As a new year begins, East Valley and Gilbert HOA boards have a unique opportunity to set their communities up for a successful year. Taking time early in the year to review plans, assess priorities, and align with management can help boards avoid common challenges and ensure smooth operations throughout the year. This checklist is designed to provide practical steps for boards as they enter the new year.
☑️ Review the Community Budget
The budget is the foundation of every HOA’s operations. Start by reviewing the previous year’s budget to identify areas where actual expenses differed from projections and what’s budgeted for 2026. An early refresher on what was approved allows the board to make informed projections and decisions for the upcoming year.
☑️ Reiterate Assessment Amounts
Take a moment to remind homeowners of any assessment amount changes for 2026. Oftentimes, notices are sent during the end of year festivities and can be easy to miss for busy or traveling association members.
☑️ Set Reminders for Annual Items
Take time at the start of the year to review annual maintenance items and place them on a calendar with reminders. This may include, pool permits, palm tree trimming, fire inspections, corporate filings, and other required services to help ensure nothing is missed.
☑️ Assess Community Needs
Walk the community or schedule inspections to identify maintenance priorities. This could include common area landscaping, pool equipment, building repairs, or safety improvements. Planning ahead ensures projects are completed on time and budgets are allocated appropriately.
☑️ Set Meeting Schedules
Establishing a regular meeting schedule at the beginning of the year helps boards stay organized. Ensure that homeowners are informed of dates and agendas in advance. Consistent communication and planning make meetings more productive and encourage participation.
☑️ Prepare for Capital Projects
If your community has upcoming capital projects, such as painting, paving, or major repairs, now is the time to plan. Review budgets, timelines, and vendor proposals. Proper planning reduces the likelihood of delays or unexpected costs.
☑️ Review Insurance Policies
Confirm that the community’s insurance coverage is up to date and adequate for current needs. This includes general liability, property coverage, and directors and officers insurance, and other requirements outlined by governing documents. Early review allows time to make adjustments before any issues arise.
☑️ Communicate with Homeowners
Finally, start the year with clear communication to homeowners. Share important updates, upcoming projects, and reminders about assessments. Transparency fosters trust and helps ensure that the community runs smoothly.
Proactive, Not Reactive Community Governance
Starting the new year with a structured plan allows East Valley HOA boards to manage their communities confidently and efficiently. By addressing financial, operational, and governance priorities early, boards can create a strong foundation for the months ahead.
Arizona Community First is committed to supporting boards and homeowners through every step of the process. Strong partnerships and thoughtful planning make communities more resilient and enjoyable for everyone.
