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Planning and accountabilityLesson 12 of 20

Academy/Board Leadership

Board calendars

A working calendar for the year, built from your own governing documents, not a downloaded template.

A board calendar is not a template you download, it is a schedule built from your own bylaws, declaration, and state notice law. Map out meeting notice deadlines, the annual meeting and election, budget adoption, and any statutory filing dates before you fill the calendar with anything else.

01

Build it from your own documents

No single, industry-standard HOA board calendar exists. A vendor's "model calendar" is a checklist at best, it was not written for your bylaws, your state, or your declaration's own deadlines. Start instead with the documents that actually bind you: your bylaws' notice and meeting rules, the statute governing your association, and your declaration's dates for the annual meeting, elections, and budget ratification.

One planning detail is easy to miss: under Robert's Rules of Order, the parliamentary authority most HOA bylaws adopt, the board itself must adopt the meeting agenda, a president's draft is only a proposal until the board acts on it. Build in time before each meeting for the board to actually adopt the agenda, not just receive it.

If your board is planning to schedule meetings by video or phone going forward, check the bylaws first. Board meetings by videoconference or teleconference are only permitted if the bylaws specifically authorize it, or a state statute separately permits it; confirm which applies to your association before you put a virtual-only meeting on the calendar.

02

Anchor it to your actual notice deadline

The one date you cannot guess at is your notice deadline. Some states set a firm minimum and require the notice to say more than "meeting."

"Notices of all board meetings must specifically identify agenda items for the meetings and must be posted in a conspicuous place in the community at least 48 hours in advance of a meeting, except in an emergency."

Source: Florida Statutes Section 720.303, State of Florida

Notice periods, and what a notice must actually say, vary by state and are not the same everywhere. Look up your own state's community-association statute, and your bylaws, before assuming a rule like Florida's applies to you.

03

Keep executive session off the routine schedule

It is common advice, borrowed from nonprofit board practice, to close every meeting with a standing executive session. Do not build your calendar around that habit. The HOA statutes reviewed for this course trigger executive session by topic, not by schedule: California limits it to an enumerated list such as litigation, contracts, member discipline, and personnel matters, Florida frames it narrowly around privileged discussion with the association's attorney, and Virginia requires the board to vote in open session on the specific purpose before it can close the room at all.

What can trigger executive session, and what must be recorded about it afterward, differs materially by state. Check your own state's statute and your bylaws rather than assuming a routine closed-door slot is safe to schedule.

Check yourself

Answer before you read the explanation, recalling it is what makes it stick.

Your board wants to start holding meetings over Zoom. What should it check first?

A board chair wants to add a fifteen-minute executive session to every meeting's agenda, regardless of topic. What is the concern?

A Florida board posts a notice reading only "Board Meeting, Tuesday 7pm," a full week in advance, with no agenda items listed. Does this satisfy Florida's notice law?

Sources

Related elsewhere in the Academy

Board Leadership

Once your calendar tracks the dates you cannot move, use it to schedule the priorities you can. Set your board's annual priorities.

Notice periods, what triggers a closed session, and whether virtual meetings are allowed vary by state and by your own bylaws. Build your calendar from those documents, not from a generic template.