A major part of HOA management is conducting the annual meeting. But, annual meetings require significant work. To avoid any slip-ups, HOA Board should follow some simple guidelines. In addition, it’s important to always include positive items on the annual meeting agenda. Everyone should come away feeling good about their neighborhood involvement. Learn more about HOA Management by visiting http://www.AssociatedAsset.com/.

1. HOA Management:
How to Conduct Annual
Meetings without a Glitch

2. HOA Management
• A major part of HOA management is conducting the annual
meeting.
• Annual meetings require significant work.
• To avoid any slip-ups, HOA Boards should follow some simple
guidelines:

3. HOA Management
Nothing can take the place of careful planning, such as
establishing the pre-meeting timeline.
Proper scheduling means more than setting the meeting date.
For example, the Board may need to set up a nominating committee
and provide notices well before the meeting date.
It’s a good idea to plan backwards from the annual meeting date.
The bylaws governing HOA management will dictate what needs to take
place prior to the annual meeting.
The Board needs to document all the required tasks in the governing
documents then schedule and plan them accordingly.
Whatever the governing documents identify as deadlines, the Board can
send additional notices in newsletters and other mediums. Frequent
reminders to save the date will help improve attendance.

4. HOA Management
Various states have laws governing HOA annual meetings.
It’s up to the HOA management team to understand state requirements
regarding formats, schedules, notices, postings, agendas, time frames,
distribution methods and more.
Expert annual meetings require professional input.
For example, the HOA’s management company and attorney should help
oversee meeting notices and elections. This level of expertise can ensure
the HOA abides by all state laws and regulations.
In addition, communications to homeowners prior to the meeting as well
as the election ballots must be clearly written.
If they contain mistakes, elections might be contested and, even worse,
result in litigation.

5. HOA Management
Board members must be very careful not to discuss and resolve
issues amongst themselves via e-mail prior to the annual meeting.
This restriction does not include hot button issues affecting the
neighborhood.
Rather than wait until the annual meeting when tempers might flare,
good HOA management involves educating homeowners early about the
issue and hopefully diffusing the situation as much as possible.
Proper HOA management at the annual meeting requires an
accurate check-in process for attendees.
This process is critical because of specific voting requirements.
For example, how will the Board determine who voted by mail and in
person? Can homeowners delinquent on their assessments vote? If not,
how will delinquency status be determined?

6. HOA Management
The HOA Board along with its professional consultants must decide
what’s appropriate and legal to include on the annual meeting
agenda.
For example, the Board must eliminate agenda items that don’t meeting
confidentiality or privacy criteria.
Those discussion topics should be scheduled for closed sessions.
Depending on the neighborhood and HOA management style, the
Board may decide to hold an event in conjunction with the annual
meeting.
A gathering before or after the meeting, like a pot luck, ice cream social,
speaking engagement, meet and greet of board candidates, etc., may help
improve community relations.

7. HOA Management
• By following these suggestions, an HOA Board can conduct a
productive meeting for all attendees.
• One of the most important recommendations for HOA management is
to always incorporate positive items on the annual meeting agenda.
• Ideally, everyone should come away feeling good about their
involvement with their neighborhood.
• It is always recommended to acknowledge the good stuff, including
accomplishments of individuals and committees.
• AAM works with many of the largest homebuilding and community
development companies in the United States such as Del Webb/Pulte,
Shea Homes and Meritage Homes.

8. HOA Management
• Founded in 1990, AAM employs 370 people and manages more than
440 homeowners associations in the United States.
• The company is a member of the Alliance Management Network, an
invitation-only coalition of HOA management professionals dedicated
to furthering industry professionalism, as well as a number of other
HOA management services-related groups.
• AAM is dedicated to delivering total peace of mind to the Boards of
Directors and homeowners in the communities it manages.

9. About the Author
Susan Williams is the Vice President,
Business Development and Marketing at AAM
Community Management, one of America's
most-respected Homeowner Association (HOA)
management companies.
Learn more about HOA Management by
visiting http://www.AssociatedAsset.com.

10. About the Author
Susan Williams is the Vice President,
Business Development and Marketing at AAM
Community Management, one of America's
most-respected Homeowner Association (HOA)
management companies.
Learn more about HOA Management by
visiting http://www.AssociatedAsset.com.