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HOA Leadership Workshop Prince William County Neighborhood Conference February 25, 2012 Presented by: Thomas L. Willis, PCAM®, Vice President, Zalco Realty, Inc. Association Bridge, LLC
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HOA Leadership Workshop Prince William County Neighborhood Conference February 25, 2012

Nov 11, 2014

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Tom Willis

Leadership 101 for community association volunteer leaders
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Page 1: HOA Leadership Workshop Prince William County Neighborhood Conference February 25, 2012

HOA Leadership Workshop

 Prince William County

Neighborhood Conference February 25, 2012

 Presented by:

Thomas L. Willis, PCAM®,Vice President, Zalco Realty, Inc.

Association Bridge, LLC

Page 2: HOA Leadership Workshop Prince William County Neighborhood Conference February 25, 2012

E=MC2

Relevance & Relativity

How/where does the Community Association fit into

members’ lives?

Page 3: HOA Leadership Workshop Prince William County Neighborhood Conference February 25, 2012
Page 4: HOA Leadership Workshop Prince William County Neighborhood Conference February 25, 2012
Page 5: HOA Leadership Workshop Prince William County Neighborhood Conference February 25, 2012

The truth is…

There is value in membership

There are 2 sides to the CA equation

What the CA chooses to give

What the member chooses to receive

Membership is mandatory – value is optional

Page 6: HOA Leadership Workshop Prince William County Neighborhood Conference February 25, 2012

The truth is…

It depends…

Each community is different

Expectation varies

Plenty of folks will NEVER care

BUT……..

Page 7: HOA Leadership Workshop Prince William County Neighborhood Conference February 25, 2012

The truth is…

Stuff still needs to be done

Potential for value is always there

This is a business & a human endeavor

Chaos is not a terrific option

Which means somebody has to

Page 8: HOA Leadership Workshop Prince William County Neighborhood Conference February 25, 2012

TAKE THE LEAD Without effective leadership, no

organization can be expected to succeed.

How effective are you? By the way, this gets really personal…

Page 9: HOA Leadership Workshop Prince William County Neighborhood Conference February 25, 2012

Leadership

Page 10: HOA Leadership Workshop Prince William County Neighborhood Conference February 25, 2012

Leadership

Page 11: HOA Leadership Workshop Prince William County Neighborhood Conference February 25, 2012

Leadership

Page 12: HOA Leadership Workshop Prince William County Neighborhood Conference February 25, 2012

Leadership

Page 13: HOA Leadership Workshop Prince William County Neighborhood Conference February 25, 2012

Leadership

Page 14: HOA Leadership Workshop Prince William County Neighborhood Conference February 25, 2012

Leadership

Page 15: HOA Leadership Workshop Prince William County Neighborhood Conference February 25, 2012

Leadership

Page 16: HOA Leadership Workshop Prince William County Neighborhood Conference February 25, 2012

Leadership

Page 17: HOA Leadership Workshop Prince William County Neighborhood Conference February 25, 2012

Leadership

Page 18: HOA Leadership Workshop Prince William County Neighborhood Conference February 25, 2012

Leadership

Page 19: HOA Leadership Workshop Prince William County Neighborhood Conference February 25, 2012

Leadership

Page 20: HOA Leadership Workshop Prince William County Neighborhood Conference February 25, 2012

Leadership

Page 21: HOA Leadership Workshop Prince William County Neighborhood Conference February 25, 2012

Leadership

Page 22: HOA Leadership Workshop Prince William County Neighborhood Conference February 25, 2012

Leadership

Page 23: HOA Leadership Workshop Prince William County Neighborhood Conference February 25, 2012

Leadership

Page 24: HOA Leadership Workshop Prince William County Neighborhood Conference February 25, 2012

Leadership

Page 25: HOA Leadership Workshop Prince William County Neighborhood Conference February 25, 2012

Basics

Dispelling myths

Page 26: HOA Leadership Workshop Prince William County Neighborhood Conference February 25, 2012

Basics

Dispelling myths

Leadership is a rare skill

Page 27: HOA Leadership Workshop Prince William County Neighborhood Conference February 25, 2012

Basics

Dispelling myths

Leadership is a rare skillLeaders are born, not made

Page 28: HOA Leadership Workshop Prince William County Neighborhood Conference February 25, 2012

Basics

Dispelling myths

Leadership is a rare skillLeaders are born, not madeOrganizations must have only one leader

Page 29: HOA Leadership Workshop Prince William County Neighborhood Conference February 25, 2012

Basics

Dispelling myths

Leadership is a rare skillLeaders are born, not madeOrganizations must have only one leaderAll leaders are charismatic

Page 30: HOA Leadership Workshop Prince William County Neighborhood Conference February 25, 2012

Basics

Dispelling myths

Leadership is a rare skillLeaders are born, not madeOrganizations must have only one leaderAll leaders are charismaticLeaders control people

Page 31: HOA Leadership Workshop Prince William County Neighborhood Conference February 25, 2012

Basics

Who do you lead?

Page 32: HOA Leadership Workshop Prince William County Neighborhood Conference February 25, 2012

Basics

Who do you lead?

Homeowners Other residents Committee members Community manager On site staff Other volunteers Other Board members

Page 33: HOA Leadership Workshop Prince William County Neighborhood Conference February 25, 2012

Basics

Three foundation blocks

Ambition

Competence

Integrity

Page 34: HOA Leadership Workshop Prince William County Neighborhood Conference February 25, 2012

Basics

Manager vs. Leader – contrasting perspectives

The Board’s highest and best functions:• Chart the course and follow it• Serve the needs• Make policy• Make good decisions (get edu-ma-cated)

Page 35: HOA Leadership Workshop Prince William County Neighborhood Conference February 25, 2012

Basics

The Board highest and best functions ARE NOT:

• Control people (try motivating to do the right thing)

• Get in members business (stick to the mission)

• To achieve personal gain – emotionally or otherwise

Page 36: HOA Leadership Workshop Prince William County Neighborhood Conference February 25, 2012

“Level 5 Hierarchy”from Jim Collins

Page 37: HOA Leadership Workshop Prince William County Neighborhood Conference February 25, 2012

Self Examination/Self Awareness

How do others relate to you?

Are they inspired and creative?

Page 38: HOA Leadership Workshop Prince William County Neighborhood Conference February 25, 2012

Self Examination/Self Awareness

How to others relate to you?

Do they feel free to make an occasional mistake?

Page 39: HOA Leadership Workshop Prince William County Neighborhood Conference February 25, 2012

Self Examination/Self Awareness

How do others relate to you?

Are they hesitant to take a stand?

Page 40: HOA Leadership Workshop Prince William County Neighborhood Conference February 25, 2012

Self Examination/Self Awareness

How do others relate to you?

Are they inclined to speak up

when you are wrong?

(Are you EVER wrong?)

Page 41: HOA Leadership Workshop Prince William County Neighborhood Conference February 25, 2012

Self Examination/Self Awareness

How do others relate to you?

Do they feel a part of the process or

removed from it?

Page 42: HOA Leadership Workshop Prince William County Neighborhood Conference February 25, 2012

Self Examination/Self Awareness

How do others relate to you?

Do they feel significant and that they are making a meaningful contribution?

Page 43: HOA Leadership Workshop Prince William County Neighborhood Conference February 25, 2012

Self Examination/Self Awareness

How do others relate to you?

Do you get a sense that they feel pride

in the community?

Page 44: HOA Leadership Workshop Prince William County Neighborhood Conference February 25, 2012

Self Examination/Self Awareness

How do others relate to you?

Are there other tendencies and behaviors that you have noticed in your community

that may reflect on its leadership?

Page 45: HOA Leadership Workshop Prince William County Neighborhood Conference February 25, 2012

Self Examination/Self Awareness

How do you relate to others?

Are you problem-based or solutions-based?

Is your first impulse to explain why something can’t be done?

When you have to say “no.” how do you do it?

Is your first response to defend, excuse or blame, or to take responsibility?

Is the glass half full or half empty?

Page 46: HOA Leadership Workshop Prince William County Neighborhood Conference February 25, 2012

Self Evaluation/Self Awareness

The Leader as “Social Architect” – Creating an atmosphere for growth, learning, cohesion

Structures

Acknowledgment

Creativity

Page 47: HOA Leadership Workshop Prince William County Neighborhood Conference February 25, 2012

Positive Self Regard

Know your strengths and weaknessesSet goals for yourself“Fire the yes men”See how your & others’ strengths fit into the

organizationDon’t reinvent the wheel – find mentors,

acknowledge sources of learningLearn, refresh, seek to remember the “why”

Page 48: HOA Leadership Workshop Prince William County Neighborhood Conference February 25, 2012

“Four Lessons of Self Knowledge”from Warren Bennis

You are your own best teacher

Accept responsibility, blame no one

You can learn anything you want

True understanding comes from reflecting on your own experience

Page 49: HOA Leadership Workshop Prince William County Neighborhood Conference February 25, 2012

The Vision Thing

Page 50: HOA Leadership Workshop Prince William County Neighborhood Conference February 25, 2012

The Vision Thing

The

Social Architect

Page 51: HOA Leadership Workshop Prince William County Neighborhood Conference February 25, 2012

The Vision Thing

Vision can take

many forms

Page 52: HOA Leadership Workshop Prince William County Neighborhood Conference February 25, 2012

The Vision Thing

For a vision to be successful,

it must be meaningful to the

STAKEHOLDERS. This is an organic process.

Page 53: HOA Leadership Workshop Prince William County Neighborhood Conference February 25, 2012

The Vision Thing

There is no one right way

to develop vision

Page 54: HOA Leadership Workshop Prince William County Neighborhood Conference February 25, 2012

The Vision Thing

A “pragmatic dreamer”

makes persons feel

significant

Page 55: HOA Leadership Workshop Prince William County Neighborhood Conference February 25, 2012

The Vision Thing

“Get the horses in

the barn first”

Page 56: HOA Leadership Workshop Prince William County Neighborhood Conference February 25, 2012

The Vision Thing

Once goals of the community are articulated AND there is general agreement, the vision is really speaking to people, THEN the process begins to take care of

itself

Page 57: HOA Leadership Workshop Prince William County Neighborhood Conference February 25, 2012

The Vision Thing

Vision communicates MEANING. It is be expressed theoretically with

mission statements and stated goals.

Does your association have them? If not, it is a rudderless ship.

Page 58: HOA Leadership Workshop Prince William County Neighborhood Conference February 25, 2012

The Vision Thing

Vision is proven in the real world by the execution of stated goals and by how closely operations follow the values and mission leadership claims to believe in.

Page 59: HOA Leadership Workshop Prince William County Neighborhood Conference February 25, 2012

Caution - Vision lives and dies with

……..Communication

Page 60: HOA Leadership Workshop Prince William County Neighborhood Conference February 25, 2012
Page 61: HOA Leadership Workshop Prince William County Neighborhood Conference February 25, 2012

Two Principles

Page 62: HOA Leadership Workshop Prince William County Neighborhood Conference February 25, 2012

Two Principles

“What you do speaks so loudly I cannot hear what you are saying.”

- Ralph Waldo Emerson

Page 63: HOA Leadership Workshop Prince William County Neighborhood Conference February 25, 2012

Two Principles

“It doesn’t matter how pretty a pass looks coming off my hand – if the guy can’t catch it and make a basket, it isn’t a good pass.”

- Pete Maravich

Page 64: HOA Leadership Workshop Prince William County Neighborhood Conference February 25, 2012

Board & Member Meetings

Page 65: HOA Leadership Workshop Prince William County Neighborhood Conference February 25, 2012

Dealing With Difficult Members

Page 66: HOA Leadership Workshop Prince William County Neighborhood Conference February 25, 2012

Rule Making & Other Problem Solving Fun

Page 67: HOA Leadership Workshop Prince William County Neighborhood Conference February 25, 2012

In the end, it IS worth it

Effective Leader = Full Integrated Person

Manage yourself – lead others

“A person really doesn’t become whole

until he becomes a part

of something bigger than himself”

-Jim Valvano