Heart & Mind Case Study Portal for Affinity

Affinity case study intake

Help us find the story

About 10 minutes

Community nameYour name

Email address We’ll send you a copy of the complete production outline.

Who will be interviewed?Add every person who should appear on camera. We’ll create a tailored question set for each one.

NameTitle / role

What was the biggest problem before Affinity?What was happening, and how did it affect the board, residents, finances, operations, or property?Example: The board was overwhelmed by deferred maintenance, unclear reserve priorities, and resident frustration caused by inconsistent updates.

Why did the board hire Affinity?What did the board hope would change, and why did Affinity feel like the right partner?Example: The board wanted a proactive partner who could bring financial discipline, dependable communication, and a clear plan for completing priority projects.

What are the top 3 things Affinity did?Share the most important decisions, projects, or improvements.Example: Built a prioritized maintenance plan; renegotiated vendor agreements; introduced monthly financial reports and resident updates.

Action 1Action 2Action 3

What changed because of those actions?Include numbers if possible: money saved, assessments avoided, projects completed, satisfaction improved, or risk reduced.Example: Within 12 months, three delayed projects were completed, annual vendor costs fell by $28,000, and the community avoided a special assessment.

What advice would you give another community facing the same challenge?What is the lasting lesson another board should take away?Example: Bring in the right management partner early, agree on measurable priorities, and communicate progress before uncertainty grows.

Save a draft at any time, or complete all answers to create your package.