Meetings
The short answer: put the agenda, the last minutes, and the papers the board will vote from on the meeting itself, a few days before. Do not hunt them from three inboxes the night of.
The night-of hunt is how a volunteer board walks in unprepared. Someone printed last month's minutes. Someone else has the landscaper quote in email. The agenda is a text. Owners in the room cannot see what is about to be decided, and next year's secretary cannot find what was.
What belongs in the packet
If a line needs a forwarded attachment to make sense, it is not in the packet yet.
Community Associations Institute's volunteer guidance is blunt on this: send the agenda with the supporting documents a few days prior so people can actually read them. Their meeting primer also treats minutes as the official record of decisions, not a transcript of debate. What your governing documents and your state require for notice, quorum, and owner access is their question. This page does not answer it.
- The agenda, in the order you mean to take it, with the decision each item needs
- The last minutes, so the board can adopt them as written or with named corrections
- Who has paid, and which doors are still open
- The papers for tonight's votes: the quote on the table, the draft notice, the figure it commits
Keep it on one meeting record
The meeting holds the packet. Agenda, last minutes, and who has paid sit on that record. What the board decided stays with the meeting after the room empties. A resident can find the next date without asking the treasurer to forward a thread.
The board still runs the meeting. The software keeps the file. We do not chair, and we do not take minutes as a service. A join link on the meeting is not a claim that you had quorum.
General information, not legal advice. Your state and your governing documents differ.