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Kuester Management Group shares tips for creating more effective HOA meeting minutes and capturing pertinent information.
CHARLOTTE, N.C. - ncarol.com -- Every official meeting held by the homeowners association (HOA) should be documented. Typically, this is done through meeting minutes, which are considered legal records of association business. However, minutes can quickly become more detailed and lengthier than necessary. Kuester Management Group has released a statement to the press regarding ways the HOA board can keep its meeting minutes concise yet effective.
"One of the first things the board should do is decide whose responsibility it is to record the meeting minutes," says Bryan Kuester, President of Kuester Management Group. "Generally, it is the responsibility of the HOA secretary, but the board may decide to delegate it to someone else. There should also be someone trained as a backup in case the designated minute taker is unable to attend. Having one person responsible for taking these notes can improve consistency."
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Second, have a standard template in place that is used for every meeting, says Kuester. This makes it easier to track the progress of the meeting and what information should be recorded rather than starting with a blank document. Research to determine what is required to be included and what details are not necessary.
Keep minutes clear and concise. It can be tempting to record discussions verbatim but focus on key details and what actions were taken or decisions were made. Remember that meeting minutes should remain neutral and present the facts, not opinions or emotional reactions. It can be helpful for anyone responsible for taking meeting minutes to complete training in order to understand the process, legal requirements, and best practices.
"Once the meeting is over and the minutes have been created, have another board member review for accuracy and make any corrections before the minutes are finalized and signed off on," says Kuester. "After they are finalized, they should be distributed to members in a timely manner and also entered into the HOA's official records."
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Kuester Management Group works with HOAs across North and South Carolina on planning and running association meetings, including things such as creating and distributing agendas and meeting minutes. Learn more about the company and its services by visiting www.kuester.com.
ABOUT:
Kuester Management Group, a division of Kuester Companies, works to protect property values and enhance the quality of life in each of its managed communities. Providing a full range of association management services, Kuester Management Group has worked to foster strong, resilient, and unified communities across North and South Carolina. The company is proud to offer on-site property managers, all zealous for building strong communities meant to stand the test of time. More information is available at www.kuester.com or @KuesterCompany.
"One of the first things the board should do is decide whose responsibility it is to record the meeting minutes," says Bryan Kuester, President of Kuester Management Group. "Generally, it is the responsibility of the HOA secretary, but the board may decide to delegate it to someone else. There should also be someone trained as a backup in case the designated minute taker is unable to attend. Having one person responsible for taking these notes can improve consistency."
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Second, have a standard template in place that is used for every meeting, says Kuester. This makes it easier to track the progress of the meeting and what information should be recorded rather than starting with a blank document. Research to determine what is required to be included and what details are not necessary.
Keep minutes clear and concise. It can be tempting to record discussions verbatim but focus on key details and what actions were taken or decisions were made. Remember that meeting minutes should remain neutral and present the facts, not opinions or emotional reactions. It can be helpful for anyone responsible for taking meeting minutes to complete training in order to understand the process, legal requirements, and best practices.
"Once the meeting is over and the minutes have been created, have another board member review for accuracy and make any corrections before the minutes are finalized and signed off on," says Kuester. "After they are finalized, they should be distributed to members in a timely manner and also entered into the HOA's official records."
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Kuester Management Group works with HOAs across North and South Carolina on planning and running association meetings, including things such as creating and distributing agendas and meeting minutes. Learn more about the company and its services by visiting www.kuester.com.
ABOUT:
Kuester Management Group, a division of Kuester Companies, works to protect property values and enhance the quality of life in each of its managed communities. Providing a full range of association management services, Kuester Management Group has worked to foster strong, resilient, and unified communities across North and South Carolina. The company is proud to offer on-site property managers, all zealous for building strong communities meant to stand the test of time. More information is available at www.kuester.com or @KuesterCompany.
Source: Kuester Management Group
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