Planned Development Services Company Profile

Background

Established in 1995, Planned Development Services (PDS) is a leading provider of Homeowners Association (HOA) management services in the Phoenix Valley area, including communities such as Peoria, Glendale, Surprise, Sun City, Goodyear, Avondale, and Laveen. PDS is accredited by the Arizona Association of Community Managers (AACM) and is a proud member of the Community Association Institute (CAI). The company's mission is to deliver outstanding customer service, expert consultation, and genuine community concern, aiming to foster harmonious and well-maintained communities.

Key Strategic Focus

PDS specializes in comprehensive HOA management services, focusing on:

Outstanding Customer Service: Prioritizing responsive and respectful interactions with homeowners, HOA board members, and vendors.

Expert Consultation: Providing informed guidance on HOA issues, legislative changes, and best practices.

Community Engagement: Offering educational workshops and training for HOA board members to enhance community leadership.

Technological Integration: Developing innovative tools like the "HOA Link" app to streamline communication and management processes.

Financials and Funding

PDS has raised a total of $350,000 in funding over one round. The company's annual revenue is estimated at $13 million, with a workforce of approximately 59 employees.

Technological Platform and Innovation

PDS distinguishes itself through the development of proprietary technologies aimed at enhancing HOA management efficiency:

HOA Link App: An industry-first application that enables homeowners and HOA boards to manage responsibilities via smartphones or tablets. Features include:

Access to community websites

Direct communication with community managers

Secure online payment processing

Violation reporting

Updates on community events

This app underscores PDS's commitment to leveraging technology for improved community management.

Leadership Team

PDS's leadership comprises experienced professionals dedicated to effective HOA management:

Lori A. Rutledge, President: With a background in real estate spanning over 30 years, Lori acquired PDS in 2000, driven by a belief in the importance of HOAs for protecting community equity and aesthetics.

Lisa Stein, Chief Operating Officer: Oversees daily operations, ensuring the company's services align with its mission and client expectations.

Diana Wojcik, Chief Financial Officer and Human Resources Manager: Manages financial strategies and human resources, contributing to the company's financial health and organizational culture.

Brad Roberts, Vice President of Office Administration: Ensures efficient administrative operations within the company.

Linda Shaughnessy, Vice President: Plays a key role in strategic planning and client relations.

Goldie Lense, Vice President of Operations: Focuses on optimizing operational processes to enhance service delivery.

Competitor Profile

Market Insights and Dynamics:

The HOA management industry in the Phoenix Valley is competitive, with several firms offering similar services. The market is characterized by a demand for comprehensive management solutions that include financial services, community engagement, and technological integration.

Competitor Analysis:

Key competitors include:

Elite Management Services: Employs 19 staff members and generates approximately $13 million in revenue.

HOA Community Solutions: With 28 employees, the company reports revenues of $7.8 million.

Slatter Management Services: This firm has 23 employees and a revenue of $7.4 million.

Park Management & Realty Services: Employing 21 individuals, it also reports revenues of $7.4 million.

The Warren Management Group: With 26 employees, the company has a revenue of $6.4 million.

These competitors focus on various aspects of HOA management, including property management, financial services, and community engagement.

Strategic Collaborations and Partnerships

PDS collaborates with various vendors and service providers to offer comprehensive management solutions. The company is a member of industry associations such as the Community Association Institute (CAI) and the Arizona Association of Community Managers (AACM), which enhances its credibility and access to industry best practices.

Operational Insights

PDS differentiates itself through a combination of customer-centric services, technological innovation, and a commitment to community education. The development of the HOA Link app and the provision of free educational workshops for HOA board members exemplify this approach. These initiatives position PDS as a forward-thinking leader in the HOA management industry.

Strategic Opportunities and Future Directions

Looking ahead, PDS aims to expand its technological offerings and continue enhancing customer service. The company plans to leverage its strengths in community engagement and technological innovation to capture a larger market share and set new standards in HOA management.