Professional Documents
Culture Documents
Estate-Living - co.Za-Best Practice Strategic Planning For Community Associations
Estate-Living - co.Za-Best Practice Strategic Planning For Community Associations
Associations
estate-living.co.za/news/best-practice-strategic-planning-for-community-associations
5 min read
No matter how well things are going, you can’t just sit back and hope
the situation will continue, and when things are not going well, you
need to make sure they get better. Both situations require strategic
planning. It’s an essential, ongoing feature of good management.
1/5
• stimulate thinking to optimise the use of the association’s resources
• ensure that responsibility and work schedules are assigned to individuals or teams that
are best equipped to fulfil that role
• ensure coordination and unification
of effort
• facilitate better control and evaluation of the
association’s activities and the association’s
mandate, thereby ensuring accountability
• create awareness of obstacles that may occur well in advance so that they can be
overcome through sound decision making
• identify opportunities
• recruiting core leadership and team members including representatives from all
stakeholder groups
• training, motivating
and empowering the group to see how they will be adding value to
the community
• describing the plan to all association members, at each phase of the development of the
plan, to solicit comments to fill gaps where critical areas may have been missed
• restating the popularised plan, seeking broad-based consensus for it, and soliciting more
feedback and involvement
• developing operating plans,
budgets and schedules
2/5
Plan development
• Assess the association’s history, significant accomplishments and areas that were
weaknesses. List important milestones, and include items where impact occurred in the
association’s operations, e.g. hiring additional staff, raising levies, building additional
facilities, changing some of the rules, etc.
financial statements, state of the
• Assess the association’s current status, e.g.
infrastructure, demographics, perception of the external environment, property market,
number of complaints and security breaches, traffic load, etc.
• Evaluate the association’s current governance structure.
• Determine critical issues that must be addressed for the association to achieve its
mission and vision, based on the SWOT analysis.
• Define the roles of key players who will be responsible for each aspect of the strategic
plan. Answer questions such as:
• Communicate the plan to all stakeholders. Make sure that every player has the necessary
documents and basic knowledge to perform effectively. Also, if the strategic plan calls for
specific management participation, make sure it is spelled out in the management
contract.
take notes to ensure that the plan that is finally executed is, indeed, a
• Listen and
strategic one.
• Develop and
prioritise long-range goals to address the critical issues identified through
the needs assessment and SWOT analysis, and then prioritise those goals.
• Develop short-term goals and specific action plans, along with scheduled
completion
dates.
• Establish a monitoring process to assess the progress made on both short-term and
long-range goals.
3/5
Plan implementation
Plan implementation (or execution) is the second phase of strategic planning. In this step,
an association puts its plan into action through the allocation of resources. This step has
three components:
• Procedures are the tasks – and sequence of tasks – required to complete the
programmes. Many of the previously discussed items such as teamwork, roles,
communication, and education are essential elements for ensuring successful
implementation.
• Budgets ensure
adequate funding of programmes, but it is important that the
association be strategy-driven, not budget-driven. The budget must enable the strategy,
not drive it.
Lastly, adaptability is crucial to the plan implementation phase since all plans will have
flaws. If the team members are not adaptable, there may be simple issues that will not be
resolved in a reasonable manner, and the community will suffer.
Plan review is required constantly to improve the plan and ensure its execution. Part of
the plan review occurs naturally when there’s board turnover, a new home owner, or
changes in the law. In addition, plan review needs to be scheduled to ensure that the plan
is meeting the community’s goals. This can be achieved through surveys, management
review conferences, or discussions at meetings. If the community fails to update the plan,
the plan will eventually fail the community. Industry experts suggest that associations and
their managers review their strategic plans annually, and completely overhaul their
strategic plans every three to five years.
Pitfalls
4/5
Bernard Steiner lists some pitfalls that are easily fallen into but that should be avoided:
• becoming so engrossed in current problems that insufficient time is spent on long-range
planning and the process becomes discredited
• failing to assume the necessary involvement in
the planning process by other association
committees
plans as standards for measuring performance
• failing to use
• consistently rejecting the formal planning mechanism by making
intuitive decisions that
conflict with the formal long-range plan
• failing to develop association goals suitable as a basis for formulating long-range plans.
hoasupport.co.za
5/5