Simple Steps for a Seamless Switch.

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Introducing a new Texas property management company to your homeowner’s association (HOA) or condo owner’s association (COA) can be an exciting and transformative experience for your community. However, it’s important to understand that this transition process can also be a bit challenging. To ensure a smooth operation throughout the switch, effective communication is key.
A successful transition requires open dialog between association board members, residents, staff, vendors, and the new management team. This way, everyone involved can be on the same page and understand each other’s roles and responsibilities throughout the process. Additionally, having regular meetings or check-ins can help ensure that important details and vital responsibility assignments are less likely to get lost in the shuffle.
Another crucial component of a smooth transition involves creating a clear plan of action. This means outlining specific goals, deadlines, and expectations for the new management company and all parties involved. Making sure that all relevant parties are aware of these details will help ensure that the transition process stays on track.
Property management teamWhen board members of Texas associations work with new management, remaining flexible and adaptable is key. This means listening actively, being open to new ideas and ways of doing things, while also being willing to provide constructive feedback and suggestions where necessary. Additionally, it’s important to establish clear lines of communication and ensure that everyone involved has access to the resources and support they need to succeed.

So how can Texas associations ensure a smooth operation when welcoming a new management team? Here are 5 transition tips to make the process a lot easier for all members of your community:

Tip #1: Establish Who’s Responsible for the Transition.

To ensure a seamless transition, consider looking for a management company that provides a dedicated team of transition specialists. These team members are specifically trained and equipped to handle every aspect of the transition, from reviewing contracts and financial statements to communicating with vendors and other stakeholders.

Although some companies may give transition responsibilities to the Texas property managers assigned to your HOA or COA, this can be less than ideal. These managers are often responsible for other communities as well, so adding transition duties onto their schedules can lead to delays, miscommunications, and less focus on your community's specific needs.

On the other hand, with a dedicated team approach, each team member focuses on a specific area of the transition, ensuring that every element is addressed thoroughly and efficiently.

Tip #2: Identify Your Primary Contact Person.

One of the most important questions Texas associations should ask a new management team is: “Who is our community’s go-to person throughout the transition process?” Establishing one primary contact person can ensure there’s always someone available to answer any questions that may arise.

It's important to note that the primary contact person should be knowledgeable about the transition process and the services provided by the new management. Ideally, this person should be a member of the management team who is dedicated to ensuring a seamless handover for your community.

Once your board has identified the primary contact person, set up regular communication with him/her. As with any transition, change can cause anxiety. Alleviate any anxiety your residents may have by providing them the primary contact’s details. That way, they know they have someone they can count on to answer any questions they have throughout the process.

Tip #3: Reach Out to Residents.

This is the most critical part of the transition process – an effective communication plan. Texas associations should always work closely with new management on how to inform residents about the change and all its benefits. Coordinate a combination of announcements via:

  • Email
  • Direct mail
  • Online portal/community website
  • In-person meetings and meet-and-greets with new management team
  • Updates via mass messaging software
Keep community members aware of every step of the process. Although the transition may seem overwhelming at times, good Texas property managers keep a positive tone in communications to your residents, emphasizing all the progress that’s being made.

Tip #4: Schedule Regular Board Briefings.

Not only does a successful transition require open lines of communication between the new property management team and residents; it also requires thorough updates for the board members, too. Experienced Texas property managers will regularly brief the board of all changes along the way.
To avoid confusion, in the early stages of transition, board members of Texas associations should clarify how and when they expect updates from new management. Ask questions like:
  • Will the management team provide regular reports outlining progress made, timelines, and any roadblocks encountered?
  • Will these reports be formal documents? Will they be delivered via email, in person, or both?
  • Will they make themselves available for regular calls or meetings to discuss any concerns we may have?

Whether it’s sending welcome letters, sorting through vendor contracts, or monitoring parking space numbers and vehicle information, the new property management team should provide your board with a detailed account of its accomplishments each week. Transition team members should also share upcoming planned activities and request any follow-up items needed from the board to accomplish their shared goals.

Tip #5: Explain the Process to Any Current Staff Members.

If your community has onsite staff members, a solid property management team will already have a plan in place for explaining the changes to them. This may involve detailed training sessions, one-on-one meetings, and clear, concise documentation, outlining the new expectations and procedures.

During these training sessions, your staff will have an opportunity to ask questions and voice concerns, and the new management team will be able to provide clear answers. As a result, your team will be equipped with the knowledge they need to continue providing exceptional service to your community.

Moreover, the new Texas property management company will work closely with your current staff to ensure that everyone understands expectations and procedures. This will help to minimize any potential disruptions and ensure that your association makes a seamless switch (after all, one of the major benefits of an onsite staff is the full-time attention to keeping your community up and running).

Ultimately, the goal is to make this transition as easy as possible for your staff by providing them with the necessary resources, support, and training that they need to succeed in their roles. This collaborative partnership can ensure that your community remains a great place to live and that your residents are happy with the level of service they receive.

Ensure successful staff switches. 

One major change that comes with any transition to new management is knowing how to handle staffing changes. Your association members should know what to expect, which means asking the right questions. We’ve compiled a list of 8 essential questions you should be asking your new management company, as well as the answers your board of directors should be looking for to ensure smoother staff switches. 

Click here to see 8 Questions to ask about staffing switches.

Texas HOA and COA Smoother Transitions - questions to ask


As your Texas HOA or COA board embarks on this exciting journey with your new Texas property management company, it's important to keep a positive and solutions-oriented mindset. There may be some hurdles or unforeseeable snags along the way, but by staying optimistic and focusing on your board’s long-term goals, your association can make great strides in building a better community for everyone.

With your new property management team on board, you can look forward to a wide range of benefits that will elevate your community to the next level. From updated facilities and improved maintenance to better communication and transparency, your residents are sure to appreciate the enhanced property values and elevated lifestyle that come with this exciting change.
If your association is considering making a change, we’d love to discuss options for a smoother transition process. Reach out to us today, and we’ll be in touch soon.

Monday June 19, 2023