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Free template

Free HOA meeting minutes template

Minutes are the official record of what the board decided, not a transcript of everything said. Copy this template and fill in the blanks.

The template

  • Association name, meeting type (regular, special, annual), date, time and location or video link
  • Directors present and absent; quorum confirmed: yes / no
  • Others present (manager, owners, guests)
  • Call to order at __:__ by ____
  • Approval of prior minutes: motion by __, second by __, result __
  • Treasurer's report summary and any action taken
  • Each motion: exact wording, who moved and seconded, vote count, and any recusals
  • Action items: task, owner, due date
  • Executive session held: yes / no, and the general reason (legal, collections, personnel)
  • Adjourned at __:__; minutes taken by ____

What to leave out

  • Word-for-word debate and personal opinions
  • Names of owners in collections or violation discussions
  • Legal advice discussed in executive session

Write minutes automatically

HOA Manage records your meeting, separates who said what, and drafts minutes in this format for the secretary to review and approve. It's included free on every plan.

See it with your own association's numbers

Try the sample community with no sign-up, or start a free 30-day trial.