Run your residents' association like a well-kept building, in spare hours
A complete kit for volunteer committees of resident welfare, apartment owners', housing society, HOA, condo and strata associations: money, vendors, staff, safety, disputes and the AGM, with records you can hand over.
- An Association Workbook (20 sheets): unit register, budget and per-home charges, collection ledger with arrears bands, cash book with two-signature check, bank reconciliation, vendors, staff, requests, assets, amenities, reserve plan, meetings and dashboards
- A calculator that shows members three fair ways to split the same budget and projects the reserve fund ten years ahead
- Forms for every recurring moment, 14 notices and 48 ready-to-send messages, from the first friendly reminder to mediation between neighbours
- An AGM pack, vendor scopes, a staff code, a rules starter and a 7-page print pack for the notice board and security desk
The Residents' Association and Housing Society Kit · Bodhih Pro Kits · 264 by Bodhih Training, trainers to 2,000+ companies since 2008.
How do you run a residents' or housing society association well?
Agree roles with a backup for each, set charges from a written budget shared by area, per home or a hybrid, collect dues with the same private steps for everyone, keep a cash book with two approvers and a monthly bank reconciliation, review vendors quarterly and run the AGM by your bye-laws. Bodhih Training's Residents' Association and Housing Society Kit gives you the tools for each step.
Want the full free guide first? Read How to Calculate Maintenance Charges for an Apartment Association.
You already feel the problem. Here is what it is costing you.
Everything lives in a group chat and two people's heads
Requests, complaints, notices and arguments all land in the same WhatsApp group. When the secretary or treasurer steps down, the records leave with them.
Every charge increase becomes a fight
Members cannot see how the charge was built, so the AGM argues about fairness for an hour. Bigger and smaller homes each feel they subsidise the other.
Arrears grow while the committee hesitates
Some members want names on the notice board; others want to do nothing. Without a fair process, the same homes fall further behind and trust erodes.
Contracts and safety checks drift
Lift, security and housekeeping contracts renew without review, tank cleaning slips, certificates expire, and nobody notices until something fails.
Picture the next few weeks with the kit open beside you.
Imagine the first Sunday of next month. Instead of scrolling through 200 messages, you open the Association Workbook and look at one dashboard: collection rate, arrears by band, open requests past target, contracts ending soon and equipment due. Ten minutes, and you know what the committee needs to discuss.
As you open the Collection Ledger, each home already shows its reminder stage. You send the same friendly message to every home in the same band, privately, from the message library. When one owner tells you about a lost job, you agree a hardship plan in writing and the late fee pauses on its own.
When the lift contract comes up for renewal, you send the same scope to three vendors, score their quotes on the Quotes sheet and minute the decision with any conflicts declared. When the AGM comes round, you follow the ten-week timeline, show members three ways to split the budget, and bring the reserve gap to them years before it bites.
And whether you start with the workbook tonight or the who-to-call card tomorrow morning, the files you fill in become records the next committee can pick up in an evening.
20 files that do the work for you
The e-book shows you how. The tools make it happen. Here is exactly what you download.
The Residents' Association and Housing Society Kit (e-book, PDF)
The guide: methods, worked examples, scripts and exercises
Start here: the residents' association map
The whole job in ten areas with the file for each, your first hour, brand it in five minutes, your first week and a 30/60/90 day plan.
Association Workbook
20-sheet workbook: settings, unit and owner register, budget with per-unit charges, collection ledger with arrears bands, cash book with two-signature check, bank reconciliation, vendors and AMCs, quote comparison, staff payments, requests log, assets, amenity rules and bookings, reserve plan, meetings and resolutions, monthly summary and three dashboards.
Maintenance Charge and Reserve Fund Calculator
Compare per-home charges by area, equal split and a hybrid side by side, check the tax limit placeholder, and project the reserve (sinking) fund over ten years with planned works, interest and shortfall warnings.
Resident registration, move-in and renovation forms
Five-page fillable pack: new resident welcome and registration (two pages), move-in or move-out permission, renovation permission with undertakings, and the renovation completion check.
Complaint, request, mediation and incident forms
Four-page fillable pack: complaint or request form, neighbour mediation record, and a two-page security and safety incident report.
Vendor performance review
Two-page fillable quarterly review for security, housekeeping, lift, STP, fire, pest and other contractors: service checks, a 1 to 5 scorecard, agreed actions and the renewal recommendation.
AGM attendance, proxy, nomination and vote count forms
Four-page fillable pack for general meetings: attendance register with quorum check, proxy form, committee nomination form and a vote count sheet for the returning officer.
Notices and resident message library
14 notice templates (AGM, SGM, water and power shutdowns, pest control, fire drill, lift, tank cleaning, rule change, budget, election, major works, celebration, CCTV sign) and 48 brand-ready messages for dues and arrears in three stages, welcomes, rule reminders, disputes and mediation, the requests desk, vendors, staff, community and emergencies.
AGM and general meeting pack
Brand-ready AGM timeline, agenda, the chair's running order and words, treasurer's report template, election procedure, minutes template and the after-meeting checklist; works for special general meetings too.
Community rules and bye-law starter
Brand-ready discussion sheet: what a governing document usually covers (13 topics to check), 13 plain-words community rules, a fair enforcement process, a resident data policy and a conflict of interest policy with declaration register. For your lawyer or registrar to check.
Vendor scopes of work and staff code of conduct
Brand-ready scopes of work for security, housekeeping and the lift AMC (services, response times, people rules, records and measures) and a two-way staff code of conduct with acknowledgement sheet.
Worked example pack: a 120-flat society's first year
The kit's main forms and sheets completed for one fictional 120-flat society after builder handover: handover checklist, budget and charges, arrears, bank reconciliation, renovation permit, mediation, incident report, vendor review, quote comparison, AGM minutes and the reserve gap.
AI prompt pack for association committees
28 tool-agnostic prompts grouped by the job (handover, money, vendors and staff, requests and disputes, meetings, communication, safety and records), each with what to paste in and what to check, plus the human review rule.
Dispute decision card and committee mistakes card
If-this-then-that guide for 14 neighbour, staff and arrears situations, a fair-process test before any penalty, and 18 mistakes committees make with what to do instead.
Numbers that matter: association KPI card
14 numbers a committee runs on, each with plain words, the exact formula, where it lives in the workbook and what to do if it moves.
Association rules by country, October 2026
Dated pointers for India, the UK, the US and Canada, Australia, Singapore and Dubai: legal form, handover, service charges, reserves, tax, fire, lifts, staff and data, with questions for your adviser.
Annual committee calendar
75 events across a full year from November: monthly bills, arrears messages, reconciliations and committee meetings; quarterly vendor reviews and book checks; fire drills, tank cleaning, insurance, contract renewals and the AGM timeline.
Committee task board
39 set-up and recurring committee tasks with area, owner role and timing, ready to import into Trello, Asana, Notion, Planner or Jira.
Notice board and security desk print pack
7 A4 pages to print and put up today: emergency who-to-call card, security desk visitor and delivery steps, visitor and delivery rules sign, pool and gym rules sign, party hall and clubhouse rules sign, a 'how to reach your association' notice-board poster and a fire safety poster, with blanks for your own numbers and times.
Chapter by chapter
Each chapter opens with a real situation, gives you a method and ends with something to do today, using the tools in your kit.
- Format
- PDF e-book + XLSX + fillable PDF + DOCX + printable PDF + ICS + CSV
- Files
- 20 files plus a one-click ZIP
- E-book
- 60 pages
- Works with
- Excel, Google Sheets, LibreOffice, Word, Google Docs, Acrobat Reader, Google Calendar, Outlook, Apple Calendar, Trello, Asana, Notion
- Best for
- Resident welfare, apartment owners', housing society, residents' and tenants', HOA, condo and strata committees
- Units
- Any currency, square feet or square metres: set once on Settings
What Your Association Is and the Document That Runs It
Your association's legal form, the governing document that sets its powers, members and residents, and a checklist for the builder's handover.
The Committee, Its Roles and the Year Ahead
Roles for every committee member with a named backup, conflicts of interest, the volunteer ladder, succession and the annual calendar.
Budgets and Maintenance Charges Members Can Accept
Build the budget by head, share it by area, per home or a hybrid, add a reserve contribution and check tax with your accountant.
Collecting Dues and Handling Arrears Fairly
Clear billing, a four-stage arrears process that is the same for every home, hardship plans and what never to do.
The Treasurer's Books
The cash book, the two-signature rule, vouchers and the monthly bank reconciliation, with a worked October example.
Vendors, Contracts and the People Who Keep the Place Running
Scopes of work, three scored quotes, quarterly vendor reviews, AMC choices and fair treatment of guards and housekeeping staff.
Facilities, Amenities and Safety
The asset register, lifts, pumps, tanks, solar and EV charging, amenity bookings, fire drills, CCTV and insurance.
The Requests Desk and Neighbour Disputes
One requests desk with target days, the neighbour dispute path with mediation, a safety exit and rules that are fair to enforce.
Communication, Records and Using AI Well
Channels with clear jobs, WhatsApp group rules, resident data and consent, and where AI helps with a human review rule.
The AGM, Elections and Big Decisions
The AGM timeline, notice, quorum and proxies, chairing, elections, minutes and bringing major repairs to members with the reserve picture.
Not just reading. Tools you will actually open again.
E-book
- The Residents' Association and Housing Society Kit e-book: about 9,400 words, ten chapters, six diagrams, a glossary and a committee handover checklist
Start here
- 00-Start-Here-Residents-Association-Map: the job in ten areas with the file for each, your first hour, brand it in five minutes, your first week and a 30/60/90 day plan
Workbooks
- Association Workbook (20 sheets): start here, settings, unit and owner register, budget with per-home charges, collection ledger with arrears bands, cash book with two-signature check, bank reconciliation, vendors and AMCs, quote comparison, staff and payments, requests and complaints, assets and service dates, amenity rules, amenity bookings, reserve plan, meetings and resolutions, monthly summary and three dashboards
- Maintenance Charge and Reserve Fund Calculator (5 sheets): charges by area, equal per home and hybrid side by side, tax limit check and a ten-year reserve projection
Forms
- Resident registration, move-in and renovation forms (5 pages)
- Complaint, request, mediation and incident forms (4 pages)
- Vendor performance review (2 pages)
- AGM attendance, proxy, nomination and vote count forms (4 pages)
Word templates
- Notices and resident message library (14 notices and 48 messages, brand-ready)
- AGM and general meeting pack: timeline, agenda, chair's words, treasurer's report, election procedure, minutes (brand-ready)
- Community rules and bye-law starter: 13 governing-document topics, 13 community rules, fair enforcement, data and conflict policies (brand-ready)
- Vendor scopes of work for security, housekeeping and the lift AMC, and a two-way staff code of conduct (brand-ready)
- Worked example pack: a 120-flat society's first year after builder handover
- AI prompt pack for association committees (28 prompts)
Cheat sheets
- Dispute decision card and committee mistakes card (14 situations and 18 mistakes)
- Numbers that matter: association KPI card (14 numbers with formulas)
- Association rules by country, dated October 2026
Print pack
- Notice board and security desk print pack (7 A4 pages): who-to-call card, security desk visitor and delivery steps, visitor and delivery rules sign, pool and gym rules, party hall and clubhouse rules, how to reach your association and a fire safety poster
Calendar and import
- Annual committee calendar (75 events, ICS)
- Committee task board (39 tasks, CSV for Trello, Asana, Notion, Planner or Jira)
When you have worked through it, you will be able to…
Every outcome is practised with a worked example and a tool, not just described.
- Set up shared records the association owns, so any committee member can find and hand over the work
- Build a budget by head and show members three fair ways to share it before they vote
- Collect dues with the same private steps for every home and agree hardship plans in writing
- Keep a cash book with two approvers and sign off a bank reconciliation every month
- Specify, compare, review and renew vendor contracts on a calendar
- Keep lifts, pumps, tanks, fire equipment and certificates on schedule
- Handle neighbour disputes privately, with mediation and a safety exit, and enforce rules fairly
- Call and run a valid AGM, record decisions and bring major repairs to members with the reserve picture
Know your starting point. Prove your progress.
People who measure before and after improve faster and can show it. AssessAll, our sister assessment platform, has AI-graded assessments that pair with this kit. Take one now, work through the kit, then re-take it.
Conflict Navigation & Resolution
Take the assessment →AssessAll assessmentMeetings That Decide Things
Take the assessment →AssessAll assessmentDocument Reconciliation and Error-Checking Assessment
Take the assessment →JobularyIf-then plans that make habits stick (Jobulary)
Make it a growth plan →A taste of Chapter 4
Most arrears start with confusion. Send every home the same bill on the same day, with the amount, the due date, how to pay and the reference to use (the unit number). Make paying easy: bank transfer, UPI or a payment app where you live, cheque for those who need it. Match every payment to the unit within a few days, and send a receipt. The Collection Ledger in the workbook does the arithmetic. For each unit it shows the monthly charge (from the Units sheet), what has been billed this year, what has been paid (from the Cash Book), the balance, the months outstanding and the arrears band: paid up, up to one month, one to three months or over three months.
The honest comparison
| Free templates and typical advice | This kit | |
|---|---|---|
| Charges | One spreadsheet with a rate per square foot | Budget by head, by area, per home or hybrid, reserve share and a tax flag, with a calculator for the AGM |
| Arrears | Names on the notice board or nothing at all | Four private stages, the same words for every home, hardship plans and a fair-process test |
| Books | A cheque book and a folder of receipts | Cash book, two-signature check and a monthly bank reconciliation that shows the difference |
| Vendors and staff | Contracts renewed by default | Scopes, scored quotes, quarterly reviews and a two-way staff code |
| Disputes | Argued in the group chat | One requests desk, mediation record and a decision card with a safety exit |
| Handover | A carrier bag of papers | A shared workbook, calendar, task board and handover checklist |
Made for you if…
- Presidents, secretaries and treasurers of resident welfare associations and apartment owners' associations
- Managing committees of cooperative housing societies
- Residents' and tenants' associations and Right to Manage company directors in the UK
- HOA and condo board members in the US and Canada, strata and owners corporation committees in Australia and MCST councils in Singapore
- Newly elected committees taking over from a builder or a previous committee
- Facility managers who support a volunteer committee
Probably not for you if…
- Landlords managing their own tenancies (see The Rental Property Management System)
- Organisers of large public festivals or fairs open to the wider public (they need a dedicated event-safety plan)
- Anyone looking for legal opinions or a ready-made legally valid constitution: templates here are discussion sheets for your adviser
Built by trainers, tested in real rooms.
Bodhih Training has designed and delivered corporate programmes since 2008. Bodhih Pro Kits package what works in those workshops into a guide plus the exact tools we use, so you can apply it the same day without a facilitator in the room.
From here to using it in three steps
- STEP 1
Tap Get the kit
Name, email and country. UPI, card or netbanking in India; international cards everywhere else. No account to create.
- STEP 2
Download instantly
Your download page opens at once, with every file and a one-click ZIP. A permanent link lands in your inbox too.
- STEP 3
Open the first tool
Start with the quick-start chapter, then the main spreadsheet or planner. Most buyers use something from the kit the same day.
Give your committee a system it can hand over
Open the workbook, type your association's name on Settings and put the who-to-call card at the gate. Whether you start with the dues tonight or the vendor list this weekend, every file you fill in makes next year's committee's job easier.
Personal licence for the buyer's own use (and use with your own association's committee, facility manager and site staff where the kit says so). Please don't share or resell the files. Team, multi-site and company licences: solutions@bodhih.com.
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The Residents' Association and Housing Society Kit: FAQs
Read the free guideAlready bought? Resend my linkCan I use this with my committee, facility manager and staff?
Yes. Within your own association, your committee, facility manager and site staff can use the files under the personal licence. Company, multi-site and property-management licences are available from solutions@bodhih.com.
Does it work in my country?
The method works anywhere: budgets, fair collection, books, vendors, disputes and meetings are the same job everywhere. The dated rules sheet points to where to look in India, the UK, the US and Canada, Australia, Singapore and Dubai. Association, strata, tax and data laws differ by state and change, so check your registrar and adviser.
Are the bye-law starter and letters legally valid documents?
No. They are plain-words starting points and discussion sheets. Your governing document and law decide what the association can do, and a lawyer or your registrar should check anything you adopt or send in a formal dispute. The kit is educational, not legal, tax or financial advice.
How do I calculate maintenance charges for my society?
Build a budget by head, decide which costs are shared by area and which equally per home, add a reserve contribution, and divide. The workbook's Budget and Units sheets do this per home, and the calculator shows members the all-by-area, equal and hybrid options side by side.
How should a committee handle members who do not pay?
Use the same private steps for every home: a friendly reminder, a second reminder with a call, a formal letter, then a committee review. Offer a written hardship plan on equal terms. Never publish names or cut services. The Collection Ledger shows each home's stage.
Does it work for an HOA, condo or strata committee?
Yes. The roles, budget, reserve, vendor, dispute and meeting tools fit HOAs, condo associations, owners corporations and MCSTs. Use your own declaration or strata law's terms for levies, special assessments and resolutions.
Can I use AI with it?
Yes, for drafting notices, minutes, translations and quote comparisons. The prompt pack has the prompts and a human review rule: AI drafts, a committee member decides, and residents' personal data never goes into a prompt.
Does it cover festivals, membership drives or landlord tenancies?
It includes a small in-society celebration notice and volunteer asks. Large public festivals and membership growth for voluntary associations are outside its scope, and landlords' tenancies are covered by The Rental Property Management System.
How can I measure my starting point as a committee member?
AssessAll offers separate assessments that fit this job: Conflict Navigation & Resolution for disputes, Meetings That Decide Things for chairing, and the Document Reconciliation and Error-Checking Assessment for treasurers. They are not included in the kit.
How do I turn this into a development plan that sticks?
Pick one habit, such as the monthly reconciliation or the Sunday dashboard review, and write it as an if-then plan. Jobulary's guide to implementation intentions explains how: https://jobulary.com/blog/implementation-intentions-if-then-plans-at-work
How much does The Residents' Association and Housing Society Kit cost?
₹1,299 including 18% GST for buyers in India, or $34 for buyers outside India. One-time payment, no subscription, with an automatic invoice.
How do I get the files after paying?
Instantly. Your download page opens the moment payment succeeds, and a permanent download link is emailed to you. Download each file separately or everything in one ZIP.
What software do I need?
Any of the usual tools: Excel or Google Sheets for spreadsheets, Word or Google Docs for templates, Adobe Acrobat Reader, Preview, Xodo or GoodNotes for the fillable PDFs, and Google, Outlook or Apple Calendar for the calendar plan.
Can I get a refund?
Because it is a digital download, kits are not refundable once downloaded. We always refund a duplicate charge or a failed delivery, and if a file is corrupted and we cannot fix it within 3 working days. Full terms: bodhih.org/refunds.
Can my company buy this for a team?
Yes. Team and company licences, and workshops on this topic run by Bodhih Training, are available. Write to solutions@bodhih.com or call +91 99000 11601.
