New: Drag & Drop HOA Website Builder now live — start your 30-day free trial ›
Free template

HOA Survey Template

Find out what owners really think. This survey asks residents to rate community services, rank priorities for next year, choose how they want to hear from the board, and volunteer.

Download WordDownload PDF

Word (.docx) + PDF · Free · No sign-up · Preview it below

What is an HOA resident survey?

An HOA resident survey collects feedback from owners and residents about the community: how well common areas are kept, how the board communicates, and what should be improved next.

Surveys give the board real data instead of the loudest opinions. They’re especially useful before setting a budget, planning a project, or changing a rule.

What to include

  • A short introduction and return deadline
  • Owner or renter, and how long they’ve lived there
  • Ratings for key services and areas
  • Top priorities for the coming year
  • Preferred ways to receive communication
  • Open-ended feedback
  • An invitation to volunteer

Template preview

Fill in the [highlighted] fields
[Community name] Resident Survey
Please return by [date] · Takes about 5 minutes · Responses are anonymous

The Board wants to hear from you. Your answers will help us plan the [year] budget and decide what to improve next.

About you
  • ☐  Owner
  • ☐  Renter
Years in the community:
Rate each area (1 = poor, 5 = excellent)
  • Landscaping and common areas: ☐1 ☐2 ☐3 ☐4 ☐5
  • Pool and amenities: ☐1 ☐2 ☐3 ☐4 ☐5
  • Communication from the Board: ☐1 ☐2 ☐3 ☐4 ☐5
  • Rule enforcement and fairness: ☐1 ☐2 ☐3 ☐4 ☐5
  • Value for your assessment: ☐1 ☐2 ☐3 ☐4 ☐5
Top priorities for next year (choose up to 3)
  • ☐  Landscaping improvements
  • ☐  Road or parking repairs
  • ☐  Pool or amenity upgrades
  • ☐  Security and lighting
  • ☐  Keeping assessments stable
  • ☐  More community events
  • ☐  Other: [describe]
How do you prefer to hear from the Board?
  • ☐  Email
  • ☐  Text message
  • ☐  Printed mail
  • ☐  Resident portal
Your feedback
What do you like most about living here?:
What is one thing the Board should improve?:
Get involved
  • ☐  I’m interested in joining a committee or volunteering
Name and email (optional, for volunteers):

Tips for using this template

✓Keep it under five minutes

Ten to fifteen questions is plenty. Longer surveys get fewer responses.

✓Allow anonymous answers

People share more honest feedback when they don’t have to sign their name.

✓Share the results

Summarize what you learned in the next newsletter and what the board will do about it.

✓Repeat it yearly

The same questions each year show whether things are improving.

Frequently asked questions

How often should an HOA survey residents?

Once a year is common, often before budget planning. Short pulse surveys can also help before a major project or rule change.

Should HOA surveys be anonymous?

For satisfaction surveys, yes. You can ask an optional question at the end if residents want a follow-up.

Is a survey the same as a vote?

No. A survey gathers opinions and isn’t binding. Decisions that require owner approval need a formal vote under your governing documents.

More free HOA templates

View all templates →
HOA Newsletter TemplateReady-made sections for board updates, finances, events, and reminders. 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.

Run your HOA without the paperwork

Perfect HOA® handles notices, dues, meetings, and requests for you. Start a free trial or book a demo.

Start free trialBook a demo