Motivating and Developing Your Team for Higher Performance
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1 2018 Northern California Law Seminar & Expo Motivating and Developing Your Team for Higher Performance Presented by: Cecilia N. Brennan, Esq., The Perry Law Firm, APLC Karen Conlon, MCAM, Sequoia Grove Consulting, Inc. Corinne Crawford, CAMEx, CCAM-ND, CMCA, The Management Trust Southern California, ACMB 1
2 Session Outcomes Learn how to be a more effective leader with your colleagues, Boards, committees and vendors. Acquire specific tools for building and maintaining teams that excel, including recruitment, education and leadership. Explore techniques for establishing a sense of teamwork, for developing goals, for gathering resources, for prioritizing work, for motivating team members and for helping individuals develop their unique strengths. Learn about important legal issues and pitfalls. Motivation and Team Building What makes a good team member? In your company? On a? On a Committee? As a Service Provider/Vendor? fa cil i ta tor Manager = Facilitator-in-Chief noun noun: facilitator; plural noun: facilitators a person or thing that makes an action or process easy or easier. 2
3 Manager = Facilitator-in-Chief RECRUIT EDUCATE/PREPARE LEAD/FACILITATE : RECRUIT: Be Dynamic Team members want to work WITH you Goldilocks approach to communication with membership Recruit from committees RECRUIT: Is it appropriate/legal to: : Selectively recruit to some individuals and not others? Casually endorse a candidate in conversation or other context? Try to find an alternative candidate to run against a difficult homeowner candidate? Other? 3
4 : RECRUIT: Communicating and handling qualification issues Is there a process for allowing non-qualifying candidates to remedy? : EDUCATE/PREPARE: Educate about roles Board training Management Plans and buy-in Transparency Educate about current HOA issues Getting new Board members up to speed EDUCATE/PREPARE: : Educate about legal issues and liability o Fiduciary duties o Conflict of interest issues o Attorney-Client Privilege/Attorney Work Product issues Code of Ethics or Conduct Can this be required and/or enforced? 4
5 : LEAD/FACILITATE: Discover each member s areas of interest, expertise, and time commitment Developing Board Members skills Establish goals and timelines Legal issues : LEAD/FACILITATE: Empower the Board Types of governance and how they might motivate a board Allow sense of accomplishment Tracking Goals Incentives Avoid us versus them between the Board/Management and Homeowners BOARD OF DIRECTORS LEAD/FACILITATE: Good record-keeping Dealing with rogue Board Members 5
6 Make up of All Board Members All non-board Members Mixed RECRUIT Establish needs Is there work to be done? Has community shown an interest? Are you passing the buck? Committee liability 6
7 RECRUIT Committee Charter Never ask for volunteers until scope and authority have been determined Terms, reporting, attendance, etc. Conflicts and Nepotism EDUCATE What information are they entitled to? Notice of meetings/open Meeting Act Quorum issues Minutes? LEAD Manager s Role Board s Role Reports at Board Meetings? 7
8 LEAD Rogue Committee!!! Conflicts between Board and committees Vendors RECRUIT Could how you find them create legal issues? Referrals Trade Shows Other Review more than just price Customer Service Standards Organizational Chart Vendors RECRUIT When to get a contract or proposal? Legal differences Bidding Specifications? Preferred Vendors Do you always have to go out to bid? Are you recruiting them or did they recruit you? Gifts to the HOA (raffle prizes, etc.) 8
9 Vendors EDUCATE About the project How much is too much? Share budget numbers? Expectations fine print Communications and Boundaries Who is authorized to communicate? Liability issues for Manager, Board or committees EDUCATE Lessons Learned Throughout the project Feedback on deltas Vendors Vendors LEAD Value of a good vendor partner Board evaluates performance regularly with criteria Transitions Vendor reports and what to do with them Compliance with maintenance manual and governing documents Another eye on the property Appropriate vendor behavior and liability issues 9
10 CC1 Questions? CC1 Thank You! 10
11 Slide 28 CC1 Corinne Crawford, 11/18/2017 Slide 29 CC1 Corinne Crawford, 11/18/2017
Motivating and Developing Your Team for Higher Performance
Motivating and Developing Your Team for Higher Performance PRESENTED BY Cecilia N. Brennan, Esq. The Perry Law Firm, APLC Karen Conlon, MCAM Sequoia Grove Consulting, Inc. Corinne Crawford, CAMEx, CCAM-ND
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