HOA Meeting minutes guide

Date Published : Feb-13-2020

Written By : Phillip Livingston

HOA boards are required by law to take down minutes at every board meeting. Keeping minutes is essential for documenting all of the board’s decisions and actions, and can come in handy when there’s a debate or misunderstanding about a particular subject.

Meeting minutes are also a tool that’s used to note the events and discussions of a meeting so that all perspectives are acknowledged. That’s why it’s important for meeting minutes to reflect on what is being discussed. Once the information is recorded, it’s available to the board for reference whenever necessary. That’s why it is important to have a secure online document storage so you could restrict access to outsiders and the documents wont get lost or damaged.

Now that we’ve established the importance of taking board meeting minutes and their relevance to helping the board retain facts and records, it’s time to share the strategies required to take accurate and effective board minutes, and the benefits thereof.

Click here to Download our HOA meeting minutes template

 

How to write meeting minutes?

typing notes

The first thing you must do when writing minutes is to fill in the date and time, as well as the meeting objective to provide some context. Next, fill out the names of the attendees as they show up so you don’t accidentally write someone’s name who ends up being absent.

Lastly, you must write down the agenda items while making sure to prioritize the most important ones at the top. As with anything time related, you must prioritize important subjects and topics first.

 

  • Write meeting minutes according to the agenda

Your HOA meeting minutes should coincide with the agenda. That means whatever is recorded in the minutes should reflect all the items contained within the agenda and no other side chit-chat that may have happened throughout.

With that said, board members are encouraged to write their own notes when attending open sessions just so they can have the information on hand whenever they need to recall it.

 

  • Keep track of action items

Out of the discussion will arise action items. It’s important to write these down along with a due date.

 

  • Keep it short and sweet

Once you get to the end of the meeting, you must do a review of the action items so that they may be assigned as duties to board committees or members.

You don’t have to write every single thing that goes on in the meeting. Keep it to the important points and avoid carrying on for pages on end. Remember that meeting minutes are not a transcript. They’re a concise collection of important points and ideas from the meeting discussion which affect decision making and the resulting action steps.

Basically, the minute taker should mainly record items that were voted upon as well as specific motions that transpired at the meeting.

While notes that are transcribed from a tape recording are not considered official meeting minutes, board members may use them as part of their own personal notes.

 

  • Remain objective

The minute-taker should always maintain an objective perspective when recording the meeting minutes. This means they should avoid adding criticisms, personal opinions or praise.

 

What to include in Meeting Minutes?

Here are some of the most important points to include in HOA meeting minutes:

  • The name of the association
  • The type of meeting being held, i.e. special meeting, annual meeting (AGM), monthly meeting, etc.
  • The date and location of the meeting
  • The time at which the meeting started and adjourned.
  • A roll call of those who are present and absent with their respective board positions.
  • Approval of previous minutes
  • Committee reports
  • New business from open discussions
  • All motions including approved and disapproved motions.
  • Actions that are taken
  • Names of members who voted abstained or dissented for a motion
  • A record of all financial transactions including bank account opening and closing, reserve expenditure, etc.

These are general items that must be included in every HOA board meeting. However, your local or state laws might have additional items and rules on how to take HOA board meeting minutes.

 

Who should take meeting minutes?

The skill of writing board meeting minutes is acquired through study and experience. No-one comes out of the womb knowing how to do it, so anyone can learn and be a master at it. In fact, experts recommend that all board members should have an understanding of how to record meeting minutes, even if they’re not all going to be tasked with the responsibility.

However, every HOA board should have a dedicated member whose sole responsibility is to take meeting minutes. This is usually the duty of the secretary. But, a board may elect a recording secretary in order to free up the general secretary for meeting participation.

 

The Importance of an HOA Board Meeting Minutes Template

An HOA Board Meeting Minutes template comes highly recommended for its ability to help the minute-taker stay on track while writing the minutes. But, the template must follow the association’s regulations for recording meeting minutes. That way, whoever writes the minutes can follow the same format for guaranteed legibility.

Most HOA boards have a meeting minute book with template pages that include input slots for the date, meeting objective (aka agenda), attendees, action items, deadlines, and a note section for you to write the actual minutes.

 

Meeting minute approval

It’s important for the board to approve the previous meeting’s minutes before proceeding with the day’s business.  But, this is only possible if the meeting has a quorum according to the HOA rules. Once approved, the minutes must be signed by the secretary or else they won’t be official. Board meeting minutes are considered “official” only after they’ve been approved by the board and signed by the secretary.

 

Meeting minute access

Aside from HOA residents and board members, other stakeholders are allowed to access meeting minutes as well. This includes realtors, new residents, mortgage companies and bankers. That’s because meeting minutes are an official record of association decisions and actions and can be used as a reference for financial transactions and they’re official enough to stand up in a court of law.

That’s why it’s essential to ensure that meeting minutes are objective and accurate at all times.

 

Why should the board prioritize taking accurate HOA meeting minutes?

Once meeting minutes are approved, they become a legally binding document. Keeping this in mind can be helpful when writing the minutes to make sure that they’re a true reflection of meeting proceedings.

 

Is it important to take minutes at all HOA meetings?

Yes. If it’s an official meeting, then it’s important to write minutes or else it might as well have not happened. However, if the meeting doesn’t meet a quorum the meeting is not considered official and it’s not necessary to take minutes. Canceled or postponed meetings should be noted in the official minute book so as to ma
intain an accurate record.

 

How long should the HOA maintain its meeting minutes?

The HOA board must maintain its meeting minute register indefinitely as a part of its official records. They contain an important part of HOA history and may come in handy in the future. Check your state and local laws on how long HOAs are required to keep HOA meeting minutes.

 

Benefits of taking board meeting minutes

  • Meeting minutes help to get everyone’s opinions on the table so the board can view issues from different angles and come out with the best solution.
  • During board meetings, the board is allowed to take a topic that exceeds the time limit and postpone it to another meeting. The meeting minutes can help the board to pick up where they left off based on facts, not guesses.
  • Because meeting minutes contain an accurate record of what was said, minute by minute, they can be used as evidence in a court of law and can serve as a viable defense in any lawsuit.
 

To Recap

Meeting minutes are designed to keep track of all board decisions taken at meetings and to ensure that the right actions are taken to enforce those decisions.

It’s not necessary to write what was said in the meeting verbatim. The most important thing is to note vital points and the motions taken.

Follow these tips to help you take good HOA minutes:

  • Take attendance
  • Keep it short and sweet
  • Remain objective
  • Keep the minutes to two pages or less
  • Ask for an explanation if confused about anything.
  • Use a template
  • Prepare the meeting minutes right after the meeting
  • Make sure the minutes are signed for approval
  • Log and track meeting minutes tasks

Another contributing factor to taking proper HOA meeting minutes is to keep the meeting professional, objective, accurate and concise. This makes it easier for the secretary to stay on track and take accurate minutes. Try not to go off on a tangent and aim to hold a successful meeting.

Download Template

Download our free meeting minutes template