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Home / Templates / HOAs & residents

14 templates · 8 meeting kits · 6 agendas

Templates for hoas & residents

Annual meetings, boards and residents' associations. Open any of them, make it yours, and run it live: everyone joins with a scan and answers on their phone.

Meeting kits

  • Community town hall

    Your questions, answered in order of your votes

    FreeMeeting kit
    Community town hall meetingA 90-minute public town hall where residents send questions from their phones, upvote the ones that matter, and vote on community priorities. 90 min 8 slides
    • Call to order, attendance and quorum5′
    • Declarations of conflicts of interest; approve the agenda3′
    • Approve the minutes of the previous meeting4′
    • Consent agenda3′
    FreeMeeting kit
    Board meeting minutes templateA formal board meeting in Robert's Rules order with quorum, conflicts, motions voted on phones and a minutes draft ready the moment it ends. 90 min
    • Call to order, quorum of the board and notice3′
    • Approve the minutes of the last board meeting3′
    • President's report6′
    • Treasurer's report: balances, delinquencies, reserves8′
    FreeMeeting kit
    HOA meeting minutesAn HOA board meeting in formal order with an owner forum and an owner priority poll, plus fill-in minutes recording each motion and owner comment. 75 min

  • Treasurer's report

    Period: [month or quarter] · Prepared by [name]

    FreeMeeting kit
    Treasurer's report templateA board-ready treasurer's report: cash movement, budget vs actual and restricted funds on 9 slides, a 20-minute slot to present it, and a secretary's report. 20 min 9 slides
    • Call to order and quorum3′
    • Conflict of interest disclosures3′
    • Consent agenda: last minutes and routine reports4′
    • Executive director's report12′
    FreeMeeting kit
    Nonprofit board meeting minutesA nonprofit board meeting in formal order with conflict-of-interest disclosures, a consent agenda and votes, plus minutes that fill in as you go. 75 min
    • Call to order and roll call3′
    • Pledge of Allegiance or invocation, if your council has one2′
    • Approval of the agenda3′
    • Approval of the minutes of the last meeting3′
    proMeeting kit
    City council meeting minutesA regular council meeting in the usual order, with each motion and its roll-call result captured, and action minutes ready for the clerk to finish. 120 min

  • Annual meeting of owners

    [Community name] · [Date]

    FreeMeeting kit
    HOA annual meetingThe annual owners' meeting: a 90-minute agenda, 11 budget and election slides, an owner priority poll and a recap email for owners. 90 min 11 slides
    • Welcome, apologies, notice and quorum5′
    • Approve the minutes of the last AGM4′
    • Matters arising from last year's minutes5′
    • Chair's annual report10′
    proMeeting kit
    AGM minutes templateAn annual general meeting in formal order, with votes on the accounts, the examiner, elections and resolutions, and minutes ready to fill in. 75 min

Agendas

    • Welcome: one word for this neighborhood5′
    • Why we're here, ground rules and how to join on your phone5′
    • Updates from the city, police liaison or partners15′
    • What should we work on together?15′
    FreeAgenda
    Community and neighborhood meetingAn open 90-minute community meeting where residents add ideas from their phones, group them into themes and vote on the one priority to tackle first. 90 min
    • Call to order, quorum of the board and proof of notice2′
    • Approve the agenda and the last meeting's minutes3′
    • Homeowner open forum18′
    • Treasurer's report: operating budget, reserves and delinquen8′
    FreeAgenda
    HOA meetingA 75-minute HOA board meeting: homeowner open forum, treasurer and management reports, board votes in the open and an advisory owner budget pulse. 75 min
    • Motion to go into executive session, with its general purpos2′
    • Confirm who stays in the room2′
    • Item 1, for example the CEO's performance and pay12′
    • Item 2, for example a legal or personnel matter with counsel10′
    proAgenda
    Board executive session agendaA 40-minute closed board session: the motion with its stated purpose, who stays in the room, each item, and guidance on keeping minutes minimal. 40 min
    • Call to order, Pledge of Allegiance and roll call3′
    • Approve the agenda2′
    • Public comment on items not on the agenda15′
    • Consent agenda: minutes, bills and routine items in one moti5′
    FreeAgenda
    Town council and township meetingA 90-minute agenda for small towns and townships: consent items, timed public comment, reports, business by motion and a residents' pulse. 90 min
    • Registration and quorum check5′
    • Call to order and welcome from the board chair3′
    • Approve the agenda and last year's minutes4′
    • Board report: the year in review12′
    FreeAgenda
    Membership meeting (co-ops and associations)An annual member meeting for co-ops, credit unions and associations: board and financial reports, elections, resolutions and a member priorities vote. 90 min
    • Call to order1′
    • Opening ceremonies and roll call, if your organization uses 3′
    • Reading and approval of the minutes4′
    • Reports of officers, boards and standing committees12′
    FreeAgenda
    Robert's Rules meeting agendaThe standard order of business under Robert's Rules, with the chair's wording and the six steps of a motion in the notes, plus a ballot-style vote. 60 min

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