What You’ll Get

• When a motion is required
• The 5-step motion process
• What requires a vote vs what doesn’t
• Common mistakes boards make
• What should be recorded in the meeting minutes

Who This Is For

• Board members who run meetings
• New presidents or secretaries
• Boards struggling with meeting chaos
• Self-managed HOAs

How to Use It

Keep it open during meetings or include it in board packets as a reference.

Part of the Governance Starter Kit

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

A simple guide to making decisions the right way

Many HOA boards struggle with motions, voting, and documenting decisions. This cheat sheet simplifies Robert’s Rules into a five-step process boards can actually follow during meetings.
No intimidation. No legal language.

Just a clear, consistent way to make and record decisions.