For the president
Your term ends. The association should not notice in its records, only in its minutes.
Sample
Thursday packet
- Agenda In the packet
- Last minutes In the packet
- Who has paid In the packet
A term that hands over clean
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Run the meeting from one record.
Agenda, packet, minutes, and the count in one place, readable by owners afterward.
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One pipe for owners to reach the board.
Requests land as cases with a status, not as texts on your personal phone.
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Nothing goes to residents unapproved.
Drafts wait for a person. Usually you, and it should take a minute, not an evening.
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Leave the chair, keep nothing.
Seats change on the roster. The documents, books, and vendor file stay with the association.
The best-run associations are boring in the best way.
The same books, other seats
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Volunteer boards
You likely have another job. The dues, the meeting, the notices, the vendors, and the file you hand a CPA stay in one place.
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Managers
Hold more than one association. The books stay apart. Switch without mixing the totals.
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Residents
A balance, the file they are allowed to open, the next meeting, and a notice they can find again.
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Treasurers
Three totals have to agree: what was charged, what came in, what the bank shows. Your job is the week they do not.
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Secretaries
You are the memory of the association. The job is to make the memory a place, not a person.
Walk it in the sample.
The sample association has real-looking books. Open it.
We do not manage your association, keep its books as a service, or give legal or accounting advice. The board still decides.