1. Initial Conversation

Understanding board concerns, goals, and operational challenges.

2. Document & Operational Review

Review of governing practices, financial transparency, meeting procedures, operational workflows, and communication structure.

3. Findings & Recommendations

Clear observations and strategic recommendations presented in an executive summary format.

4. Board Discussion

Collaborative discussion regarding opportunities, priorities, and next steps.

HOA Governance & Operational Review

Our Services Include:

A structured review of:

• Board governance practices

• Meeting structure and procedures

• Operational workflows

• Vendor coordination

• Communication practices

• Organizational efficiency

Financial Oversight Review

Independent observations related to:

• Budget structure

• Financial reporting clarity

• Reserve alignment

• Vendor contract considerations

• Operational financial transparency

Board Strategy Sessions

Focused sessions designed to help boards:

• Clarify priorities

• Improve communication

• Strengthen decision-making

• Navigate operational challenges

• Establish strategic direction

Independent Perspective. Practical Insight. Strategic Focus.

Boards often benefit from an experienced outside perspective capable of identifying operational blind spots, governance inconsistencies, and opportunities for improvement before they become larger issues.

Penya Services LLC was created to provide that perspective.

HOA Board Health Review™

Includes:

• 60–90 minute board consultation

• Review of:

  1. recent financials

  2. governance structure

  3. operational practices

  4. communication flow

• Executive summary (2–4 pages)

• Strategic recommendations

Introductory Assessment

$1,500 Flat Fee