AS1 (Maryland)
Posts: 4
Posts: 4
Posted:
Our BOD would like to evaluate the management company but, have had no luck finding a useful template. Help!
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Performance Appraisal
Started by AS1 • 16 replies • 2380 views
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GeorgerwilliamsW (Indiana)
Posts: 975
Posts: 975
Posted:
Quote:
Posted By AS1 on 07/28/2008 6:40 AM
Our BOD would like to evaluate the management company but, have had no luck finding a useful template. Help!
Our BOD would like to evaluate the management company but, have had no luck finding a useful template. Help!
Count me in as well! Good question. Much needed resource.
GRW
GeorgerwilliamsW (Indiana)
Posts: 975
Posts: 975
Posted:
Quote:
Posted By AS1 on 07/28/2008 6:40 AM
Our BOD would like to evaluate the management company but, have had no luck finding a useful template. Help!
Our BOD would like to evaluate the management company but, have had no luck finding a useful template. Help!
Count me in as well! Good question. Much needed resource.
GRW
AS1 (Maryland)
Posts: 4
Posts: 4
Posted:
Our BOD has contracted with an individual to develop an performance appraisal for our management company. If you would like a copy please reply. thanks!!
KirkW1 (Texas)
Posts: 1,665
Posts: 1,665
Posted:
I would like to get a copy of such.
VegetableV (Wisconsin)
Posts: 1
Posts: 1
Posted:
Quote:
Posted By KirkW1 on 08/06/2008 5:19 PM
I would like to get a copy of such.
I would like to get a copy of such.
Hi,
Thanks very much for this comment. It help me to think about my ideals.
Tks again and pls keep posting.
DanS9 (Colorado)
Posts: 23
Posts: 23
Posted:
I would love a copy.
MaryA1 (Arizona)
Posts: 7,043
Posts: 7,043
Posted:
Dan,
Please don't hang by your thumbs waiting for a copy. This thread is over one year old and the OP has never posted again to my knowledge.
Please don't hang by your thumbs waiting for a copy. This thread is over one year old and the OP has never posted again to my knowledge.
DanS9 (Colorado)
Posts: 23
Posts: 23
Posted:
Thanks Mary. I didn't even notice the date.
MaryA1 (Arizona)
Posts: 7,043
Posts: 7,043
Posted:
Dan,
Please don't feel bad, this happens to many of us. I sometimes do not take a look at the date the thread was started before replying although that is a good habit to get into.
Please don't feel bad, this happens to many of us. I sometimes do not take a look at the date the thread was started before replying although that is a good habit to get into.
SheliaH (Indiana)
Posts: 6,963
Posts: 6,963
Posted:
This is an old post and apparently no one had a template, so it looks like you'll have to make one up - please share if you come up with a good one!
One place to start is with the homeowners. We run an annual homeowner's survey (just released it earlier this month, since our budget process has started) and we ask the homeowners to rate the property manager's overall performance on a 1 - 5 scale, with 5 being the highest. There's also a space on the form where homeowners can comment about various issues, so if they have a specific tale of woe or high praise, they can write it down.
A review of the contract vs. the quality of the services received (and their costs) Does the property manager return calls in a timely manner? I would think emergency situations should be handled immediately, otherwise 24-72 hour turnaround might be sufficient. If the management company provides maintenance services, how well have they performed - was the work done according to specifications, are the prices competitive, were there any overcharges, were the homeowners happy?
One place to start is with the homeowners. We run an annual homeowner's survey (just released it earlier this month, since our budget process has started) and we ask the homeowners to rate the property manager's overall performance on a 1 - 5 scale, with 5 being the highest. There's also a space on the form where homeowners can comment about various issues, so if they have a specific tale of woe or high praise, they can write it down.
A review of the contract vs. the quality of the services received (and their costs) Does the property manager return calls in a timely manner? I would think emergency situations should be handled immediately, otherwise 24-72 hour turnaround might be sufficient. If the management company provides maintenance services, how well have they performed - was the work done according to specifications, are the prices competitive, were there any overcharges, were the homeowners happy?
If it is not right do not do it; if it is not true do not say it. Marcus Aurelius
KW3 (California)
Posts: 146
Posts: 146
Posted:
Sheila,
Sounds like you are pretty much in this matter with your understanding, involvement, participation, and real-life experience. Maybe you could kindly share with us your version of a useful and effective template. Thanks in advance.
Sounds like you are pretty much in this matter with your understanding, involvement, participation, and real-life experience. Maybe you could kindly share with us your version of a useful and effective template. Thanks in advance.
DanS9 (Colorado)
Posts: 23
Posts: 23
Posted:
Well since this is active again I guess I will make an attempt at providing something. This is what I have come up with for our 2010 HO survey. The BoD has approved the survey and it will be going out to HOs shortly.
I saved the doc in Word 97-2003 format for those of that dont have the newer version.
Any input will be welcome.
Thanks
I saved the doc in Word 97-2003 format for those of that dont have the newer version.
Any input will be welcome.
Thanks
📎 Attachments (1):
KW3 (California)
Posts: 146
Posts: 146
Posted:
Dan,
Appreciate your survey example for members' input, but we need more of a performance appraisal form to evaluate management agent's service.
Appreciate your survey example for members' input, but we need more of a performance appraisal form to evaluate management agent's service.
RichardP13 (California)
Posts: 1,767
Posts: 1,767
KW3 (California)
Posts: 146
Posts: 146
Posted:
Richard,
Your example is more like to be used for management evaluation by the board members. How about a list of more common and general questions that homeowners can easily make input? Thanks
Your example is more like to be used for management evaluation by the board members. How about a list of more common and general questions that homeowners can easily make input? Thanks
RichardP13 (California)
Posts: 1,767
Posts: 1,767
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