Are you looking for help setting up a staff orientation process so that when your new Community Association Manager starts their role, they can learn about their responsibilities and your company as quickly as possible? Whether you’re keen to use buddy onboarding, want to automate your Property Management onboarding experience or just need an onboarding checklist for your new Community Association Manager, you’re in the right place. We’ve put together a sample Community Association Manager onboarding checklist below and have created onboarding templates & resources to help.
1. Introduction to company policies and procedures: The new Community Association Manager should receive a comprehensive overview of the company’s policies and procedures. This includes understanding the company’s mission, vision, and values, as well as familiarizing themselves with the employee handbook. The Human Resources department typically handles this task.
2. Introduction to the team: It is crucial for the new Community Association Manager to meet and get to know their team members. This task involves introducing the manager to their direct reports, as well as other colleagues they will be working closely with. The team leader or supervisor typically performs this task.
3. Familiarization with the company’s software and tools: As a Community Association Manager, it is essential to be proficient in the software and tools used for property management. This task involves providing training and guidance on how to use these tools effectively. The IT department or a designated software trainer typically performs this task.
4. Review of property management contracts: The new Community Association Manager should review all existing property management contracts to understand the terms, conditions, and obligations. This task helps the manager gain insights into the specific requirements and expectations of each property they will be managing. The legal department or a designated contract specialist typically performs this task.
5. Introduction to the company’s portfolio of properties: The new Community Association Manager should receive a comprehensive overview of the company’s portfolio of properties. This task involves providing information about each property, including its location, size, amenities, and any unique features. The property management department or a designated portfolio manager typically performs this task.
6. Training on financial management: Community Association Managers are responsible for managing the financial aspects of the properties they oversee. This task involves providing training on budgeting, financial reporting, and understanding financial statements. The finance department or a designated financial manager typically performs this task.
7. Familiarization with local regulations and laws: Community Association Managers must comply with local regulations and laws governing property management. This task involves providing an overview of these regulations and laws, ensuring the manager understands their responsibilities and obligations. The legal department or a designated compliance officer typically performs this task.
8. Introduction to vendors and contractors: Community Association Managers often work with various vendors and contractors for property maintenance and repairs. This task involves introducing the manager to the company’s preferred vendors and contractors, explaining the process for engaging their services, and providing contact information. The property management department or a designated vendor coordinator typically performs this task.
9. Review of property maintenance protocols: Community Association Managers are responsible for ensuring proper maintenance of the properties they manage. This task involves reviewing the company’s property maintenance protocols, including preventive maintenance schedules, emergency response procedures, and reporting mechanisms. The property management department or a designated maintenance supervisor typically performs this task.
10. Introduction to the company’s communication channels: Effective communication is crucial in property management. This task involves familiarizing the new Community Association Manager with the company’s communication channels, such as email, internal messaging systems, and project management tools. The IT department or a designated communication specialist typically performs this task.
11. Training on conflict resolution and customer service: Community Association Managers often deal with conflicts and challenging situations. This task involves providing training on conflict resolution techniques, customer service best practices, and effective communication strategies. The human resources department or a designated training coordinator typically performs this task.
12. Introduction to the company’s reporting and documentation requirements: Community Association Managers must maintain accurate records and reports. This task involves providing guidance on the company’s reporting and documentation requirements, including templates, deadlines, and approval processes. The property management department or a designated reporting coordinator typically performs this task.
13. Shadowing experienced Community Association Managers: To gain practical insights and learn from experienced professionals, the new Community Association Manager should have the opportunity to shadow and observe experienced managers in action. This task allows the new manager to learn about the company’s specific practices and procedures. The property management department or a designated mentor typically performs this task.
14. Introduction to the company’s performance evaluation process: The new Community Association Manager should understand how their performance will be evaluated and what metrics will be used. This task involves explaining the company’s performance evaluation process, including performance goals, feedback mechanisms, and performance review schedules. The human resources department or a designated performance management specialist typically performs this task.
15. Ongoing professional development opportunities: To excel in their role, Community Association Managers should continuously enhance their skills and knowledge. This task involves providing information about ongoing professional development opportunities, such as industry conferences, workshops, and certifications. The human resources department or a designated professional development coordinator typically performs this task
Setting Up Your Employee Onboarding Process
From reading through the items in the example Community Association Manager checklist above, you’ll now have an idea of how you can apply best practices to getting your new Community Association Manager up to speed and working well in your Property Management team. Scroll up to see the link to our onboarding templates & resources or get in touch to discuss getting help setting up your systems and processes in this area.