Strategy and Planning Detailed Assessment Strategy and Planning Note to the user This assessment is intended to assist existing and prospective Trustees/Directors/Estate Management/Office bearers/Third Party Managers of Body Corporates/Home Owners Associations/Retirement Villages or Shareblock Schemes (Community Schemes) to identify the existing level of governance, areas of weakness/vulnerability and the risks in these bodies and to offer advice on how to better manage these risks and improve overall governance. This assessment will also assist in helping Trustees/Directors/Estate Management/Office bearers/Third Party Managers in carrying out their fiduciary roles and responsibilities. Strategy and Planning Body Corporate/Complex/Property Name/Home Owners Association Name of Responsible Party/Trustee/Director/Estate Manager: Does the Community Scheme hold strategic assets or have alternate income sources e.g. common area land, unsold units/parking bays, communal storage areas, recyclable materials, water/energy resources that could be realised/monetised? * Yes - forms a key reserve Yes - but limited/requires further investment We have not really considered this/would have to be looked into in more detail No, not at all/we don't have anything viable Don't know/Can't establish Do the Directors/Trustees/Estate Management of the Community Scheme actively look for or consider possible alternative technology and energy solutions, sources of revenue or income, additional facilities or alternative pricing models to ensure sustainability? * Yes - this forms a key element of strategic thinking and planning Yes - to a limited extent No, not really - don't move beyond basic discussions No, not at all - no strategic or forward thinking Don't know/Can't establish Submit If you are human, leave this field blank. Δ Navigation Return to Dashboard Return to Output View Return to Members Tools
