New Board Member Checklist
Everything a new HOA board member needs to know in their first 90 days.
About This Template
Joining an HOA board can be overwhelming. This comprehensive checklist guides new board members through their first 90 days, from understanding fiduciary duties to getting up to speed on community operations.
The checklist breaks the onboarding process into manageable phases: the first 30 days focus on documents and orientation, days 31-60 on attending meetings and meeting stakeholders, and days 61-90 on active participation and identifying improvement opportunities.
Well-prepared board members make better decisions and avoid common new-member mistakes. This checklist accelerates the learning curve and helps new members become effective contributors faster.
What's Included
- First 30 days: document review tasks
- Days 31-60: meeting and stakeholder tasks
- Days 61-90: active participation goals
- Key documents to review list
- Questions to ask current board members
- Common pitfalls to avoid
- Ongoing responsibilities reminder
How to Use This Template
- 1Start using immediately upon election or appointment
- 2Work through tasks in order by timeframe
- 3Check off items as you complete them
- 4Ask questions when documents or procedures are unclear
- 5Schedule time with current board members and management
- 6Take notes on improvement opportunities you identify
- 7Keep for reference throughout your term
Who Should Use This
- Newly elected board members
- Appointed board members filling vacancies
- Existing members wanting to refresh their knowledge
- Property managers onboarding new boards
Frequently Asked Questions
Start with the CC&Rs, bylaws, and rules. Then review the current budget, recent financial statements, and minutes from the past year of meetings.
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