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HOA Board Meeting Agenda Template

A standard order of business that keeps your board meeting on time and on topic, from call to order and quorum through reports, business, and adjournment.

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What is an HOA board meeting agenda?

An HOA board meeting agenda is the planned list of topics for a meeting, in order. It’s usually sent to owners with the meeting notice, so they know what will be discussed.

A consistent agenda keeps meetings short and fair. It makes sure required steps like establishing quorum happen, gives homeowners a set time to speak, and makes writing the minutes much easier.

What to include

  • Date, time, location, and video link for the meeting
  • Call to order and confirmation of quorum
  • Approval of the agenda and the previous minutes
  • Officer and committee reports, including the treasurer’s report
  • A homeowner open forum with a time limit
  • Unfinished and new business, item by item
  • Executive session, if needed, and adjournment

Template preview

Fill in the [highlighted] fields
[Association Name] Board of Directors Meeting
Agenda · [Date] · [Time] · [Location or video link]
1. Call to order
2. Establish quorum
3. Proof of notice of meeting
4. Approval of the agenda
5. Approval of minutes from [previous meeting date]
6. Officer and committee reports
  • President’s report
  • Treasurer’s report: financial statements, reserve balance, delinquencies
  • Architectural review committee
  • [Other committees]
7. Homeowner open forum ([number] minutes total, [number] minutes per speaker)
8. Unfinished business
  • [Item]
9. New business
  • [Item]
  • [Item]
10. Executive session (if needed)
  • [Topic permitted by state law, e.g., delinquent accounts, legal matters, contracts]
11. Next meeting: [date, time, location]
12. Adjournment

Tips for using this template

✓Send it with the notice

Many states require owners to receive notice, and sometimes the agenda, a set number of days before a board meeting.

✓Time-box each item

Adding a rough time to each item keeps discussions from running long.

✓Keep the forum separate

A dedicated owner forum lets homeowners be heard without derailing board business.

✓Use it to write the minutes

Follow the agenda’s order in your minutes so they’re quick to write and easy to read.

Frequently asked questions

What is the standard order of an HOA meeting agenda?

A typical order is call to order, quorum, approval of the agenda and prior minutes, reports, owner forum, unfinished business, new business, executive session if needed, and adjournment.

Do HOAs have to post the agenda in advance?

Many states require notice of board meetings in advance, and some require the agenda to be included. Check your state law and bylaws for exact requirements.

Can the board discuss items not on the agenda?

Rules vary. Some states limit action on items not listed on the posted agenda except in emergencies. When in doubt, add it to the next meeting’s agenda.

More free HOA templates

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HOA Meeting Minutes TemplateRecord attendance, motions, votes, and decisions in a clean format the board can approve. HOA Budget TemplateAn Excel budget with income, expenses, and reserves that totals itself. HOA Violation Letter TemplateA clear first-notice letter that cites the rule, sets a deadline, and explains next steps.

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