Serving on the board of a homeowner association is a high calling. Well meaning volunteers are elected to roles that are critical to the well being of the HOA. But what exactly is a board member supposed to do to fulfill this charge? Here’s a handy guide:
Officer Responsibilities
President:
- Prepares meeting agenda
- Presides at all board, annual and special meetings
- Appoints and supervises all committees
- Supervises the manager
- Trains directors for future leadership positions
- Sets positive example
Vice President:
- Keep current on HOA business
- Fills in for president when necessary
- In training for future presidency (only a “heartbeat” away)
Secretary:
- Records minutes at all meetings
- Maintains book of minutes and resolutions
- Posts meeting notices
- Attests to the authenticity of corporate documents
- Certifies all meeting notices and election results
- Responsible for all official communications with members
Treasurer:
- Responsible for collection and expenditure of assessments
- Reviews and summarizes financial statements
- Approves/signs all checks
- Monitors reserve investments
- Monitors delinquencies
All Board Members:
- Come to meetings prepared
- Maintain a professional demeanor
- Put personal agendas aside
- Encourage participation
- Be open and fair
- Maintain confidentiality when appropriate
Use this handy checklist for board training and retraining purposes when the board gets off-track.
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