Board Consulting
Lead your community with clarity and care.
Communicate clearly, lead through disagreement, make informed decisions, and protect what your community shares.
- Reduce friction
- Strengthen trust
- Plan responsibly
There’s a steadier way to lead your community — without burning out.
You joined the board to help. To fix what’s broken, protect what matters, and move your community forward.
But instead, you’re stuck reacting to the latest fire drill — meetings run long, tempers run hot, and there’s rarely time or clarity to think ahead.
Professional property managers are stretched thin managing the day-to-day. Legal, engineering, and accounting experts offer valuable help — but costs add up quickly, especially when issues don’t fit neatly into any one box.
And in the middle of it all? You.
Trying to lead without burning out. Make decisions without a clear process. Serve your community without losing momentum — or trust.
It’s more than disagreements or complaints. It’s a system that keeps everyone stuck in survival mode.
I believe volunteer board members deserve better — support, structure, and partners who understand how this work really unfolds.
I’ve helped leaders like you cut through the noise, calm the chaos, and build boards that work — for the people who call your community home.
You don’t have to make the mistakes I did
I know what it’s like to serve on a board where the stakes are high, the pressure is real, and the right path forward isn’t always clear.
As board president of a large condominium community — five historic buildings, hundreds of units, and a professional management team — I dealt with capital repairs, vendor issues, resident complaints, budget constraints, and a years-long developer transition dispute that remains in litigation today.
We finally addressed a major pain point — long enough to feel proud it was resolved — but it failed a week later because it was connected to a related system no one thought to inspect. The follow-up repair was relatively inexpensive. The loss of trust was not.
We didn’t lack diligence — we lacked the right kind of support.
Professionally, I’ve advised executives through acquisitions, restructurings, operational complexity, and reputational risk. I bring that same strategic lens to boards — so you can stop guessing, see the whole system, and avoid the traps I’ve already navigated.
I believe boards deserve the same caliber of insight leaders rely on in any well-run organization. Not more red tape — just smarter, connected decisions grounded in experience.
You don’t have to figure this out alone. We can help you avoid the missteps that cost time, trust, and momentum.
The help boards actually need
Clarify goals and identify friction points
A structured discovery process surfaces what’s working, what’s not, and what’s getting in your board’s way. You get a clear, actionable view of the issues — without having to chase every detail yourself.
Build a plan that fits your board
Custom recommendations reflect your priorities, timeline, and appetite for change. An engagement is scoped to fit your community’s needs, goals, capacity, and budget — without forcing a one-size-fits-all approach.
Stay supported as you move forward
Proactive support helps ensure your plan doesn’t stall. We coordinate where needed, help resolve issues in real time, and step in strategically for you when your management team needs backup — reducing stress while still moving the needle.
The right structure can calm the noise, focus priorities, and help your board lead with greater clarity and trust.
A clear path forward
1
Start with a board strategy call
Everything begins with a focused conversation. We’ll talk through what’s keeping your board up at night — and where you want to be instead.
A simple first step toward more focused leadership.
2
Scope and structure the work
After we’ve surfaced the priorities, we shape a practical engagement plan — what comes first, who’s responsible for what, and how we’ll stay on track.
A clearer path helps your board focus on what matters most.
3
Move forward with active support
We roll up our sleeves to help move things forward — guiding discussions, supporting decisions, coordinating where needed, and adjusting in real time as priorities evolve.
Support that meets your board where it is — and evolves as needs change.
The first step may be simple, but the impact can be meaningful — from how your board decides to how your community thrives.
Filling crucial — when and where they matter most
Leadership and
decision-making
Board coaching sessions
Strengthen board members’ focus, judgment, and ability to lead effectively.
Decision-making frameworks
Build shared understanding so complex decisions don’t stall out.
Board transition support
Support new-member onboarding smoothly and maintain institutional memory.
Communications and
transparency
Custom communications
Improve clarity and reduce confusion in owner, resident, and internal updates.
Resident Q&A support
Support consistent, empathetic responses to questions or criticism.
Annual planning tools
Clarify what needs to happen when — and who’s responsible.
Meetings and
governance
Meeting prep and facilitation
Support meetings that are productive, respectful, and aligned with your board’s goals.
Governance review
Identify outdated policies and reduce the risk of procedural missteps.
Emergency issue triage
Help boards respond quickly and thoughtfully when unexpected problems escalate.
Projects and
vendor support
Vendor coordination
Help avoid disconnects and duplication between management and service providers — when needed.
Scope and RFP support
Develop clearer RFPs that attract qualified, appropriately priced vendor proposals.
Capital project guidance
Connect related systems to reduce surprises and budget overruns.
If this sounds like the kind of backup your board needs...
Are we a good fit?
You may benefit from outside support if:
- Decisions are deferred or debated again and again without resolution
- Board members disagree on priorities—or can’t focus on them at all
- You’re receiving more valid complaints than practical solutions
- Your property manager is doing their best, but long-term planning is a struggle
- You’re unsure how to explain upcoming assessments or reserve spending
- Transparency is important to your board—but hard to maintain consistently
- You’re willing to explore ways to work smarter, not just harder
You may not need outside support if:
- our board is aligned, responsive, and already planning 12–18 months ahead with confidence
- Owners are well-informed and trust the process, even when it’s bumpy
- Your reserve study is up to date, addresses any structural integrity laws, and is being followed
- You’ve addressed recent legal or regulatory shifts with confidence
- Everyone knows their role, and board transitions generally run smoothly
- Your community is functioning with clarity, consistency, and mutual respect
- Your board is functioning smoothly without outside help or facilitation
If meetings keep stalling, it may be time for support.
While every community has unique needs, their board have common questions.
Strategic Issues & Pricing
Do you help with new laws like Florida’s SB 4-D?
Yes. We’re familiar with structural integrity requirements, reserve studies, and the communication gaps that often arise. We won’t replace your attorney or engineer — but we will help your board plan ahead, communicate clearly, and avoid unforced errors.
Do you help boards talk with owners about new structural integrity laws and special assessments?
These conversations are never easy — especially when they involve safety concerns, rising costs, or assessments that may be unaffordable for some residents. We help boards communicate clearly, consistently, and compassionately. That means explaining what’s required, why it matters, and how decisions are being made — with as much transparency and humanity as possible. We also help boards prepare for tough questions and difficult conversations, so no one feels caught off guard or left behind.
What types of communities do you serve?
We support not-for-profit, shared-owner organizations: condominiums, co-operatives, planned communities (e.g., age-restricted or amenity-based), nonprofit boards, and even golf or arts-focused clubs. If your group maintains shared assets and serves members or residents, we can likely help.
What if we already have a property management company?
Perfect. Our work is designed to support, not replace, your property manager. We fill gaps, reduce friction, and help your board function more strategically — without stepping on toes or duplicating services.
Will residents know that we’re hiring outside help?
Yes — and they should. Our work is funded through association dues, which means transparency matters. We’ll help you clearly explain what we do, why it matters, and how it benefits the entire community.
How much does it cost to work with you?
Every board is different — and so is every engagement. Some clients need a small, focused scope of support; others prefer project-based work or ongoing guidance over several months. We’ll scope the work together based on your board’s needs, capacity, and budget.
Can we hire you just for a one-time issue?
Absolutely. We frequently assist with targeted needs like vendor disputes, meeting facilitation, or preparing for a major vote. If it helps your board move forward, we’re happy to scope a limited engagement.
Do you charge by the hour or by the project?
We offer hourly, project-based, and retainer models. Many engagements begin with a focused project or board presentation, then evolve into longer-term support as needs become clearer. Where helpful, we scope work with a not-to-exceed amount so your board has cost clarity and control from the start.
What’s your hourly rate?
Our standard hourly rate for senior consultants starts at $250, with a two-hour minimum for board presentations or owner-facing meetings. For shorter advisory calls or longer-term engagements, we may recommend a different structure to ensure the best value for your board.
We’re under financial pressure — can we still work with you?
We understand — and that’s often when strategic support can help the most. We’ll work with you to scope something manageable, whether that’s a short-term planning effort or a limited advisory role. In many cases, a few focused conversations can help prevent far more costly mistakes down the line.
Approach & Process
Do you replace our property management company?
No. We work alongside your property manager — not instead of them. Our goal is to support your board by adding clarity, coordination, and a long-term lens that most managers simply don’t have time to provide on their own.
Who typically hires you — property managers or board members?
Both. Sometimes a property manager reaches out after realizing their board needs more strategic or communication support. Other times, a board member connects with us directly after repeated frustrations or stalled progress. Either way, we coordinate with both groups to ensure alignment.
Do you work with boards that already have attorneys or engineers?
Yes. Legal and technical advisors are essential — but they often focus narrowly on their specialty. We help your board connect the dots across disciplines, so you’re not solving one problem while unknowingly creating another.
How do you get up to speed on our board’s situation?
We start by listening. Our early conversations focus on what’s working, what’s stuck, and how your board operates today. We review your governing documents, past decisions, current challenges, and communication dynamics before recommending a path forward.
We’ve had consultants before, and it didn’t help. Why are you different?
We combine strategic perspective with operational follow-through. You don’t get a slide deck and a “good luck.” You get structure, insight, and hands-on support tailored to your board’s specific dynamics. And we stay involved to help make it real.
We’re not in crisis — should we still work with you?
That’s a decision only you can provide. In our experience, the best time to build systems, improve communication, and clarify roles is before things unravel. That said, we’re just as comfortable stepping in when tensions are high or deadlines are tight. Either way, we bring calm and clarity.
Do you only work with communities going through a big change or crisis?
Not at all. While we specialize in strategic, cultural, and organizational change—typically activities with high-stakes for firms individuals—many of our clients are looking to build stronger leadership visibility, better internal clarity, or greater stakeholder trust—before difficult decisions need to be made or a crisis happens.
Strategic board leadership and communications aren’t just for emergencies. They are how resilient organizations and communities stay ahead. And prevent self-inflicted financial, operational, and reputational risk from occurring.
What happens if we need broader support than one consultant or a small team can deliver?
That’s a decision only you can provide. In our experience, the best time to build systems, improve communication, and clarify roles is before things unravel. That said, we’re just as comfortable stepping in when tensions are high or deadlines are tight. Either way, we bring calm and clarity.
How do you measure success?
In community associations, let’s be honest — someone will always be unhappy. That’s the nature of shared governance. But progress is still possible—and measurable.
We define success by the shifts that matter: 1. When meetings run more smoothly; 2. When the same issue doesn’t keep coming back; 3. When owners may still disagree — but start trusting the process.
We don’t rely on generic metrics. Instead, we look at: actions taken (not just debated), confusion reduced, strategic decisions made and communicated with clarity.
Every engagement includes clear goals tailored to your board’s priorities, capacity, and constraints. That means we don’t just measure effort—we measure outcomes: fewer unforced errors, better alignment, and support that actually moves the needle.
Sometimes the most meaningful success is when a resident criticizes the decision—but compliments the process.
Don’t see your question?
We’re happy to talk through your specific concerns—no pressure, no obligation.
Your board sets the tone — for your community, your credibility, and your future.
Whether you’re untangling legacy issues, planning for capital needs, or rebuilding trust with residents, how your board communicates and makes decisions matters more than ever.
If you’re ready to lead with clarity, structure, and support that truly fits your community …
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