HOA Annual Meeting KitHOA Annual Meeting KitFill in the fields as you go. The checklist dates itself from your meeting date, and the notice and agenda build themselves from what you enter. Print it, save it as a PDF, or copy the notice into an email.
Fill this in first, from your governing documents and any state statute. Where the two conflict, the statute can override the documents, so confirm with your attorney. Every date in the checklist depends on this.
| Rule | What our documents and state law say | Where it's found |
|---|
A free planning resource, not CMGT's meeting process. CMGT offers this kit to help boards prepare for an annual meeting. It isn't the process CMGT uses to run meetings for the communities it manages, and it isn't legal advice. Confirm notice, quorum, proxy, and voting requirements in your governing documents and with your association's attorney.
Read the full guide: cmgt.org/resources/hoa-annual-meeting
Prefer to have it done for you? cmgt.org/request-a-proposal
We Manage. You Live.
Preview. Highlighted items are still blank. This page prints without CMGT branding, ready to send.
Association name, date, time, place, candidates, and quorum come from the notice section.
Preview. Highlighted items are still blank. This page prints without CMGT branding, ready to hand out.
A free planning resource, not CMGT's meeting process. CMGT offers this kit to help boards prepare for an annual meeting. It isn't the process CMGT uses to run meetings for the communities it manages, and it isn't legal advice. Confirm notice, quorum, proxy, and voting requirements in your governing documents and with your association's attorney.
Read the full guide: cmgt.org/resources/hoa-annual-meeting
Prefer to have it done for you? cmgt.org/request-a-proposal
We Manage. You Live.