An Essential HOA Yearly Checklist

An Essential HOA Yearly Checklist


There's a lot to deal with when you're managing a homeowners association (HOA). From communicating with homeowners to keeping up with community trends, managing an association can quickly become a complex job. Unless, of course, you have the right approach.

The good news? Your 2021 HOA yearly checklist should simplify your tasks and help you stay focused on bigger picture goals. In this post, we'll break down an essential yearly checklist and dive into how effective communication can be achieved with a HOA communication software.


1. Planning for Meetings and Budgets

Planning community meetings and setting annual budgets are two important HOA management tasks – and they both come with their own set of challenges. To stay ahead of things, your yearly checklist should cover matters such as setting up meeting schedules, identifying agendas, and organizing finances.

2. Property Maintenance and Repairs

Caring for your community’s property should be a priority for HOA management. Your yearly checklist should include a thorough property inspection to keep track of maintenance needs and identify necessary repairs. Consider implementing scheduled maintenance tasks to keep things running smoothly, like landscaping, pool cleaning, and trash pick-up.

3. Updating Your HOA Documents

Your governing documents are an essential part of HOA management. They lay out everything from property rules to board composition. As the community changes and technology evolves, updates to these documents become necessary. By having a yearly checklist for reviewing and updating HOA governing documents, you can stay on top of important changes.

4. Communication and Community Engagement

Effective communication with members of your HOA is crucial for building a positive community. This includes more than just sending a newsletter once a month. Consistent, transparent communication is the lifeblood of HOA success, and it's why more and more associations are turning to HOA communication software.

5. Digital Tools for Effective HOA Management

Having the right technology can make your HOA management tasks much simpler. The latest HOA communication software can offer a range of features like mass email broadcasts, customized emails, and newsletters. Invest in a reliable software to take your communication strategy to the next level.



HOA management can be tough, but having a yearly checklist can go a long way in helping things run smoothly. This year, make sure you’re equipped with the tools and resources necessary to keep your community engaged and informed. By leveraging the latest HOA communication software, you can keep members up to date on important news, events, and community developments – all while streamlining your management tasks. Contact Community Connect Systems today to learn more about our HOA communication software or our technology solutions that will help your association succeed.

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