Como elaborar uma proposta comercial de sindico para 2024 ? #sindicogestorprofissional

Audita Condomínio | Prof. Odimar Manoel

27 Jan 202219:52

Summary

TLDRThe video script provides a comprehensive guide on how to prepare and present a proposal to a condominium assembly. It emphasizes the importance of a written proposal, starting with a personal introduction that includes personal traits and professional experience to establish a connection with the residents. The presenter should be prepared to answer questions and engage in a discussion about the value of a diligent and careful condominium manager. The core of the proposal involves identifying the condominium's needs, such as security or maintenance, and outlining a plan to address these issues, including the frequency of visits and communication methods. References and credentials, such as previous employers and training courses, are highlighted to add credibility. The proposal concludes with a discussion on the fee structure, suggesting a rate per unit rather than a flat fee to align with the condominium's budget. The script also includes examples of how different candidates present their proposals, focusing on their qualifications, experience, and the value they offer to the community.

Takeaways

📝 The proposal should be in written format, which can be taken down with a pen or downloaded as a PDF.
🔍 Before preparing the proposal, one should follow the prospecting process for condominiums as taught in a previous lesson.
🏢 Preliminary data collection is necessary, which may include visiting the condominium or obtaining information from the condominium administration.
🗣️ Personal introduction is the first item of the proposal, where one should share personal details and professional background.
⏰ The presentation at the assembly should not exceed five minutes.
🤔 A question to ponder can be included to engage the residents, such as the value of having a diligent and rule-enforcing administrator.
🔑 The second part of the proposal involves understanding the condominium's needs or 'pains' and focusing on them in the work plan.
📅 Regular visits and communication methods with residents should be outlined as part of the service plan.
💼 Including references and credentials, such as previous employers or training courses, adds credibility to the proposal.
💰 The proposal should include a fair pricing structure, preferably related to the number of units in the condominium.
📋 It's important to clarify that the proposal does not exclude the hiring of an administrative or accounting service, as these are distinct roles from the condominium administrator.
📈 Practice the presentation in front of a mirror or record it to feel confident before presenting it to a real assembly.

Q & A

What is the primary format for presenting a proposal at a condominium assembly?
-The primary format for presenting a proposal at a condominium assembly is written, which can be taken down with a pen for notes or downloaded as a PDF for detailed reference.
What are some preliminary data required before formulating a proposal?
-Preliminary data required includes the number of apartments in the condominium, the age of the building, the number of employees, and the monthly revenue collected by the condominium.
What is the recommended duration for a personal presentation when proposing at a condominium assembly?
-The recommended duration for a personal presentation should not exceed five minutes.
How should a candidate introduce themselves during their personal presentation?
-A candidate should introduce themselves by sharing personal aspects such as their role as a parent, hobbies, and personal situation to generate a connection with the audience. They should also briefly discuss their professional background and experience.
What is the purpose of asking the question 'Will it be worth sacrificing relationships for a diligent and careful condominium administrator?' during the presentation?
-The purpose is to provoke reflection among the residents about the value of having an overly strict administrator versus considering a professional external administrator, highlighting the benefits of the latter.
What are the key components of a work plan or proposal pillars when presenting to a condominium?
-The key components include understanding the condominium's needs or 'pains', focusing on areas such as security or maintenance, outlining how the candidate will attend to the condominium's needs, and specifying the frequency of visits and communication methods.
Why are references important when presenting a proposal?
-References are important as they provide credibility to the candidate. They can include former employers, colleagues, or professionals within the condominium sector who can vouch for the candidate's skills and reliability.
How should the value of the proposal for condominium administration services be determined?
-The value should be related to the number of units in the condominium. It should be fair for the administrator and within the budget and capabilities of the condominium.
Why is it important to clarify that the proposal does not exclude the hiring of an administrative company or accounting services?
-It is important to clarify this because some condominiums may confuse the role of a professional administrator with that of an administrative company or accounting services, thinking they are the same. The administrator's role is distinct and does not replace these services.
What is the recommended approach for practicing the presentation before an actual assembly?
-The candidate should practice in front of a mirror and even record themselves to feel confident and prepared for the actual presentation in a real assembly, whether it is virtual or in-person.
What is the main goal of preparing a detailed proposal for a condominium assembly?
-The main goal is to provide a comprehensive and convincing plan that addresses the condominium's needs, outlines the candidate's qualifications and approach to administration, and presents a fair and reasonable pricing structure for the services.

Outlines

00:00

📝 Preparing a Condo Association Proposal

This paragraph outlines the process of preparing a written proposal for presentation at a condo association meeting. It emphasizes the importance of preliminary data collection, such as the number of apartments, the age of the building, and the monthly budget of the condo. The proposal should be structured into four parts: personal introduction, work plan or proposal pillars, references, and proposal closure discussing the value and fee structure. The presenter should also engage the audience with questions to reflect on the importance of a diligent and rule-applying condo manager and the potential impact on neighborly relations.

05:02

🤝 Introducing the Work Plan and References

The second paragraph focuses on detailing the work plan, addressing the condominium's needs, and how the candidate intends to serve the community. It also suggests including references such as former employers or training certificates to enhance credibility. The paragraph concludes with the proposal's closing section, where the service fee is discussed, recommending a fee based on the number of units in the condominium to ensure fairness and affordability.

10:05

🏢 Candidate Presentations for the Condominium Syndicate Role

This paragraph presents various candidates introducing themselves and their qualifications for the role of condominium syndicate. Each candidate discusses their experience, work approach, and the value proposition of their proposal. They highlight their commitment to security, maintenance, and adherence to condominium regulations. The candidates also mention their educational background, relevant courses, and certifications, and they assure the provision of services like weekly visits, phone and WhatsApp availability, and preventive maintenance planning.

15:07

💼 Professional Commitments and Proposal Values

The final paragraph features candidates elaborating on their professional commitments, including the frequency of their visits, the assembly of a high-quality team for various services, and their readiness to work closely with the condominium's administration. They also discuss their remuneration proposals, emphasizing that their fee does not exempt the condominium from hiring an administrator or accountant. The candidates express their desire to contribute positively to the condominium's functioning and the residents' quality of life, and they invite the residents to consider their proposals.

Mindmap

Keywords

💡Proposal

A proposal is a formal document that presents a plan or idea to a group or individual for consideration. In the context of the video, it refers to a plan being presented to a condominium assembly for approval. The video outlines the process of preparing and presenting a proposal to become the condominium's administrator or 'síndico'.

💡Condominium

A condominium, often abbreviated as 'condo', is a form of real estate where multiple units are owned by individual owners, while common areas and facilities are jointly owned and maintained by all owners. In the video, the condominium is the setting where the proposal is to be presented.

💡Síndico

The term 'síndico' in Portuguese refers to a condominium administrator or manager who is responsible for the day-to-day management of the condominium's affairs. The video is focused on individuals presenting their qualifications and plans to be elected as the síndico.

💡Presentation

A presentation is the act of formally introducing or explaining something, often in a structured manner. In the video, the presenter discusses the importance of making a personal presentation to the condominium assembly, which should not exceed five minutes.

💡Work Plan

A work plan outlines the steps, tasks, and goals that are to be undertaken to achieve an objective. In the context of the video, the work plan is a key component of the proposal, detailing how the individual intends to manage and improve the condominium.

💡Security

Security in the context of the video refers to the safety measures and protocols that will be implemented in the condominium to protect residents and property. It is highlighted as a critical area of focus for the síndico, including structural security and surveillance.

💡Maintenance

Maintenance involves the upkeep and servicing of buildings or facilities to ensure they remain in good condition. The video mentions maintenance as a key issue that the condominium may be facing, such as the need for painting or repair of equipment.

💡References

References are individuals who can vouch for a person's character, skills, or work experience. The video suggests including references in the proposal to enhance credibility and trustworthiness, which can include former employers or professional courses attended.

💡Value Proposition

A value proposition is a statement that communicates the unique value a product or service offers to customers. In the video, the value proposition is the fee structure for the síndico's services, which should be fair to the individual and affordable for the condominium.

💡Unit-Based Pricing

Unit-based pricing is a method of setting the cost of a service or product based on the number of units or items. The video suggests pricing the síndico's services at a rate per unit, such as R$40 per apartment, to make the cost more relatable and fair for all residents.

💡Virtual Assembly

A virtual assembly refers to a meeting that takes place online or via video conferencing rather than in person. The video mentions that the proposal can be presented in a virtual assembly, which is especially relevant in the current context of social distancing measures.

Highlights

The importance of preparing a written proposal for presenting at a condominium assembly.

The need to follow preliminary steps such as prospecting and collecting preliminary data about the condominium.

The proposal should include a personal introduction and some personal aspects to connect with the audience.

The proposal presentation should not exceed five minutes.

Including a question to the audience to reflect on the value of a diligent and careful condominium manager.

Identifying the condominium's 'pains' or needs as a key part of the work plan.

Discussing how to address the condominium's needs with a focus on security and maintenance.

Providing details on how often and through which channels the condominium residents will be attended to.

Including references and qualifications to enhance the proposal's credibility.

Discussing the pricing strategy for the condominium management service, suggesting a fee per unit.

Clarifying that the proposal does not exclude the hiring of an administrator or accountant.

The recommendation to practice the proposal presentation in front of a mirror or record it for self-assessment.

Marcos Leite presenting his video proposal, highlighting his experience in electronic leak detection and condominium management.

Patrícia Schmidt de Oliveira emphasizing her academic background and commitment to quality management.

William Cruz discussing his experience and commitment to being available for the transition period of the condominium.

Agriculturalist presenting with a focus on risk assessment and internal regulation analysis for a new development.

The emphasis on the proposal's value and how it is structured to be fair to the condominium's budget.

The mention of providing references from current residents and the condominium's administrator.