Special Assessment Playbook + Cost Calculator
A calm, step-by-step way to plan, cost out, and communicate a special assessment.
What this is
A special assessment is one of the hardest things a board and manager ever have to deliver: a bill owners did not expect, for work they may not see. Handled poorly, it fractures trust. Handled well, it can actually strengthen it. This playbook walks you through the whole arc, from realising the reserve gap through to the owner meeting, in language a newer manager or director can follow.
The included calculator helps you translate a project total into per-unit amounts based on your declaration's contribution shares, so you can test different payment timelines before anything is announced. Nothing here replaces your professional advisors, but it helps you arrive at those conversations prepared rather than panicked.
What's inside
- A phase-by-phase plan from discovery to owner communication
- A per-unit cost calculator driven by unit contribution shares
- Draft messaging that explains the "why" without spin
- A checklist for the notice and meeting steps your governing documents require
This toolkit is being finalised. Subscribe to be told when it lands.