3-year strategic plan ratified by the BOD with quarterly OKRs. Tracks 4 pillars (Building health · Community · Fiscal stewardship · Team) against measurable outcomes. Rolls into the annual budget cycle and the year-in-review.
Stabilize reserves to 100%. Complete garage waterproof phase 1+2. Modernize elevator design + permit. Roll out the new platform across all 18 associations.
Elevator construction. Insurance broker reset. Reserve study refresh. Launch portfolio expansion (target 22 associations).
Elevator commissioning. Portfolio at 24 properties. Best-in-class status by Tallahassee dues comparator. CMG team at 8 FTE.
Plan reviewed Q1/Q2/Q3/Q4 at workshops with the board. OKR scoring against 0.0–1.0 scale. Misses get re-baselined with explicit rationale, not silently dropped.
Each February, plan rolls forward 1 year. 2027 detail upgraded · 2029 added. Board votes on continued ratification at March annual meeting.
Capital and operating budget can't include items that don't tie to a strategic-plan pillar. Forces alignment between intent and money.
Annual report includes high-level OKR scoring (no team / personnel detail). Builds confidence that the board is steering the building, not just running it.
Each association gets a tailored plan reflecting its size, age, financial position, and board personality. Templates shared; specifics local.
Most OKRs auto-update from the underlying modules (NPS · spend · reserves · etc.). Tizi reviews monthly. Quarterly check-in is a discussion, not a data-gathering exercise.
| Risk | Likelihood | Impact | Mitigation | Owner |
|---|---|---|---|---|
| Florida insurance market hardening | High | High | Multi-carrier RFP · pre-pay incentives · OIR-B1-1802 wind mit | Tizi · Sterling |
| Active hurricane impact 2026 | Med | High | Reserve adequacy · drilled emergency tree · damage walk procedure | Melissa · Tizi |
| Loss of Tizi (single point of failure) | Low | Catastrophic | Cross-train plan · documented playbooks · CMG founder backup | CMG founder |
| Major collections case (Schmidt #604) | Med | Med | Plan signed · AGF lien continuation · monitoring | Melissa · AGF |
| Brooks #1812 churn (Lakes drainage) | High | Low | Drainage capital priority · candid owner letter · timeline | James |
| Permit delay on elevator modernization | Med | Med | Pre-permit consultant · weekly clerk check-in | Melissa · KONE |
The board with 12 different opinions about what the building should be doing 3 years from now. The capital project that lurches forward without a why. The annual report that lists what we did but not whether we did what we said we would do.
Annual Report · Budget Builder · Capital Projects · Reserve Study · Sentiment dashboard · Coaching · Quarterly tracker · Leadership dashboard.
