HOA Board Member Quick-Start Guide
What You Need to Know Before Your First Meeting
Board member training exists—but it's inconsistent. Some management companies offer excellent programs. Others hand you a stack of documents and say "good luck."
This free guide covers the essentials, written from the perspective of someone who's actually sat in your chair.
- Your 4 legal duties as a board member
- How governing documents actually work
- Meeting procedures and minutes essentials
- Financial red flags to watch for
Get the Quick-Start Guide
What you need to know before your first meeting.
Your information stays private.
What's Inside the Guide
Your Legal Duties
Duty of care, loyalty, fiduciary duty, and confidentiality—plus what actually protects you.
Governing Documents
The hierarchy of CC&Rs, bylaws, and rules—and which one wins when they conflict.
Meetings & Minutes
The formal motion process, what belongs in minutes, and what to leave out.
Financial Red Flags
5 questions to ask before every meeting and warning signs to watch for.