09/26/2026
Seven boards I've managed avoided special assessments using this three-step planning tool.
I've watched it play out too many times.
Board gets elected. Everyone has good intentions. Nobody wants to raise dues. Years go by. Then the roof needs replacing, or the retaining wall starts leaning, and suddenly you're staring down a $300,000 shortfall with no reserves and no options.
Cue the special assessment. Cue the angry homeowners. Cue the panic.
But here's what the boards who avoided that mess all did differently:
they ran a reserve study every 3-5 years (not just when something broke).
They actually funded their reserves based on the study, not on what felt comfortable that year.
They communicated proactively with homeowners about upcoming projects before they became emergencies.
That's it. Not magic. Not luck. Just planning ahead instead of reacting when it's too late.
Over 300 board members have already grabbed my reserve planning toolkit. It walks you through exactly how to assess your community's capital needs, fund them responsibly, and communicate the plan to homeowners without triggering a revolt.
Link in bio.