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At Grayson Community Management, we work with boards across California, and we’ve seen what works (and what doesn’t) during the first few months. Here’s a simple guide to help your new board focus on what really matters in those critical first 100 days.
✅ 1. Get to Know Your Governing Documents
Your CC&Rs, bylaws, and rules are your board’s foundation. They outline what you can do, what you must do, and what’s off-limits.
Take time to review the documents with your fellow board members, understand voting rules, term limits, and architectural guidelines, and clarify how decisions should be made and enforced. Learn where to look and what applies when issues come up.
💬 2. Connect as a Board Team
Your board will get more done (and feel less stressed) if you build a strong working relationship early on.
Use your first meetings to:
• Set expectations for communication
• Decide how often to meet and how to handle decisions
• Assign roles based on strengths
You don’t have to agree on everything but being on the same page about how you work together makes all the difference.
📋 3. Review the Current Budget and Contracts
Take a close look at your HOA’s financial health. Ask your property manager or treasurer to walk the board through:
• The current budget
• Reserve fund status
• Any upcoming large expenses or projects
• Active vendor contracts
Understanding the numbers helps you make smarter decisions and avoid surprise costs.
🛠 4. Check on Maintenance and Ongoing Projects
What’s been scheduled? What’s overdue? What’s on hold?
Ask for a current maintenance calendar and status updates on any in-progress work. Then, prioritize what’s most urgent for the safety, appearance, or function of your community.
📢 5. Communicate with Homeowners
Let residents know there’s a new board in place. It doesn’t have to be fancy: a simple email, letter, or newsletter update works.
Introduce yourselves, share your priorities, and tell people how to get in touch. That small step builds trust right away.
🤝 6. Lean on Your Property Manager
You don’t have to do it all alone. Your property manager is your support system, someone who can answer questions, provide historical context, and help guide you through tough decisions.
At Grayson Community Management, we’re always just a call or email away to help boards lead with confidence.
Your first 100 days as a new board set the tone for the rest of your term. Take things one step at a time, work as a team, and ask for support when you need it. That’s how strong, effective boards get started and how great communities thrive.
Need help getting your board off to a strong start?
Grayson Community Management supports HOA boards across California with clear guidance, reliable service, and hands-on help when it matters most.