New HOA Manager
Onboarding path for managers stepping into HOA accounts. Covers the foundations of HOA governance, board operations, and the day-to-day mechanics of community management.
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Module 1: HOA 101
Module 1 of the HOA path. Covers what an HOA is, how boards are structured, who plays what role, and the duties that come with serving on a board. Includes a Progressive-produced overview video plus five short referen...
Required within 14 days of start -
Module 2: Governing Documents
Module 2 of the HOA path. Covers the four core governing documents — Articles of Incorporation, CC&Rs, Bylaws, and Operating Rules — how to read them, where they live in the hierarchy of authority, and how to ...
Required within 21 days of start -
Module 3: Community Manager
This module will go over your role as a community manager and tasks you can expect on a day to day, monthly and annual basis.
Required within 28 days of start -
Module 4: Board Packets
Everything that goes into a board packet, why each section matters, and how to assemble one efficiently each month.
Required within 35 days of start -
Module 5: Meetings
Running a productive board meeting. Agendas, quorum, motions, executive session, open forum, minutes, and what to do when meetings go sideways.
Required within 42 days of start -
Module 6: Financials
HOA finances at the level a manager needs to know: budgets, reserve studies, assessments, delinquencies, and the basics of reading a balance sheet and income statement.
Required within 49 days of start