Board Smarter, Not Harder: The HOA Leadership Workshop
build a stronger board. Create a smarter plan. Lead with confidence.
Being an HOA board member isn’t easy. Managing finances, handling maintenance, making tough decisions, and keeping homeowners happy—it’s a lot to juggle. And too often, boards don’t get the training, structure, or support they need to succeed. That’s where we come in.
K&K’s HOA Board Education & Strategic Planning Workshop is a hands-on, interactive experience designed to educate board members, align priorities, and create a real, actionable plan for your community. This isn’t just a class—it’s a working session that will get your board on the same page, set clear goals, and develop a step-by-step plan to achieve them.
📌 In-person or Zoom workshops available. Pricing starts at $1299 per board.
What this workshop will do for your board:
✅ Educate board members on their roles, responsibilities, & legal obligations
✅ Align the board on a shared vision and set clear priorities for the community
✅ Create a step-by-step strategic plan with defined goals and accountability
✅ Improve board collaboration and reduce conflicts and inefficiencies
✅ Provide a formal governance plan that can be used internally or shared with homeowners
This workshop is perfect for:
🔹 Fractured boards struggling to work together
🔹 Newly elected boards that need structure and guidance
🔹 Long-term boards looking for a refresh and reset
What’s included in the workshop?
Board Education & Governance 📝
Understanding your HOA’s structure, roles, and legal responsibilities is key to effective leadership. We’ll cover:
What an HOA is and how it functions
Roles & obligations of board members, homeowners, and the management company
Legal & fiduciary responsibilities of board members
Creating a Board Code of Conduct to ensure professionalism and transparency
Vision & Priority Setting 🎯
A successful community needs a clear vision—one that the board can stand behind and that homeowners can support. We’ll help you:
Draft a vision statement that defines what your board wants to achieve
Establish principles that guide decision-making
Identify top priorities across three key areas, including Fiscal Responsibility, Maintenance & Upkeep, and Community Development.
Strategic Planning & Action Steps 📅
Once your priorities are set, we’ll develop a roadmap to make them happen. This includes:
Setting long-term goals and working backward to outline necessary steps
Assigning roles & responsibilities so every board member knows who is accountable for what
Establishing governance procedures to keep your board organized and effective
Creating a structured decision-making process
Key Takeaways
📌 Leave the workshop with a clear sense of direction and a path forward. Within 24 hours of the workshop, we’ll send a formal governance plan outlining everything discussed, so your board has a clear, structured guide moving forward.
Workshop pricing
3x Member Board
$1299
Workshop + Governance Plan
zoom or in person
Popular
4-5x Member Board
$1799
Workshop + Governance Plan
Zoom or In Person
6x+ Member Board
$2199
Workshop + Governance Plan
Zoom or In Person
Optional Add-Ons
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Description text goes herWant to present your board’s new plan to homeowners? We offer:
✅ Custom Presentation Package ($199) – A fully designed script, slideshow, and handout for the board to present to owners to help build consensus around the board’s vision for the community.
✅ Live Presentation & Q&A ($399) – K&K will attend a meeting (in person or via Zoom) to present the plan and educate homeowners on how their HOA works. Includes a mini "HOA 101" course to help homeowners understand their role in the community.
📌 In-person attendance available in Heber, Midway, and Park City. Travel outside this area is available upon request (pricing may vary).
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Want quick answers to board questions about governing documents, finances, and owner communication? We’ll build a custom ChatGPT-based AI assistant for your HOA board.
✅ Custom GPT Programming ($199) – Includes a 30-minute training session on how to use it.
📌 Even custom trained AI can make mistakes. AI is a tool—not a replacement for professional management, legal advice, or financial consulting.
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Need additional support after the workshop? Graduates get access to discounted consulting services at $79/hour for continued guidance.
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A tailored handbook for new board members, ensuring smooth transitions and long-term success. $299
Covers roles, responsibilities, governance structure, financial basics, and meeting procedures.
Includes customized sections based on your HOA’s policies and governing documents.
Serves as a go-to reference for new and existing board members.
📌 Great for boards with frequent turnover!
Start Building a Smarter, Stronger Board today
Don’t let misalignment, confusion, or lack of planning hold your HOA back. This workshop will transform how your board operates—giving you the structure, clarity, and strategy needed to lead with confidence.
Not sure yet? Let’s talk.
Have questions about the workshop or want to make sure it’s the right fit for your board? Schedule a quick call with us! We’ll walk you through the process, answer any questions, and help you determine the best approach for your community. No pressure, no commitment—just an honest conversation about how we can help.
📌 Pick a time that works for you and let’s chat!
The HOA Playbook: Strategies, Tips & Tools for Better Management
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