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​MARCH/APRIL 2023

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A Recipe for Success

Combine equal parts enthusiasm with commitment and an open mindset for a satisfying and successful volunteer experience.​

By Joni Lucas​​
©2023 Community Associations Institute

 


LIKE A CHEF who experiments with ingredients and processes before securing a winning recipe, veteran community association leaders say whipping up a plan to recruit, educate, and retain volunteers is a delicate mix that includes patience, flexibility, solid coaching, and listening skills—plus a dash of strong commitment to community.

The community association model depends mightily on the work of volunteers, yet it can be challenging to get homeowners to pitch in. Volunteering for any organization is not always easy. It takes time and effort. It can be both a rewarding and frustrating experience depending on the tasks and personalities involved.

April is national volunteer month—a perfect time to recognize the hard work, dedication, and time volunteers give to various organizations, including community associations, nationwide.

“Volunteers are the absolute backbone of a community," says Jonathan Stehle, former director and past president of the Oxford Row Townhome Condominium Board of Directors in Fairfax, Va. “The stronger they are, the stronger the community is."

Volunteers are “essential to the function of the community housing model," says Patricia Book, president of the Willow Springs Community Association in Fort Collins, Colo.

Book has quite an impressive volunteer service record: She has served on the Willow Springs board for nine years and worked six years as vice president for CAI's Rocky Mountain Chapter. Currently, Book serves on CAI's Homeowner Leaders Council, the Government and Public Affairs Committee, as well as CAI's Colorado Legislative Action Committee and its Public Policy Committee.

Why do homeowners volunteer? “There's a common good goal to be met but also a personal goal of living in a well-maintained community where there are opportunities to get to know your neighbors and enjoy living in your community," Book adds.

In Willow Springs, Book says volunteers are invited to join the board, serve on standing committees, and help with social and charitable events. These invitations are facilitated by personal networks in the community whereby neighbors ask neighbors to help out, leaders say.


“Volunteers are the absolute backbone of a community ... The stronger they are, the stronger the community is."


 

 



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​​​BASIC INGREDIENTS

At a fundamental level, volunteering is about building relationships, providing consistent and transparent communication, and giving people the opportunity to accomplish their personal goals, observers say. Expecting occasional disputes and handling them with grace and good humor also are essential parts of the mix.

Stehle, a councilmember for the City of Fairfax, located in the Washington, D.C., area, believes a good volunteer is someone who shows up and is interested in helping. He looks for people who ask to be involved and are curious about the community. Conversely, leaders also must take the time to learn about prospective volunteers' interests and goals. And don't forget to be honest about the time commitment expected.

For Stehle, volunteering is all about having an open, positive attitude and giving people opportunities to learn and serve their neighbors. He tries to support volunteers and “give them the space" to find their footing. There's no judgment if they stumble, he adds. “You want to help grow someone and give them room to flourish."

Just inviting residents to volunteer is not enough, he says. Once a task has been assigned, give them ownership and support but don't micromanage. “Remember the human aspect," Stehle says. “It's your responsibility to set them up to be successful."

Warren Geller, president of the board of directors for Sun City Aliante, a 55-and-older community with 2,000 units in North Las Vegas, Nev., says while it's been more difficult to recruit volunteers since the COVID-19 pandemic, he makes his expectations very clear and looks for people who are genuinely interested in contributing to the community. “You want to treat them with respect, thank them, and let them know that their opinion matters," he says. “You never put them down."

Carolyn Haack, president of the master board of the Orchard Glen Condominiums in Glenview, Ill., promotes the association at neighborhood events and sends handwritten invitations to potential volunteers.

Once recruited, Haack relies on CAI education materials to train volunteers. She took advantage of CAI materials herself when she first got involved in her community association and found them valuable. Haack adds that she includes some element of board education at every meeting.

 

 



MIXING IN EDUCATION AND ONBOARDING

Indeed, having an orientation or onboarding program for volunteers is crucial, observers say. It doesn't have to be complicated and should include the basics such as going over governing documents and fiduciary responsibilities. Once onboarded, it's important to maintain active outreach and engagement with volunteers and continue conversations with them to avoid misunderstanding, frustration, and burnout.

Volunteers also need clearly defined parameters of their volunteer commitment, including start and end dates. They must commit spending time to prepare for and attend meetings, and engage in additional discussions, and decision-making outside of regular meetings, Book says.

Keeping good records and making notes is helpful for current and future committee members. “Oral histories aren't sustainable," Stehle says. “Documents tell the story. Blank sheets of paper are volunteer kryptonite."

“Volunteers set the vision for the community, formally through the development of a strategic plan or informally by setting priorities for management," says Wendy Taylor, CMCA, AMS, LSM, PCAM, a veteran CAI faculty member who has taught homeowner leader classes over the years.

“Volunteers are our neighbors working together, which creates a sense of community. The value of community translates to quality of life and property values," says Taylor, who recently retired as the chief operating officer of South Riding Proprietary in South Riding, Va. “I have found the best way to vet volunteers is to require they attend three meetings before their appointment. This helps determine real interest (versus) just curiosity or a personal issue."

 


Nonetheless, the ultimate chef's kiss to a successful volunteer recipe may be less evident but still palpable and significant— the joy that contributing to one's community can provide.


APATHY'S BITTER TASTE

For Michael Traidman, apathy is the biggest issue he confronts in the volunteer recipe. Traidman, president of the Mira Vista at Mission Hills Homeowners Association in Rancho Mirage, Calif., says part of the problem in his community are the large number of part-time residents who aren't invested in the neighborhood. In his 11 years on the board, he personally identifies and vets residents to become active volunteers, a strategy he says has worked well.

He must be doing something right. Traidman, who is a member and past president of the CAI Coachella Chapter, received the 2022 Homeowner Leader of the Year award from the Foundation for Community Association Research. He also serves on several other chapter committees.

In potential volunteers, Traidman looks for a customer service attitude and a desire to serve. Even though it is preferable to be local, technological changes such as Zoom and Microsoft Teams have made volunteering from a distance possible, he adds.

Lastly, don't forget to publicly recognize volunteers for all they do and how they contribute to the community. “Appreciate (volunteers) early and often in public without gushing," Haack says. “Thank them warmly and give them credit."

Despite the difficulties, volunteering can be a rewarding and satisfying experience for all involved. It's also a skillful but low-key way to educate the public and burnish the general image of community associations and the common interest housing model.

“We don't have a good reputation overall," Book says. “The perception is that it is a thankless job, and nothing could be further from the truth."

Nonetheless, the ultimate chef's kiss to a successful volunteer recipe may be less evident but still palpable and significant— the joy that contributing to one's community can provide.

“Don't lose sight that volunteering is fun," Stehle says. “It's hard but enjoyable and energizing." 

Joni Lucas is editor of CAI's Common Ground™ magazine.​

CAI NEVADA STIRS UP VOLUNTEER MAGIC

THE CAI NEVADA CHAPTER seems to have perfected the volunteer recipe. The chapter boasts a large, long-standing, and active contingent of homeowners who give their time, expertise, and effort to both their local communities and the chapter.

These civic-minded leaders say recruiting volunteers comes down to a practical combination of networking, coaching, listening, and educating homeowners to maintain thriving neighborhoods. Here are some of their expert tips.

Vicki Niggemeyer, a CAI Nevada member since 2014, has been involved in planning social events, decorating for the holidays, maintaining a lending library, and organizing clean-up tasks. She also started and maintains a disaster preparedness committee.

“Volunteers can be motivators for community cohesiveness and engines who drive others to participate in community events," Niggemeyer says. She recommends board members look for volunteers with specific professional backgrounds that can benefit a community. “Get to know your homeowners," Niggemeyer says. “Asking the right individual is key."

VICKI NIGGEMEYER

CAI Nevada volunteers emphasize the importance of communication and conversations in vetting and working with volunteers. “It is crucial to learn about residents' expectations," Niggemeyer says. “Engage in conversations to discover their attitude about community and becoming involved."

Social events are a good way to start the volunteer conversation and help new residents feel part of the community. She recommends holding small gatherings such as happy hours on the patio or coffee on the front porch—activities that signal a friendly and welcoming atmosphere.

Board members can scout potential volunteers at these kind of events by “being a good listener and being open to suggestions. Everyone brings something to the table," says Richard Salvatore, president of the board of Kensington at Providence in Las Vegas.

“See how they interact with other committee members and owners," says Salvatore, who has volunteered in his community for more than 10 years. “Look at their willingness to learn and ask questions about the operation of the community."

Although the COVID-19 pandemic diminished the availability of volunteers, Niggemeyer says things are now on the upswing. With so many demands on homeowners' time, defining an end date for a volunteer role is necessary and important. “Don't leave them feeling like this is a never-ending role," she says.

JEFF LOFY

When the inevitable dispute does occur, don't get defensive, Niggemeyer says. “Respect others' viewpoints and respect them for stepping up to help. … It's always better to be a volunteer than to be voluntold."

Salvatore couldn't agree more. “You always want to avoid butting heads," says Salvatore. “Have discussions versus arguments and keep a positive attitude toward the community. Make them feel like they are part of the solution."

Don't underestimate the value of educating and training volunteers about the common interest housing model. “Training committee volunteers is vital to both the association and the volunteers themselves," Salvatore says. “A good leader should never expect a volunteer to hit the ground running."

“Classes are essential, as all of us in CAI acknowledge that," Niggemeyer says. “But please don't pounce on them immediately to fill a role. That is a put-off."

Ultimately, volunteering gives residents a sense of community pride, but what really makes them effective and valuable is when they learn about how an association operates.

Jeff Lofy, secretary of the Miramonte Homeowners Association in Sparks, Nev., has been on the community's board since 2014 and previously served in a variety of board leadership positions and on several committees. He summed up the importance of education the best.

Once volunteers are educated about the common interest housing model, Lofy says, “That's when it gets interesting."  J.L.

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Class Is in Session

CAI offers a multitude of materials to help homeowner leaders and volunteers learn about and effectively navigate and govern within the community association environment.

THE CAI BOARD LEADER CERTIFICATE COURSE highlights what board members need to know to serve effectively. The course consists of modules on governing documents and roles and responsibilities, communications, meetings and volunteerism, fundamentals of financial management, professional advisors and service providers, and association rules and conflict resolution. Taking and completing the course is one of the requirements necessary to earn the CAI Board Leader Certificate. The course is available online, in a self-study format, or in the classroom through CAI's chapter network.

THE CAI BOARD LEADER CERTIFICATE is designed to provide a foundation for effective community association board leadership. Community leaders who complete the program will receive a certificate and recognition on the CAI website. 

»For more information, go to www.caionline.org/BLDW.

CAI webinars, chapter and national conferences, CAI Press publications, and newsletters also offer additional guidance to volunteers.

»Visit www.caionline.org/homeownerleaders for information and resources for new and experienced community association volunteers.

More in-depth, subject-specific courses are offered through CAI's professional manager education program. Though designed for community managers, board members also can take the courses. The M-203: Community Leadership course offers guidance on working with leaders to achieve goals, setting a positive tone for the community, preparing and running efficient meetings, and more. The M-204: Community Governance course covers the legal basis of community rules, policies, and procedures.

»Learn more about CAI's manager education program by visiting www.caionline.org/managereducation​​. ​