How to Conduct a Board Orientation for New HOA Members

There’s a learning curve when someone first joins a Condo Board or Homeowners Association. Property managers can implement board orientation for new HOA members that walk them through the documents, roles, and financials. It pays to prepare members in advance because a solid orientation process makes onboarding easier for everyone. 

What Should Be Included in a Board Orientation?

HOA members need a clear understanding of how the board operates. So, the orientation should include a concise overview and allow time for questions. Review documents, roles, and responsibilities, such as:

• Deeds, bylaws, and governing documents
• Role of the board of directors
• Role of property management 
• Finances and budgeting
• Meetings and rules of order
• Executives and shareholders
• Committee Responsibilities 

Laws and Governing Documents

Going over governing documents gives new members an understanding of the framework and structure the board is working within. Start the orientation by reviewing governing documents, bylaws, rules, and regulations. Likewise, explain meeting formats and voting processes. Explain relevant federal, state, and local laws on real estate and residential communities. The new member should also understand the master deed and any easements or particular circumstances specific to the property.

Role and Duties

Every new member needs to know about the various roles and how they fit in the picture. During the orientation, present an overview of association leadership, such as the roles of elected officers. For example, explain that it’s the president’s job to set agendas and preside over meetings. Likewise, explain member expectations, such as confidentiality requirements, code of conduct, and legal duties.  

Property Management 

Members need to understand the board’s relationship with the property management company. So, onboarding should clearly delineate the managers’ roles and responsibilities and how they work together with the HOA to cultivate a flourishing residential community. The property manager (PM) provides guidance and organizes affairs at the board’s direction. For example, they may schedule physical building maintenance, manage the finances, and oversee communication with residents. Likewise, the PMs offer professional support in the forms of technology and education. 

Board Orientation for New HOA Members

Your property management company can provide comprehensive training for each new board member so that everyone is up to speed on the laws and governing documents that affect the HOA board. At Corner Property Management, we make board orientation for new members easy. Give us a call at 973-376-3925.