BoardRetain™ · Annual report

One document that proves the year.

At the annual meeting, the board has to justify your contract to a room of owners. Annual Report Production gives them the document: what was done, what it cost, what was saved, what’s next — designed to be forwarded, printed, and remembered when the contract comes up.

1document
Per association or firm-wide — the year, in owners’ hands
12months
Of work made visible in one place
60days
Before the annual meeting — that’s when we start

The renewal case, written a year early.

Every violation resolved, project completed, dollar saved, and meeting held is a line in the report. When the contract comes up, the board doesn’t have to remember what you did. They have it.

Owners read it. Boards forward it.

Designed for the homeowner who skims: the numbers up front, the projects in pictures, the plan for next year on one page. Boards send it to the whole community because it makes them look good too.

Data pulled, not typed.

We work from your management platform’s reports and your managers’ notes. Your team’s job is a review, not a rewrite.

What's included

Scoped to your portfolio.

Every line below is included in the retainer. Nothing is added after you sign.

Report structure and content plan
Data gathering from your platform
Writing: year in review, financials, projects, outlook
Design in your brand system
Per-association or firm-wide editions
Print and digital production
Annual meeting presentation version
Distribution templates for boards

How it works.

Four steps, one accountable team. Timelines are scoped at the Strategic Review.

01
Kick off

Sixty days out: scope, associations, data sources.

02
Gather

Reports, notes, photos, and numbers.

03
Produce

Written, designed, reviewed by your team.

04
Deliver

Print, PDF, and the meeting deck.

Questions

Plain answers.

Per association or for the whole firm?

Both are common. Larger associations get their own; the firm edition goes in every proposal.

When should we start?

Sixty days before the first annual meeting in the season.

Is your metro still open? Thirty minutes tells you — and which engine to fix first.
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