Internal · Board Succession Planner
Admin · Board Succession

Board Succession Planner · Plaza Tower

Who's term-limiting, who's coming back, who's expressed interest in serving. Recruitment pipeline tied to NPS promoters + committee volunteers + owner-portal engagement. Eliminates the "we have no candidates" panic 30 days before annual.

5Seats
3Up for election '26
7In recruitment pipeline
94%Cert compliance
2.4 yrAvg tenure

Current seats & terms

Linda Park

President · Seat 1
Term 2025–2027 · re-elected · cert ✓ valid 6/2027

K. Patel

VP · Seat 2
Term 2024–2026 · up for election · running again

M. Hou

Treasurer · Seat 3
Term 2025–2027 · cert ✓ valid 9/2027

D. Reyes

Secretary · Seat 4
Term 2024–2026 · not running · 6 yrs served

(Vacant)

Director · Seat 5
Vacant since Eaton resigned Mar 4 · open '26

Recruitment pipeline

Identified

14
R. Chen #602NPS promoter · committee chair
A. Mendez #418Active in budget feedback
P. Stein #805CPA · attended 4 BOD
+ 11 moreView list →

Contacted

7
R. ChenCoffee Apr 19 · interested
A. Mendez"Maybe in 2027"
P. SteinWants to chair audit cmte first
S. Fairfax #312Email Apr 22 · awaiting reply

Volunteer / committee

4
R. ChenLandscape committee chair · 14 mo
P. SteinAudit committee · joined Apr 1
L. Ortiz #214Welcome committee · 18 mo
J. Burke #708VRC committee · 6 mo

Filed candidacy

7
K. Patel (incumbent)Filed Apr 8
R. ChenFiled Apr 14
L. OrtizFiled Apr 16
J. BurkeFiled Apr 19
+ 3 moreSee Elections →

Why these owners surfaced

NPS promoter signal

Owners who scored 9 or 10 on the last 2 NPS surveys are 6× more likely to volunteer when asked. Pulls top 30 promoters as a starter list each quarter.

Committee tenure

Owners actively serving on landscape, audit, ARC, welcome, or VRC committees for 6+ months. Already understand governance. Already vetted by current board.

Meeting attendance

Owner portal logs attendance at BOD meetings (live or replay views). 4+ in trailing 12 months = engaged enough to be approached.

Professional skill match

From the welcome packet: CPAs, attorneys, contractors, real-estate professionals tagged. Treasurer recruitment auto-prioritizes financial professionals.

Tenure cap watch

§718.112(2)(d)(2): 8-year term cap for condo directors absent 2/3 owner vote. Auto-flags directors approaching cap. D. Reyes hit cap and is not running.

Diversity of skill / unit

Avoids stacking the board from one tower stack or one floor. Heatmap shows where current directors live → prioritize candidates from underrepresented stacks.

Officer rotation projection

RoleCurrentTerm endsIf incumbent runsIf incumbent steps down
PresidentLinda Park2027ContinueK. Patel → President
VPK. Patel2026ContinueM. Hou → VP, treasurer search
TreasurerM. Hou2027ContinueP. Stein (CPA) recommended
SecretaryD. Reyes2026 · stepping downL. Ortiz recommended (welcome cmte)
Directorvacant2026R. Chen recommended (NPS + landscape chair)

Workflow automation

"Want to serve?" outreach

90 days before nomination opens, sends personalized email to top 20 pipeline candidates. Tone-matched per association culture. Tracks open / reply / "tell me more" clicks.

Coffee chat scheduler

Interested owners book a 30-min coffee with sitting president via embedded calendar. Auto-creates briefing memo for president (committee history, NPS score, tenure).

Cert tracker handoff

Filing candidacy → auto-creates cert task in Board Onboarding module. New director must complete §718.112(2)(d)(4) cert within 90 days of election or attendant CE.

Replaces

The "who do we have for next year" panic 30 days before annual. President begging the same 3 owners to run unopposed. Surprise resignations leaving vacant seats nobody planned to fill.

Statutes & refs

§718.112(2)(d) board composition · §718.112(2)(d)(2) 8-year cap · §718.112(2)(d)(4) cert · §720.303(2) HOA equivalent · Ops Manual §III Governance.