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HOA Meeting Minutes Template

Record attendance, quorum, motions, votes, and decisions in a clean format that’s easy to approve at the next meeting and easy to find years later.

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What is an HOA meeting minutes?

HOA meeting minutes are the official record of what the board decided at a meeting. They’re not a transcript. They capture who attended, whether there was a quorum, each motion and how the vote went, and any action the board took.

Minutes are often the first thing owners, buyers, lenders, and attorneys ask to see. Clear, consistent minutes protect the board and make the association’s history easy to follow.

What to include

  • Meeting type, date, time, and location
  • Directors present and absent, and others attending
  • Time called to order and confirmation of quorum
  • Each motion: who moved, who seconded, and the vote
  • A brief summary of reports and discussion
  • Executive session topics in general terms
  • Time adjourned and who prepared the minutes

Template preview

Fill in the [highlighted] fields
[Association Name] Board of Directors Meeting Minutes
[Regular / Special] meeting · [Date] · [Time] · [Location or video link]
Directors present:
Directors absent:
Others present (manager, owners):
Call to order

The meeting was called to order at [time] by [name], [title]. A quorum was established with [number] of [number] directors present.

Approval of minutes

Motion by [name], seconded by [name], to approve the minutes of [date] [as presented / as amended]. Motion [carried / failed] ([for]–[against]–[abstain]).

Treasurer’s report

[Summary: operating balance $[amount], reserve balance $[amount], delinquent accounts [number] totaling $[amount].]

Committee reports

[Brief summary of each committee report.]

Homeowner forum

[Number] owners spoke on [topics]. No action was taken.

Unfinished business

[Item]: [Short summary]. Motion by [name], seconded by [name], to [action]. Motion [carried / failed] ([vote]).

New business

[Item]: [Short summary]. Motion by [name], seconded by [name], to [action]. Motion [carried / failed] ([vote]).

Executive session

The Board met in executive session from [time] to [time] to discuss [general topic, e.g., delinquent accounts]. [Action taken, if any.]

Adjournment

There being no further business, the meeting was adjourned at [time].

Minutes submitted by (Secretary):
Date approved by the Board:

Tips for using this template

✓Record actions, not conversations

Note decisions and votes. Long summaries of who said what add risk without adding value.

✓Write them right away

Draft the minutes within a day or two while details are fresh, then circulate to the board.

✓Approve them at the next meeting

Minutes become official once the board approves them. Note the approval date at the bottom.

✓Keep executive session general

Record the general topic and any action taken, not the confidential details.

Frequently asked questions

What should not be included in HOA meeting minutes?

Avoid verbatim debates, personal opinions, and confidential details from executive session such as specific owner delinquencies or legal strategy. Record actions and decisions.

Who takes HOA meeting minutes?

Usually the board secretary, though a manager or another director can take them. The secretary typically signs them once approved.

Do homeowners have the right to see the minutes?

In most states, owners can request copies of approved board minutes. Check your state law for how quickly you must provide them.

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