a weekly manager's report with all she had done and all open items that week. I was recently told the PM company requires a weekly report. It gets published on our website weekly and also she gives a monthly report in our newsletter.

She stopped doing them for a few months and we really missed them - I don't want to be in the office micro-managing daily and this let's me know what she's been working on. I think it's the minimum to expect from your PM.

🎯 You've read this entire discussion

Join the conversation with 50,000 HOA & Condo Leaders:

  • ✓ Ask follow-up questions
  • ✓ Share your experience
  • ✓ Get expert advice
  • ✓ Access 350,000 discussions
Create Free Account →

⚡ Takes 30 seconds

Already a member? Log in here