community survey · the survey sample of 467 included all emailable contacts in the preserve’s...
TRANSCRIPT
2017
Community Survey
The Preserve at Jordan Lake
2017 Community Survey
CONTENTS
Survey Details ..................................................................................................................... 1
About Readex Research ...................................................................................................... 2
Findings
Respondent Profile
Residential Status ............................................................................................... 3
Residence/Ownership Tenure ............................................................................. 3
Number of Individuals in Household ................................................................. 4
Average Household Age .................................................................................... 4
Work Statuses of Adults in Household .............................................................. 5
Golf Club Memberships Held ............................................................................ 5
Opinions of The Preserve ................................................................................... 6
Likelihood to Recommend The Preserve ........................................................... 6
Events/Committee Participation ......................................................................... 7
Social Event/Program Preferences
Desired Social Events by Residence/Ownership Tenure ................................... 8
Desired Social Events by Ages in Household .................................................... 9
Desired Program Age Groups by Segment ...................................................... 10
Use and Importance of Community Amenities
Importance of Factors in Deciding on The Preserve ........................................ 11
Frequency of Using Amenities ......................................................................... 12
Opinions of Potential Projects
Most Important Goal ........................................................................................ 13
Top Priorities .................................................................................................... 14
Low Priorities ................................................................................................... 15
Opinions of The Preserve Roads ...................................................................... 16
Financial-Related Opinions
Opinion of Project Cost Minimums Requiring Competitive Bidding .............. 17
Opinion of Current Social Event Budget ......................................................... 17
Opinion of Annual Household Assessment ...................................................... 18
Proportion Willing to Pay a Higher Annual Assessment ................................. 18
Association Communications
Opinion of Communications ............................................................................ 19
Covenant/Guidelines Status ............................................................................. 20
Most Common Information Sources ................................................................ 21
Formats of Newsletter Read ............................................................................. 22
© 2017 Readex Research
1
The Preserve at Jordan Lake
2017 Community Survey
SURVEY DETAILS
The purpose of this research was to collect information regarding opinions and preferences pertaining to the amenities
which The Preserve at Jordan Lake community might provide its residents.
The survey sample of 467 included all emailable contacts in The Preserve’s database as provided by Talis
Management, representing 91% of the 516 total lots/households in The Preserve at the time of sample selection.
The 23-question online survey was designed jointly by The Preserve’s community association board members and
Readex Research. Placement of the survey on a web page, distribution of the electronic survey invitations, and
tabulation of the results were handled by Readex.
On June 22, 2017, Readex contacted all sample members via an email in the name of The Preserve’s community
association president, asking for participation in the study via a unique link included in the email.
Reminder emails were sent on June 26 and July 6 to those with deliverable email addresses who had not yet
responded. Additionally, at the request of the community association board members, Readex re-contacted several
sample members who provided updated email addresses after hearing about the survey.
The survey was closed for tabulation on July 11, 2017, with 289 responses—a 62% response rate. Responses from
those who own more than one property in The Preserve were weighted to reflect the number of properties owned
(e.g., if a respondent was listed in the database as owning two properties, their response had a weight of 2 in the
tabulated results).
The margin of error for percentages based on 289 usable responses is ±3.6 percentage points at the 95% confidence
level.
As with any research, the results should be interpreted with the potential of non-response bias in mind. It is unknown
how those who responded to the survey may be different from those who did not respond. In general, the higher the
response rate, the lower the probability of estimation errors due to non-response and thus, the more stable the results. The response was tabulated and this report was prepared by Readex in accordance with accepted research standards
and practices. Percentages may not add to 100 for single answer questions due to rounding and/or non-response.
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The Preserve at Jordan Lake
2017 Community Survey
ABOUT READEX RESEARCH
Readex Research is a nationally recognized independent research company located in Stillwater, Minnesota. Its roots
are in survey research for the magazine publishing industry, but specialization in conducting high-quality survey
research (by mail and/or online) has brought clients from many other markets, including associations, corporate
marketers and communicators, and government agencies. Since its founding in 1947, Readex has completed
thousands of surveys for hundreds of different clients.
As a full-service survey research supplier, Readex offers professional services and in-house processing of all phases
of each project (traditional mailing, broadcast emailing, and data processing) to ensure complete control over project
quality and schedule. Analytical capabilities include a range of multivariate statistics and modeling techniques in
addition to the more traditional stub-and-banner tabulations.
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The Preserve at Jordan Lake
2017 Community Survey
FINDINGS: Respondent Profile
A few respondents own an unimproved lot in The Preserve (4%) and/or rent a home there to others (3%), but the vast
majority (97%) live in The Preserve.
The typical (median1) respondent has lived or owned property in The Preserve for 10 years. The average (mean2)
tenure in The Preserve cannot be meaningfully calculated because nearly half of respondents (49%) indicated the top
category of 10 years or more.
Residential Status
What is your current residential status in The Preserve?
base: all 289 respondents weighted to 302 properties (multiple answers)
97%
4%
3%
live in The Preserve
own an unimproved lot
rent a home to others
Residence/Ownership Tenure
How long have you lived or owned property in The Preserve?
base: all 289 respondents weighted to 302 properties
49%
16%
27%
7%
10 years or more6 - 9 years1 - 5 yearsless than 1 year
mean:*median: 10 years
*Due to the high proportion of respondents answering in the top category, the sample mean cannot be meaningfully calculated.
1 A median is the value that lies at the middle of a distribution: that is, 50% of the values are above it and 50% are below. It represents the “typical” response, and is not influenced by extreme values. 2 A mean is the arithmetic average of a distribution (i.e., a set of values). Means are very much influenced by extremely large or extremely small values in the
distribution.
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The Preserve at Jordan Lake
2017 Community Survey
FINDINGS: Respondent Profile
Among those who live in The Preserve (hereafter “residents”), the average number of people in each household is 2.8,
including two adults (typically, one between 46 and 65 years old and the other either younger or older). The typical
adult in the community is estimated to be 56 years old.
Two in five resident households (39%) have at least one child under 18 years old, including 9% who have at least one
under 6. Among households with children, the median age of those children is estimated to be 12.
Number of Individuals in Household
How many individuals in your household are in each of these age groups?
base: 280 respondents who live in The Preserve weighted to 293 properties (multiple answers)
0.1
0.6
0.5
1.1
0.5
under 6
6 - 18
19 - 45
46 - 65
over 65
average (mean) # per household by age group
2.8 TOTAL PEOPLEper household
9%
36%
31%
61%
33%
under 6
6 - 18
19 - 45
46 - 65
over 65
39% (NET)HAVE CHILDREN
% of households who have at least one individual in each age group
Average Household Age Data was calculated using the responses to Q3, Number of Individuals in Household. First, the number of individuals in each age category was multiplied by the mid-point of that category. Then, the total sum of ages from that calculation was divided by the total number of household members in those age categories (child or adult).
base for adults: 273 households providing the age/number of the adults in the household weighted to 285 properties; base for children: 108 households with at least one child in the household weighted to 114 properties
53.9
11.5
56.0
12.0
adults
children
mean
median
5
The Preserve at Jordan Lake
2017 Community Survey
FINDINGS: Respondent Profile
The most common work status among adults in resident households is full time, with two in three resident households
(67%) reporting that at least one adult in their household is employed full time. The next most common status is
retired, at 35%.
About a quarter of respondents (27%) indicated their households have at least one type of membership at The
Preserve at Jordan Lake Golf Club, including 20% that are golf members and another 7% who are social members.
Work Statuses of Adults in Household
What are the work statuses of the adults in your household?
base: 280 respondents who live in The Preserve weighted to 293 properties (multiple answers)
67%
16%
35%
9%
full time
part time
retired
currently not employed
Golf Club Memberships Held
Which of these types of memberships does your household have at The Preserve at Jordan Lake Golf Club?
base: all 289 respondents weighted to 302 properties
neither72%
social member
7%
golf member
20%
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The Preserve at Jordan Lake
2017 Community Survey
FINDINGS: Respondent Profile
Respondents are generally happy with The Preserve in each of the three areas asked about: quality of life, community
safety, and overall image. Each was rated between 4.1 and 4.3 on the 5-point scale, on average—well above the
scale’s midpoint of 3.0.
Additionally, 83% are likely to recommend The Preserve to someone like them who was looking for a home.
Opinions of The Preserve
How would you rate The Preserve in each of these areas?
base: all 289 respondents weighted to 302 properties
4.3
4.3
4.1
1.0 2.0 3.0 4.0 5.0
quality of life
community safety
overall image
mean ratings
poor excellent
Likelihood to Recommend The Preserve
How likely would you be to recommend The Preserve to someone like you who was looking for a home?
base: all 289 respondents weighted to 302 properties
45%
12%14%14%6%3%2%1%1%0%2%
10
definitely
would
9876543210
definitely
would
not
mean: 8.3 = 83% likelihood
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The Preserve at Jordan Lake
2017 Community Survey
FINDINGS: Respondent Profile
Nearly two in three respondents (63%) indicated someone in their household has participated in at least one type of
event/committee at The Preserve in the past 12 months, most commonly social events (50%).
Households with adults age 66 or older and those with kids under 6 years old are among the most likely to have
participated in an event/committee at The Preserve in the past 12 months. And, those households with retired or part-
time working individuals tend to be slightly more likely to have participated than those with full-time workers. Of
course, all respondents who have been part of a committee at The Preserve in the past 12 months indicated someone
in their household participated in at least one event/committee in that timeframe, but their participation in social
events, specifically, is also higher than most other population segments, at 79%.
Events/Committee Participation
In the past 12 months, in which of these events/committees at The Preserve has someone in your household participated?
base: all 289 respondents weighted to 302 properties; those in each segment (multiple answers)
50%
20%
20%
19%
18%
63%
social events
board meetings
clubs
town halls
committees
PARTICIPATED
75%
57%
63%
65%
84%
64%
59%
67%
70%
100%
AGE OF ADULT(S)
66+
46 - 65
19 - 45
AGE OF KID(S)
kids 6 - 18
kids <6
no kids
WORK STATUS(ES)
full time
part time
retired
COMMITTEE PARTICIPANT(S)
% of households that participated in past 12 months by segmentsocial eventparticipation
57%
44%
55%
54%
76%
49%
48%
48%
53%
79%
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The Preserve at Jordan Lake
2017 Community Survey
FINDINGS: Social Event/Program Preferences
When asked which social events they would like to see continued or added at The Preserve, a majority of respondents
indicated at least one of the adult-only events (74%) and/or the other events (79%). The most popular are the adult-
only Christmas party and the pool opening party.
While the base of respondents is very small, the trend seems to be that those who have lived or own property in The
Preserve for less than a year tend to be more likely than others to be interested in events, in general, and specifically
the Christmas party, wine tasting events, 4th of July party, and (not surprisingly) new residents welcome dinner.
Desired Social Events by Residence/Ownership Tenure
Which of these social events would you like to see continued or added at The Preserve?
base: all 289 respondents weighted to 302 properties; those in each segment (multiple answers)
TOTAL <1* 1 - 5 6 - 9 10+
ADULT-ONLY (NET) 74% 95% 82% 67% 69%
Christmas party 61% 76% 63% 57% 58%
wine tasting events 45% 76% 51% 41% 40%
Valentine's Day party 12% 33% 11% 8% 11%
OTHER EVENTS (NET) 79% 100% 85% 82% 72%
pool opening party 58% 62% 65% 59% 54%
pool closing party 41% 38% 49% 45% 37%
4th of July party 41% 81% 46% 43% 32%
Memorial Day event 32% 48% 41% 37% 23%
new residents welcome dinner 29% 67% 45% 24% 17%
Santa party 26% 24% 26% 37% 23%
invited speakers 25% 48% 21% 31% 23%
Easter event 22% 24% 26% 31% 17%
St. Patrick's Day party 15% 43% 17% 20% 7%
RESIDENCE/OWNERSHIP TENURE (YEARS)
*The base for this segment is 21. The margin of error for results based on fewer than 30 responses cannot be meaningfully calculated and the results are considered statistically unstable.
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The Preserve at Jordan Lake
2017 Community Survey
FINDINGS: Social Event/Program Preferences
The ages of the adults in the household has very little bearing on respondent interest in each of the listed social events.
However, while the base is small for statistical purposes, those with young children (under 6 years old) seem to be
most interested in the non-adult-only events when compared to those with no children or older children. Specifically,
the events of interest to the majority of those young children are the pool opening and closing parties, 4th of July
party, Santa party, and the Easter event.
Desired Social Events by Ages in Household
Which of these social events would you like to see continued or added at The Preserve?
base: all 289 respondents weighted to 302 properties; those in each segment (multiple answers)
TOTAL 19 - 45 46 - 65 66+ none <6* 6 - 18
ADULT-ONLY (NET) 74% 73% 73% 76% 76% 64% 70%
Christmas party 61% 62% 59% 61% 59% 56% 65%
wine tasting events 45% 39% 44% 49% 50% 40% 34%
Valentine's Day party 12% 13% 12% 14% 12% 4% 13%
OTHER EVENTS (NET) 79% 80% 76% 77% 74% 92% 85%
pool opening party 58% 67% 56% 48% 49% 84% 70%
pool closing party 41% 51% 40% 32% 31% 76% 56%
4th of July party 41% 41% 42% 38% 37% 52% 43%
Memorial Day event 32% 35% 29% 35% 29% 36% 32%
new residents welcome dinner 29% 28% 31% 26% 28% 16% 28%
Santa party 26% 36% 20% 17% 15% 64% 41%
invited speakers 25% 20% 26% 30% 29% 8% 19%
Easter event 22% 36% 17% 13% 12% 76% 35%
St. Patrick's Day party 15% 20% 12% 13% 12% 28% 14%
ADULTS CHILDREN
AGES IN HOUSEHOLD
*The base for this segment is 24. The margin of error for results based on fewer than 30 responses cannot be meaningfully calculated and the results are considered statistically unstable.
10
The Preserve at Jordan Lake
2017 Community Survey
FINDINGS: Social Event/Program Preferences
Nearly four in five (78%) respondents would like the see The Preserve create or increase programs, but there is not
consensus on which specific age group(s) those programs should be directed toward. Between 32% and 42%
indicated each of the three listed categories (adults, teenagers, and children under 13).
Those newest to the community tend to favor the creation or increase of adult programs, while households with
younger adults and/or children are more likely to prefer an emphasis on non-adult programs than adult programs.
Desired Program Age Groups by Segment
For which of these age groups would you most like to see The Preserve create or increase programs?
base: all 289 respondents weighted to 302 properties; those in each segment (multiple answers)
TOTAL <1* 1 - 5 6 - 9 10+
adults 42% 86% 43% 43% 35%
teenagers 39% 24% 35% 39% 44%
children under 13 32% 24% 38% 39% 27%
AT LEAST ONE 78% 90% 79% 80% 75%
RESIDENCE/OWNERSHIP TENURE (YEARS)
TOTAL 19 - 45 46 - 65 66+ none <6* 6 - 18
adults 42% 32% 42% 50% 51% 16% 29%
teenagers 39% 42% 42% 30% 23% 32% 68%
children under 13 32% 53% 25% 21% 19% 96% 48%
AT LEAST ONE 78% 82% 75% 73% 68% 96% 92%
ADULTS CHILDREN
AGES IN HOUSEHOLD
*The base for this segment is fewer than 30 responses and the results are considered statistically unstable.
11
The Preserve at Jordan Lake
2017 Community Survey
FINDINGS: Use and Importance of Community Amenities
For many, the community amenities were among the most important factors in the decision to purchase a home or lot
in The Preserve.
And, for the most part, the importance of the listed factors are similar regardless of residence/ownership tenure with
the exception of those newest to the community. The results are not statistically significant, but it appears that
compared with the more tenured residents, those who joined the community recently gave more weight to
social/cultural factors like proximity to Jordan Lake/other recreation, access to golf/the golf course restaurant,
availability of social clubs/activities, and proximity to cultural events/museums/restaurants/shopping.
Importance of Factors in Deciding on The Preserve
How important were the following in your decision to purchase a home or lot in The Preserve?
base: all 289 respondents weighted to 302 properties; those in each segment
% who rated each important*
TOTAL <1* 1 - 5 6 - 9 10+
community consisting of custom homes 85% 90% 87% 73% 88%
proximity to Jordan Lake and other recreation 62% 86% 68% 51% 58%
community amenities 61% 67% 67% 59% 58%
proximity to medical facilities and doctors 57% 67% 60% 51% 56%
access to golf 51% 62% 50% 49% 51%
proximity to Research Triangle/other employment 45% 57% 46% 39% 45%
access to golf course restaurant 44% 57% 43% 41% 44%
proximity to major universities 43% 43% 50% 41% 40%
affordability of housing 42% 52% 50% 35% 39%
availability of social clubs and activities 41% 67% 51% 31% 36%
quality of local schools 40% 33% 46% 35% 40%
proximity to cultural events and museums 31% 57% 32% 29% 28%
proximity to restaurants 31% 48% 39% 22% 27%
proximity to shopping 30% 48% 28% 20% 33%
RESIDENCE/OWNERSHIP TENURE
(YEARS)
*Important = a rating of 6 or 7 on a 7-point scale where 7 = very important and 1 = not at all important.
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The Preserve at Jordan Lake
2017 Community Survey
FINDINGS: Use and Importance of Community Amenities
The walking paths, pool, fitness center, and golf course/clubhouse are the amenities used by at least half of residents
each week (in season). These same amenities also have the highest average frequency of weekly use per household.
Frequency of Using Amenities
How many times in a typical week (in season) does your household use each of The Preserve amenities listed below?
base: all 289 respondents weighted to 302 properties; means are based on those answering
% of households
using at least
once a week
(in season)
mean # of
times used per
week
(in season)
walking paths 72% 2.2
pool 71% 1.9
fitness center 50% 1.5
golf course clubhouse: for food/beverages 49% 0.9
golf course 40% 1.1
playground equipment 24% 0.5
basketball court 23% 0.6
community clubhouse 23% 0.4
golf course clubhouse: not for food/beverages 21% 0.5
tennis court 19% 0.4
soccer/lacrosse field 9% 0.2
boat & RV storage yard 8% 0.3
pickle ball court 7% 0.2
GOLF COURSE/CLUBHOUSE (NET) 60% 1.4
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The Preserve at Jordan Lake
2017 Community Survey
FINDINGS: Opinions of Potential Projects
When asked what they think is currently the most important goal for The Preserve, nearly four times as many
respondents chose keeping the current infrastructure and amenities in good condition versus adding new
services/amenities.
The population segments with a substantial proportion choosing to add new services/amenities as the most important
goal are households with young adults and/or kids.
Most Important Goal
Which one of these do you think is currently the most important goal for The Preserve?
base: all 289 respondents weighted to 302 properties; those in each segment
keeping current infra-
structure/
ammenities in good
condition
77%
adding new services/amenities
22%
21%
27%
22%
19%
5%
20%
45%
41%
60%
10%
RESIDENCE/OWNERSHIP TENURE
10+ years
6 - 9
1 - 5
<1
AGE OF ADULT(S)
66+
46 - 65
19 - 45
AGE OF KID(S)
kids 6 - 18
kids <6
no kids
% who think the most important goal is adding new services and amenities
14
The Preserve at Jordan Lake
2017 Community Survey
FINDINGS: Opinions of Potential Projects
To help direct The Preserve’s association, respondents were asked to rate how high of a priority they feel each of
several potential projects should be for the community.
None of the projects were considered really high priorities, with the highest average rating only 5.2 on the 7-point
scale. But, the priorities ranking the highest (3.6 or above), on average, are not surprising considering their opinions
of the most important goal (keeping current infrastructure/amenities in good condition) and the amenities they use the
most (walking paths, pool, and fitness center).
Based on the average priority rating, maintaining the roads to be in very good to excellent condition is believed to be
the top priority for the community.
Top Priorities
Understanding that we are asking for your opinions only and this does not count as a "vote," how high of a priority do you feel each of
these potential projects should be for The Preserve?
base: those rating each among all 289 respondents weighted to 302 properties
mean
rating*
maintain the roads to be in very good to excellent condition 5.2
improve the existing walking/fitness trails 4.2
upgrade the fitness center to have state of the art equipment/facilities 4.0
improve the entrance to The Preserve 3.8
expand the fitness center to include more equipment 3.8
expand pool deck to allow for more seating, grilling station, and poolside activities 3.7
add walking/fitness trails to the natural areas around the amenities center 3.6
improve clubhouse kitchen/bar area for increased entertaining options 3.5
upgrade clubhouse décor to a coffee house style to encourage more social use 3.4
improve/expand pool bathroom facilities 3.3
add an outdoor pool including water slide, splash park, and baby area 3.2
expand the fitness center to provide more fitness classrooms 3.2
re-level, re-seed, and properly maintain field 3.0
*on a 7-point scale where 7 = very high priority and 1 = not a priority at all
15
The Preserve at Jordan Lake
2017 Community Survey
FINDINGS: Opinions of Potential Projects
All of the potential projects listed below were rated below the priority scale’s midpoint of 3.0.
Low Priorities
Understanding that we are asking for your opinions only and this does not count as a "vote," how high of a priority do you feel each of
these potential projects should be for The Preserve?
base: those rating each among all 289 respondents weighted to 302 properties
mean
rating*
add more space to the community clubhouse for additional activities: for adults 2.9
add more seating and gathering points around the amenity center, like benches at bus stop area 2.9
equip outdoor covered area at the pool for off-season use 2.8
add volleyball court(s) 2.8
add an outdoor adult-only pool with lap lanes 2.7
expand amenity center parking capacity 2.7
install rubberized/mulch flooring at the playground 2.7
expand the playground area: for younger kids 2.7
add ping pong table(s) 2.7
upgrade street signage 2.6
add cabanas to current pool area 2.6
add seating and infrastructure to field to also accommodate bands/festivals/concerts 2.6
upgrade tennis courts to a more country club style amenity (cabana, upgraded benches, water fountain) 2.6
expand the playground area: for teens 2.5
improve the pond area near the pool with fountains, benches, flag pole, etc. 2.5
add bocce ball court(s) 2.5
add horseshoes 2.5
add an indoor pool 2.4
add more space to the community clubhouse for additional activities: for kids 2.4
add private meeting space to the community clubhouse 2.3
improve basketball court playing surface 2.3
add shuffle board court(s) 2.2
replace the playground with more natural looking equipment 2.1
add pickle ball lines to the other tennis court 2.0
add disc golf 2.0
add a dedicated pickle ball court 1.9
improve the boat/RV storage area 1.8
add European style outdoor chess 1.7
replace field with artificial turf 1.6
*on a 7-point scale where 7 = very high priority and 1 = not a priority at all
16
The Preserve at Jordan Lake
2017 Community Survey
FINDINGS: Opinions of Potential Projects
Respondents’ desire to focus on maintaining the roads is reiterated in their opinions of the roads in The Preserve.
Virtually all (92%) agree that road quality is important to their property values, and about half (54%) agree that the
roads in The Preserve need improvement (only 12% disagree).
There is more of a divide about who should maintain the roads, with 47% agreeing and 25% disagreeing that it should
be done by the NC Department of Transportation if it saves significant money over a ten-year period—even if it
means the community loses control. But, overall, among those who made a choice to agree or disagree (versus
remaining neutral or not answering), the tendency is to agree that this is a good idea.
The desire to give road maintenance control to the NC DOT appears to correlate positively with length of time at The
Preserve.
Opinions of The Preserve Roads
How much do you agree or disagree with each of these statements about the roads in The Preserve?
base: all 289 respondents weighted to 302 properties; those in each segment
92%
54%
47%
3%
12%
25%
road quality is important to our
property values
roads in The Preserve need
improvement
NC DOT should maintain roads if it
saves significant money over 10
years even if it means loss of control
Agree = a rating of +1, +2, or +3 on a 7-point scale where +3 = strongly agree and -3 = strongly disagree. (Disagree = a rating of -1, -2, or -3.)
54%
45%
40%
33%
RESIDENCE/OWNERSHIP TENURE
10+ years
6 - 9
1 - 5
<1
% who think the NC DOT should maintain the roads
17
The Preserve at Jordan Lake
2017 Community Survey
FINDINGS: Financial-Related Opinions
Respondents are divided in their opinion of the project cost minimum to require competitive bidding. The most common
option selected was “all projects,” at 36%. None of the listed minimum values were selected by more than 18%.
A majority (65%) feel the current allocation of 3% of the budget ($15,000) to social events is about right. The
remainder are evenly divided (statistically) regarding whether it is too much or too little.
Opinion of Project Cost Minimums Requiring Competitive Bidding
In your opinion, at which of these project cost minimums should the association require competitive bidding for projects?
base: all 289 respondents weighted to 302 properties
3%
17%18%15%
36%
11%
$50,000$25,000$10,000$5,000all projectsno opinion
Opinion of Current Social Event Budget
The Association currently allocates about 3% of the budget ($15,000) to social events. How do you feel about this proportion?
base: all 289 respondents weighted to 302 properties
5%10%
65%
16%
3%
far too muchtoo muchabout righttoo littlefar too little
TOO LITTLE
19%
TOO MUCH
15%
18
The Preserve at Jordan Lake
2017 Community Survey
FINDINGS: Financial-Related Opinions
A majority (69%) feel the annual Association assessment of $1,000 per household per year is about right. The
remainder lean toward feeling it is too high (21%) versus too low (7%).
One in five respondents (19%) are willing to pay a higher annual assessment if it means The Preserve could pursue
more improvement projects. Another 42% might be willing.
Opinion of Annual Household Assessment
What is your opinion of the annual Association assessment of $1,000 per household per year?
base: all 289 respondents weighted to 302 properties
5%
16%
69%
7%0%
far too hightoo highabout righttoo lowfar too low
TOO LOW
7%
TOO HIGH
21%
Proportion Willing to Pay a Higher Annual Assessment
Would you be willing to pay a higher annual assessment if it meant The Preserve could pursue more improvement projects?
base: all 289 respondents weighted to 302 properties
yes19%
no39%
maybe42%
19
The Preserve at Jordan Lake
2017 Community Survey
FINDINGS: Association Communications
Overall, property owners rate association-related communications moderately in each of several areas. On average,
those who have experience with and rated each, gave the board of directors’ communications regarding
problems/concerns and/or regarding financial matters a rating of 3.3 on the 5-point scale. The Architectural Review
Board and Talis Management were each rated lower than the board of directors for each type of communication, on
average.
Opinions of Communications
How would you rate the communication between members of your household and each of the following in the last 6 months?
base: those who have experience with each and rate each
3.3
3.3
3.1
3.0
2.9
2.8
1.0 2.0 3.0 4.0 5.0
BOD: regarding problems/concerns
BOD: regarding financial matters
ARB: regarding problems/concerns
Talis Mgmt: regarding problems/concerns
ARB: regarding financial matters
Talis Mgmt: regarding financial matters
mean ratings
poor excellent
20
The Preserve at Jordan Lake
2017 Community Survey
FINDINGS: Association Communications
Four in five respondents recall receiving The Preserve covenants and Architectural Review Board (ARB) guidelines
when their home/lot was purchased; 71% read them. A minority received information in addition to the covenants
themselves. Likelihood of each of these events seems to correlate positively with tenure at The Preserve.
Covenant/Guidelines Status
Which of these apply to you/your household?
base: all 289 respondents weighted to 302 properties; those in each segment (multiple answers)
TOTAL <1* 1 - 5 6 - 9 10+
received The Preserve covenants and Architectural
Review Board (ARB) guidelines when home/lot was
purchased
80% 67% 73% 78% 87%
read the covenants and ARB guidelines 71% 52% 66% 76% 76%
received information about the covenants in addition to
the documents themselves44% 33% 44% 45% 46%
AT LEAST ONE OF THE ABOVE 90% 67% 89% 88% 96%
RESIDENCE/OWNERSHIP TENURE
(YEARS)
*The base for this segment is 21. The margin of error for results based on fewer than 30 responses cannot be meaningfully calculated and the results are considered statistically unstable.
21
The Preserve at Jordan Lake
2017 Community Survey
FINDINGS: Association Communications
Most of the households in The Preserve receive information about the community through The Perspective newsletter
(84%) and/or Nextdoor (82%). It may take a while for word to get out about Nextdoor because it is not as prevalent
of a source among those who have been at The Preserve for less than a year than among those who have been there
longer. Tenure also seems to correlate with gathering information via word of mouth. Those with the longest tenures
at The Preserve are more likely than others to get their information via word of mouth.
Most Common Information Sources
In what ways does your household most commonly receive information about The Preserve?
base: all 289 respondents weighted to 302 properties; those in each segment (multiple answers)
TOTAL <1* 1 - 5 6 - 9 10+
The Preserve newsletter, The Perspective 84% 71% 89% 82% 84%
Nextdoor 82% 48% 87% 88% 83%
emails from Talis Management 73% 76% 72% 73% 74%
word of mouth 54% 33% 46% 45% 64%
attendance at annual meetings 23% 5% 16% 22% 30%
The Preserve website 21% 38% 18% 29% 17%
community clubs 11% 5% 6% 8% 15%
attendance at board meetings 6% 0% 6% 12% 4%
other 2% 5% 0% 0% 3%
RESIDENCE/OWNERSHIP TENURE
(YEARS)
*The base for this segment is 21. The margin of error for results based on fewer than 30 responses cannot be meaningfully calculated and the results are considered statistically unstable.
22
The Preserve at Jordan Lake
2017 Community Survey
FINDINGS: Association Communications
86% of respondents reported their households read The Perspective newsletter in print, compared with 38% who read
it via email, and only 10% via the website. Slightly more than half (58%) reported that the print version of the
newsletter is the only format their household reads.
Formats of Newsletter Read
In what format(s) does your household read The Preserve newsletter, The Perspective?
base: all 289 respondents weighted to 302 properties (multiple answers)
86%
38%
10%
58%
8%
1%
website
print ONLY
email ONLY
website ONLY