What You’ll Get

  • President responsibilities at a glance
  • Treasurer financial oversight summary
  • Secretary documentation and notice duties
  • Director at Large expectations
  • Clear reminder that authority rests with the board as a whole

Who This Is For

  • New board members
  • Mid-year onboarding
  • Boards experiencing role confusion
  • Associations with rotating volunteers

How to Use It

Share it with every board member and revisit it whenever responsibilities feel unclear.

Part of the Governance Starter Kit

This cheat sheet is part of the HOA Governance Starter Kit.

Alignment Meeting Notice Templates

Run shorter, more effective board meetings

A clear agenda keeps HOA meetings focused and productive. This agenda template shows boards how to structure meetings so decisions are made, action items are clear, and time isn’t wasted.

The included instructions explain how to prepare, use, and follow up on the agenda.  

Required