Valerie A. Lee

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Valerie A. Lee

Valerie A. LeeValerie A. LeeValerie A. Lee
  • Home
  • About
  • Blog
  • Portfolio
  • Case Studies
  • Housing Education Gal
  • Contact Me

Kaiser Permanente

Process Improvement

While I was at Kaiser Permanente (KP), I reviewed our current processes and designed a new set of process improvement tools, which I presented at a major regional conference for KP program and project managers. I have a special interest in process efficiency and productivity optimization. 

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Lumetra

Healthcare Provider Communication Preferences

While I was at Lumetra, I was in charge of a project that examined healthcare providers' communication preferences. I am fascinated with using marketing and communication strategies to deepen target audience engagement. This tip sheet is a high-level summary of my research report. 

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Kids' Turn

Branding Strategy & Key Messages

While I was a volunteer at Taproot Foundation, I was the Project Manager as part of a team that helped create the branding strategy and key messages for Kids' Turn. I have a special interest in supporting non-profit organizations that focus on helping our society's most vulnerable members. 

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Recipe for Creating and Renewing Board Commitment

The Voice

HOA Calendars

Sample Annual Calendars

HEG Annual Calendar (pdf)Download
Sample-Annual-Report-Reserve-Calendar (pdf)Download

Requests for proposals & interview questions

RFPs & Service Provider Interview Questions

HOA Property Management RFP Part 1- HEG (pdf)Download
HOA Property Management RFP Part 2 - HEG (pdf)Download
HEG CPA or Reserve Study Analyst Interview Questions (pdf)Download

Board Meetings and Members

Board Meeting and Board Member Protocol

Minutes Template (pdf)Download
HEG Board Member Standards of Conduct (pdf)Download
HEG Board Member Pledge (pdf)Download
HEG Board Member Code of Ethics (pdf)Download
HEG Board Meeting Rules of Conduct (pdf)Download
HEG Running an Effective Meeting (pdf)Download
HEG Officers and their Roles (pdf)Download
HEG Meeting Conduct Rules (pdf)Download

Transition

Transition Documents

HEG Governing Documents of the Association (pdf)Download
HEG How to Transition from Developer Control to Homeowners (pdf)Download

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