Community Planning Guides

Practical Resources to Help Your Community Plan With Insight and Foresight

Whether you’re a board member, property manager, or homeowner looking to understand long-term strategy, our Community Planning Guides are created to give you direction, clarity, and confidence in your decisions.

Why These Guides Matter:

Each guide dives into the core challenges that communities face — from budgeting and maintenance to risk management and reserve planning. You’ll find actionable frameworks, real-world examples, and tools to help you:

  • Uncover the real drivers behind your maintenance challenges
  • Learn how to align budgets with long-term needs
  • Reduce surprises, risk, and cost overruns
  • Improve transparency and communication across stakeholders
  • Make decisions grounded in facts, not guesswork

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Featured Guides:

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Community Guide Cost of Underfunding

The Cost of Underfunding

How to actually save money and fund your community's future

The Power of Right-Sized Condominium Fees

From strapped to stability: strategic financial planning for long-term community success

Community Planning Guide: The 5 Biggest Maintenance Mistakes Eroding Your Reserve Fund

The 5 Biggest Maintenance Mistakes Eroding Your Reserve Funds

How to break the repair cycle and create a cost-saving plan for the future

Spot Repairs Tipping Point Guide

The Spot Repairs Tipping Point

Confront the uncomfortable truths to prevent doing more harm than good to your building envelope

Do the Math on Your Aging Decks

Three factors to consider for structural integrity, safety, and long-term savings

Facts First: The Fiduciary’s Guide to Future-Proofing Your Community

Tips to create an accurate, practical, and realistic plan

How to avoid building envelope surprises

How to Avoid Building Envelope Surprises

Here are three of the most common building envelope surprises — and practical advice on how to avoid them

The Cost of Savings of Energy Efficiency Guide

The Cost Savings of Energy Efficiency

Why disconnected building envelope components waste energy and money

Planning for Success

Keep your building envelope project on track with these time-proven tips

How to Think Clearly About Your Building Envelope

A practical guide to planning for aging properties