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.
