Board Approved Five-Year Strategic Plan 2024 through
2028
Approved by Board of Directors on February 6, 2024
The following represents the goals and objectives of the Sun City Palm Desert Homeowners Association for the next five-year period. While the goals will remain fairly consistent moving forward, the objectives for the following years may evolve as circumstances change and goals are updated and approved by the Board of Directors.
MISSION STATEMENT: The Sun City Palm Desert Community Association is dedicated to providing and maintaining, for our active adult residents, the community’s lush, resort style appearance, well maintained grounds and facilities, abundance of amenities, activities, socialization opportunities, services and unique lifestyle through responsible leadership and fiscally sound business practices.
VISION STATEMENT: The Sun City Palm Desert Community Association is committed to:
• safeguarding its assets and amenities,
• enabling open communication with its residents,
• supporting a vital club and residential group structure,
• seeking out and being receptive to changes in resident and potential buyer needs and wants,
• effectively interacting with external neighbors and community structures,
• optimally utilizing revenue sources in support of community infrastructure,
• fostering an atmosphere consistent with a friendly, caring community.
SCPD BOARD COMMITMENT: We must continually look for ways to enhance our amenities, activities and socialization opportunities in order to keep SCPD the premier active adult community in the Coachella Valley by:
• Seeking ongoing resident input on concerns and issues through the utilization of surveys, focus groups, committee reports and recommendations, motions from the Delegate Council and the resident comments section of our website
• Monitoring our administrative and operational functions through the oversight of the general manager, the establishment of a checklist organized along functional lines, and regularly report the status from this checklist.
• Organizing ad-hoc groups or committees to research and to provide recommendations for emerging issues and concerns that may affect the future health of our community
• Reporting the status of the implementation of the objectives identified in this plan two times per year
SCPD Board Approved Five-Year Strategic Plan 2024 through 2028
Goal 1: TECHNOLOGY
• Hire new staff position of Information Systems Director to centralize, prioritize, and execute updated technology needs of the community
• Appoint a new Ad-Hoc Committee (Technology Research Committee) to work under the guidance of IT Leadership. Committee will identify and research new technology.
• Support management in their continued efforts to digitize all appropriate SCPD records, now and in the future
Year #1 - 2024-25 Objectives
1.1 Audit and correct website data to be accurate and up to date (one time)
Status: Members First selected as new website vendor. Staff on track to implement new website, including new app.
1.2 Investigate Technology alternatives to speed gate access and improve coverage of community patrol. 2024, Q3 IT Director / Director of Patrol
Status: QR codes are being tested for gate access. Other gate readers being researched by staff.
1.3 Digitize all appropriate LEC records
Status: On going, with new estimated time completion in 18 months, or 2026, Q1.
1.4 Develop ways to make the website easier to navigate and find relevant information
Status: Part of 1.1--new website.
1.5 Transition existing and future HOA forms into an electronic format2024, Q3
Status: Will be part of new website.
Director / General Manager
Year #2 - 2025-26 Objectives
1.6 Update website data monthly to be accurate and current2024, Q3
Director / General Manager Status: No action to date.
1.7 Investigate the use of new Technology to better communicate with our SCPD Residents.
Status: No action to date.
1.8 Ensure the resident log-in process to our internal website (especially when first setting up your account) is easy-to-understand and follow
Status: No action to date.
1.9 Establish an effective resident directory (“roster”) complete with up-to-date resident contact information. 2024, Q3
Status: No action to date.
/ Operations Director
1.10 Appoint an Ad-Hoc Technology Research Committee to assist the IT Director2025, Q1 Board of Directors
Status: No action to date.
Digitize all appropriate Finance and Other Departmental records
Status: No action to date.
1.12 Assess effectiveness of other HOA-related software in addition to the current JONAS system.
Status: TBD by new IT Director
Status: No action to date.
1.15 Investigate Artificial Intelligence (AI)/new technology applications for security camera use, speed camera ID, other applications.
Status: No action to date.
Investigate the use of Technology to enable on-line voting for all community elections if allowed by law change to Davis-Sterling Act.
Status: No action to date.
2.1
Goal 2: COMMUNICATIONS
2.2
2.3
2.4
2.5
SCPD Board Approved Five-Year Strategic Plan 2024 through 2028
• Re-energize communication efforts between residents, HOA Management, and the Board of Directors.
• Improve both the internal and external website capabilities and functionalities, making the website more user-friendly for our residents and outside guests.
• Develop a website that our residents consider as their first (and best) option to obtain community information.
Identify and correct email address errors in the two primary HOA databasesHomeowner/Renter Master Database List (JONAS) and the Resident Email Communications List. Track number of email updates and fixes for future reporting purposes. 2024, Q3
Status: Working on Jonas system communicating directly with ABDI system. Irma's list is separate and integration of this list still TBD.
Prepare funding request for new SCPD promotional video (and possibly other videos) for display on our external (and internal) SCPD Website. Promotional SCPD video to be completed by Q4 2024. 2024, Q4
Status: Funding in 24-25 budget. Video vendor decision to wait until new website installed.
Creatively remind homeowners and residents quarterly to update email addresses and phone numbers. Use different formats for reminders 2024, Q1 HOA Operations Manager
Status: COMPLETED AND ON-GOING.
Encourage a News & Views policy that emphasizes Clubs to regularly publicize their relevant activities and stories in the monthly newsletter. 2024, Q1 HOA
Status: COMPLETED AND ON-GOING.
Explore alternative methods to distribute information to our residents in a timely way. (e.g., website improvements, email enhancements, the SCPD App, texting options, electronic surveys, unique News & Views informational columns, important messages printed on bottom of monthly billing statement). 2024, Q4
Status: New website and app coming, with push notifications for mass texts.
2.6 Conduct a Town Hall Seminar communicating the status on various items of targeted community interest (e.g., Community Safety, facility updates, improved communication updates). 2024, Q2 General Manager
Status: Public Safety quarterly meetings scheduled. Facilities emails and possible meetings in process.
2.7
Evaluate and implement additional and effective outreach communication methods and tools (e.g. seminars, videos) to help educate and train our residents in how to access and more effectively use our website.
Status: On hold until new website installed.
2.8
Creatively remind homeowners and residents quarterly to update email addresses and phone numbers. Use different formats for reminders.
Status: No action to date.
Foster a News & Views policy that emphasizes and encourages Clubs to regularly publicize their relevant activities and stories in the monthly newsletter.
Status: No action to date.
Develop additional videos of interest to put on our website (educational and tutorial videos for our residents) covering such topics as using our HOA website, how to be more involved in our community, and behind-the-scenes "tours" of areas of our community.
Status: No action to date.
Offer periodic resident focus groups and/or targeted electronic surveys in order to listen to our residents about areas of interest and concern.
Status: No action to date.
2.12
Conduct a Town Hall Seminar communicating the status on various items of targeted community interest (e.g., Community Safety, facility updates, improved communication updates).
Status: No action to date.
Creatively remind homeowners and residents quarterly to update email addresses and phone numbers. Use different formats for reminders.
Status: No action to date.
Foster a News & Views policy that emphasizes and encourages Clubs to regularly publicize their relevant activities and stories in the
Status: No action to date.
Offer periodic resident focus groups and/or targeted electronic surveys in order to listen to our residents about areas of interest and concern.
Status: No action to date.
Conduct a Town Hall Seminar communicating the status on various items of targeted community interest (e.g.,
2.16
Status: No action to date.
Status: No action to date.
Status: No action to date.
Status: No action to date.
Status: No action to date.
Status: No action to date.
Status: No action to date.
Status: No action to date.
Status: No action to date.
SCPD Board Approved Five-Year Strategic Plan 2024 through 2028
Goal 4: COMMUNITY SAFETY
• As part of the Technology Element (Goal 1), Investigate the use of new Technology to better communicate with our SCPD Residents and improve the overall effectiveness and efficiencies within SCPD HOA.
• Hold annual Town Hall safety meetings.
Status: Pubic Safety has new chair (Dan Oates) and now meets monthly. Currently recruiting 4 more volunteer members, to make a total of 9 (Board is following up, but there is some reluctance as to voluynteer qualifications). Eric now has quarterly meetings for all residents.
Status: First town hall held in Nov. 2023. Public Safety now scheduling quarterly meetings for all residents.
Status: No action to date.
Encourage Public Safety Committee to jointly present town hall meetings twice per year to present actions taken to improve safety and inform SCPD residents.2025, Q1
Status: No action to date.
Status: No action to date.
Encourage
Status: No action to date.
to
town
Status: No action to
Status:
Status: No action to date.
Status: No action to date.
5.1
Goal
5: MARKETING
SCPD Board Approved Five-Year Strategic Plan 2024 through 2028
• Establish a marketing function within Operations that centralizes our community wide need to attract potential buyers as well as provide new activities for current residents. This function will be supported by the Marketing Committee.
• Produce new videos for our Website Home Page, our public website and behind the scenes videos of SCPD operations such as Landscape Maintenance
• Expand equipment in Technology Center to attract potential home buyers.
Fiscal Year #1 - 2024-25 Objectives
Establish a Marketing function and budget with Operations Department to update and maintain public website.
Status: COMPLETED. New resident map being published.
5.2
Create a line item budget under Operations to pay for recurring marketing activities including the Welcome Center as well as advertising that might be recommended by the Marketing Committee and approved by the GM.
Status: COMPLETED AND ON-GOING.
Fiscal Year #2 - 2025-26 Objectives
5.3
Provide funds to purchase remaining equipment, spares and supplies to allow the Marketing Committee to launch an initial marketing initiative to promote the unique technology themed activities and amenities at SCPD. If there is sufficient positive reaction, then working with the HOA Marketing function expand the technology equipment in the Technology Center to permit the Marketing Committee to develop a new or enhanced marketing initiative to continue to promote the unique activities and amenities that help SCPD stand apart from its competitors. The specific equipment to be recommended at that time will depend on requests from residents and what research shows might influence potential buyers.
Status: No action to date.
Reference Communications 2.11: Develop additional videos of interest to put on our website
5.4
5.5
Status: No action to date.
Update the line item budget under Operations to pay for recurring marketing activities including the Welcome Center as well as advertising that might be recommended by the Marketing Committee and approved by the GM. This budget item needs to be updated and repeated each year.
If there is sufficient positive reaction to the previous technology themed amenities introduced in the Technology Center in 2023and 2024 then working with the HOA Marketing function consider whether to expand the technology equipment in the Technology Center to permit the Marketing Committee to develop a new or enhanced marketing initiative to continue to promote the unique activities and amenities that help SCPD stand apart from its competitors. The specific equipment to be recommended at that time will depend on requests from residents and what reserach shows might influence potential buyers.
6.1
Goal 6: RESIDENT ACTIVITIES
SCPD Board Approved Five-Year Strategic Plan 2024 through 2028
• Hire paid position to coordinate community activities (e.g., Activities Coordinator).
• Offer new and alternative activities for residents
Fiscal Year #1 - 2024-25 Objectives
Establish a budget for CAC and review addition of paid position of Activities Coordinator
Status: COMPLETED with Budget and Julie Pope hired as Activities Coordinator.
Year #2 - 2025-26 Objectives
Offer new Resident activities.
6.2
• Community wide HOA sponsored entertainment events.
• Day trips and possibly mul -day trips
Status: No action to date .
6.3
Continue to offer new Resident activities.
• Enhance activity/entertainment options of residents
• Corn hole, shuffleboard and plastic darts
6.4
Offer new Resident activities.
• Consider use of golf driving range or softball field to hold small music events.
• Investigate more evening entertainment events in the ballroom, Ventana’s and/or Martini’s during the week.
Status:
SCPD Board Approved
2.1
Investigate Technology alternatives to speed gate access and improve coverage of community patrol.
Identify and correct email address errors in the two primary HOA databases - Homeowner/Renter Master Database List (JONAS) and the Resident Email Communications List. Track number of email updates and fixes for future reporting purposes.
Prepare funding request for new SCPD promotional video (and possibly other videos) for display on our external (and internal) SCPD Website. Promotional SCPD video to be completed by Q4 2024.
2.2
3.1 Review and update all space and storage needs for the community.2024, Q3
4.1 Reconstitute Pubic Safety Committee to be more visible, conduct outreach on a monthly basis, and be the point of contact for resident concerns.
5.1 Establish a Marketing function and budget with Operations Department to update and maintain public website.
1.1 Audit and correct website data to be accurate and up to date (one time)2024,
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